EGM
CWAN

Engineers Gate Manager’s Clearwater Analytics CWAN Stock Holding History

Engineers Gate Manager’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
-53,444
Closed -$1.17M – 2235
2025
Q2 		$1.17M Sell
53,444
-261,617
-83% -$6.02M 0.01% 1032
2025
Q1 		$8.44M Sell
315,061
-5,600
-2% -$157K 0.14% 184
2024
Q4 		$8.82M Buy
320,661
+213,061
+198% +$6.05M 0.15% 176
2024
Q3 		$2.72M Buy
107,600
+6,858
+7% +$154K 0.05% 501
2024
Q2 		$1.87M Buy
100,742
+69,354
+221% +$1.25M 0.04% 583
2024
Q1 		$555K Buy
31,388
+2,439
+8% +$45.3K 0.01% 1142
2023
Q4 		$580K Buy
+28,949
New +$570K 0.02% 1096

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

Engineers Gate Manager's CWAN Position: Q3 2025 in Review

Engineers Gate Manager sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 53,444 shares — an estimated $1.17M sold.

Engineers Gate Manager first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $8.82M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Engineers Gate Manager reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 53,444 Clearwater Analytics shares in Q3 2025, an estimated $1.17M.
  • Engineers Gate Manager first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • Engineers Gate Manager's Clearwater Analytics position peaked at $8.82M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Engineers Gate Manager's 13F filing for Q3 2025, filed 14 Nov 2025.