SSG
CWAN

Summit Securities Group’s Clearwater Analytics CWAN Stock Holding History

Summit Securities Group’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
-31,000
Closed -$733K – 1204
2026
Q1 		$733K Buy
+31,000
New +$734K 0.09% 119
2023
Q4 		– Sell
-39
Closed -$1K – 705
2023
Q3 		$1K Buy
+39
New +$688 ﹤0.01% 519

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

Summit Securities Group's CWAN Position: Q2 2026 in Review

Summit Securities Group sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 31,000 shares — an estimated $733K sold.

Summit Securities Group first reported a position in CWAN in Q3 2023 and held it in 2 quarters. The position peaked at $733K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Summit Securities Group reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 31,000 Clearwater Analytics shares in Q2 2026, an estimated $733K.
  • Summit Securities Group first reported a position in Clearwater Analytics in Q3 2023 and held it in 2 quarters.
  • Summit Securities Group's Clearwater Analytics position peaked at $733K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.