SCM
CWAN

Sterling Capital Management’s Clearwater Analytics CWAN Stock Holding History

Sterling Capital 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
Q2 		– Sell
-1,809
Closed -$42.8K – 3312
2026
Q1 		$42.8K Sell
1,809
-73,026
-98% -$1.73M ﹤0.01% 1708
2025
Q4 		$1.81M Buy
74,835
+1,226
+2% +$24.6K 0.03% 431
2025
Q3 		$1.33M Buy
73,609
+20,391
+38% +$413K 0.02% 543
2025
Q2 		$1.17M Buy
53,218
+403
+0.8% +$9.27K 0.02% 571
2025
Q1 		$1.42M Sell
52,815
-39,698
-43% -$1.11M 0.02% 480
2024
Q4 		$2.55M Buy
92,513
+28
+0% +$794 0.03% 336
2024
Q3 		$2.34M Buy
+92,485
New +$2.08M 0.03% 347

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

Sterling Capital Management's CWAN Position: Q2 2026 in Review

Sterling Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 1,809 shares — an estimated $42.8K sold.

Sterling Capital Management first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $2.55M in Q4 2024. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Sterling Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Sterling Capital Management sold 1,809 Clearwater Analytics shares in Q2 2026, an estimated $42.8K.
  • Sterling Capital Management first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
  • Sterling Capital Management's Clearwater Analytics position peaked at $2.55M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.