HPC
CWAN

HM Payson & Co’s Clearwater Analytics CWAN Stock Holding History

HM Payson & Co’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
-37,500
Closed -$887K – 1155
2026
Q1 		$887K Hold
37,500
– – 0.01% 238
2025
Q4 		$905K Buy
37,500
+10,900
+41% +$218K 0.01% 232
2025
Q3 		$479K Buy
26,600
+11,500
+76% +$233K 0.01% 293
2025
Q2 		$331K Hold
15,100
– – 0.01% 341
2025
Q1 		$405K Hold
15,100
– – 0.01% 305
2024
Q4 		$416K Hold
15,100
– – 0.01% 301
2024
Q3 		$381K Sell
15,100
-2,190
-13% -$49.3K 0.01% 321
2024
Q2 		$320K Sell
17,290
-175
-1% -$3.16K 0.01% 335
2024
Q1 		$309K Sell
17,465
-535
-3% -$9.94K 0.01% 338
2023
Q4 		$361K Sell
18,000
-300
-2% -$5.91K 0.01% 313
2023
Q3 		$354K Sell
18,300
-300
-2% -$5.29K 0.01% 302
2023
Q2 		$295K Buy
18,600
+15,000
+417% +$237K 0.01% 318
2023
Q1 		$57.5K Hold
3,600
– – ﹤0.01% 549
2022
Q4 		$67.5K Sell
3,600
-1,000
-22% -$17.3K ﹤0.01% 521
2022
Q3 		$77K Sell
4,600
-2,400
-34% -$35K ﹤0.01% 510
2022
Q2 		$84K Sell
7,000
-2,784
-28% -$45K ﹤0.01% 495
2022
Q1 		$206K Buy
9,784
+1,984
+25% +$37.1K ﹤0.01% 397
2021
Q4 		$179K Buy
+7,800
New +$176K ﹤0.01% 415

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

HM Payson & Co's CWAN Position: Q2 2026 in Review

HM Payson & Co sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 37,500 shares — an estimated $887K sold.

HM Payson & Co first reported a position in CWAN in Q4 2021 and held it in 18 quarters. The position peaked at $905K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • HM Payson & Co reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • HM Payson & Co sold 37,500 Clearwater Analytics shares in Q2 2026, an estimated $887K.
  • HM Payson & Co first reported a position in Clearwater Analytics in Q4 2021 and held it in 18 quarters.
  • HM Payson & Co's Clearwater Analytics position peaked at $905K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.