JGC
CWAN

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

J. Goldman & Co’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
-227,446
Closed -$4.99M – 489
2025
Q2 		$4.99M Sell
227,446
-27,693
-11% -$637K 0.12% 197
2025
Q1 		$6.84M Buy
+255,139
New +$7.16M 0.17% 172

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

J. Goldman & Co's CWAN Position: Q3 2025 in Review

J. Goldman & Co sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 227,446 shares — an estimated $4.99M sold.

J. Goldman & Co first reported a position in CWAN in Q1 2025 and held it in 2 quarters. The position peaked at $6.84M in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • J. Goldman & Co reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • J. Goldman & Co sold 227,446 Clearwater Analytics shares in Q3 2025, an estimated $4.99M.
  • J. Goldman & Co first reported a position in Clearwater Analytics in Q1 2025 and held it in 2 quarters.
  • J. Goldman & Co's Clearwater Analytics position peaked at $6.84M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on J. Goldman & Co's 13F filing for Q3 2025, filed 14 Nov 2025.