AG
CWAN

Algert Global’s Clearwater Analytics CWAN Stock Holding History

Algert Global’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
Q4 		– Sell
-337,810
Closed -$6.09M – 1176
2025
Q3 		$6.09M Sell
337,810
-70,457
-17% -$1.43M 0.1% 353
2025
Q2 		$8.95M Sell
408,267
-90,342
-18% -$2.08M 0.19% 156
2025
Q1 		$13.4M Buy
498,609
+100,838
+25% +$2.83M 0.33% 46
2024
Q4 		$10.9M Buy
397,771
+291,480
+274% +$8.27M 0.26% 87
2024
Q3 		$2.68M Sell
106,291
-27,790
-21% -$625K 0.07% 458
2024
Q2 		$2.48M Buy
134,081
+21,401
+19% +$386K 0.08% 403
2024
Q1 		$1.99M Buy
112,680
+88,540
+367% +$1.65M 0.08% 416
2023
Q4 		$484K Buy
+24,140
New +$475K 0.02% 832
2023
Q3 		– Sell
-39,310
Closed -$624K – 1136
2023
Q2 		$624K Buy
+39,310
New +$621K 0.03% 768

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Algert Global's CWAN Position: Q4 2025 in Review

Algert Global sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 337,810 shares — an estimated $6.09M sold.

Algert Global first reported a position in CWAN in Q2 2023 and held it in 9 quarters. The position peaked at $13.4M in Q1 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Algert Global reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Algert Global sold 337,810 Clearwater Analytics shares in Q4 2025, an estimated $6.09M.
  • Algert Global first reported a position in Clearwater Analytics in Q2 2023 and held it in 9 quarters.
  • Algert Global's Clearwater Analytics position peaked at $13.4M in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.