DPW
CWAN

DiNuzzo Private Wealth’s Clearwater Analytics CWAN Stock Holding History

DiNuzzo Private Wealth’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
-57,000
Closed -$1.25M – 1377
2025
Q2 		$1.25M Buy
+57,000
New +$1.31M 0.15% 34

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

DiNuzzo Private Wealth's CWAN Position: Q3 2025 in Review

DiNuzzo Private Wealth sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 57,000 shares — an estimated $1.25M sold.

DiNuzzo Private Wealth first reported a position in CWAN in Q2 2025 and held it in 1 quarter. The position peaked at $1.25M in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • DiNuzzo Private Wealth reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 57,000 Clearwater Analytics shares in Q3 2025, an estimated $1.25M.
  • DiNuzzo Private Wealth first reported a position in Clearwater Analytics in Q2 2025 and held it in 1 quarter.
  • DiNuzzo Private Wealth's Clearwater Analytics position peaked at $1.25M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.