Holocene Advisors
CWAN

Holocene Advisors’s Clearwater Analytics CWAN Stock Holding History

Holocene 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
Q4 		– Sell
-123,351
Closed -$2.22M – 782
2025
Q3 		$2.22M Buy
123,351
+64,954
+111% +$1.32M 0.01% 515
2025
Q2 		$1.28M Buy
+58,397
New +$1.34M ﹤0.01% 621
2024
Q3 		– Sell
-60,895
Closed -$1.13M – 744
2024
Q2 		$1.13M Sell
60,895
-74,845
-55% -$1.35M ﹤0.01% 595
2024
Q1 		$2.4M Buy
+135,740
New +$2.52M 0.01% 553
2021
Q4 		– Sell
-100,000
Closed -$2.56M – 881
2021
Q3 		$2.56M Buy
+100,000
New +$2.57M 0.01% 487

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

Holocene Advisors's CWAN Position: Q4 2025 in Review

Holocene Advisors sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 123,351 shares — an estimated $2.22M sold.

Holocene Advisors first reported a position in CWAN in Q3 2021 and held it in 5 quarters. The position peaked at $2.56M in Q3 2021. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Holocene Advisors reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Holocene Advisors sold 123,351 Clearwater Analytics shares in Q4 2025, an estimated $2.22M.
  • Holocene Advisors first reported a position in Clearwater Analytics in Q3 2021 and held it in 5 quarters.
  • Holocene Advisors's Clearwater Analytics position peaked at $2.56M in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Holocene Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.