SEI Investments
CWAN

SEI Investments’s Clearwater Analytics CWAN Stock Holding History

SEI Investments’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
-71,883
Closed -$1.7M – 3309
2026
Q1 		$1.7M Sell
71,883
-1,491,816
-95% -$35.3M ﹤0.01% 2084
2025
Q4 		$37.7M Sell
1,563,699
-80,357
-5% -$1.61M 0.04% 486
2025
Q3 		$29.6M Sell
1,644,056
-140,956
-8% -$2.86M 0.03% 554
2025
Q2 		$39.1M Buy
1,785,012
+600,437
+51% +$13.8M 0.05% 429
2025
Q1 		$31.7M Sell
1,184,575
-386,707
-25% -$10.9M 0.04% 481
2024
Q4 		$43.2M Sell
1,571,282
-436,125
-22% -$12.4M 0.06% 364
2024
Q3 		$50.7M Buy
2,007,407
+185,533
+10% +$4.17M 0.07% 317
2024
Q2 		$33.7M Buy
1,821,874
+235,309
+15% +$4.24M 0.05% 406
2024
Q1 		$28.1M Buy
1,586,565
+311,499
+24% +$5.79M 0.04% 473
2023
Q4 		$25.5M Buy
1,275,066
+152,857
+14% +$3.01M 0.04% 464
2023
Q3 		$21.7M Buy
1,122,209
+182,644
+19% +$3.22M 0.04% 500
2023
Q2 		$14.9M Buy
939,565
+128,977
+16% +$2.04M 0.03% 686
2023
Q1 		$12.9M Buy
810,588
+398,956
+97% +$6.98M 0.02% 711
2022
Q4 		$7.72M Sell
411,632
-76,974
-16% -$1.33M 0.02% 849
2022
Q3 		$8.2M Buy
488,606
+103,309
+27% +$1.51M 0.02% 857
2022
Q2 		$4.64M Buy
385,297
+115,151
+43% +$1.86M 0.01% 1130
2022
Q1 		$5.67M Sell
270,146
-3,086
-1% -$57.7K 0.01% 1036
2021
Q4 		$6.28M Buy
273,232
+162,251
+146% +$3.67M 0.01% 1015
2021
Q3 		$2.84M Buy
+110,981
New +$2.85M 0.01% 1354

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

SEI Investments's CWAN Position: Q2 2026 in Review

SEI Investments sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 71,883 shares — an estimated $1.7M sold.

SEI Investments first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $50.7M in Q3 2024. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • SEI Investments reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • SEI Investments sold 71,883 Clearwater Analytics shares in Q2 2026, an estimated $1.7M.
  • SEI Investments first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
  • SEI Investments's Clearwater Analytics position peaked at $50.7M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.