Carson Wealth (CWM LLC)
SPNS

Carson Wealth (CWM LLC)’s Sapiens International SPNS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPNS Stock Details SPNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,669
Closed -$115K – 5622
2025
Q3 		$115K Buy
2,669
+1,143
+75% +$41.6K ﹤0.01% 2871
2025
Q2 		$45K Buy
1,526
+1,105
+262% +$30.8K ﹤0.01% 3367
2025
Q1 		$11K Buy
421
+327
+348% +$8.82K ﹤0.01% 4075
2024
Q4 		$3K Sell
94
-249
-73% -$7.96K ﹤0.01% 4452
2024
Q3 		$13K Buy
343
+135
+65% +$4.92K ﹤0.01% 3645
2024
Q2 		$7K Buy
208
+165
+384% +$5.38K ﹤0.01% 3734
2024
Q1 		$1K Buy
43
+4
+10% +$116 ﹤0.01% 4215
2023
Q4 		$1K Hold
39
– – ﹤0.01% 4044
2023
Q3 		$1K Buy
+39
New +$1.12K ﹤0.01% 4082

Other funds holding SPNS

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPNS Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Sapiens International (SPNS) in Q4 2025, closing a stake of 2,669 shares — an estimated $115K sold.

Carson Wealth (CWM LLC) first reported a position in SPNS in Q3 2023 and held it in 9 quarters. The position peaked at $115K in Q3 2025. 32 funds tracked by Wall St. Rank hold SPNS as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sapiens International position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,669 Sapiens International shares in Q4 2025, an estimated $115K.
  • Carson Wealth (CWM LLC) first reported a position in Sapiens International in Q3 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Sapiens International position peaked at $115K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Sapiens International as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.