Eagle Bay Advisors’s Clearwater Analytics CWAN Stock Holding History

Eagle Bay Advisors’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	-1,207	Closed	-$33.2K	–	314
2024 Q4	$33.2K	Hold	1,207	–	–	0.02%	394
2024 Q3	$30.5K	Hold	1,207	–	–	0.01%	539
2024 Q2	$22.4K	Hold	1,207	–	–	0.01%	428
2024 Q1	$21.4K	Sell	1,207 -566	-32%	-$10.5K	0.01%	422
2023 Q4	$35.5K	Buy	1,773 +1,207	+213%	+$23.8K	0.02%	335
2023 Q3	$10.9K	Hold	566	–	–	0.01%	589
2023 Q2	$8.98K	Hold	566	–	–	0.01%	609
2023 Q1	$9.03K	Hold	566	–	–	﹤0.01%	606
2022 Q4	$10.6K	Hold	566	–	–	0.01%	601
2022 Q3	$10K	Hold	566	–	–	0.01%	595
2022 Q2	$6.82K	Buy	+566	New	+$9.15K	﹤0.01%	696
2022 Q1	–	Sell	-566	Closed	-$13K	–	447
2021 Q4	$13K	Buy	+566	New	+$12.8K	0.01%	653

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eagle Bay Advisors's CWAN Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 1,207 shares — an estimated $33.2K sold.

Eagle Bay Advisors first reported a position in CWAN in Q4 2021 and held it in 12 quarters. The position peaked at $35.5K in Q4 2023. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

Eagle Bay Advisors reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 1,207 Clearwater Analytics shares in Q1 2025, an estimated $33.2K.
Eagle Bay Advisors first reported a position in Clearwater Analytics in Q4 2021 and held it in 12 quarters.
Eagle Bay Advisors's Clearwater Analytics position peaked at $35.5K in Q4 2023.
370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.