Capstone Investment Advisors
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Capstone Investment Advisors’s Clearwater Analytics CWAN Stock Holding History

Capstone Investment Advisors’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 		$241K Buy
2024
Q3 		– Sell
2024
Q2 		$214K Sell
2024
Q1 		$1.22M Buy
2023
Q4 		$650K Buy
2023
Q3 		$324K Buy