BOA
CWAN

Birnam Oak Advisors’s Clearwater Analytics CWAN Stock Holding History

Birnam Oak Advisors’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
-1,719,139
Closed -$40.7M – 42
2026
Q1 		$40.7M Buy
+1,719,139
New +$40.7M 9.23% 4

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

Birnam Oak Advisors's CWAN Position: Q2 2026 in Review

Birnam Oak Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 1,719,139 shares — an estimated $40.7M sold.

Birnam Oak Advisors first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $40.7M in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Birnam Oak Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Birnam Oak Advisors sold 1,719,139 Clearwater Analytics shares in Q2 2026, an estimated $40.7M.
  • Birnam Oak Advisors first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Birnam Oak Advisors's Clearwater Analytics position peaked at $40.7M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.