ORI
CWAN

Oak Ridge Investments’s Clearwater Analytics CWAN Stock Holding History

Oak Ridge Investments’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
-95,087
Closed -$2.25M – 179
2026
Q1 		$2.25M Buy
95,087
+29,158
+44% +$690K 0.15% 90
2025
Q4 		$1.59M Sell
65,929
-30,186
-31% -$605K 0.1% 103
2025
Q3 		$1.73M Sell
96,115
-749
-0.8% -$15.2K 0.11% 99
2025
Q2 		$2.12M Sell
96,864
-5,050
-5% -$116K 0.15% 87
2025
Q1 		$2.73M Buy
+101,914
New +$2.86M 0.23% 70

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

Oak Ridge Investments's CWAN Position: Q2 2026 in Review

Oak Ridge Investments sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 95,087 shares — an estimated $2.25M sold.

Oak Ridge Investments first reported a position in CWAN in Q1 2025 and held it in 5 quarters. The position peaked at $2.73M in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Oak Ridge Investments reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 95,087 Clearwater Analytics shares in Q2 2026, an estimated $2.25M.
  • Oak Ridge Investments first reported a position in Clearwater Analytics in Q1 2025 and held it in 5 quarters.
  • Oak Ridge Investments's Clearwater Analytics position peaked at $2.73M in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.