Cambridge Investment Research Advisors
CWAN

Cambridge Investment Research Advisors’s Clearwater Analytics CWAN Stock Holding History

Cambridge Investment Research 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
-20,527
Closed -$485K – 4076
2026
Q1 		$485K Sell
20,527
-921
-4% -$21.8K ﹤0.01% 2826
2025
Q4 		$517K Buy
+21,448
New +$430K ﹤0.01% 2688

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

Cambridge Investment Research Advisors's CWAN Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 20,527 shares — an estimated $485K sold.

Cambridge Investment Research Advisors first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $517K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 20,527 Clearwater Analytics shares in Q2 2026, an estimated $485K.
  • Cambridge Investment Research Advisors first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Clearwater Analytics position peaked at $517K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.