CWM
CWAN

CIBC World Markets’s Clearwater Analytics CWAN Stock Holding History

CIBC World Markets’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 		$445K Buy
+18,470
New +$370K ﹤0.01% 855
2025
Q2 		$667K Sell
30,415
-11,088
-27% -$255K ﹤0.01% 763
2025
Q1 		$1.11M Buy
41,503
+24,768
+148% +$695K 0.01% 654
2024
Q4 		$461K Buy
+16,735
New +$475K ﹤0.01% 757

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 World Markets's CWAN Position: Q4 2025 in Review

CIBC World Markets opened a new position in Clearwater Analytics (CWAN) in Q4 2025: 18,470 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in CWAN as recently as Q2 2025.

CIBC World Markets first reported a position in CWAN in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q1 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • CIBC World Markets held 18,470 shares of Clearwater Analytics worth $445K as of Q4 2025.
  • Clearwater Analytics was a new CIBC World Markets position in Q4 2025.
  • Clearwater Analytics made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #855 holding.
  • CIBC World Markets first reported a position in Clearwater Analytics in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Clearwater Analytics position peaked at $1.11M in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.