Smartleaf Asset Management’s Clearwater Analytics CWAN Stock Holding History

Smartleaf Asset 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	-219	Closed	-$5.16K	–	3475
2026 Q1	$5.16K	Sell	219 -407	-65%	-$9.63K	﹤0.01%	2642
2025 Q4	$15.1K	Buy	626 +219	+54%	+$4.39K	﹤0.01%	2186
2025 Q3	$7.41K	Buy	+407	New	+$8.25K	﹤0.01%	2229

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

Smartleaf Asset Management's CWAN Position: Q2 2026 in Review

Smartleaf Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 219 shares — an estimated $5.16K sold.

Smartleaf Asset Management first reported a position in CWAN in Q3 2025 and held it in 3 quarters. The position peaked at $15.1K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Smartleaf Asset Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Smartleaf Asset Management sold 219 Clearwater Analytics shares in Q2 2026, an estimated $5.16K.
Smartleaf Asset Management first reported a position in Clearwater Analytics in Q3 2025 and held it in 3 quarters.
Smartleaf Asset Management's Clearwater Analytics position peaked at $15.1K in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.