State Street
CWAN

State Street’s Clearwater Analytics CWAN Stock Holding History

State Street’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
-6,894,143
Closed -$163M – 4201
2026
Q1 		$163M Buy
6,894,143
+458,188
+7% +$10.8M 0.01% 1065
2025
Q4 		$155M Buy
6,435,955
+600,457
+10% +$12M 0.01% 1100
2025
Q3 		$105M Buy
5,835,498
+341,762
+6% +$6.93M ﹤0.01% 1309
2025
Q2 		$120M Buy
5,493,736
+1,004,563
+22% +$23.1M ﹤0.01% 1203
2025
Q1 		$120M Buy
4,489,173
+32,964
+0.7% +$925K 0.01% 1173
2024
Q4 		$123M Buy
4,456,209
+838,747
+23% +$23.8M ﹤0.01% 1224
2024
Q3 		$91.3M Buy
3,617,462
+1,009,548
+39% +$22.7M ﹤0.01% 1377
2024
Q2 		$48.3M Buy
2,607,914
+1,682,597
+182% +$30.4M ﹤0.01% 1697
2024
Q1 		$16.4M Buy
925,317
+174,563
+23% +$3.24M ﹤0.01% 2291
2023
Q4 		$15M Buy
750,754
+215,001
+40% +$4.23M ﹤0.01% 2361
2023
Q3 		$10.4M Buy
535,753
+56,022
+12% +$988K ﹤0.01% 2580
2023
Q2 		$7.61M Buy
479,731
+112,980
+31% +$1.78M ﹤0.01% 2789
2023
Q1 		$5.85M Buy
366,751
+109,171
+42% +$1.91M ﹤0.01% 2933
2022
Q4 		$4.83M Sell
257,580
-1,357
-0.5% -$23.5K ﹤0.01% 3054
2022
Q3 		$4.35M Buy
258,937
+35,728
+16% +$521K ﹤0.01% 3133
2022
Q2 		$2.69M Buy
223,209
+23,822
+12% +$385K ﹤0.01% 3377
2022
Q1 		$4.19M Buy
199,387
+100,287
+101% +$1.88M ﹤0.01% 3274
2021
Q4 		$2.28M Buy
+99,100
New +$2.24M ﹤0.01% 3596

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

State Street's CWAN Position: Q2 2026 in Review

State Street sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 6,894,143 shares — an estimated $163M sold.

State Street first reported a position in CWAN in Q4 2021 and held it in 18 quarters. The position peaked at $163M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • State Street reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • State Street sold 6,894,143 Clearwater Analytics shares in Q2 2026, an estimated $163M.
  • State Street first reported a position in Clearwater Analytics in Q4 2021 and held it in 18 quarters.
  • State Street's Clearwater Analytics position peaked at $163M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.