Invesco
CWAN

Invesco’s Clearwater Analytics CWAN Stock Holding History

Invesco’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
-233,875
Closed -$5.53M – 3850
2026
Q1 		$5.53M Buy
233,875
+32,945
+16% +$780K ﹤0.01% 2149
2025
Q4 		$4.85M Sell
200,930
-14,293
-7% -$286K ﹤0.01% 2256
2025
Q3 		$3.88M Sell
215,223
-4,207,445
-95% -$85.3M ﹤0.01% 2342
2025
Q2 		$97M Sell
4,422,668
-1,283,669
-22% -$29.5M 0.02% 834
2025
Q1 		$153M Buy
5,706,337
+1,452,474
+34% +$40.8M 0.03% 687
2024
Q4 		$117M Buy
4,253,863
+352,201
+9% +$9.99M 0.02% 767
2024
Q3 		$98.5M Buy
3,901,662
+2,197,395
+129% +$49.4M 0.02% 802
2024
Q2 		$31.6M Buy
1,704,267
+4,299
+0.3% +$77.5K 0.01% 1219
2024
Q1 		$30.1M Sell
1,699,968
-44,193
-3% -$821K 0.01% 1258
2023
Q4 		$34.9M Buy
1,744,161
+8,834
+0.5% +$174K 0.01% 1158
2023
Q3 		$33.6M Buy
1,735,327
+40,665
+2% +$717K 0.01% 1117
2023
Q2 		$26.9M Sell
1,694,662
-1,069
-0.1% -$16.9K 0.01% 1204
2023
Q1 		$27.1M Buy
1,695,731
+1,290,516
+318% +$22.6M 0.01% 1201
2022
Q4 		$7.6M Buy
+405,215
New +$7.02M ﹤0.01% 2032

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

Invesco's CWAN Position: Q2 2026 in Review

Invesco sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 233,875 shares — an estimated $5.53M sold.

Invesco first reported a position in CWAN in Q4 2022 and held it in 14 quarters. The position peaked at $153M in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Invesco reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Invesco sold 233,875 Clearwater Analytics shares in Q2 2026, an estimated $5.53M.
  • Invesco first reported a position in Clearwater Analytics in Q4 2022 and held it in 14 quarters.
  • Invesco's Clearwater Analytics position peaked at $153M in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.