AI
CWAN

Atom Investors’s Clearwater Analytics CWAN Stock Holding History

Atom Investors’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
-38,428
Closed -$1.06M – 539
2024
Q4 		$1.06M Sell
38,428
-23,799
-38% -$675K 0.13% 233
2024
Q3 		$1.57M Buy
62,227
+10,538
+20% +$237K 0.16% 186
2024
Q2 		$957K Buy
51,689
+22,111
+75% +$399K 0.1% 256
2024
Q1 		$523K Buy
+29,578
New +$550K 0.07% 324

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Atom Investors's CWAN Position: Q1 2025 in Review

Atom Investors sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 38,428 shares — an estimated $1.06M sold.

Atom Investors first reported a position in CWAN in Q1 2024 and held it in 4 quarters. The position peaked at $1.57M in Q3 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Atom Investors reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • Atom Investors sold 38,428 Clearwater Analytics shares in Q1 2025, an estimated $1.06M.
  • Atom Investors first reported a position in Clearwater Analytics in Q1 2024 and held it in 4 quarters.
  • Atom Investors's Clearwater Analytics position peaked at $1.57M in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Atom Investors's 13F filing for Q1 2025, filed 15 May 2025.