VAS
CWAN

Vestmark Advisory Solutions’s Clearwater Analytics CWAN Stock Holding History

Vestmark Advisory Solutions’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
-8,943
Closed -$216K – 1347
2025
Q4 		$216K Buy
+8,943
New +$179K ﹤0.01% 1188
2025
Q3 		– Sell
-65,773
Closed -$1.44M – 935
2025
Q2 		$1.44M Sell
65,773
-75,741
-54% -$1.74M 0.02% 434
2025
Q1 		$3.79M Buy
141,514
+68,156
+93% +$1.91M 0.1% 241
2024
Q4 		$2.02M Sell
73,358
-177
-0.2% -$5.02K 0.07% 258
2024
Q3 		$1.86M Sell
73,535
-13
-0% -$292 0.07% 252
2024
Q2 		$1.36M Buy
73,548
+332
+0.5% +$5.99K 0.06% 285
2024
Q1 		$1.3M Buy
73,216
+8,000
+12% +$149K 0.06% 288
2023
Q4 		$1.31M Buy
65,216
+28,838
+79% +$568K 0.07% 263
2023
Q3 		$704K Sell
36,378
-2,505
-6% -$44.2K 0.05% 264
2023
Q2 		$617K Sell
38,883
-113
-0.3% -$1.78K 0.02% 546
2023
Q1 		$622K Buy
38,996
+4,012
+11% +$70.2K 0.03% 545
2022
Q4 		$656K Sell
34,984
-3,612
-9% -$62.5K 0.03% 511
2022
Q3 		$648K Buy
38,596
+7,048
+22% +$103K 0.04% 486
2022
Q2 		$380K Buy
31,548
+6,378
+25% +$103K 0.02% 600
2022
Q1 		$529K Sell
25,170
-54
-0.2% -$1.01K 0.03% 516
2021
Q4 		$580K Buy
+25,224
New +$570K 0.03% 499

Other funds holding CWAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Vestmark Advisory Solutions's CWAN Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 8,943 shares — an estimated $216K sold.

Vestmark Advisory Solutions first reported a position in CWAN in Q4 2021 and held it in 16 quarters. The position peaked at $3.79M in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Vestmark Advisory Solutions reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 8,943 Clearwater Analytics shares in Q1 2026, an estimated $216K.
  • Vestmark Advisory Solutions first reported a position in Clearwater Analytics in Q4 2021 and held it in 16 quarters.
  • Vestmark Advisory Solutions's Clearwater Analytics position peaked at $3.79M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.