HF
CWAN

HRT Financial’s Clearwater Analytics CWAN Stock Holding History

HRT Financial’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
Q1 		– Sell
-191,186
Closed -$5.26M – 2658
2024
Q4 		$5.26M Buy
+191,186
New +$5.42M 0.03% 387
2024
Q2 		– Sell
-351,676
Closed -$6.22M – 2367
2024
Q1 		$6.22M Buy
+351,676
New +$6.53M 0.04% 217
2022
Q3 		– Sell
-173,641
Closed -$2.09M – 2927
2022
Q2 		$2.09M Buy
+173,641
New +$2.81M 0.02% 553

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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HRT Financial's CWAN Position: Q1 2025 in Review

HRT Financial sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 191,186 shares — an estimated $5.26M sold.

HRT Financial first reported a position in CWAN in Q2 2022 and held it in 3 quarters. The position peaked at $6.22M in Q1 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • HRT Financial reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 191,186 Clearwater Analytics shares in Q1 2025, an estimated $5.26M.
  • HRT Financial first reported a position in Clearwater Analytics in Q2 2022 and held it in 3 quarters.
  • HRT Financial's Clearwater Analytics position peaked at $6.22M in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.