OQS
CWAN

Occudo Quantitative Strategies’s Clearwater Analytics CWAN Stock Holding History

Occudo Quantitative Strategies’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
-20,725
Closed -$502K – 803
2026
Q1 		$502K Buy
+20,725
New +$490K 0.03% 495
2025
Q1 		– Sell
-51,161
Closed -$1.41M – 702
2024
Q4 		$1.41M Buy
+51,161
New +$1.45M 0.25% 103
2024
Q2 		– Sell
-24,280
Closed -$430K – 799
2024
Q1 		$430K Sell
24,280
-219,206
-90% -$4.07M 0.08% 346
2023
Q4 		$4.88M Buy
+243,486
New +$4.8M 0.66% 24
2023
Q3 		– Sell
-68,780
Closed -$1.09M – 1038
2023
Q2 		$1.09M Buy
68,780
+18,121
+36% +$286K 0.11% 301
2023
Q1 		$809K Buy
+50,659
New +$886K 0.07% 378
2022
Q3 		– Sell
-44,482
Closed -$536K – 1227
2022
Q2 		$536K Buy
+44,482
New +$719K 0.04% 594

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

Occudo Quantitative Strategies's CWAN Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 20,725 shares — an estimated $502K sold.

Occudo Quantitative Strategies first reported a position in CWAN in Q2 2022 and held it in 7 quarters. The position peaked at $4.88M in Q4 2023. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 20,725 Clearwater Analytics shares in Q2 2026, an estimated $502K.
  • Occudo Quantitative Strategies first reported a position in Clearwater Analytics in Q2 2022 and held it in 7 quarters.
  • Occudo Quantitative Strategies's Clearwater Analytics position peaked at $4.88M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.