FFP
CWAN

FourThought Financial Partners’s Clearwater Analytics CWAN Stock Holding History

FourThought Financial Partners’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
-43,684
Closed -$958K – 508
2025
Q2 		$958K Buy
43,684
+5,477
+14% +$126K 0.09% 137
2025
Q1 		$1.02M Sell
38,207
-1,096
-3% -$30.8K 0.11% 129
2024
Q4 		$1.08M Sell
39,303
-1,719
-4% -$48.8K 0.11% 126
2024
Q3 		$1.04M Buy
41,022
+279
+0.7% +$6.28K 0.12% 106
2024
Q2 		$755K Buy
40,743
+1,091
+3% +$19.7K 0.1% 126
2024
Q1 		$701K Buy
+39,652
New +$737K 0.08% 165

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

FourThought Financial Partners's CWAN Position: Q3 2025 in Review

FourThought Financial Partners sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 43,684 shares — an estimated $958K sold.

FourThought Financial Partners first reported a position in CWAN in Q1 2024 and held it in 6 quarters. The position peaked at $1.08M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • FourThought Financial Partners reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 43,684 Clearwater Analytics shares in Q3 2025, an estimated $958K.
  • FourThought Financial Partners first reported a position in Clearwater Analytics in Q1 2024 and held it in 6 quarters.
  • FourThought Financial Partners's Clearwater Analytics position peaked at $1.08M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on FourThought Financial Partners's 13F filing for Q3 2025, filed 13 Nov 2025.