Ameriprise
CWAN

Ameriprise’s Clearwater Analytics CWAN Stock Holding History

Ameriprise’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
-45,672
Closed -$1.07M – 4132
2026
Q1 		$1.07M Sell
45,672
-631,823
-93% -$15M ﹤0.01% 3264
2025
Q4 		$16.3M Sell
677,495
-1,706,877
-72% -$34.2M ﹤0.01% 1562
2025
Q3 		$43M Sell
2,384,372
-688,675
-22% -$14M 0.01% 981
2025
Q2 		$67.4M Buy
3,073,047
+1,031,024
+50% +$23.7M 0.02% 716
2025
Q1 		$54.7M Buy
2,042,023
+1,300,525
+175% +$36.5M 0.01% 796
2024
Q4 		$20.4M Buy
741,498
+204,563
+38% +$5.8M 0.01% 1321
2024
Q3 		$13.6M Buy
536,935
+28,945
+6% +$651K ﹤0.01% 1563
2024
Q2 		$9.41M Sell
507,990
-26,097
-5% -$471K ﹤0.01% 1801
2024
Q1 		$9.45M Sell
534,087
-48,728
-8% -$905K ﹤0.01% 1836
2023
Q4 		$11.7M Sell
582,815
-31,585
-5% -$622K ﹤0.01% 1643
2023
Q3 		$11.9M Buy
614,400
+33,652
+6% +$594K ﹤0.01% 1562
2023
Q2 		$9.22M Buy
580,748
+118,390
+26% +$1.87M ﹤0.01% 1838
2023
Q1 		$7.38M Buy
462,358
+293,653
+174% +$5.14M ﹤0.01% 2021
2022
Q4 		$3.16M Buy
168,705
+39,332
+30% +$681K ﹤0.01% 2576
2022
Q3 		$2.17M Buy
129,373
+51,021
+65% +$744K ﹤0.01% 2751
2022
Q2 		$944K Buy
+78,352
New +$1.27M ﹤0.01% 3143

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

Ameriprise's CWAN Position: Q2 2026 in Review

Ameriprise sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 45,672 shares — an estimated $1.07M sold.

Ameriprise first reported a position in CWAN in Q2 2022 and held it in 16 quarters. The position peaked at $67.4M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Ameriprise reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Ameriprise sold 45,672 Clearwater Analytics shares in Q2 2026, an estimated $1.07M.
  • Ameriprise first reported a position in Clearwater Analytics in Q2 2022 and held it in 16 quarters.
  • Ameriprise's Clearwater Analytics position peaked at $67.4M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.