SS
CWAN

Sunbelt Securities’s Clearwater Analytics CWAN Stock Holding History

Sunbelt Securities’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 		$1.96K Hold
83
– – ﹤0.01% 1933
2025
Q4 		$2K Buy
83
+62
+295% +$1.24K ﹤0.01% 1880
2025
Q3 		$378 Buy
+21
New +$426 ﹤0.01% 2296

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

Sunbelt Securities's CWAN Position: Q1 2026 in Review

Sunbelt Securities held its Clearwater Analytics (CWAN) position steady in Q1 2026 at 83 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Sunbelt Securities first reported a position in CWAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $2K in Q4 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Sunbelt Securities held 83 shares of Clearwater Analytics worth $1.96K as of Q1 2026.
  • Sunbelt Securities left its Clearwater Analytics share count unchanged in Q1 2026.
  • Clearwater Analytics made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1933 holding.
  • Sunbelt Securities first reported a position in Clearwater Analytics in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Clearwater Analytics position peaked at $2K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.