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Congress Asset Management’s Clearwater Analytics CWAN Stock Holding History

Congress Asset Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14M Buy
636,610
+170,456
+37% +$3.74M 0.1% 169
2025
Q1 		$12.5M Buy
+466,154
New +$12.5M 0.09% 175