FRM
CWAN

Fox Run Management’s Clearwater Analytics CWAN Stock Holding History

Fox Run 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
Q2 		– Sell
-56,490
Closed -$1.51M – 939
2025
Q1 		$1.51M Buy
56,490
+24,919
+79% +$699K 0.23% 77
2024
Q4 		$869K Buy
+31,571
New +$896K 0.16% 211
2024
Q2 		– Sell
-18,465
Closed -$327K – 832
2024
Q1 		$327K Buy
18,465
+5,080
+38% +$94.4K 0.07% 512
2023
Q4 		$268K Buy
+13,385
New +$264K 0.07% 536

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

Fox Run Management's CWAN Position: Q2 2025 in Review

Fox Run Management sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 56,490 shares — an estimated $1.51M sold.

Fox Run Management first reported a position in CWAN in Q4 2023 and held it in 4 quarters. The position peaked at $1.51M in Q1 2025. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Fox Run Management reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Fox Run Management sold 56,490 Clearwater Analytics shares in Q2 2025, an estimated $1.51M.
  • Fox Run Management first reported a position in Clearwater Analytics in Q4 2023 and held it in 4 quarters.
  • Fox Run Management's Clearwater Analytics position peaked at $1.51M in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Fox Run Management's 13F filing for Q2 2025, filed 6 Aug 2025.