Envestnet Portfolio Solutions
CWAN

Envestnet Portfolio Solutions’s Clearwater Analytics CWAN Stock Holding History

Envestnet Portfolio Solutions’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
-19,399
Closed -$425K – 1468
2025
Q2 		$425K Buy
19,399
+11,458
+144% +$264K ﹤0.01% 1166
2025
Q1 		$213K Sell
7,941
-2,413
-23% -$67.7K ﹤0.01% 1476
2024
Q4 		$285K Buy
+10,354
New +$294K ﹤0.01% 1528

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

Envestnet Portfolio Solutions's CWAN Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 19,399 shares — an estimated $425K sold.

Envestnet Portfolio Solutions first reported a position in CWAN in Q4 2024 and held it in 3 quarters. The position peaked at $425K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 19,399 Clearwater Analytics shares in Q3 2025, an estimated $425K.
  • Envestnet Portfolio Solutions first reported a position in Clearwater Analytics in Q4 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Clearwater Analytics position peaked at $425K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.