GC
CWAN

Guggenheim Capital’s Clearwater Analytics CWAN Stock Holding History

Guggenheim Capital’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
-9,453
Closed -$224K – 1725
2026
Q1 		$224K Sell
9,453
-32
-0.3% -$757 ﹤0.01% 1488
2025
Q4 		$229K Buy
+9,485
New +$190K ﹤0.01% 1642

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

Guggenheim Capital's CWAN Position: Q2 2026 in Review

Guggenheim Capital sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 9,453 shares — an estimated $224K sold.

Guggenheim Capital first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Guggenheim Capital reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Guggenheim Capital sold 9,453 Clearwater Analytics shares in Q2 2026, an estimated $224K.
  • Guggenheim Capital first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Guggenheim Capital's Clearwater Analytics position peaked at $229K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.