BMSSC
CWAN

B. Metzler seel. Sohn & Co’s Clearwater Analytics CWAN Stock Holding History

B. Metzler seel. Sohn & Co’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 		– Sell
-146,968
Closed -$3.54M – 728
2025
Q4 		$3.54M Buy
146,968
+3,264
+2% +$65.4K 0.03% 271
2025
Q3 		$2.59M Buy
143,704
+85,968
+149% +$1.74M 0.02% 334
2025
Q2 		$1.27M Hold
57,736
– – 0.01% 483
2025
Q1 		$1.55M Sell
57,736
-23,367
-29% -$656K 0.02% 409
2024
Q4 		$2.23M Sell
81,103
-64,501
-44% -$1.83M 0.02% 347
2024
Q3 		$3.68M Buy
145,604
+4,544
+3% +$102K 0.04% 255
2024
Q2 		$2.61M Buy
141,060
+4,973
+4% +$89.7K 0.03% 320
2024
Q1 		$2.41M Buy
136,087
+18,454
+16% +$343K 0.03% 343
2023
Q4 		$2.36M Buy
117,633
+6,070
+5% +$120K 0.03% 330
2023
Q3 		$2.16M Sell
111,563
-84,967
-43% -$1.5M 0.03% 306
2023
Q2 		$3.12M Buy
196,530
+104,821
+114% +$1.65M 0.04% 290
2023
Q1 		$1.46M Buy
91,709
+12,323
+16% +$216K 0.02% 375
2022
Q4 		$1.49M Buy
79,386
+25,203
+47% +$436K 0.03% 360
2022
Q3 		$910K Buy
54,183
+13,464
+33% +$196K 0.02% 434
2022
Q2 		$490K Buy
40,719
+3,597
+10% +$58.1K 0.01% 558
2022
Q1 		$780K Sell
37,122
-2,894
-7% -$54.1K 0.01% 527
2021
Q4 		$898K Buy
40,016
+31,737
+383% +$717K 0.01% 461
2021
Q3 		$212K Buy
+8,279
New +$212K ﹤0.01% 681

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

B. Metzler seel. Sohn & Co's CWAN Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 146,968 shares — an estimated $3.54M sold.

B. Metzler seel. Sohn & Co first reported a position in CWAN in Q3 2021 and held it in 18 quarters. The position peaked at $3.68M in Q3 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • B. Metzler seel. Sohn & Co reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 146,968 Clearwater Analytics shares in Q1 2026, an estimated $3.54M.
  • B. Metzler seel. Sohn & Co first reported a position in Clearwater Analytics in Q3 2021 and held it in 18 quarters.
  • B. Metzler seel. Sohn & Co's Clearwater Analytics position peaked at $3.68M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.