GEM
CWAN

Global Endowment Management’s Clearwater Analytics CWAN Stock Holding History

Global Endowment 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
-11,093
Closed -$262K – 88
2026
Q1 		$262K Buy
+11,093
New +$263K 0.03% 114

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

Global Endowment Management's CWAN Position: Q2 2026 in Review

Global Endowment Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 11,093 shares — an estimated $262K sold.

Global Endowment Management first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $262K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Global Endowment Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Global Endowment Management sold 11,093 Clearwater Analytics shares in Q2 2026, an estimated $262K.
  • Global Endowment Management first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Global Endowment Management's Clearwater Analytics position peaked at $262K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.