FORA Capital’s Clearwater Analytics CWAN Stock Holding History

FORA 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 Q4	–	Sell	-26,593	Closed	-$479K	–	482
2025 Q3	$479K	Sell	26,593 -31,429	-54%	-$637K	0.08%	289
2025 Q2	$1.27M	Buy	+58,022	New	+$1.33M	0.14%	184
2025 Q1	–	Sell	-53,853	Closed	-$1.48M	–	528
2024 Q4	$1.48M	Buy	53,853 +12,024	+29%	+$341K	0.17%	171
2024 Q3	$1.06M	Buy	+41,829	New	+$941K	0.12%	208

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FORA Capital's CWAN Position: Q4 2025 in Review

FORA Capital sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 26,593 shares — an estimated $479K sold.

FORA Capital first reported a position in CWAN in Q3 2024 and held it in 4 quarters. The position peaked at $1.48M in Q4 2024. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

FORA Capital reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 26,593 Clearwater Analytics shares in Q4 2025, an estimated $479K.
FORA Capital first reported a position in Clearwater Analytics in Q3 2024 and held it in 4 quarters.
FORA Capital's Clearwater Analytics position peaked at $1.48M in Q4 2024.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.