HighTower Advisors
CWAN

HighTower Advisors’s Clearwater Analytics CWAN Stock Holding History

HighTower 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
Q2 		– Sell
-89,014
Closed -$2.39M – 3802
2025
Q1 		$2.39M Sell
89,014
-8,545
-9% -$240K ﹤0.01% 1437
2024
Q4 		$2.68M Buy
97,559
+88,159
+938% +$2.5M ﹤0.01% 1344
2024
Q3 		$237K Buy
+9,400
New +$211K ﹤0.01% 3000
2024
Q1 		– Sell
-14,467
Closed -$290K – 3695
2023
Q4 		$290K Buy
+14,467
New +$285K ﹤0.01% 2726

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 $4.6B AUM 16.08% 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

HighTower Advisors's CWAN Position: Q2 2025 in Review

HighTower Advisors sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 89,014 shares — an estimated $2.39M sold.

HighTower Advisors first reported a position in CWAN in Q4 2023 and held it in 4 quarters. The position peaked at $2.68M in Q4 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • HighTower Advisors reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 89,014 Clearwater Analytics shares in Q2 2025, an estimated $2.39M.
  • HighTower Advisors first reported a position in Clearwater Analytics in Q4 2023 and held it in 4 quarters.
  • HighTower Advisors's Clearwater Analytics position peaked at $2.68M in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.