Connor, Clark & Lunn Investment Management (CC&L)’s Clearwater Analytics CWAN Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024 Q4	–	Sell	-150,233	Closed	-$3.79M	–	1442
2024 Q3	$3.79M	Sell	150,233 -220,361	-59%	-$4.96M	0.02%	507
2024 Q2	$6.86M	Sell	370,594 -98,802	-21%	-$1.78M	0.03%	350
2024 Q1	$8.3M	Buy	469,396 +247,774	+112%	+$4.6M	0.04%	328
2023 Q4	$4.44M	Buy	221,622 +143,977	+185%	+$2.84M	0.02%	457
2023 Q3	$1.5M	Buy	77,645 +49,519	+176%	+$873K	0.01%	695
2023 Q2	$446K	Buy	+28,126	New	+$444K	﹤0.01%	1017

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CWAN Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Clearwater Analytics (CWAN) in Q4 2024, closing a stake of 150,233 shares — an estimated $3.79M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CWAN in Q2 2023 and held it in 6 quarters. The position peaked at $8.3M in Q1 2024. 353 funds tracked by Wall St. Rank hold CWAN as of Q4 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Clearwater Analytics position as of Q4 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 150,233 Clearwater Analytics shares in Q4 2024, an estimated $3.79M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Clearwater Analytics in Q2 2023 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Clearwater Analytics position peaked at $8.3M in Q1 2024.
353 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.