Credit Suisse’s Clearwater Analytics CWAN Stock Holding History

Credit Suisse’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 Q1	$2.42M	Buy	136,874 +13,108	+11%	+$244K	﹤0.01%	1727
2023 Q4	$2.48M	Buy	123,766 +51,921	+72%	+$1.02M	﹤0.01%	1756
2023 Q3	$1.39M	Sell	71,845 -159	-0.2%	-$2.81K	﹤0.01%	2066
2023 Q2	$1.14M	Buy	72,004 +25,606	+55%	+$404K	﹤0.01%	2293
2023 Q1	$741K	Buy	46,398 +18,186	+64%	+$318K	﹤0.01%	2506
2022 Q4	$529K	Buy	28,212 +10,149	+56%	+$176K	﹤0.01%	2745
2022 Q3	$303K	Buy	18,063 +1,392	+8%	+$20.3K	﹤0.01%	3076
2022 Q2	$201K	Buy	+16,671	New	+$269K	﹤0.01%	3325

Other funds holding CWAN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $30.3B AUM 33.75% 1-Year Est. Return

CCA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Credit Suisse's CWAN Position: Q1 2024 in Review

Credit Suisse increased its Clearwater Analytics (CWAN) stake by 11% in Q1 2024, buying an estimated $244K and bringing the position to 136,874 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Credit Suisse first reported a position in CWAN in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.48M in Q4 2023. 211 funds tracked by Wall St. Rank hold CWAN as of Q1 2024.

Credit Suisse held 136,874 shares of Clearwater Analytics worth $2.42M as of Q1 2024.
Credit Suisse bought 13,108 Clearwater Analytics shares in Q1 2024, an estimated $244K.
Clearwater Analytics made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1727 holding.
Credit Suisse first reported a position in Clearwater Analytics in Q2 2022 and has held it in 8 quarters since.
Credit Suisse's Clearwater Analytics position peaked at $2.48M in Q4 2023.
211 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.