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
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

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

Wellington Management Group's CWAN Position: Q1 2026 in Review

Wellington Management Group reduced its Clearwater Analytics (CWAN) stake by 80% in Q1 2026, selling an estimated $92M and leaving 946,703 shares worth $22.4M. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Wellington Management Group first reported a position in CWAN in Q3 2021 and has held it in 19 quarters since. The position peaked at $321M in Q3 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Wellington Management Group held 946,703 shares of Clearwater Analytics worth $22.4M as of Q1 2026.
  • Wellington Management Group sold 3,888,641 Clearwater Analytics shares in Q1 2026, an estimated $92M.
  • Clearwater Analytics made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #959 holding.
  • Wellington Management Group first reported a position in Clearwater Analytics in Q3 2021 and has held it in 19 quarters since.
  • Wellington Management Group's Clearwater Analytics position peaked at $321M in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.