Baird Financial Group
CWAN

Baird Financial Group’s Clearwater Analytics CWAN Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-153,649
Closed -$3.37M – 1806
2025
Q2 		$3.37M Sell
153,649
-41,435
-21% -$953K 0.01% 848
2025
Q1 		$5.23M Buy
195,084
+74,845
+62% +$2.1M 0.01% 673
2024
Q4 		$3.31M Sell
120,239
-163,029
-58% -$4.63M 0.01% 818
2024
Q3 		$7.15M Sell
283,268
-6,171
-2% -$139K 0.01% 592
2024
Q2 		$5.36M Sell
289,439
-10,456
-3% -$189K 0.01% 645
2024
Q1 		$5.31M Buy
299,895
+17,194
+6% +$319K 0.01% 643
2023
Q4 		$5.66M Buy
282,701
+122,934
+77% +$2.42M 0.01% 629
2023
Q3 		$3.09M Buy
159,767
+49,010
+44% +$865K 0.01% 765
2023
Q2 		$1.76M Buy
+110,757
New +$1.75M ﹤0.01% 954

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group's CWAN Position: Q3 2025 in Review

Baird Financial Group sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 153,649 shares — an estimated $3.37M sold.

Baird Financial Group first reported a position in CWAN in Q2 2023 and held it in 9 quarters. The position peaked at $7.15M in Q3 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Baird Financial Group reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 153,649 Clearwater Analytics shares in Q3 2025, an estimated $3.37M.
  • Baird Financial Group first reported a position in Clearwater Analytics in Q2 2023 and held it in 9 quarters.
  • Baird Financial Group's Clearwater Analytics position peaked at $7.15M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.