Nisa Investment Advisors
CWAN

Nisa Investment Advisors’s Clearwater Analytics CWAN Stock Holding History

Nisa Investment 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
-2,149
Closed -$50.8K – 3115
2026
Q1 		$50.8K Buy
2,149
+7
+0.3% +$166 ﹤0.01% 1661
2025
Q4 		$51.7K Sell
2,142
-5,090
-70% -$102K ﹤0.01% 1605
2025
Q3 		$130K Buy
7,232
+2,944
+69% +$59.7K ﹤0.01% 1365
2025
Q2 		$94K Buy
4,288
+1,151
+37% +$26.5K ﹤0.01% 1418
2025
Q1 		$84.1K Buy
3,137
+9
+0.3% +$253 ﹤0.01% 1444
2024
Q4 		$86.1K Buy
3,128
+1,987
+174% +$56.4K ﹤0.01% 1512
2024
Q3 		$28.8K Sell
1,141
-144
-11% -$3.24K ﹤0.01% 1788
2024
Q2 		$23.8K Buy
+1,285
New +$23.2K ﹤0.01% 1886

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

Nisa Investment Advisors's CWAN Position: Q2 2026 in Review

Nisa Investment Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 2,149 shares — an estimated $50.8K sold.

Nisa Investment Advisors first reported a position in CWAN in Q2 2024 and held it in 8 quarters. The position peaked at $130K in Q3 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Nisa Investment Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 2,149 Clearwater Analytics shares in Q2 2026, an estimated $50.8K.
  • Nisa Investment Advisors first reported a position in Clearwater Analytics in Q2 2024 and held it in 8 quarters.
  • Nisa Investment Advisors's Clearwater Analytics position peaked at $130K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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