JFG
CWAN

Jefferies Financial Group’s Clearwater Analytics CWAN Stock Holding History

Jefferies Financial Group’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
-67,340
Closed -$1.48M – 1502
2025
Q2 		$1.48M Sell
67,340
-219,630
-77% -$5.05M 0.01% 615
2025
Q1 		$7.69M Sell
286,970
-451,556
-61% -$12.7M 0.07% 201
2024
Q4 		$20.3M Buy
738,526
+625,819
+555% +$17.8M 0.12% 132
2024
Q3 		$2.85M Buy
+112,707
New +$2.54M 0.02% 472
2024
Q2 		– Sell
-125,900
Closed -$2.23M – 1499
2024
Q1 		$2.23M Buy
+125,900
New +$2.34M 0.02% 555

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

Jefferies Financial Group's CWAN Position: Q3 2025 in Review

Jefferies Financial Group sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 67,340 shares — an estimated $1.48M sold.

Jefferies Financial Group first reported a position in CWAN in Q1 2024 and held it in 5 quarters. The position peaked at $20.3M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Jefferies Financial Group reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 67,340 Clearwater Analytics shares in Q3 2025, an estimated $1.48M.
  • Jefferies Financial Group first reported a position in Clearwater Analytics in Q1 2024 and held it in 5 quarters.
  • Jefferies Financial Group's Clearwater Analytics position peaked at $20.3M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.