HIM
CWAN

Hillsdale Investment Management’s Clearwater Analytics CWAN Stock Holding History

Hillsdale Investment 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
-190,950
Closed -$4.19M – 666
2025
Q2 		$4.19M Buy
190,950
+41,800
+28% +$962K 0.15% 194
2025
Q1 		$4M Buy
+149,150
New +$4.19M 0.2% 110
2024
Q3 		– Sell
-800
Closed -$14.8K – 621
2024
Q2 		$14.8K Sell
800
-27,500
-97% -$496K ﹤0.01% 469
2024
Q1 		$501K Sell
28,300
-400
-1% -$7.43K 0.04% 322
2023
Q4 		$575K Buy
+28,700
New +$565K 0.05% 260

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
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 $33.3B AUM 44.76% 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 $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 $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's CWAN Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 190,950 shares — an estimated $4.19M sold.

Hillsdale Investment Management first reported a position in CWAN in Q4 2023 and held it in 5 quarters. The position peaked at $4.19M in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Hillsdale Investment Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 190,950 Clearwater Analytics shares in Q3 2025, an estimated $4.19M.
  • Hillsdale Investment Management first reported a position in Clearwater Analytics in Q4 2023 and held it in 5 quarters.
  • Hillsdale Investment Management's Clearwater Analytics position peaked at $4.19M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.