Avantax Advisory Services’s Clearwater Analytics CWAN Stock Holding History

Avantax Advisory Services’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	$349K	Buy	+15,913	New	+$366K	﹤0.01%	1808

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Advisory Services's CWAN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Clearwater Analytics (CWAN) in Q2 2025: 15,913 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #1808 among its holdings.

398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

Avantax Advisory Services held 15,913 shares of Clearwater Analytics worth $349K as of Q2 2025.
Clearwater Analytics was a new Avantax Advisory Services position in Q2 2025.
Clearwater Analytics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1808 holding.
398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.