SS
CWAN

SBI Securities’s Clearwater Analytics CWAN Stock Holding History

SBI 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
Q2 		– Sell
-1,116
Closed -$26.4K – 4102
2026
Q1 		$26.4K Sell
1,116
-259
-19% -$6.13K ﹤0.01% 1337
2025
Q4 		$33.2K Buy
1,375
+1,186
+628% +$23.8K ﹤0.01% 1252
2025
Q3 		$3.41K Sell
189
-420
-69% -$8.52K ﹤0.01% 2215
2025
Q2 		$13.4K Buy
609
+316
+108% +$7.27K ﹤0.01% 1578
2025
Q1 		$7.85K Sell
293
-19
-6% -$533 ﹤0.01% 1697
2024
Q4 		$8.59K Buy
+312
New +$8.85K ﹤0.01% 1706

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

SBI Securities's CWAN Position: Q2 2026 in Review

SBI Securities sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 1,116 shares — an estimated $26.4K sold.

SBI Securities first reported a position in CWAN in Q4 2024 and held it in 6 quarters. The position peaked at $33.2K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • SBI Securities reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • SBI Securities sold 1,116 Clearwater Analytics shares in Q2 2026, an estimated $26.4K.
  • SBI Securities first reported a position in Clearwater Analytics in Q4 2024 and held it in 6 quarters.
  • SBI Securities's Clearwater Analytics position peaked at $33.2K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.