Axiom Investors’s Clearwater Analytics CWAN Stock Holding History

Axiom 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 Q4	–	Sell	-226,393	Closed	-$4.08M	–	124
2025 Q3	$4.08M	Buy	226,393 +49,138	+28%	+$996K	0.03%	105
2025 Q2	$3.89M	Sell	177,255 -306,470	-63%	-$7.05M	0.03%	103
2025 Q1	$13M	Sell	483,725 -262,075	-35%	-$7.36M	0.12%	65
2024 Q4	$20.5M	Buy	745,800 +63,340	+9%	+$1.8M	0.15%	62
2024 Q3	$17.2M	Buy	682,460 +212,585	+45%	+$4.78M	0.15%	64
2024 Q2	$8.7M	Sell	469,875 -8,015	-2%	-$145K	0.08%	84
2024 Q1	$8.45M	Sell	477,890 -27,140	-5%	-$504K	0.07%	96
2023 Q4	$10.1M	Buy	+505,030	New	+$9.95M	0.1%	85

Other funds holding CWAN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Axiom Investors's CWAN Position: Q4 2025 in Review

Axiom Investors sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 226,393 shares — an estimated $4.08M sold.

Axiom Investors first reported a position in CWAN in Q4 2023 and held it in 8 quarters. The position peaked at $20.5M in Q4 2024. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Axiom Investors reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
Axiom Investors sold 226,393 Clearwater Analytics shares in Q4 2025, an estimated $4.08M.
Axiom Investors first reported a position in Clearwater Analytics in Q4 2023 and held it in 8 quarters.
Axiom Investors's Clearwater Analytics position peaked at $20.5M in Q4 2024.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Axiom Investors's 13F filing for Q4 2025, filed 11 Feb 2026.