CIBC Private Wealth Group
CWAN

CIBC Private Wealth Group’s Clearwater Analytics CWAN Stock Holding History

CIBC Private Wealth Group’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 		$11.7K Hold
485
– – ﹤0.01% 2371
2025
Q3 		$8.74K Hold
485
– – ﹤0.01% 2428
2025
Q2 		$10.6K Hold
485
– – ﹤0.01% 2234
2025
Q1 		$10.8K Sell
485
-74,670
-99% -$2.1M ﹤0.01% 2224
2024
Q4 		$2.05M Buy
75,155
+11,450
+18% +$325K ﹤0.01% 561
2024
Q3 		$1.61M Buy
63,705
+24,035
+61% +$541K ﹤0.01% 596
2024
Q2 		$757K Buy
39,670
+39,205
+8,431% +$707K ﹤0.01% 719
2024
Q1 		$8.02K Buy
+465
New +$8.64K ﹤0.01% 2361
2023
Q3 		– Sell
-21,730
Closed -$345K – 1087
2023
Q2 		$345K Buy
21,730
+2,795
+15% +$44.1K ﹤0.01% 752
2023
Q1 		$302K Buy
18,935
+7,915
+72% +$138K ﹤0.01% 781
2022
Q4 		$207K Buy
+11,020
New +$191K ﹤0.01% 726

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

CIBC Private Wealth Group's CWAN Position: Q4 2025 in Review

CIBC Private Wealth Group held its Clearwater Analytics (CWAN) position steady in Q4 2025 at 485 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

CIBC Private Wealth Group first reported a position in CWAN in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.05M in Q4 2024. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • CIBC Private Wealth Group held 485 shares of Clearwater Analytics worth $11.7K as of Q4 2025.
  • CIBC Private Wealth Group left its Clearwater Analytics share count unchanged in Q4 2025.
  • Clearwater Analytics made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2371 holding.
  • CIBC Private Wealth Group first reported a position in Clearwater Analytics in Q4 2022 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Clearwater Analytics position peaked at $2.05M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.