Catalyst Funds Management’s Clearwater Analytics CWAN Stock Holding History

Catalyst Funds Management’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	-25,280	Closed	-$598K	–	715
2026 Q1	$598K	Hold	25,280	–	–	0.1%	219
2025 Q4	$610K	Hold	25,280	–	–	0.14%	152
2025 Q3	$456K	Sell	25,280 -2,000	-7%	-$40.5K	0.07%	251
2025 Q2	$598K	Sell	27,280 -19,520	-42%	-$449K	0.17%	172
2025 Q1	$1.25M	Buy	+46,800	New	+$1.31M	0.33%	87

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

Catalyst Funds Management's CWAN Position: Q2 2026 in Review

Catalyst Funds Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 25,280 shares — an estimated $598K sold.

Catalyst Funds Management first reported a position in CWAN in Q1 2025 and held it in 5 quarters. The position peaked at $1.25M in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Catalyst Funds Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 25,280 Clearwater Analytics shares in Q2 2026, an estimated $598K.
Catalyst Funds Management first reported a position in Clearwater Analytics in Q1 2025 and held it in 5 quarters.
Catalyst Funds Management's Clearwater Analytics position peaked at $1.25M in Q1 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.