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 Q1	$49.7K	Buy	+2,100	New	+$49.7K	﹤0.01%	267
2025 Q2	–	Sell	-70,400	Closed	-$1.89M	–	220
2025 Q1	$1.89M	Buy	+70,400	New	+$1.98M	0.1%	107

Other funds holding CWAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Westchester Capital Management (New York)'s CWAN Position: Q1 2026 in Review

Westchester Capital Management (New York) opened a new position in Clearwater Analytics (CWAN) in Q1 2026: 2,617,694 shares worth $61.9M. The stake represents 2.8% of the portfolio and ranks #8 among its holdings.

327 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

Westchester Capital Management (New York) held 2,617,694 shares of Clearwater Analytics worth $61.9M as of Q1 2026.
Clearwater Analytics was a new Westchester Capital Management (New York) position in Q1 2026.
Clearwater Analytics made up 2.8% of Westchester Capital Management (New York)'s portfolio in Q1 2026, its #8 holding.
327 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.