EMFAT
CWAN

Emerald Mutual Fund Advisers Trust’s Clearwater Analytics CWAN Stock Holding History

Emerald Mutual Fund Advisers 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
Q4 		– Sell
-592,802
Closed -$10.7M – 202
2025
Q3 		$10.7M Buy
592,802
+13,200
+2% +$268K 0.55% 71
2025
Q2 		$12.7M Buy
579,602
+307,165
+113% +$7.07M 0.77% 47
2025
Q1 		$7.3M Buy
272,437
+26,339
+11% +$739K 0.52% 77
2024
Q4 		$6.77M Sell
246,098
-49,141
-17% -$1.39M 0.41% 84
2024
Q3 		$7.45M Buy
+295,239
New +$6.64M 0.39% 86

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CWAN Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 592,802 shares — an estimated $10.7M sold.

Emerald Mutual Fund Advisers Trust first reported a position in CWAN in Q3 2024 and held it in 5 quarters. The position peaked at $12.7M in Q2 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Emerald Mutual Fund Advisers Trust reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 592,802 Clearwater Analytics shares in Q4 2025, an estimated $10.7M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Clearwater Analytics in Q3 2024 and held it in 5 quarters.
  • Emerald Mutual Fund Advisers Trust's Clearwater Analytics position peaked at $12.7M in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.