RCM
CWAN

Richardson Capital Management’s Clearwater Analytics CWAN Stock Holding History

Richardson Capital Management’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
-144
Closed -$3.41K – 281
2026
Q1 		$3.41K Buy
+144
New +$3.41K ﹤0.01% 311

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

Richardson Capital Management's CWAN Position: Q2 2026 in Review

Richardson Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 144 shares — an estimated $3.41K sold.

Richardson Capital Management first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $3.41K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Richardson Capital Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Richardson Capital Management sold 144 Clearwater Analytics shares in Q2 2026, an estimated $3.41K.
  • Richardson Capital Management first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Richardson Capital Management's Clearwater Analytics position peaked at $3.41K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.