WA
CWAN

Wasatch Advisors’s Clearwater Analytics CWAN Stock Holding History

Wasatch Advisors’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
-8,430,212
Closed -$203M – 220
2025
Q4 		$203M Sell
8,430,212
-778,000
-8% -$15.6M 1.21% 26
2025
Q3 		$166M Sell
9,208,212
-359,179
-4% -$7.28M 0.89% 38
2025
Q2 		$210M Buy
9,567,391
+274,664
+3% +$6.32M 1.1% 30
2025
Q1 		$249M Sell
9,292,727
-3,123,479
-25% -$87.7M 1.39% 19
2024
Q4 		$342M Sell
12,416,206
-5,718,820
-32% -$162M 1.69% 12
2024
Q3 		$458M Buy
18,135,026
+559,564
+3% +$12.6M 2.24% 5
2024
Q2 		$325M Buy
17,575,462
+1,184,154
+7% +$21.4M 1.74% 13
2024
Q1 		$290M Buy
16,391,308
+4,304,286
+36% +$80M 1.52% 18
2023
Q4 		$242M Buy
12,087,022
+1,831,571
+18% +$36.1M 1.33% 24
2023
Q3 		$198M Buy
10,255,451
+3,778,350
+58% +$66.6M 1.25% 28
2023
Q2 		$103M Buy
6,477,101
+261,404
+4% +$4.13M 0.62% 53
2023
Q1 		$99.2M Buy
6,215,697
+897,726
+17% +$15.7M 0.62% 54
2022
Q4 		$99.7M Buy
5,317,971
+507,432
+11% +$8.79M 0.67% 51
2022
Q3 		$80.8M Buy
4,810,539
+934,243
+24% +$13.6M 0.56% 58
2022
Q2 		$46.7M Buy
3,876,296
+636,061
+20% +$10.3M 0.3% 90
2022
Q1 		$68M Buy
3,240,235
+178,068
+6% +$3.33M 0.34% 82
2021
Q4 		$70.4M Buy
3,062,167
+2,369,786
+342% +$53.6M 0.29% 90
2021
Q3 		$17.7M Buy
+692,381
New +$17.8M 0.07% 178

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

Wasatch Advisors's CWAN Position: Q1 2026 in Review

Wasatch Advisors sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 8,430,212 shares — an estimated $203M sold.

Wasatch Advisors first reported a position in CWAN in Q3 2021 and held it in 18 quarters. The position peaked at $458M in Q3 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Wasatch Advisors reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Wasatch Advisors sold 8,430,212 Clearwater Analytics shares in Q1 2026, an estimated $203M.
  • Wasatch Advisors first reported a position in Clearwater Analytics in Q3 2021 and held it in 18 quarters.
  • Wasatch Advisors's Clearwater Analytics position peaked at $458M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Wasatch Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.