EAM
CWAN

EFG Asset Management’s Clearwater Analytics CWAN Stock Holding History

EFG Asset 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
2025
Q3 		– Sell
-98,188
Closed -$2.15M – 171
2025
Q2 		$2.15M Buy
98,188
+38,618
+65% +$888K 0.3% 139
2025
Q1 		$1.6M Buy
+59,570
New +$1.67M 0.27% 152

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

EFG Asset Management's CWAN Position: Q3 2025 in Review

EFG Asset Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 98,188 shares — an estimated $2.15M sold.

EFG Asset Management first reported a position in CWAN in Q1 2025 and held it in 2 quarters. The position peaked at $2.15M in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • EFG Asset Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • EFG Asset Management sold 98,188 Clearwater Analytics shares in Q3 2025, an estimated $2.15M.
  • EFG Asset Management first reported a position in Clearwater Analytics in Q1 2025 and held it in 2 quarters.
  • EFG Asset Management's Clearwater Analytics position peaked at $2.15M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.