Dimensional Fund Advisors
CWAN

Dimensional Fund Advisors’s Clearwater Analytics CWAN Stock Holding History

Dimensional Fund 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
-216,624
Closed -$5.12M – 3248
2026
Q1 		$5.12M Buy
216,624
+164,602
+316% +$3.9M ﹤0.01% 2492
2025
Q4 		$1.25M Sell
52,022
-203,484
-80% -$4.08M ﹤0.01% 2829
2025
Q3 		$4.6M Sell
255,506
-38,799
-13% -$787K ﹤0.01% 2570
2025
Q2 		$6.45M Buy
294,305
+244,226
+488% +$5.62M ﹤0.01% 2443
2025
Q1 		$1.34M Sell
50,079
-58,156
-54% -$1.63M ﹤0.01% 2811
2024
Q4 		$2.98M Buy
108,235
+3,300
+3% +$93.6K ﹤0.01% 2687
2024
Q3 		$2.65M Buy
+104,935
New +$2.36M ﹤0.01% 2714

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

Dimensional Fund Advisors's CWAN Position: Q2 2026 in Review

Dimensional Fund Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 216,624 shares — an estimated $5.12M sold.

Dimensional Fund Advisors first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $6.45M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Dimensional Fund Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 216,624 Clearwater Analytics shares in Q2 2026, an estimated $5.12M.
  • Dimensional Fund Advisors first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
  • Dimensional Fund Advisors's Clearwater Analytics position peaked at $6.45M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.