EP
CWAN

Essential Partners’s Clearwater Analytics CWAN Stock Holding History

Essential Partners’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
-617
Closed -$14.6K – 2875
2026
Q1 		$14.6K Buy
617
+219
+55% +$5.18K ﹤0.01% 1058
2025
Q4 		$9.6K Sell
398
-40
-9% -$801 ﹤0.01% 1184
2025
Q3 		$7.89K Buy
438
+45
+11% +$912 ﹤0.01% 1258
2025
Q2 		$8.62K Buy
+393
New +$9.04K ﹤0.01% 886

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

Essential Partners's CWAN Position: Q2 2026 in Review

Essential Partners sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 617 shares — an estimated $14.6K sold.

Essential Partners first reported a position in CWAN in Q2 2025 and held it in 4 quarters. The position peaked at $14.6K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Essential Partners reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Essential Partners sold 617 Clearwater Analytics shares in Q2 2026, an estimated $14.6K.
  • Essential Partners first reported a position in Clearwater Analytics in Q2 2025 and held it in 4 quarters.
  • Essential Partners's Clearwater Analytics position peaked at $14.6K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.