Fuller & Thaler Asset Management
CWAN

Fuller & Thaler Asset Management’s Clearwater Analytics CWAN Stock Holding History

Fuller & Thaler 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 		– Sell
-2,336,475
Closed -$51.2M – 522
2025
Q2 		$51.2M Buy
2,336,475
+222,737
+11% +$5.12M 0.19% 187
2025
Q1 		$56.6M Buy
+2,113,738
New +$59.3M 0.22% 162

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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 $999B AUM 46.22% 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 $33.3B AUM 44.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management's CWAN Position: Q3 2025 in Review

Fuller & Thaler Asset Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 2,336,475 shares — an estimated $51.2M sold.

Fuller & Thaler Asset Management first reported a position in CWAN in Q1 2025 and held it in 2 quarters. The position peaked at $56.6M in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Fuller & Thaler Asset Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 2,336,475 Clearwater Analytics shares in Q3 2025, an estimated $51.2M.
  • Fuller & Thaler Asset Management first reported a position in Clearwater Analytics in Q1 2025 and held it in 2 quarters.
  • Fuller & Thaler Asset Management's Clearwater Analytics position peaked at $56.6M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.