GLA
CWAN

Great Lakes Advisors’s Clearwater Analytics CWAN Stock Holding History

Great Lakes Advisors’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
-268,931
Closed -$5.9M – 814
2025
Q2 		$5.9M Sell
268,931
-28,604
-10% -$658K 0.05% 255
2025
Q1 		$7.97M Sell
297,535
-10,340
-3% -$290K 0.07% 215
2024
Q4 		$8.47M Buy
+307,875
New +$8.74M 0.07% 222

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

Great Lakes Advisors's CWAN Position: Q3 2025 in Review

Great Lakes Advisors sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 268,931 shares — an estimated $5.9M sold.

Great Lakes Advisors first reported a position in CWAN in Q4 2024 and held it in 3 quarters. The position peaked at $8.47M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Great Lakes Advisors reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 268,931 Clearwater Analytics shares in Q3 2025, an estimated $5.9M.
  • Great Lakes Advisors first reported a position in Clearwater Analytics in Q4 2024 and held it in 3 quarters.
  • Great Lakes Advisors's Clearwater Analytics position peaked at $8.47M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Great Lakes Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.