LPL Financial
CWAN

LPL Financial’s Clearwater Analytics CWAN Stock Holding History

LPL Financial’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
-31,709
Closed -$750K – 6241
2026
Q1 		$750K Sell
31,709
-68,430
-68% -$1.62M ﹤0.01% 4415
2025
Q4 		$2.42M Sell
100,139
-4,339
-4% -$86.9K ﹤0.01% 3218
2025
Q3 		$1.88M Sell
104,478
-29,401
-22% -$596K ﹤0.01% 3374
2025
Q2 		$2.94M Buy
133,879
+18,700
+16% +$430K ﹤0.01% 2773
2025
Q1 		$2.89M Buy
115,179
+23,630
+26% +$663K ﹤0.01% 2607
2024
Q4 		$2.54M Buy
91,549
+52,931
+137% +$1.5M ﹤0.01% 2655
2024
Q3 		$975K Sell
38,618
-6,155
-14% -$138K ﹤0.01% 3434
2024
Q2 		$829K Sell
44,773
-556
-1% -$10K ﹤0.01% 3431
2024
Q1 		$802K Sell
45,329
-5,024
-10% -$93.4K ﹤0.01% 3379
2023
Q4 		$1.01M Sell
50,353
-2,254
-4% -$44.4K ﹤0.01% 3030
2023
Q3 		$1.02M Buy
52,607
+3,239
+7% +$57.1K ﹤0.01% 2875
2023
Q2 		$783K Buy
49,368
+6,764
+16% +$107K ﹤0.01% 3056
2023
Q1 		$680K Buy
42,604
+3,528
+9% +$61.7K ﹤0.01% 3084
2022
Q4 		$733K Buy
39,076
+4,981
+15% +$86.3K ﹤0.01% 2902
2022
Q3 		$572K Buy
34,095
+6,386
+23% +$93.1K ﹤0.01% 3034
2022
Q2 		$334K Buy
+27,709
New +$448K ﹤0.01% 3549

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

LPL Financial's CWAN Position: Q2 2026 in Review

LPL Financial sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 31,709 shares — an estimated $750K sold.

LPL Financial first reported a position in CWAN in Q2 2022 and held it in 16 quarters. The position peaked at $2.94M in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • LPL Financial reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 31,709 Clearwater Analytics shares in Q2 2026, an estimated $750K.
  • LPL Financial first reported a position in Clearwater Analytics in Q2 2022 and held it in 16 quarters.
  • LPL Financial's Clearwater Analytics position peaked at $2.94M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.