CAPTRUST Financial Advisors
CWAN

CAPTRUST Financial Advisors’s Clearwater Analytics CWAN Stock Holding History

CAPTRUST Financial 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
-10,285
Closed -$243K – 3307
2026
Q1 		$243K Sell
10,285
-43,969
-81% -$1.04M ﹤0.01% 2546
2025
Q4 		$1.31M Buy
54,254
+8,428
+18% +$169K ﹤0.01% 1337
2025
Q3 		$826K Buy
45,826
+13,706
+43% +$278K ﹤0.01% 1541
2025
Q2 		$704K Buy
32,120
+8,320
+35% +$191K ﹤0.01% 1525
2025
Q1 		$638K Buy
23,800
+1,908
+9% +$53.6K ﹤0.01% 1507
2024
Q4 		$602K Buy
21,892
+7,573
+53% +$215K ﹤0.01% 1508
2024
Q3 		$362K Buy
14,319
+1,026
+8% +$23.1K ﹤0.01% 1776
2024
Q2 		$246K Buy
13,293
+270
+2% +$4.87K ﹤0.01% 1922
2024
Q1 		$230K Sell
13,023
-2,170
-14% -$40.3K ﹤0.01% 1927
2023
Q4 		$304K Buy
15,193
+2,679
+21% +$52.8K ﹤0.01% 2101
2023
Q3 		$242K Buy
+12,514
New +$221K ﹤0.01% 2158
2022
Q3 		– Sell
-4,717
Closed -$57K – 2519
2022
Q2 		$57K Buy
4,717
+2,054
+77% +$33.2K ﹤0.01% 2641
2022
Q1 		$56K Buy
2,663
+695
+35% +$13K ﹤0.01% 2701
2021
Q4 		$45K Hold
1,968
– – ﹤0.01% 2747
2021
Q3 		$50K Buy
+1,968
New +$50.5K ﹤0.01% 2571

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

CAPTRUST Financial Advisors's CWAN Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 10,285 shares — an estimated $243K sold.

CAPTRUST Financial Advisors first reported a position in CWAN in Q3 2021 and held it in 15 quarters. The position peaked at $1.31M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,285 Clearwater Analytics shares in Q2 2026, an estimated $243K.
  • CAPTRUST Financial Advisors first reported a position in Clearwater Analytics in Q3 2021 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's Clearwater Analytics position peaked at $1.31M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.