CPC
CWAN

Cookson Peirce & Co’s Clearwater Analytics CWAN Stock Holding History

Cookson Peirce & Co’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 		– Sell
-33,976
Closed -$911K – 285
2025
Q1 		$911K Buy
33,976
+12,000
+55% +$337K 0.05% 144
2024
Q4 		$605K Buy
+21,976
New +$624K 0.03% 195

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cookson Peirce & Co's CWAN Position: Q2 2025 in Review

Cookson Peirce & Co sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 33,976 shares — an estimated $911K sold.

Cookson Peirce & Co first reported a position in CWAN in Q4 2024 and held it in 2 quarters. The position peaked at $911K in Q1 2025. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Cookson Peirce & Co reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 33,976 Clearwater Analytics shares in Q2 2025, an estimated $911K.
  • Cookson Peirce & Co first reported a position in Clearwater Analytics in Q4 2024 and held it in 2 quarters.
  • Cookson Peirce & Co's Clearwater Analytics position peaked at $911K in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Cookson Peirce & Co's 13F filing for Q2 2025, filed 30 Jul 2025.