Yorktown Management & Research Company’s Clearwater Analytics CWAN Stock Holding History

Yorktown Management & Research Company’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	-16,700	Closed	-$395K	–	259
2026 Q1	$395K	Hold	16,700	–	–	0.33%	114
2025 Q4	$403K	Buy	+16,700	New	+$334K	0.32%	122
2025 Q3	–	Sell	-15,250	Closed	-$334K	–	212
2025 Q2	$334K	Hold	15,250	–	–	0.32%	145
2025 Q1	$409K	Buy	+15,250	New	+$428K	0.44%	91

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

Yorktown Management & Research Company's CWAN Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 16,700 shares — an estimated $395K sold.

Yorktown Management & Research Company first reported a position in CWAN in Q1 2025 and held it in 4 quarters. The position peaked at $409K in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Yorktown Management & Research Company reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Yorktown Management & Research Company sold 16,700 Clearwater Analytics shares in Q2 2026, an estimated $395K.
Yorktown Management & Research Company first reported a position in Clearwater Analytics in Q1 2025 and held it in 4 quarters.
Yorktown Management & Research Company's Clearwater Analytics position peaked at $409K in Q1 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.