MML Investors Services
CWAN

MML Investors Services’s Clearwater Analytics CWAN Stock Holding History

MML Investors Services’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
-22,498
Closed -$543K – 3037
2025
Q4 		$543K Sell
22,498
-5,474
-20% -$110K ﹤0.01% 2209
2025
Q3 		$504K Buy
27,972
+6,894
+33% +$140K ﹤0.01% 2169
2025
Q2 		$462K Buy
21,078
+10,516
+100% +$242K ﹤0.01% 2149
2025
Q1 		$283K Buy
10,562
+2,142
+25% +$60.1K ﹤0.01% 2342
2024
Q4 		$232K Buy
+8,420
New +$239K ﹤0.01% 2421

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

MML Investors Services's CWAN Position: Q1 2026 in Review

MML Investors Services sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 22,498 shares — an estimated $543K sold.

MML Investors Services first reported a position in CWAN in Q4 2024 and held it in 5 quarters. The position peaked at $543K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • MML Investors Services reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 22,498 Clearwater Analytics shares in Q1 2026, an estimated $543K.
  • MML Investors Services first reported a position in Clearwater Analytics in Q4 2024 and held it in 5 quarters.
  • MML Investors Services's Clearwater Analytics position peaked at $543K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.