Wellington Management Group
CWAN

Wellington Management Group’s Clearwater Analytics CWAN Stock Holding History

Wellington Management 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
-946,703
Closed -$22.4M – 1961
2026
Q1 		$22.4M Sell
946,703
-3,888,641
-80% -$92M ﹤0.01% 959
2025
Q4 		$117M Sell
4,835,344
-12,958,357
-73% -$260M 0.02% 513
2025
Q3 		$321M Buy
17,793,701
+9,268,950
+109% +$188M 0.06% 289
2025
Q2 		$187M Buy
8,524,751
+2,111,822
+33% +$48.6M 0.03% 369
2025
Q1 		$172M Buy
6,412,929
+458,444
+8% +$12.9M 0.03% 382
2024
Q4 		$164M Buy
5,954,485
+2,950,555
+98% +$83.7M 0.03% 415
2024
Q3 		$75.8M Buy
3,003,930
+281,958
+10% +$6.34M 0.01% 601
2024
Q2 		$50.4M Buy
2,721,972
+118,471
+5% +$2.14M 0.01% 698
2024
Q1 		$46.1M Buy
2,603,501
+443,801
+21% +$8.25M 0.01% 732
2023
Q4 		$43.3M Buy
2,159,700
+87,455
+4% +$1.72M 0.01% 751
2023
Q3 		$40.1M Sell
2,072,245
-271,502
-12% -$4.79M 0.01% 743
2023
Q2 		$37.2M Sell
2,343,747
-16,071
-0.7% -$254K 0.01% 785
2023
Q1 		$37.7M Buy
2,359,818
+565,190
+31% +$9.89M 0.01% 760
2022
Q4 		$33.6M Sell
1,794,628
-15,543
-0.9% -$269K 0.01% 791
2022
Q3 		$30.4M Sell
1,810,171
-70,687
-4% -$1.03M 0.01% 789
2022
Q2 		$22.6M Sell
1,880,858
-59,822
-3% -$967K ﹤0.01% 914
2022
Q1 		$40.8M Sell
1,940,680
-1,095,812
-36% -$20.5M 0.01% 821
2021
Q4 		$69.8M Sell
3,036,492
-81,757
-3% -$1.85M 0.01% 731
2021
Q3 		$79.9M Buy
+3,118,249
New +$80M 0.01% 684

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

Wellington Management Group's CWAN Position: Q2 2026 in Review

Wellington Management Group sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 946,703 shares — an estimated $22.4M sold.

Wellington Management Group first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $321M in Q3 2025. 3 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Wellington Management Group reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 946,703 Clearwater Analytics shares in Q2 2026, an estimated $22.4M.
  • Wellington Management Group first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
  • Wellington Management Group's Clearwater Analytics position peaked at $321M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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