JO
CWAN

John Overdeck’s Clearwater Analytics CWAN Stock Holding History

John Overdeck’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
-140,540
Closed -$3.08M – 3694
2025
Q2 		$3.08M Sell
140,540
-183,088
-57% -$4.21M 0.01% 1543
2025
Q1 		$8.67M Sell
323,628
-105,511
-25% -$2.96M 0.02% 816
2024
Q4 		$11.8M Buy
429,139
+407,485
+1,882% +$11.6M 0.03% 678
2024
Q3 		$547K Sell
21,654
-59,724
-73% -$1.34M ﹤0.01% 2429
2024
Q2 		$1.51M Sell
81,378
-30,996
-28% -$559K ﹤0.01% 1747
2024
Q1 		$1.99M Sell
112,374
-586,841
-84% -$10.9M ﹤0.01% 1483
2023
Q4 		$14M Buy
699,215
+217,603
+45% +$4.29M 0.03% 544
2023
Q3 		$9.31M Buy
481,612
+226,157
+89% +$3.99M 0.03% 626
2023
Q2 		$4.05M Buy
255,455
+169,619
+198% +$2.68M 0.01% 1026
2023
Q1 		$1.37M Buy
+85,836
New +$1.5M ﹤0.01% 1684

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $33.3B AUM 44.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's CWAN Position: Q3 2025 in Review

John Overdeck sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 140,540 shares — an estimated $3.08M sold.

John Overdeck first reported a position in CWAN in Q1 2023 and held it in 10 quarters. The position peaked at $14M in Q4 2023. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • John Overdeck reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 140,540 Clearwater Analytics shares in Q3 2025, an estimated $3.08M.
  • John Overdeck first reported a position in Clearwater Analytics in Q1 2023 and held it in 10 quarters.
  • John Overdeck's Clearwater Analytics position peaked at $14M in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.