R Squared’s Clearwater Analytics CWAN Stock Holding History

R Squared’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	-9,626	Closed	-$228K	–	562
2026 Q1	$228K	Buy	+9,626	New	+$228K	0.13%	285
2025 Q1	–	Sell	-2,901	Closed	-$79.8K	–	596
2024 Q4	$79.8K	Buy	+2,901	New	+$82.3K	0.08%	329

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

R Squared's CWAN Position: Q2 2026 in Review

R Squared sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 9,626 shares — an estimated $228K sold.

R Squared first reported a position in CWAN in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

R Squared reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
R Squared sold 9,626 Clearwater Analytics shares in Q2 2026, an estimated $228K.
R Squared first reported a position in Clearwater Analytics in Q4 2024 and held it in 2 quarters.
R Squared's Clearwater Analytics position peaked at $228K in Q1 2026.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.