AS
CWAN

Alex Sacerdote’s Clearwater Analytics CWAN Stock Holding History

Alex Sacerdote’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
2021
Q4 		– Sell
-650,000
Closed -$16.6M – 54
2021
Q3 		$16.6M Buy
+650,000
New +$16.7M 0.11% 61

Other funds holding CWAN

DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Alex Sacerdote's CWAN Position: Q4 2021 in Review

Alex Sacerdote sold out of Clearwater Analytics (CWAN) in Q4 2021, closing a stake of 650,000 shares — an estimated $16.6M sold.

Alex Sacerdote first reported a position in CWAN in Q3 2021 and held it in 1 quarter. The position peaked at $16.6M in Q3 2021. 69 funds tracked by Wall St. Rank hold CWAN as of Q4 2021.

  • Alex Sacerdote reported no remaining Clearwater Analytics position as of Q4 2021 after selling out during the quarter.
  • Alex Sacerdote sold 650,000 Clearwater Analytics shares in Q4 2021, an estimated $16.6M.
  • Alex Sacerdote first reported a position in Clearwater Analytics in Q3 2021 and held it in 1 quarter.
  • Alex Sacerdote's Clearwater Analytics position peaked at $16.6M in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2021.

Based on Whale Rock Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.