AIP
CWAN

Ameritas Investment Partners’s Clearwater Analytics CWAN Stock Holding History

Ameritas Investment Partners’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
-23,063
Closed -$545K – 3211
2026
Q1 		$545K Buy
23,063
+400
+2% +$9.47K 0.02% 812
2025
Q4 		$547K Buy
22,663
+2,040
+10% +$40.9K 0.02% 806
2025
Q3 		$372K Sell
20,623
-4,580
-18% -$92.9K 0.01% 932
2025
Q2 		$553K Buy
25,203
+6,281
+33% +$145K 0.02% 808
2025
Q1 		$507K Buy
18,922
+214
+1% +$6.01K 0.02% 809
2024
Q4 		$515K Buy
18,708
+3,336
+22% +$94.7K 0.02% 824
2024
Q3 		$388K Buy
15,372
+1,655
+12% +$37.2K 0.01% 940
2024
Q2 		$254K Buy
+13,717
New +$247K 0.01% 1112

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

Ameritas Investment Partners's CWAN Position: Q2 2026 in Review

Ameritas Investment Partners sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 23,063 shares — an estimated $545K sold.

Ameritas Investment Partners first reported a position in CWAN in Q2 2024 and held it in 8 quarters. The position peaked at $553K in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Ameritas Investment Partners reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Ameritas Investment Partners sold 23,063 Clearwater Analytics shares in Q2 2026, an estimated $545K.
  • Ameritas Investment Partners first reported a position in Clearwater Analytics in Q2 2024 and held it in 8 quarters.
  • Ameritas Investment Partners's Clearwater Analytics position peaked at $553K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.