EC
CWAN

EntryPoint Capital’s Clearwater Analytics CWAN Stock Holding History

EntryPoint Capital’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
Q2 		– Sell
-13,043
Closed -$350K – 657
2025
Q1 		$350K Hold
13,043
– – 0.16% 247
2024
Q4 		$359K Buy
+13,043
New +$370K 0.15% 259
2024
Q2 		– Sell
-2,296
Closed -$40.6K – 1036
2024
Q1 		$40.6K Sell
2,296
-3,551
-61% -$66K 0.04% 856
2023
Q4 		$117K Buy
+5,847
New +$115K 0.11% 300

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EntryPoint Capital's CWAN Position: Q2 2025 in Review

EntryPoint Capital sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 13,043 shares — an estimated $350K sold.

EntryPoint Capital first reported a position in CWAN in Q4 2023 and held it in 4 quarters. The position peaked at $359K in Q4 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • EntryPoint Capital reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • EntryPoint Capital sold 13,043 Clearwater Analytics shares in Q2 2025, an estimated $350K.
  • EntryPoint Capital first reported a position in Clearwater Analytics in Q4 2023 and held it in 4 quarters.
  • EntryPoint Capital's Clearwater Analytics position peaked at $359K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on EntryPoint Capital's 13F filing for Q2 2025, filed 11 Aug 2025.