UBS Group
CWAN

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
Q2 		– Sell
-7,600
Closed -$180K – 10536
2026
Q1 		$180K Sell
7,600
-14,400
-65% -$341K ﹤0.01% 6694
2025
Q4 		$531K Buy
+22,000
New +$441K ﹤0.01% 6045

Other funds holding CWAN

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

UBS Group's CWAN Position: Q2 2026 in Review

UBS Group sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 14,735,354 shares — an estimated $348M sold.

UBS Group first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $348M in Q1 2026. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • UBS Group reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 14,735,354 Clearwater Analytics shares in Q2 2026, an estimated $348M.
  • UBS Group first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
  • UBS Group's Clearwater Analytics position peaked at $348M in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.