Cerity Partners
CWAN

Cerity Partners’s Clearwater Analytics CWAN Stock Holding History

Cerity Partners’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
-10,137
Closed -$222K – 2777
2025
Q2 		$222K Sell
10,137
-1,461
-13% -$33.6K ﹤0.01% 2298
2025
Q1 		$311K Buy
11,598
+793
+7% +$22.3K ﹤0.01% 2002
2024
Q4 		$273K Sell
10,805
-91
-0.8% -$2.58K ﹤0.01% 2083
2024
Q3 		$275K Buy
+10,896
New +$245K ﹤0.01% 2116
2024
Q2 		– Sell
-10,545
Closed -$187K – 2273
2024
Q1 		$187K Buy
+10,545
New +$196K ﹤0.01% 2126

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

Cerity Partners's CWAN Position: Q3 2025 in Review

Cerity Partners sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 10,137 shares — an estimated $222K sold.

Cerity Partners first reported a position in CWAN in Q1 2024 and held it in 5 quarters. The position peaked at $311K in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Cerity Partners reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 10,137 Clearwater Analytics shares in Q3 2025, an estimated $222K.
  • Cerity Partners first reported a position in Clearwater Analytics in Q1 2024 and held it in 5 quarters.
  • Cerity Partners's Clearwater Analytics position peaked at $311K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.