UBS Group’s Clearwater Analytics CWAN Stock Holding History

UBS Group’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-173,000	Closed	-$4.17M	–	10602
2025 Q4	$4.17M	Buy	+173,000	New	+$3.47M	﹤0.01%	4206

Other funds holding CWAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

UBS Group's CWAN Position: Q1 2026 in Review

UBS Group increased its Clearwater Analytics (CWAN) stake by 182% in Q1 2026, buying an estimated $225M and bringing the position to 14,735,354 shares worth $348M. The position accounts for 0.05% of the portfolio, ranked #373.

UBS Group first reported a position in CWAN in Q3 2021 and has held it in 19 quarters since. 327 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

UBS Group held 14,735,354 shares of Clearwater Analytics worth $348M as of Q1 2026.
UBS Group bought 9,515,458 Clearwater Analytics shares in Q1 2026, an estimated $225M.
Clearwater Analytics made up 0.05% of UBS Group's portfolio in Q1 2026, its #373 holding.
UBS Group first reported a position in Clearwater Analytics in Q3 2021 and has held it in 19 quarters since.
327 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.