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Joel Greenblatt’s CWAN Holdings & Trades

First Buy
Q4 2024
Duration Held
5 Quarters
Largest Add
Q1 2026
+163,309 Shares
Current Position
163,309 Shares
$3.86 M Value

Joel Greenblatt's CWAN Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 163,309 shares of Clearwater Analytics Holdings, Inc. (CWAN) worth $3.86 M, representing 0.01% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in CWAN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 163,309 shares. Largest reduction occurred in Q3 2025, reducing 172,063 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Clearwater Analytics Holdings (CWAN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Clearwater Analytics Holdings (CWAN) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +163,309 New Buy 163,309 $23.65
Q3 2025 -172,063 Sold Out 0 $0.00
Q2 2025 +118,021 Add 218.39% 172,063 $21.93
Q1 2025 -40,361 Reduce 42.75% 54,042 $26.80
Q4 2024 +94,403 New Buy 94,403 $27.52

Joel Greenblatt's Clearwater Analytics Holdings Investment FAQs

Joel Greenblatt first purchased Clearwater Analytics Holdings, Inc. (CWAN) in Q4 2024, acquiring 94,403 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Clearwater Analytics Holdings, Inc. (CWAN) for 5 quarters since Q4 2024.

Joel Greenblatt's largest addition to Clearwater Analytics Holdings, Inc. (CWAN) was in Q1 2026, adding 163,309 shares worth $3.86 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 163,309 shares of Clearwater Analytics Holdings, Inc. (CWAN), valued at approximately $3.86 M.

As of the Q1 2026 filing, Clearwater Analytics Holdings, Inc. (CWAN) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Clearwater Analytics Holdings, Inc. (CWAN) was 172,063 shares, as reported at the end of Q2 2025.