DADC
CWAN

D.A. Davidson & Co’s Clearwater Analytics CWAN Stock Holding History

D.A. Davidson & 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
Q3 		– Sell
-10,545
Closed -$231K – 1548
2025
Q2 		$231K Hold
10,545
– – ﹤0.01% 1305
2025
Q1 		$283K Hold
10,545
– – ﹤0.01% 1212
2024
Q4 		$290K Hold
10,545
– – ﹤0.01% 1213
2024
Q3 		$266K Hold
10,545
– – ﹤0.01% 1221
2024
Q2 		$195K Hold
10,545
– – ﹤0.01% 1289
2024
Q1 		$187K Hold
10,545
– – ﹤0.01% 1299
2023
Q4 		$211K Buy
+10,545
New +$208K ﹤0.01% 1235

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.A. Davidson & Co's CWAN Position: Q3 2025 in Review

D.A. Davidson & Co sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 10,545 shares — an estimated $231K sold.

D.A. Davidson & Co first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $290K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • D.A. Davidson & Co reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 10,545 Clearwater Analytics shares in Q3 2025, an estimated $231K.
  • D.A. Davidson & Co first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • D.A. Davidson & Co's Clearwater Analytics position peaked at $290K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.