C
CWAN

Covestor’s Clearwater Analytics CWAN Stock Holding History

Covestor’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
-3,232
Closed -$76K – 2535
2026
Q1 		$76K Sell
3,232
-11,753
-78% -$278K 0.05% 427
2025
Q4 		$362K Buy
14,985
+8,874
+145% +$178K 0.19% 67
2025
Q3 		$110K Buy
6,111
+1,728
+39% +$35K 0.06% 525
2025
Q2 		$96K Buy
4,383
+3,936
+881% +$90.6K 0.06% 577
2025
Q1 		$12K Buy
447
+437
+4,370% +$12.3K 0.01% 1388
2024
Q4 		$0 Buy
10
+3
+43% +$85 ﹤0.01% 2309
2024
Q3 		$0 Buy
+7
New +$157 ﹤0.01% 2294

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

Covestor's CWAN Position: Q2 2026 in Review

Covestor sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 3,232 shares — an estimated $76K sold.

Covestor first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $362K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Covestor reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Covestor sold 3,232 Clearwater Analytics shares in Q2 2026, an estimated $76K.
  • Covestor first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
  • Covestor's Clearwater Analytics position peaked at $362K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.