SBH
CWAN

Segall Bryant & Hamill’s Clearwater Analytics CWAN Stock Holding History

Segall Bryant & Hamill’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
-412,927
Closed -$9.96M – 595
2025
Q4 		$9.96M Buy
412,927
+18,574
+5% +$372K 0.13% 235
2025
Q3 		$7.11M Buy
394,353
+9,719
+3% +$197K 0.09% 277
2025
Q2 		$8.44M Buy
384,634
+65,141
+20% +$1.5M 0.12% 254
2025
Q1 		$8.56M Sell
319,493
-9,018
-3% -$253K 0.13% 241
2024
Q4 		$9.04M Sell
328,511
-4,420
-1% -$125K 0.12% 241
2024
Q3 		$8.41M Sell
332,931
-13,598
-4% -$306K 0.11% 256
2024
Q2 		$6.42M Buy
346,529
+9,428
+3% +$170K 0.11% 242
2024
Q1 		$5.96M Buy
337,101
+169,034
+101% +$3.14M 0.11% 245
2023
Q4 		$3.37M Buy
+168,067
New +$3.31M 0.06% 273

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

Segall Bryant & Hamill's CWAN Position: Q1 2026 in Review

Segall Bryant & Hamill sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 412,927 shares — an estimated $9.96M sold.

Segall Bryant & Hamill first reported a position in CWAN in Q4 2023 and held it in 9 quarters. The position peaked at $9.96M in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Segall Bryant & Hamill reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Segall Bryant & Hamill sold 412,927 Clearwater Analytics shares in Q1 2026, an estimated $9.96M.
  • Segall Bryant & Hamill first reported a position in Clearwater Analytics in Q4 2023 and held it in 9 quarters.
  • Segall Bryant & Hamill's Clearwater Analytics position peaked at $9.96M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.