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CWAN

NewEdge Advisors’s Clearwater Analytics CWAN Stock Holding History

NewEdge 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 		– Sell
-400
Closed -$9.46K – 4236
2026
Q1 		$9.46K Hold
400
– – ﹤0.01% 3420
2025
Q4 		$9.65K Buy
400
+250
+167% +$5.01K ﹤0.01% 3481
2025
Q3 		$2.7K Buy
150
+50
+50% +$1.01K ﹤0.01% 3712
2025
Q2 		$2.19K Hold
100
– – ﹤0.01% 3604
2025
Q1 		$2.68K Buy
+100
New +$2.81K ﹤0.01% 3445

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

NewEdge Advisors's CWAN Position: Q2 2026 in Review

NewEdge Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 400 shares — an estimated $9.46K sold.

NewEdge Advisors first reported a position in CWAN in Q1 2025 and held it in 5 quarters. The position peaked at $9.65K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • NewEdge Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 400 Clearwater Analytics shares in Q2 2026, an estimated $9.46K.
  • NewEdge Advisors first reported a position in Clearwater Analytics in Q1 2025 and held it in 5 quarters.
  • NewEdge Advisors's Clearwater Analytics position peaked at $9.65K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.