HC
CWAN

Henshaw Capital’s Clearwater Analytics CWAN Stock Holding History

Henshaw Capital’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 		– Sell
-12,554
Closed -$226K – 181
2025
Q3 		$226K Sell
12,554
-4,549
-27% -$92.2K 0.01% 251
2025
Q2 		$375K Buy
17,103
+3,669
+27% +$84.4K 0.01% 262
2025
Q1 		$360K Hold
13,434
– – 0.02% 262
2024
Q4 		$370K Hold
13,434
– – 0.02% 263
2024
Q3 		$339K Buy
+13,434
New +$302K 0.01% 277

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

Henshaw Capital's CWAN Position: Q4 2025 in Review

Henshaw Capital sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 12,554 shares — an estimated $226K sold.

Henshaw Capital first reported a position in CWAN in Q3 2024 and held it in 5 quarters. The position peaked at $375K in Q2 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Henshaw Capital reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Henshaw Capital sold 12,554 Clearwater Analytics shares in Q4 2025, an estimated $226K.
  • Henshaw Capital first reported a position in Clearwater Analytics in Q3 2024 and held it in 5 quarters.
  • Henshaw Capital's Clearwater Analytics position peaked at $375K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.