NS
CWAN

NBC Securities’s Clearwater Analytics CWAN Stock Holding History

NBC Securities’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
-819
Closed -$19.8K – 2622
2025
Q4 		$19.8K Buy
819
+79
+11% +$1.58K ﹤0.01% 1780
2025
Q3 		$13.3K Sell
740
-2,256
-75% -$45.7K ﹤0.01% 1919
2025
Q2 		$65K Sell
2,996
-15,310
-84% -$352K 0.01% 1216
2025
Q1 		$490K Buy
18,306
+18,288
+101,600% +$513K 0.04% 460
2024
Q4 		$510 Sell
18
-25,073
-100% -$711K 0.05% 442
2024
Q3 		$633K Sell
25,091
-9,153
-27% -$206K 0.05% 384
2024
Q2 		$634K Sell
34,244
-821
-2% -$14.8K 0.06% 356
2024
Q1 		$621K Buy
35,065
+12,146
+53% +$226K 0.06% 371
2023
Q4 		$459K Sell
22,919
-520
-2% -$10.2K 0.05% 447
2023
Q3 		$453K Buy
+23,439
New +$413K 0.05% 413

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

NBC Securities's CWAN Position: Q1 2026 in Review

NBC Securities sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 819 shares — an estimated $19.8K sold.

NBC Securities first reported a position in CWAN in Q3 2023 and held it in 10 quarters. The position peaked at $634K in Q2 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • NBC Securities reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • NBC Securities sold 819 Clearwater Analytics shares in Q1 2026, an estimated $19.8K.
  • NBC Securities first reported a position in Clearwater Analytics in Q3 2023 and held it in 10 quarters.
  • NBC Securities's Clearwater Analytics position peaked at $634K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.