Principal Financial Group
CWAN

Principal Financial Group’s Clearwater Analytics CWAN Stock Holding History

Principal Financial Group’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
-20,203
Closed -$478K – 2184
2026
Q1 		$478K Sell
20,203
-2,512,071
-99% -$59.4M ﹤0.01% 2027
2025
Q4 		$61.1M Buy
2,532,274
+152,036
+6% +$3.05M 0.03% 409
2025
Q3 		$42.9M Buy
2,380,238
+1,034,906
+77% +$21M 0.02% 518
2025
Q2 		$29.5M Sell
1,345,332
-30,480
-2% -$701K 0.02% 647
2025
Q1 		$36.9M Sell
1,375,812
-66,406
-5% -$1.86M 0.02% 529
2024
Q4 		$39.7M Buy
1,442,218
+1,357,425
+1,601% +$38.5M 0.02% 537
2024
Q3 		$2.14M Buy
84,793
+65,878
+348% +$1.48M ﹤0.01% 1756
2024
Q2 		$350K Buy
+18,915
New +$341K ﹤0.01% 2030
2024
Q1 		– Sell
-397,941
Closed -$7.97M – 2439
2023
Q4 		$7.97M Buy
397,941
+293,366
+281% +$5.78M 0.01% 1400
2023
Q3 		$2.02M Buy
+104,575
New +$1.84M ﹤0.01% 1761

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

Principal Financial Group's CWAN Position: Q2 2026 in Review

Principal Financial Group sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 20,203 shares — an estimated $478K sold.

Principal Financial Group first reported a position in CWAN in Q3 2023 and held it in 10 quarters. The position peaked at $61.1M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Principal Financial Group reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 20,203 Clearwater Analytics shares in Q2 2026, an estimated $478K.
  • Principal Financial Group first reported a position in Clearwater Analytics in Q3 2023 and held it in 10 quarters.
  • Principal Financial Group's Clearwater Analytics position peaked at $61.1M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.