Janney Montgomery Scott
CWAN

Janney Montgomery Scott’s Clearwater Analytics CWAN Stock Holding History

Janney Montgomery Scott’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
-41,245
Closed -$975K – 3120
2026
Q1 		$975K Sell
41,245
-13,169
-24% -$312K ﹤0.01% 1659
2025
Q4 		$1.31M Buy
+54,414
New +$1.09M ﹤0.01% 1578

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

Janney Montgomery Scott's CWAN Position: Q2 2026 in Review

Janney Montgomery Scott sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 41,245 shares — an estimated $975K sold.

Janney Montgomery Scott first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $1.31M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Janney Montgomery Scott reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 41,245 Clearwater Analytics shares in Q2 2026, an estimated $975K.
  • Janney Montgomery Scott first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Janney Montgomery Scott's Clearwater Analytics position peaked at $1.31M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.