DF
CWAN

Dunhill Financial’s Clearwater Analytics CWAN Stock Holding History

Dunhill Financial’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
-5
Closed -$122 – 1688
2026
Q1 		$122 Sell
5
-19,000
-100% -$450K ﹤0.01% 1359
2025
Q4 		$458K Buy
19,005
+5
+0% +$100 0.11% 71
2025
Q3 		$342K Hold
19,000
– – 0.09% 83
2025
Q2 		$417K Hold
19,000
– – 0.12% 66
2025
Q1 		$509K Hold
19,000
– – 0.23% 44
2024
Q4 		$523K Hold
19,000
– – 0.24% 37
2024
Q3 		$480K Hold
19,000
– – 0.25% 38
2024
Q2 		$352K Hold
19,000
– – 0.22% 40
2024
Q1 		$336K Hold
19,000
– – 0.25% 38
2023
Q4 		$381K Buy
19,000
+279
+1% +$5.5K 0.35% 30
2023
Q3 		$382K Sell
18,721
-235
-1% -$4.14K 0.24% 44
2023
Q2 		$325K Buy
+18,956
New +$299K 0.21% 51

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

Dunhill Financial's CWAN Position: Q2 2026 in Review

Dunhill Financial sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 5 shares — an estimated $122 sold.

Dunhill Financial first reported a position in CWAN in Q2 2023 and held it in 12 quarters. The position peaked at $523K in Q4 2024. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Dunhill Financial reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Dunhill Financial sold 5 Clearwater Analytics shares in Q2 2026, an estimated $122.
  • Dunhill Financial first reported a position in Clearwater Analytics in Q2 2023 and held it in 12 quarters.
  • Dunhill Financial's Clearwater Analytics position peaked at $523K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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