X
CWAN

Xponance’s Clearwater Analytics CWAN Stock Holding History

Xponance’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
-26,141
Closed -$618K – 1851
2026
Q1 		$618K Buy
26,141
+4,122
+19% +$97.5K ﹤0.01% 924
2025
Q4 		$531K Buy
22,019
+2,598
+13% +$52K ﹤0.01% 929
2025
Q3 		$350K Buy
19,421
+188
+1% +$3.81K ﹤0.01% 1090
2025
Q2 		$422K Buy
19,233
+5,148
+37% +$118K ﹤0.01% 1018
2025
Q1 		$377K Buy
14,085
+1,354
+11% +$38K ﹤0.01% 1018
2024
Q4 		$350K Buy
12,731
+2,715
+27% +$77K ﹤0.01% 1071
2024
Q3 		$253K Buy
+10,016
New +$225K ﹤0.01% 1150

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

Xponance's CWAN Position: Q2 2026 in Review

Xponance sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 26,141 shares — an estimated $618K sold.

Xponance first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $618K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Xponance reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Xponance sold 26,141 Clearwater Analytics shares in Q2 2026, an estimated $618K.
  • Xponance first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
  • Xponance's Clearwater Analytics position peaked at $618K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.