VA
CWAN

Vident Advisory’s Clearwater Analytics CWAN Stock Holding History

Vident Advisory’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
-15,311
Closed -$362K – 1958
2026
Q1 		$362K Sell
15,311
-1,058
-6% -$25K ﹤0.01% 1412
2025
Q4 		$395K Sell
16,369
-325
-2% -$6.51K ﹤0.01% 1274
2025
Q3 		$301K Buy
16,694
+7,217
+76% +$146K ﹤0.01% 1400
2025
Q2 		$208K Buy
+9,477
New +$218K ﹤0.01% 1489

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

Vident Advisory's CWAN Position: Q2 2026 in Review

Vident Advisory sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 15,311 shares — an estimated $362K sold.

Vident Advisory first reported a position in CWAN in Q2 2025 and held it in 4 quarters. The position peaked at $395K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Vident Advisory reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Vident Advisory sold 15,311 Clearwater Analytics shares in Q2 2026, an estimated $362K.
  • Vident Advisory first reported a position in Clearwater Analytics in Q2 2025 and held it in 4 quarters.
  • Vident Advisory's Clearwater Analytics position peaked at $395K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.