DIG
CWAN

Dragoneer Investment Group’s Clearwater Analytics CWAN Stock Holding History

Dragoneer Investment Group’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
2024
Q1 		– Sell
-893,361
Closed -$17.9M – 33
2023
Q4 		$17.9M Sell
893,361
-1,620,722
-64% -$31.9M 0.39% 22
2023
Q3 		$48.6M Hold
2,514,083
– – 1.12% 18
2023
Q2 		$39.9M Hold
2,514,083
– – 0.82% 22
2023
Q1 		$40.1M Sell
2,514,083
-819,091
-25% -$14.3M 0.95% 21
2022
Q4 		$62.5M Sell
3,333,174
-2,468,780
-43% -$42.8M 1.94% 16
2022
Q3 		$97.4M Sell
5,801,954
-137,863
-2% -$2.01M 2.56% 14
2022
Q2 		$71.5M Sell
5,939,817
-6,090,209
-51% -$98.4M 1.83% 17
2022
Q1 		$253M Buy
12,030,026
+201,309
+2% +$3.76M 3.22% 12
2021
Q4 		$272M Buy
11,828,717
+8,828,717
+294% +$200M 3.12% 11
2021
Q3 		$76.8M Buy
+3,000,000
New +$77M 1.01% 25

Other funds holding CWAN

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dragoneer Investment Group's CWAN Position: Q1 2024 in Review

Dragoneer Investment Group sold out of Clearwater Analytics (CWAN) in Q1 2024, closing a stake of 893,361 shares — an estimated $17.9M sold.

Dragoneer Investment Group first reported a position in CWAN in Q3 2021 and held it in 10 quarters. The position peaked at $272M in Q4 2021. 211 funds tracked by Wall St. Rank hold CWAN as of Q1 2024.

  • Dragoneer Investment Group reported no remaining Clearwater Analytics position as of Q1 2024 after selling out during the quarter.
  • Dragoneer Investment Group sold 893,361 Clearwater Analytics shares in Q1 2024, an estimated $17.9M.
  • Dragoneer Investment Group first reported a position in Clearwater Analytics in Q3 2021 and held it in 10 quarters.
  • Dragoneer Investment Group's Clearwater Analytics position peaked at $272M in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2024.

Based on Dragoneer Investment Group's 13F filing for Q1 2024, filed 15 May 2024.