CLEARWATER ANALYTICS HLDGS INC CL A 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$1.1M

Combined Shares (Q2 2026)

47,442

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+46,049

2 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-321.1M

328 institutions reduced · 325 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-321.0M

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Grandeur Peak Global Advisors, LLC	0.11%	—	#1	$1.1M	46,026	$0	0	+46,026	New Buy
BARCLAYS PLC	<0.01%	<0.01%	#5	$17,064	711	$3.7M	154,704	-153,993-99.54%	Reduce
Salomon & Ludwin, LLC	<0.01%	<0.01%	#2	$11,543	485	$11,543	485	00.00%	Unchanged
IFP Advisors, Inc	<0.01%	<0.01%	#4	$4,704	196	$5,416	229	-33-14.41%	Reduce
Principia Wealth Advisory, LLC	<0.01%	—	#3	$544	23	$0	0	+23	New Buy
HUNTINGTON NATIONAL BANK	<0.01%	<0.01%	#6	$12	1	$48	2	-1-50.00%	Reduce

CLEARWATER ANALYTICS HLDGS INC CL A

🧭 Institutional Sector Flow Heatmap