Bare Financial Services’s Clearwater Analytics CWAN Stock Holding History

Bare Financial Services’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	-189	Closed	-$4.47K	–	1819
2026 Q1	$4.47K	Buy	189 +56	+42%	+$1.32K	﹤0.01%	701
2025 Q4	$3.21K	Buy	133 +77	+138%	+$1.54K	﹤0.01%	699
2025 Q3	$1.01K	Buy	56 +3	+6%	+$61	﹤0.01%	1025
2025 Q2	$1.16K	Buy	+53	New	+$1.22K	﹤0.01%	874

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Bare Financial Services's CWAN Position: Q2 2026 in Review

Bare Financial Services sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 189 shares — an estimated $4.47K sold.

Bare Financial Services first reported a position in CWAN in Q2 2025 and held it in 4 quarters. The position peaked at $4.47K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Bare Financial Services reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Bare Financial Services sold 189 Clearwater Analytics shares in Q2 2026, an estimated $4.47K.
Bare Financial Services first reported a position in Clearwater Analytics in Q2 2025 and held it in 4 quarters.
Bare Financial Services's Clearwater Analytics position peaked at $4.47K in Q1 2026.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.