CWM
CWAN

Congress Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Congress Wealth Management’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
Q2 		$2.63M Buy
119,869
+10,255
+9% +$236K 0.03% 512
2025
Q1 		$2.94M Buy
+109,614
New +$3.08M 0.04% 423

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Congress Wealth Management's CWAN Position: Q2 2025 in Review

Congress Wealth Management increased its Clearwater Analytics (CWAN) stake by 9.4% in Q2 2025, buying an estimated $236K and bringing the position to 119,869 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #512.

Congress Wealth Management first reported a position in CWAN in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.94M in Q1 2025. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Congress Wealth Management held 119,869 shares of Clearwater Analytics worth $2.63M as of Q2 2025.
  • Congress Wealth Management bought 10,255 Clearwater Analytics shares in Q2 2025, an estimated $236K.
  • Clearwater Analytics made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #512 holding.
  • Congress Wealth Management first reported a position in Clearwater Analytics in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Clearwater Analytics position peaked at $2.94M in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.