Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

CWAN holding history

Clearwater Analytics Holdings, Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CWAN overview All 13F holders of CWAN Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of CWAN by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−21,145−100.0%	Sold out	Holders
Q4 2024	21,145	$581.9K	0.1%	+288+1.4%	Added	Holders
Q3 2024	20,857	$526.6K	0.1%	00.0%	Unchanged	Holders
Q2 2024	20,857	$386.3K	<0.1%	+20,857	New	Holders