Envestnet Asset Management
CWAN

Envestnet Asset Management’s Clearwater Analytics CWAN Stock Holding History

Envestnet Asset 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
-26,869
Closed -$635K – 4855
2026
Q1 		$635K Sell
26,869
-443,017
-94% -$10.5M ﹤0.01% 3753
2025
Q4 		$11.3M Sell
469,886
-40,086
-8% -$803K ﹤0.01% 1620
2025
Q3 		$9.19M Sell
509,972
-98,473
-16% -$2M ﹤0.01% 1822
2025
Q2 		$13.3M Buy
608,445
+242,257
+66% +$5.57M ﹤0.01% 1537
2025
Q1 		$9.81M Sell
366,188
-61,086
-14% -$1.71M ﹤0.01% 1676
2024
Q4 		$11.8M Buy
427,274
+55,762
+15% +$1.58M ﹤0.01% 1527
2024
Q3 		$9.38M Buy
371,512
+88,632
+31% +$1.99M ﹤0.01% 1683
2024
Q2 		$5.24M Buy
282,880
+4,879
+2% +$88K ﹤0.01% 1998
2024
Q1 		$4.92M Buy
278,001
+96,902
+54% +$1.8M ﹤0.01% 1986
2023
Q4 		$3.63M Sell
181,099
-15,912
-8% -$313K ﹤0.01% 2102
2023
Q3 		$3.81M Buy
197,011
+93,163
+90% +$1.64M ﹤0.01% 1979
2023
Q2 		$1.65M Buy
103,848
+22,904
+28% +$362K ﹤0.01% 2404
2023
Q1 		$1.29M Sell
80,944
-8,867
-10% -$155K ﹤0.01% 2484
2022
Q4 		$1.68M Buy
89,811
+19,530
+28% +$338K ﹤0.01% 2281
2022
Q3 		$1.18M Buy
70,281
+15,335
+28% +$224K ﹤0.01% 2431
2022
Q2 		$662K Buy
54,946
+20,446
+59% +$330K ﹤0.01% 2891
2022
Q1 		$725K Buy
34,500
+21,475
+165% +$402K ﹤0.01% 2890
2021
Q4 		$299K Buy
+13,025
New +$294K ﹤0.01% 3418

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

Envestnet Asset Management's CWAN Position: Q2 2026 in Review

Envestnet Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 26,869 shares — an estimated $635K sold.

Envestnet Asset Management first reported a position in CWAN in Q4 2021 and held it in 18 quarters. The position peaked at $13.3M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Envestnet Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 26,869 Clearwater Analytics shares in Q2 2026, an estimated $635K.
  • Envestnet Asset Management first reported a position in Clearwater Analytics in Q4 2021 and held it in 18 quarters.
  • Envestnet Asset Management's Clearwater Analytics position peaked at $13.3M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.