HA
CWAN

Huntleigh Advisors’s Clearwater Analytics CWAN Stock Holding History

Huntleigh 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
Q3 		– Sell
-34,062
Closed -$747K – 284
2025
Q2 		$747K Buy
34,062
+1,851
+6% +$42.6K 0.14% 123
2025
Q1 		$863K Buy
32,211
+595
+2% +$16.7K 0.2% 101
2024
Q4 		$870K Buy
+31,616
New +$897K 0.19% 100

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
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 $30.3B AUM 33.75% 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 $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Huntleigh Advisors's CWAN Position: Q3 2025 in Review

Huntleigh Advisors sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 34,062 shares — an estimated $747K sold.

Huntleigh Advisors first reported a position in CWAN in Q4 2024 and held it in 3 quarters. The position peaked at $870K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Huntleigh Advisors reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Huntleigh Advisors sold 34,062 Clearwater Analytics shares in Q3 2025, an estimated $747K.
  • Huntleigh Advisors first reported a position in Clearwater Analytics in Q4 2024 and held it in 3 quarters.
  • Huntleigh Advisors's Clearwater Analytics position peaked at $870K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Huntleigh Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.