FF
CWAN

FourThought Financial’s Clearwater Analytics CWAN Stock Holding History

FourThought Financial’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
2022
Q3 		$14K Buy
826
+210
+34% +$3.06K ﹤0.01% 943
2022
Q2 		$7K Hold
616
– – ﹤0.01% 1089
2022
Q1 		$13K Hold
616
– – ﹤0.01% 996
2021
Q4 		$14K Buy
+616
New +$13.9K ﹤0.01% 1002

Other funds holding CWAN

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FourThought Financial's CWAN Position: Q3 2022 in Review

FourThought Financial increased its Clearwater Analytics (CWAN) stake by 34% in Q3 2022, buying an estimated $3.06K and bringing the position to 826 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

FourThought Financial first reported a position in CWAN in Q4 2021 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold CWAN as of Q3 2022.

  • FourThought Financial held 826 shares of Clearwater Analytics worth $14K as of Q3 2022.
  • FourThought Financial bought 210 Clearwater Analytics shares in Q3 2022, an estimated $3.06K.
  • Clearwater Analytics made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #943 holding.
  • FourThought Financial first reported a position in Clearwater Analytics in Q4 2021 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.