PA
CWAN

Parallel Advisors’s Clearwater Analytics CWAN Stock Holding History

Parallel 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
-66
Closed -$1.56K – 3962
2026
Q1 		$1.56K Sell
66
-3,480
-98% -$82.4K ﹤0.01% 3444
2025
Q4 		$85.5K Sell
3,546
-1,700
-32% -$34K ﹤0.01% 1556
2025
Q3 		$94.5K Buy
+5,246
New +$106K ﹤0.01% 1448
2025
Q2 		– Sell
-100
Closed -$2.68K – 3577
2025
Q1 		$2.68K Buy
100
+9
+10% +$253 ﹤0.01% 2889
2024
Q4 		$2.5K Buy
+91
New +$2.58K ﹤0.01% 2892
2024
Q1 		– Sell
-21
Closed -$390 – 3322
2023
Q4 		$421 Hold
21
– – ﹤0.01% 3082
2023
Q3 		$406 Hold
21
– – ﹤0.01% 3144
2023
Q2 		$333 Buy
21
+15
+250% +$237 ﹤0.01% 3178
2023
Q1 		$96 Sell
6
-8
-57% -$140 ﹤0.01% 3336
2022
Q4 		$263 Buy
+14
New +$242 ﹤0.01% 3148
2022
Q3 		– Sell
-60
Closed -$1K – 3208
2022
Q2 		$1K Buy
+60
New +$970 ﹤0.01% 2734

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

Parallel Advisors's CWAN Position: Q2 2026 in Review

Parallel Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 66 shares — an estimated $1.56K sold.

Parallel Advisors first reported a position in CWAN in Q2 2022 and held it in 11 quarters. The position peaked at $94.5K in Q3 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Parallel Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Parallel Advisors sold 66 Clearwater Analytics shares in Q2 2026, an estimated $1.56K.
  • Parallel Advisors first reported a position in Clearwater Analytics in Q2 2022 and held it in 11 quarters.
  • Parallel Advisors's Clearwater Analytics position peaked at $94.5K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.