WAM
CWAN

Weiss Asset Management’s Clearwater Analytics CWAN Stock Holding History

Weiss Asset Management’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
-843,439
Closed -$19.9M – 692
2026
Q1 		$19.9M Buy
+843,439
New +$20M 0.34% 65
2025
Q1 		– Sell
-11,613
Closed -$320K – 401
2024
Q4 		$320K Buy
+11,613
New +$329K 0.01% 525
2024
Q2 		– Sell
-600,200
Closed -$10.6M – 318
2024
Q1 		$10.6M Buy
600,200
+559,268
+1,366% +$10.4M 0.37% 70
2023
Q4 		$820K Buy
+40,932
New +$806K 0.04% 169

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
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

Weiss Asset Management's CWAN Position: Q2 2026 in Review

Weiss Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 843,439 shares — an estimated $19.9M sold.

Weiss Asset Management first reported a position in CWAN in Q4 2023 and held it in 4 quarters. The position peaked at $19.9M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Weiss Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Weiss Asset Management sold 843,439 Clearwater Analytics shares in Q2 2026, an estimated $19.9M.
  • Weiss Asset Management first reported a position in Clearwater Analytics in Q4 2023 and held it in 4 quarters.
  • Weiss Asset Management's Clearwater Analytics position peaked at $19.9M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.