Raymond James Financial’s Clearwater Analytics CWAN Stock Holding History

Raymond James Financial’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	-55,417	Closed	-$1.31M	–	5437
2026 Q1	$1.31M	Sell	55,417 -1,901,525	-97%	-$45M	﹤0.01%	3670
2025 Q4	$47.2M	Sell	1,956,942 -450,970	-19%	-$9.03M	0.01%	852
2025 Q3	$43.4M	Buy	2,407,912 +7,358	+0.3%	+$149K	0.01%	883
2025 Q2	$52.6M	Buy	2,400,554 +421,493	+21%	+$9.7M	0.02%	739
2025 Q1	$53M	Buy	1,979,061 +1,234,791	+166%	+$34.7M	0.02%	695
2024 Q4	$20.5M	Buy	+744,270	New	+$21.1M	0.01%	1302

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

Raymond James Financial's CWAN Position: Q2 2026 in Review

Raymond James Financial sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 55,417 shares — an estimated $1.31M sold.

Raymond James Financial first reported a position in CWAN in Q4 2024 and held it in 6 quarters. The position peaked at $53M in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Raymond James Financial reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Raymond James Financial sold 55,417 Clearwater Analytics shares in Q2 2026, an estimated $1.31M.
Raymond James Financial first reported a position in Clearwater Analytics in Q4 2024 and held it in 6 quarters.
Raymond James Financial's Clearwater Analytics position peaked at $53M in Q1 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.