FFA
CWAN

Farther Finance Advisors’s Clearwater Analytics CWAN Stock Holding History

Farther Finance 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
-1,499
Closed -$35.7K – 6007
2026
Q1 		$35.7K Sell
1,499
-770
-34% -$18.2K ﹤0.01% 3232
2025
Q4 		$54.7K Buy
2,269
+1,184
+109% +$23.7K ﹤0.01% 2756
2025
Q3 		$19.6K Buy
1,085
+791
+269% +$16K ﹤0.01% 3055
2025
Q2 		$6.45K Sell
294
-999
-77% -$23K ﹤0.01% 3263
2025
Q1 		$33.9K Sell
1,293
-2
-0.2% -$56 ﹤0.01% 2103
2024
Q4 		$35.6K Sell
1,295
-94
-7% -$2.67K ﹤0.01% 1819
2024
Q3 		$35.1K Sell
1,389
-42
-3% -$945 ﹤0.01% 1827
2024
Q2 		$26.2K Buy
+1,431
New +$25.8K ﹤0.01% 1682

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

Farther Finance Advisors's CWAN Position: Q2 2026 in Review

Farther Finance Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 1,499 shares — an estimated $35.7K sold.

Farther Finance Advisors first reported a position in CWAN in Q2 2024 and held it in 8 quarters. The position peaked at $54.7K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Farther Finance Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 1,499 Clearwater Analytics shares in Q2 2026, an estimated $35.7K.
  • Farther Finance Advisors first reported a position in Clearwater Analytics in Q2 2024 and held it in 8 quarters.
  • Farther Finance Advisors's Clearwater Analytics position peaked at $54.7K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.