WCMNY
CWAN

Westchester Capital Management (New York)’s Clearwater Analytics CWAN Stock Holding History

Westchester Capital Management (New York)’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
-2,617,694
Closed -$61.9M – 315
2026
Q1 		$61.9M Buy
+2,617,694
New +$61.9M 2.8% 8

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

Westchester Capital Management (New York)'s CWAN Position: Q2 2026 in Review

Westchester Capital Management (New York) sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 2,617,694 shares — an estimated $61.9M sold.

Westchester Capital Management (New York) first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $61.9M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Westchester Capital Management (New York) reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 2,617,694 Clearwater Analytics shares in Q2 2026, an estimated $61.9M.
  • Westchester Capital Management (New York) first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Clearwater Analytics position peaked at $61.9M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.