DWM
CWAN

Dakota Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Dakota 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
Q3 		– Sell
-11,882
Closed -$261K – 680
2025
Q2 		$261K Buy
+11,882
New +$273K 0.01% 658

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Wellington Management Group
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T. Rowe Price Associates
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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

Dakota Wealth Management's CWAN Position: Q3 2025 in Review

Dakota Wealth Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 11,882 shares — an estimated $261K sold.

Dakota Wealth Management first reported a position in CWAN in Q2 2025 and held it in 1 quarter. The position peaked at $261K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Dakota Wealth Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 11,882 Clearwater Analytics shares in Q3 2025, an estimated $261K.
  • Dakota Wealth Management first reported a position in Clearwater Analytics in Q2 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Clearwater Analytics position peaked at $261K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.