13FBOX
CLEARWATER ANALYTICS HLDGS INC CL A · 13F Institutional Holdings
Options Calculator Rankings
C

CLEARWATER ANALYTICS HLDGS INC CL A

CWAN
Institutions
6
Combined AUM (Q2 2026)
$1.1M
Combined Shares (Q2 2026)
47,442
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+46,049
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-320.9M
328 · 325 Exit · ≈
⚖️ Net
-320.8M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.1M
Institutions
6
New Buys
2
Adds
0
Reduces
3
Exits
325
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Grandeur Peak Global Advisors, LLC
0.11%#1$1.1M46,026$00+46,026New Buy
BARCLAYS PLC
<0.01%<0.01%#5$17,064711$3.7M154,704-153,993-99.54%Reduce
Salomon & Ludwin, LLC
<0.01%<0.01%#2$11,543485$11,54348500.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#4$4,704196$5,416229-33-14.41%Reduce
Principia Wealth Advisory, LLC
<0.01%#3$54423$00+23New Buy
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#6$121$482-1-50.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow