FMP
CWAN

Financial Management Professionals’s Clearwater Analytics CWAN Stock Holding History

Financial Management Professionals’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
-795
Closed -$17.4K – 963
2025
Q2 		$17.4K Sell
795
-1,303
-62% -$30K ﹤0.01% 443
2025
Q1 		$56.2K Sell
2,098
-180
-8% -$5.05K 0.01% 244
2024
Q4 		$62.7K Sell
2,278
-13
-0.6% -$369 0.01% 239
2024
Q3 		$58K Buy
+2,291
New +$51.5K 0.01% 243

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
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

Financial Management Professionals's CWAN Position: Q3 2025 in Review

Financial Management Professionals sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 795 shares — an estimated $17.4K sold.

Financial Management Professionals first reported a position in CWAN in Q3 2024 and held it in 4 quarters. The position peaked at $62.7K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Financial Management Professionals reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Financial Management Professionals sold 795 Clearwater Analytics shares in Q3 2025, an estimated $17.4K.
  • Financial Management Professionals first reported a position in Clearwater Analytics in Q3 2024 and held it in 4 quarters.
  • Financial Management Professionals's Clearwater Analytics position peaked at $62.7K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.