Stifel Financial
CWAN

Stifel Financial’s Clearwater Analytics CWAN Stock Holding History

Stifel Financial’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
-237,009
Closed -$5.72M – 3659
2025
Q4 		$5.72M Buy
237,009
+201,524
+568% +$4.04M 0.01% 1256
2025
Q3 		$639K Sell
35,485
-78,765
-69% -$1.6M ﹤0.01% 2665
2025
Q2 		$2.51M Buy
114,250
+8,718
+8% +$201K ﹤0.01% 1675
2025
Q1 		$2.83M Sell
105,532
-83,584
-44% -$2.35M ﹤0.01% 1520
2024
Q4 		$5.2M Buy
189,116
+2,889
+2% +$82K 0.01% 1192
2024
Q3 		$4.7M Buy
186,227
+10,378
+6% +$233K ﹤0.01% 1244
2024
Q2 		$3.26M Sell
175,849
-5,171
-3% -$93.3K ﹤0.01% 1396
2024
Q1 		$3.2M Buy
181,020
+40,032
+28% +$744K ﹤0.01% 1401
2023
Q4 		$2.82M Buy
140,988
+51,357
+57% +$1.01M ﹤0.01% 1440
2023
Q3 		$1.73M Sell
89,631
-278
-0.3% -$4.9K ﹤0.01% 1687
2023
Q2 		$1.43M Sell
89,909
-853
-0.9% -$13.5K ﹤0.01% 1844
2023
Q1 		$1.45M Buy
90,762
+3,095
+4% +$54.1K ﹤0.01% 1777
2022
Q4 		$1.64M Sell
87,667
-2,847
-3% -$49.3K ﹤0.01% 1666
2022
Q3 		$1.52M Sell
90,514
-1,146
-1% -$16.7K ﹤0.01% 1653
2022
Q2 		$1.1M Buy
91,660
+135
+0.1% +$2.18K ﹤0.01% 1924
2022
Q1 		$1.92M Buy
91,525
+46,493
+103% +$869K ﹤0.01% 1641
2021
Q4 		$1.03M Buy
+45,032
New +$1.02M ﹤0.01% 2101

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

Stifel Financial's CWAN Position: Q1 2026 in Review

Stifel Financial sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 237,009 shares — an estimated $5.72M sold.

Stifel Financial first reported a position in CWAN in Q4 2021 and held it in 17 quarters. The position peaked at $5.72M in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Stifel Financial reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 237,009 Clearwater Analytics shares in Q1 2026, an estimated $5.72M.
  • Stifel Financial first reported a position in Clearwater Analytics in Q4 2021 and held it in 17 quarters.
  • Stifel Financial's Clearwater Analytics position peaked at $5.72M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.