BAM
CWAN

Bosun Asset Management’s Clearwater Analytics CWAN Stock Holding History

Bosun Asset Management’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 		– Sell
-15,645
Closed -$419K – 208
2025
Q1 		$419K Buy
15,645
+2,991
+24% +$83.9K 0.18% 133
2024
Q4 		$348K Buy
+12,654
New +$359K 0.15% 150

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bosun Asset Management's CWAN Position: Q2 2025 in Review

Bosun Asset Management sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 15,645 shares — an estimated $419K sold.

Bosun Asset Management first reported a position in CWAN in Q4 2024 and held it in 2 quarters. The position peaked at $419K in Q1 2025. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Bosun Asset Management reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Bosun Asset Management sold 15,645 Clearwater Analytics shares in Q2 2025, an estimated $419K.
  • Bosun Asset Management first reported a position in Clearwater Analytics in Q4 2024 and held it in 2 quarters.
  • Bosun Asset Management's Clearwater Analytics position peaked at $419K in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Bosun Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.