GRP
CWAN

Global Retirement Partners’s Clearwater Analytics CWAN Stock Holding History

Global Retirement 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
Q4 		$47.9K Buy
1,986
+1,964
+8,927% +$39.3K ﹤0.01% 2376
2025
Q3 		$396 Sell
22
-1
-4% -$20 ﹤0.01% 3674
2025
Q2 		$504 Buy
+23
New +$529 ﹤0.01% 3576
2024
Q4 		– Sell
-116
Closed -$2.93K – 3677
2024
Q3 		$2.93K Buy
+116
New +$2.61K ﹤0.01% 2799

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Retirement Partners's CWAN Position: Q4 2025 in Review

Global Retirement Partners increased its Clearwater Analytics (CWAN) stake by 8,927% in Q4 2025, buying an estimated $39.3K and bringing the position to 1,986 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Global Retirement Partners first reported a position in CWAN in Q3 2024 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Global Retirement Partners held 1,986 shares of Clearwater Analytics worth $47.9K as of Q4 2025.
  • Global Retirement Partners bought 1,964 Clearwater Analytics shares in Q4 2025, an estimated $39.3K.
  • Clearwater Analytics made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2376 holding.
  • Global Retirement Partners first reported a position in Clearwater Analytics in Q3 2024 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.