DT
CWAN

Diversified Trust’s Clearwater Analytics CWAN Stock Holding History

Diversified Trust’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
Q1 		– Sell
-18,304
Closed -$504K – 952
2024
Q4 		$504K Sell
18,304
-2,160
-11% -$61.3K 0.01% 598
2024
Q3 		$517K Buy
+20,464
New +$460K 0.01% 575

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversified Trust's CWAN Position: Q1 2025 in Review

Diversified Trust sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 18,304 shares — an estimated $504K sold.

Diversified Trust first reported a position in CWAN in Q3 2024 and held it in 2 quarters. The position peaked at $517K in Q3 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Diversified Trust reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 18,304 Clearwater Analytics shares in Q1 2025, an estimated $504K.
  • Diversified Trust first reported a position in Clearwater Analytics in Q3 2024 and held it in 2 quarters.
  • Diversified Trust's Clearwater Analytics position peaked at $517K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.