CFO
CWAN

CVA Family Office’s Clearwater Analytics CWAN Stock Holding History

CVA 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
-29
Closed -$686 – 1827
2026
Q1 		$686 Hold
29
– – ﹤0.01% 1711
2025
Q4 		$699 Buy
+29
New +$581 ﹤0.01% 1158

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

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

CVA Family Office sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 29 shares — an estimated $686 sold.

CVA Family Office first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $699 in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • CVA Family Office reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 29 Clearwater Analytics shares in Q2 2026, an estimated $686.
  • CVA Family Office first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • CVA Family Office's Clearwater Analytics position peaked at $699 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.