CFO
CWAN

Callan Family Office’s Clearwater Analytics CWAN Stock Holding History

Callan Family Office’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
-14,138
Closed -$334K – 1235
2026
Q1 		$334K Sell
14,138
-5,163
-27% -$122K 0.01% 892
2025
Q4 		$466K Buy
+19,301
New +$387K 0.01% 803
2025
Q3 		– Sell
-114,676
Closed -$2.51M – 872
2025
Q2 		$2.51M Buy
114,676
+105,295
+1,122% +$2.42M 0.08% 241
2025
Q1 		$251K Sell
9,381
-7,099
-43% -$199K 0.02% 471
2024
Q4 		$454K Buy
+16,480
New +$468K 0.03% 389

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

Callan Family Office's CWAN Position: Q2 2026 in Review

Callan Family Office sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 14,138 shares — an estimated $334K sold.

Callan Family Office first reported a position in CWAN in Q4 2024 and held it in 5 quarters. The position peaked at $2.51M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Callan Family Office reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Callan Family Office sold 14,138 Clearwater Analytics shares in Q2 2026, an estimated $334K.
  • Callan Family Office first reported a position in Clearwater Analytics in Q4 2024 and held it in 5 quarters.
  • Callan Family Office's Clearwater Analytics position peaked at $2.51M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.