IIM
CWAN

INTECH Investment Management’s Clearwater Analytics CWAN Stock Holding History

INTECH Investment 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
-71,751
Closed -$1.7M – 2141
2026
Q1 		$1.7M Sell
71,751
-51,738
-42% -$1.22M 0.02% 772
2025
Q4 		$2.98M Sell
123,489
-14,961
-11% -$300K 0.03% 561
2025
Q3 		$2.49M Sell
138,450
-18,831
-12% -$382K 0.02% 655
2025
Q2 		$3.45M Buy
157,281
+49,845
+46% +$1.15M 0.03% 480
2025
Q1 		$2.88M Buy
107,436
+37,615
+54% +$1.06M 0.03% 546
2024
Q4 		$1.92M Buy
69,821
+41,410
+146% +$1.17M 0.02% 732
2024
Q3 		$717K Buy
+28,411
New +$639K 0.01% 1008

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

INTECH Investment Management's CWAN Position: Q2 2026 in Review

INTECH Investment Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 71,751 shares — an estimated $1.7M sold.

INTECH Investment Management first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $3.45M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • INTECH Investment Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • INTECH Investment Management sold 71,751 Clearwater Analytics shares in Q2 2026, an estimated $1.7M.
  • INTECH Investment Management first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
  • INTECH Investment Management's Clearwater Analytics position peaked at $3.45M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.