AIM
CWAN

Aigen Investment Management’s Clearwater Analytics CWAN Stock Holding History

Aigen Investment Management’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
2025
Q2 		– Sell
-39,807
Closed -$1.07M – 845
2025
Q1 		$1.07M Buy
39,807
+14,886
+60% +$418K 0.17% 179
2024
Q4 		$686K Buy
24,921
+4,220
+20% +$120K 0.12% 248
2024
Q3 		$523K Buy
+20,701
New +$466K 0.1% 310
2024
Q1 		– Sell
-39,500
Closed -$791K – 737
2023
Q4 		$791K Buy
39,500
+21,966
+125% +$433K 0.14% 211
2023
Q3 		$339K Buy
+17,534
New +$309K 0.06% 482

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aigen Investment Management's CWAN Position: Q2 2025 in Review

Aigen Investment Management sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 39,807 shares — an estimated $1.07M sold.

Aigen Investment Management first reported a position in CWAN in Q3 2023 and held it in 5 quarters. The position peaked at $1.07M in Q1 2025. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Aigen Investment Management reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Aigen Investment Management sold 39,807 Clearwater Analytics shares in Q2 2025, an estimated $1.07M.
  • Aigen Investment Management first reported a position in Clearwater Analytics in Q3 2023 and held it in 5 quarters.
  • Aigen Investment Management's Clearwater Analytics position peaked at $1.07M in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.