SI
CWAN

Stephens Inc’s Clearwater Analytics CWAN Stock Holding History

Stephens Inc’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
-13,730
Closed -$331K – 1331
2025
Q4 		$331K Sell
13,730
-463
-3% -$9.27K ﹤0.01% 1000
2025
Q3 		$256K Buy
14,193
+3,272
+30% +$66.3K ﹤0.01% 1113
2025
Q2 		$239K Buy
+10,921
New +$251K ﹤0.01% 1103
2025
Q1 		– Sell
-7,977
Closed -$220K – 1253
2024
Q4 		$220K Buy
+7,977
New +$226K ﹤0.01% 1136

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

Stephens Inc's CWAN Position: Q1 2026 in Review

Stephens Inc sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 13,730 shares — an estimated $331K sold.

Stephens Inc first reported a position in CWAN in Q4 2024 and held it in 4 quarters. The position peaked at $331K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Stephens Inc reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 13,730 Clearwater Analytics shares in Q1 2026, an estimated $331K.
  • Stephens Inc first reported a position in Clearwater Analytics in Q4 2024 and held it in 4 quarters.
  • Stephens Inc's Clearwater Analytics position peaked at $331K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.