Jim Simons
CWAN

Jim Simons’s Clearwater Analytics CWAN Stock Holding History

Jim Simons’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
Q4 		– Sell
-81,499
Closed -$1.47M – 3329
2025
Q3 		$1.47M Buy
81,499
+66,600
+447% +$1.35M ﹤0.01% 2274
2025
Q2 		$327K Sell
14,899
-1,344,201
-99% -$30.9M ﹤0.01% 3015
2025
Q1 		$36.4M Sell
1,359,100
-148,800
-10% -$4.18M 0.06% 427
2024
Q4 		$41.5M Buy
1,507,900
+1,202,900
+394% +$34.1M 0.06% 384
2024
Q3 		$7.7M Buy
305,000
+96,200
+46% +$2.16M 0.01% 1180
2024
Q2 		$3.87M Sell
208,800
-664,300
-76% -$12M 0.01% 1466
2024
Q1 		$15.4M Sell
873,100
-178,900
-17% -$3.32M 0.02% 761
2023
Q4 		$21.1M Buy
1,052,000
+541,355
+106% +$10.7M 0.03% 600
2023
Q3 		$9.88M Buy
510,645
+115,145
+29% +$2.03M 0.02% 929
2023
Q2 		$6.28M Buy
395,500
+143,400
+57% +$2.26M 0.01% 1293
2023
Q1 		$4.02M Buy
252,100
+119,700
+90% +$2.09M 0.01% 1599
2022
Q4 		$2.48M Buy
132,400
+53,000
+67% +$918K ﹤0.01% 1942
2022
Q3 		$1.33M Sell
79,400
-111,300
-58% -$1.62M ﹤0.01% 2313
2022
Q2 		$2.3M Buy
190,700
+181,000
+1,866% +$2.93M ﹤0.01% 2090
2022
Q1 		$204K Buy
+9,700
New +$181K ﹤0.01% 3637

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's CWAN Position: Q4 2025 in Review

Jim Simons sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 81,499 shares — an estimated $1.47M sold.

Jim Simons first reported a position in CWAN in Q1 2022 and held it in 15 quarters. The position peaked at $41.5M in Q4 2024. 383 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Jim Simons reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 81,499 Clearwater Analytics shares in Q4 2025, an estimated $1.47M.
  • Jim Simons first reported a position in Clearwater Analytics in Q1 2022 and held it in 15 quarters.
  • Jim Simons's Clearwater Analytics position peaked at $41.5M in Q4 2024.
  • 383 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.