AGWCA
CWAN

Annis Gardner Whiting Capital Advisors’s Clearwater Analytics CWAN Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q1 		– Sell
-4,200
Closed -$116K – 764
2024
Q4 		$116K Buy
+4,200
New +$119K 0.03% 262

Other funds holding CWAN

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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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CWAN Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 4,200 shares — an estimated $116K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CWAN in Q4 2024 and held it in 1 quarter. The position peaked at $116K in Q4 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 4,200 Clearwater Analytics shares in Q1 2025, an estimated $116K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Clearwater Analytics in Q4 2024 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Clearwater Analytics position peaked at $116K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.