J. Goldman & Co’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.99M Sell
227,446
-27,693
-11% -$607K 0.12% 151
2025
Q1
$6.84M Buy
+255,139
New +$6.84M 0.17% 131