DCM
CWAN

Discovery Capital Management’s Clearwater Analytics CWAN Stock Holding History

Discovery Capital 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
2023
Q2 		– Sell
-145,000
Closed -$2.31M – 71
2023
Q1 		$2.31M Buy
+145,000
New +$2.54M 0.26% 46
2021
Q4 		– Sell
-105,000
Closed -$2.69M – 76
2021
Q3 		$2.69M Buy
+105,000
New +$2.69M 0.2% 58

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Discovery Capital Management's CWAN Position: Q2 2023 in Review

Discovery Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2023, closing a stake of 145,000 shares — an estimated $2.31M sold.

Discovery Capital Management first reported a position in CWAN in Q3 2021 and held it in 2 quarters. The position peaked at $2.69M in Q3 2021. 121 funds tracked by Wall St. Rank hold CWAN as of Q2 2023.

  • Discovery Capital Management reported no remaining Clearwater Analytics position as of Q2 2023 after selling out during the quarter.
  • Discovery Capital Management sold 145,000 Clearwater Analytics shares in Q2 2023, an estimated $2.31M.
  • Discovery Capital Management first reported a position in Clearwater Analytics in Q3 2021 and held it in 2 quarters.
  • Discovery Capital Management's Clearwater Analytics position peaked at $2.69M in Q3 2021.
  • 121 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2023.

Based on Discovery Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.