AB
CWAN

Amalgamated Bank’s Clearwater Analytics CWAN Stock Holding History

Amalgamated Bank’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
-8,771
Closed -$207K – 1645
2026
Q1 		$207K Hold
8,771
– – ﹤0.01% 1554
2025
Q4 		$212K Buy
8,771
+2,324
+36% +$46.5K ﹤0.01% 1554
2025
Q3 		$116K Hold
6,447
– – ﹤0.01% 1676
2025
Q2 		$141K Hold
6,447
– – ﹤0.01% 1636
2025
Q1 		$173K Buy
6,447
+349
+6% +$9.79K ﹤0.01% 1563
2024
Q4 		$168K Buy
6,098
+1,254
+26% +$35.6K ﹤0.01% 1617
2024
Q3 		$122K Hold
4,844
– – ﹤0.01% 1672
2024
Q2 		$90K Buy
+4,844
New +$87.4K ﹤0.01% 1734

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

Amalgamated Bank's CWAN Position: Q2 2026 in Review

Amalgamated Bank sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 8,771 shares — an estimated $207K sold.

Amalgamated Bank first reported a position in CWAN in Q2 2024 and held it in 8 quarters. The position peaked at $212K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Amalgamated Bank reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Amalgamated Bank sold 8,771 Clearwater Analytics shares in Q2 2026, an estimated $207K.
  • Amalgamated Bank first reported a position in Clearwater Analytics in Q2 2024 and held it in 8 quarters.
  • Amalgamated Bank's Clearwater Analytics position peaked at $212K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.