HCM
CWAN

Hollencrest Capital Management’s Clearwater Analytics CWAN Stock Holding History

Hollencrest Capital 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
Q2 		– Sell
-873
Closed -$23.4K – 1145
2025
Q1 		$23.4K Buy
873
+315
+56% +$8.84K ﹤0.01% 649
2024
Q4 		$15.4K Sell
558
-806
-59% -$22.9K ﹤0.01% 732
2024
Q3 		$34.4K Hold
1,364
– – ﹤0.01% 571
2024
Q2 		$25.3K Buy
1,364
+113
+9% +$2.04K ﹤0.01% 621
2024
Q1 		$22.1K Hold
1,251
– – ﹤0.01% 616
2023
Q4 		$25.1K Hold
1,251
– – ﹤0.01% 598
2023
Q3 		$24.2K Buy
+1,251
New +$22.1K ﹤0.01% 588

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
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 $875B AUM 40.91% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Hollencrest Capital Management's CWAN Position: Q2 2025 in Review

Hollencrest Capital Management sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 873 shares — an estimated $23.4K sold.

Hollencrest Capital Management first reported a position in CWAN in Q3 2023 and held it in 7 quarters. The position peaked at $34.4K in Q3 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Hollencrest Capital Management reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Hollencrest Capital Management sold 873 Clearwater Analytics shares in Q2 2025, an estimated $23.4K.
  • Hollencrest Capital Management first reported a position in Clearwater Analytics in Q3 2023 and held it in 7 quarters.
  • Hollencrest Capital Management's Clearwater Analytics position peaked at $34.4K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Hollencrest Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.