UBS AM’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-570,645
| Closed | -$13.5M | – | 3749 |
|
|
2026
Q1 | $13.5M | Buy |
570,645
+31,238
| +6% | +$739K | ﹤0.01% | 1050 |
|
|
2025
Q4 | $13M | Buy |
539,407
+95,400
| +21% | +$1.91M | ﹤0.01% | 1020 |
|
|
2025
Q3 | $8M | Sell |
444,007
-317,522
| -42% | -$6.44M | ﹤0.01% | 1150 |
|
|
2025
Q2 | $16.7M | Buy |
761,529
+302,237
| +66% | +$6.95M | ﹤0.01% | 1117 |
|
|
2025
Q1 | $12.3M | Buy |
459,292
+6,826
| +2% | +$192K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $12.5M | Buy |
452,466
+164,603
| +57% | +$4.67M | ﹤0.01% | 1142 |
|
|
2024
Q3 | $7.27M | Sell |
287,863
-19,293
| -6% | -$434K | ﹤0.01% | 1376 |
|
|
2024
Q2 | $5.69M | Sell |
307,156
-46,956
| -13% | -$847K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $6.26M | Sell |
354,112
-327,552
| -48% | -$6.09M | ﹤0.01% | 1166 |
|
|
2023
Q4 | $13.7M | Buy |
681,664
+165,930
| +32% | +$3.27M | 0.01% | 884 |
|
|
2023
Q3 | $9.97M | Buy |
515,734
+1,175
| +0.2% | +$20.7K | ﹤0.01% | 950 |
|
|
2023
Q2 | $8.21M | Hold |
514,559
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q1 | $8.21M | Sell |
514,559
-11,655
| -2% | -$204K | ﹤0.01% | 1039 |
|
|
2022
Q4 | $9.87M | Buy |
526,214
+289,661
| +122% | +$5.02M | 0.01% | 940 |
|
|
2022
Q3 | $3.97M | Sell |
236,553
-24,847
| -10% | -$362K | ﹤0.01% | 1280 |
|
|
2022
Q2 | $3.15M | Sell |
261,400
-8,800
| -3% | -$142K | ﹤0.01% | 1410 |
|
|
2022
Q1 | $5.67M | Sell |
270,200
-20,400
| -7% | -$381K | ﹤0.01% | 1302 |
|
|
2021
Q4 | $6.68M | Sell |
290,600
-9,400
| -3% | -$212K | ﹤0.01% | 1282 |
|
|
2021
Q3 | $7.68M | Buy |
+300,000
| New | +$7.7M | ﹤0.01% | 1192 |
|
Other funds holding CWAN
GPGA
IA
HNB
UBS AM's CWAN Position: Q2 2026 in Review
UBS AM sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 570,645 shares — an estimated $13.5M sold.
UBS AM first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $16.7M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.
- UBS AM reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
- UBS AM sold 570,645 Clearwater Analytics shares in Q2 2026, an estimated $13.5M.
- UBS AM first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
- UBS AM's Clearwater Analytics position peaked at $16.7M in Q2 2025.
- 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.