DIM
CWAN

DC Investments Management’s Clearwater Analytics CWAN Stock Holding History

DC Investments 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
Q4 		– Sell
-22,672
Closed -$409K – 60
2025
Q3 		$409K Hold
22,672
– – 0.17% 70
2025
Q2 		$497K Buy
+22,672
New +$522K 0.21% 72
2025
Q1 		– Sell
-18,752
Closed -$516K – 116
2024
Q4 		$516K Hold
18,752
– – 0.34% 55
2024
Q3 		$473K Hold
18,752
– – 0.33% 55
2024
Q2 		$347K Hold
18,752
– – 0.29% 63
2024
Q1 		$332K Hold
18,752
– – 0.27% 77
2023
Q4 		$376K Hold
18,752
– – 0.38% 58
2023
Q3 		$363K Hold
18,752
– – 0.46% 56
2023
Q2 		$298K Hold
18,752
– – 0.34% 68
2023
Q1 		$299K Buy
+18,752
New +$328K 0.36% 56

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DC Investments Management's CWAN Position: Q4 2025 in Review

DC Investments Management sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 22,672 shares — an estimated $409K sold.

DC Investments Management first reported a position in CWAN in Q1 2023 and held it in 10 quarters. The position peaked at $516K in Q4 2024. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • DC Investments Management reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • DC Investments Management sold 22,672 Clearwater Analytics shares in Q4 2025, an estimated $409K.
  • DC Investments Management first reported a position in Clearwater Analytics in Q1 2023 and held it in 10 quarters.
  • DC Investments Management's Clearwater Analytics position peaked at $516K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on DC Investments Management's 13F filing for Q4 2025, filed 13 Feb 2026.