RhumbLine Advisers
CWAN

RhumbLine Advisers’s Clearwater Analytics CWAN Stock Holding History

RhumbLine Advisers’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
-326,969
Closed -$7.73M – 4158
2026
Q1 		$7.73M Sell
326,969
-5,530
-2% -$131K 0.01% 1191
2025
Q4 		$8.02M Sell
332,499
-21,639
-6% -$433K 0.01% 1163
2025
Q3 		$6.38M Sell
354,138
-7,723
-2% -$157K 0.01% 1303
2025
Q2 		$7.94M Buy
361,861
+102,570
+40% +$2.36M 0.01% 1168
2025
Q1 		$6.95M Buy
259,291
+23,644
+10% +$664K 0.01% 1193
2024
Q4 		$6.48M Buy
235,647
+39,559
+20% +$1.12M 0.01% 1289
2024
Q3 		$4.95M Buy
196,088
+10,140
+5% +$228K ﹤0.01% 1432
2024
Q2 		$3.44M Buy
185,948
+183,700
+8,172% +$3.31M ﹤0.01% 1602
2024
Q1 		$39.8K Hold
2,248
– – ﹤0.01% 3676
2023
Q4 		$45K Hold
2,248
– – ﹤0.01% 3652
2023
Q3 		$43.5K Hold
2,248
– – ﹤0.01% 3673
2023
Q2 		$35.7K Buy
+2,248
New +$35.5K ﹤0.01% 3732

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

RhumbLine Advisers's CWAN Position: Q2 2026 in Review

RhumbLine Advisers sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 326,969 shares — an estimated $7.73M sold.

RhumbLine Advisers first reported a position in CWAN in Q2 2023 and held it in 12 quarters. The position peaked at $8.02M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • RhumbLine Advisers reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • RhumbLine Advisers sold 326,969 Clearwater Analytics shares in Q2 2026, an estimated $7.73M.
  • RhumbLine Advisers first reported a position in Clearwater Analytics in Q2 2023 and held it in 12 quarters.
  • RhumbLine Advisers's Clearwater Analytics position peaked at $8.02M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.