Forge First Asset Management’s Clearwater Analytics CWAN Stock Holding History

Forge First Asset Management’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	$3.88M	Buy	+215,400	New	+$4.37M	1.78%	22

Other funds holding CWAN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forge First Asset Management's CWAN Position: Q3 2025 in Review

Forge First Asset Management opened a new position in Clearwater Analytics (CWAN) in Q3 2025: 215,400 shares worth $3.88M. The stake represents 1.78% of the portfolio and ranks #22 among its holdings.

329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

Forge First Asset Management held 215,400 shares of Clearwater Analytics worth $3.88M as of Q3 2025.
Clearwater Analytics was a new Forge First Asset Management position in Q3 2025.
Clearwater Analytics made up 1.78% of Forge First Asset Management's portfolio in Q3 2025, its #22 holding.
329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Forge First Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.