IA
CWAN

IFP Advisors’s Clearwater Analytics CWAN Stock Holding History

IFP 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 		$4.81K Sell
196
-33
-14% -$800 ﹤0.01% 3819
2026
Q1 		$5.42K Buy
229
+4
+2% +$95 ﹤0.01% 3468
2025
Q4 		$5.43K Buy
225
+59
+36% +$1.18K ﹤0.01% 3372
2025
Q3 		$2.99K Sell
166
-1,422
-90% -$28.8K ﹤0.01% 3519
2025
Q2 		$35.7K Buy
1,588
+133
+9% +$3.06K ﹤0.01% 2222
2025
Q1 		$39.3K Hold
1,455
– – ﹤0.01% 2004
2024
Q4 		$40.3K Sell
1,455
-5
-0.3% -$142 ﹤0.01% 1928
2024
Q3 		$36.9K Buy
+1,460
New +$32.8K ﹤0.01% 1866
2022
Q4 		– Sell
-825
Closed -$21K – 4648
2022
Q3 		$21K Hold
825
– – ﹤0.01% 3027
2022
Q2 		$21K Hold
825
– – ﹤0.01% 2789
2022
Q1 		$21K Buy
+825
New +$15.4K ﹤0.01% 2789

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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's CWAN Position: Q2 2026 in Review

IFP Advisors reduced its Clearwater Analytics (CWAN) stake by 14% in Q2 2026, selling an estimated $800 and leaving 196 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3819.

IFP Advisors first reported a position in CWAN in Q1 2022 and has held it in 11 quarters since. The position peaked at $40.3K in Q4 2024. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • IFP Advisors held 196 shares of Clearwater Analytics worth $4.81K as of Q2 2026.
  • IFP Advisors sold 33 Clearwater Analytics shares in Q2 2026, an estimated $800.
  • Clearwater Analytics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3819 holding.
  • IFP Advisors first reported a position in Clearwater Analytics in Q1 2022 and has held it in 11 quarters since.
  • IFP Advisors's Clearwater Analytics position peaked at $40.3K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.