SAM
CWAN

Silvercrest Asset Management’s Clearwater Analytics CWAN Stock Holding History

Silvercrest Asset Management’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
-1,232,987
Closed -$29.7M – 848
2025
Q4 		$29.7M Buy
1,232,987
+22,145
+2% +$444K 0.2% 133
2025
Q3 		$21.8M Sell
1,210,842
-9,964
-0.8% -$202K 0.14% 191
2025
Q2 		$26.8M Buy
1,220,806
+296,706
+32% +$6.83M 0.18% 159
2025
Q1 		$24.8M Sell
924,100
-283,986
-24% -$7.97M 0.18% 157
2024
Q4 		$33.2M Buy
1,208,086
+57,187
+5% +$1.62M 0.22% 129
2024
Q3 		$29.1M Buy
1,150,899
+186,080
+19% +$4.19M 0.2% 154
2024
Q2 		$17.9M Sell
964,819
-29,198
-3% -$527K 0.12% 190
2024
Q1 		$17.6M Buy
994,017
+201,217
+25% +$3.74M 0.12% 189
2023
Q4 		$15.9M Sell
792,800
-92,284
-10% -$1.82M 0.11% 193
2023
Q3 		$17.1M Buy
885,084
+443,377
+100% +$7.82M 0.13% 181
2023
Q2 		$7.01M Buy
+441,707
New +$6.97M 0.05% 308

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

Silvercrest Asset Management's CWAN Position: Q1 2026 in Review

Silvercrest Asset Management sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 1,232,987 shares — an estimated $29.7M sold.

Silvercrest Asset Management first reported a position in CWAN in Q2 2023 and held it in 11 quarters. The position peaked at $33.2M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Silvercrest Asset Management reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Silvercrest Asset Management sold 1,232,987 Clearwater Analytics shares in Q1 2026, an estimated $29.7M.
  • Silvercrest Asset Management first reported a position in Clearwater Analytics in Q2 2023 and held it in 11 quarters.
  • Silvercrest Asset Management's Clearwater Analytics position peaked at $33.2M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.