Capstone Investment Advisors »

Clearw.a.hld. shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

All positions including Clearw.a.hld. held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Clearw.a.hld. by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $17M 700k 23.65
2025-09-30 $248k 14k 18.02
2025-06-30 $241k 11k 21.93
2024-06-30 $214k 12k 18.52
2024-03-31 $1.2M 69k 17.69
2023-12-31 $650k 33k 20.03
2023-09-30 $324k 17k 19.34

More positions owned by Capstone Investment Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr China Lg-cap Etf (FXI)
Alphabet Cap Stk Cl A (GOOGL)
Lumentum Hldgs Note 1.500%12/1 (Principal)
Meta Platforms Cl A (META)
Select Sector Spdr Tr State Street Fin Call Option (XLF)
Western Digital Corp Note 3.000%11/1 (Principal)

View all positions for Capstone Investment Advisors

Top funds holding Clearw.a.hld.

Vanguard Group
BlackRock
Vanguard Portfolio Management
UBS Group
HBK Investments
Balyasny Asset Management
Vanguard Capital Management
Pentwater Capital Management
Millennium Management
Citadel Advisors
Glazer Capital
Geode Capital Management
State Street Corporation
HMI Capital
Starboard Value

View all funds holding Clearw.a.hld.