Rothschild Investment LLC’s Clearwater Analytics CWAN Stock Holding History

Rothschild Investment LLC’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	-476	Closed	-$11.3K	–	3659
2026 Q1	$11.3K	Buy	476 +24	+5%	+$568	﹤0.01%	1638
2025 Q4	$10.9K	Buy	452 +207	+84%	+$4.15K	﹤0.01%	1532
2025 Q3	$4.42K	Sell	245 -85	-26%	-$1.72K	﹤0.01%	1761
2025 Q2	$7.24K	Buy	330 +50	+18%	+$1.15K	﹤0.01%	1344
2025 Q1	$7.5K	Buy	280 +105	+60%	+$2.95K	﹤0.01%	1269
2024 Q4	$4.82K	Buy	175 +30	+21%	+$851	﹤0.01%	1355
2024 Q3	$3.66K	Buy	145 +125	+625%	+$2.81K	﹤0.01%	1412
2024 Q2	$370	Buy	+20	New	+$361	﹤0.01%	2193

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

Rothschild Investment LLC's CWAN Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 476 shares — an estimated $11.3K sold.

Rothschild Investment LLC first reported a position in CWAN in Q2 2024 and held it in 8 quarters. The position peaked at $11.3K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Rothschild Investment LLC reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Rothschild Investment LLC sold 476 Clearwater Analytics shares in Q2 2026, an estimated $11.3K.
Rothschild Investment LLC first reported a position in Clearwater Analytics in Q2 2024 and held it in 8 quarters.
Rothschild Investment LLC's Clearwater Analytics position peaked at $11.3K in Q1 2026.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.