YIH
CWAN

Y-Intercept (HK)’s Clearwater Analytics CWAN Stock Holding History

Y-Intercept (HK)’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
-11,651
Closed -$276K – 1793
2026
Q1 		$276K Buy
+11,651
New +$276K 0.01% 1392
2025
Q4 		– Sell
-237,525
Closed -$4.28M – 1634
2025
Q3 		$4.28M Buy
237,525
+53,989
+29% +$1.09M 0.1% 253
2025
Q2 		$4.02M Buy
+183,536
New +$4.22M 0.1% 292
2025
Q1 		– Sell
-16,336
Closed -$450K – 1280
2024
Q4 		$450K Buy
+16,336
New +$464K 0.03% 775
2024
Q2 		– Sell
-54,828
Closed -$970K – 1487
2024
Q1 		$970K Buy
54,828
+25,401
+86% +$472K 0.07% 402
2023
Q4 		$589K Buy
+29,427
New +$580K 0.05% 522
2023
Q3 		– Sell
-21,002
Closed -$333K – 1146
2023
Q2 		$333K Buy
+21,002
New +$332K 0.04% 730

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

Y-Intercept (HK)'s CWAN Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 11,651 shares — an estimated $276K sold.

Y-Intercept (HK) first reported a position in CWAN in Q2 2023 and held it in 7 quarters. The position peaked at $4.28M in Q3 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 11,651 Clearwater Analytics shares in Q2 2026, an estimated $276K.
  • Y-Intercept (HK) first reported a position in Clearwater Analytics in Q2 2023 and held it in 7 quarters.
  • Y-Intercept (HK)'s Clearwater Analytics position peaked at $4.28M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.