FHA
CWAN

First Horizon Advisors’s Clearwater Analytics CWAN Stock Holding History

First Horizon Advisors’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 		$33.4K Buy
1,523
+1,121
+279% +$25.8K ﹤0.01% 1214
2025
Q1 		$10.8K Buy
402
+159
+65% +$4.46K ﹤0.01% 1572
2024
Q4 		$6.69K Buy
+243
New +$6.89K ﹤0.01% 1734
2024
Q1 		– Sell
-191
Closed -$3.83K – 2305
2023
Q4 		$3.83K Buy
+191
New +$3.76K ﹤0.01% 1859

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

First Horizon Advisors's CWAN Position: Q2 2025 in Review

First Horizon Advisors increased its Clearwater Analytics (CWAN) stake by 279% in Q2 2025, buying an estimated $25.8K and bringing the position to 1,523 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

First Horizon Advisors first reported a position in CWAN in Q4 2023 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • First Horizon Advisors held 1,523 shares of Clearwater Analytics worth $33.4K as of Q2 2025.
  • First Horizon Advisors bought 1,121 Clearwater Analytics shares in Q2 2025, an estimated $25.8K.
  • Clearwater Analytics made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1214 holding.
  • First Horizon Advisors first reported a position in Clearwater Analytics in Q4 2023 and has held it in 4 quarters since.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.