CI Investments Inc
CWAN

CI Investments Inc’s Clearwater Analytics CWAN Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-1,023
Closed -$18K – 800
2025
Q3 		$18K Sell
1,023
-106
-9% -$2.15K ﹤0.01% 1174
2025
Q2 		$25K Buy
1,129
+841
+292% +$19.3K ﹤0.01% 1135
2025
Q1 		$8K Sell
288
-70
-20% -$1.97K ﹤0.01% 1244
2024
Q4 		$10K Buy
+358
New +$10.2K ﹤0.01% 1240

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CI Investments Inc's CWAN Position: Q4 2025 in Review

CI Investments Inc sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 1,023 shares — an estimated $18K sold.

CI Investments Inc first reported a position in CWAN in Q4 2024 and held it in 4 quarters. The position peaked at $25K in Q2 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • CI Investments Inc reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,023 Clearwater Analytics shares in Q4 2025, an estimated $18K.
  • CI Investments Inc first reported a position in Clearwater Analytics in Q4 2024 and held it in 4 quarters.
  • CI Investments Inc's Clearwater Analytics position peaked at $25K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.