Kayne Anderson Rudnick Investment Management
CWAN

Kayne Anderson Rudnick Investment Management’s Clearwater Analytics CWAN Stock Holding History

Kayne Anderson Rudnick Investment Management’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
-5,797
Closed -$104K – 1026
2025
Q3 		$104K Sell
5,797
-9,760,340
-100% -$198M ﹤0.01% 542
2025
Q2 		$214M Sell
9,766,137
-276,147
-3% -$6.35M 0.51% 63
2025
Q1 		$269M Sell
10,042,284
-992,743
-9% -$27.9M 0.66% 53
2024
Q4 		$304M Sell
11,035,027
-264,521
-2% -$7.51M 0.7% 53
2024
Q3 		$285M Sell
11,299,548
-75,125
-0.7% -$1.69M 0.63% 57
2024
Q2 		$211M Buy
11,374,673
+128,402
+1% +$2.32M 0.51% 62
2024
Q1 		$199M Buy
11,246,271
+237,071
+2% +$4.41M 0.46% 65
2023
Q4 		$221M Buy
11,009,200
+5,076,125
+86% +$100M 0.55% 59
2023
Q3 		$115M Buy
5,933,075
+30,771
+0.5% +$543K 0.33% 85
2023
Q2 		$93.7M Buy
5,902,304
+31,031
+0.5% +$490K 0.26% 106
2023
Q1 		$93.7M Buy
5,871,273
+391,466
+7% +$6.85M 0.28% 99
2022
Q4 		$103M Sell
5,479,807
-144,768
-3% -$2.51M 0.32% 89
2022
Q3 		$94.4M Sell
5,624,575
-40,436
-0.7% -$590K 0.31% 98
2022
Q2 		$68.2M Sell
5,665,011
-221,366
-4% -$3.58M 0.22% 115
2022
Q1 		$124M Buy
5,886,377
+349,359
+6% +$6.53M 0.33% 92
2021
Q4 		$127M Sell
5,537,018
-396,130
-7% -$8.95M 0.29% 96
2021
Q3 		$152M Buy
+5,933,148
New +$152M 0.37% 87

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 $999B AUM 46.22% 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 $66.6B AUM 7.35% 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

Kayne Anderson Rudnick Investment Management's CWAN Position: Q4 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 5,797 shares — an estimated $104K sold.

Kayne Anderson Rudnick Investment Management first reported a position in CWAN in Q3 2021 and held it in 17 quarters. The position peaked at $304M in Q4 2024. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 5,797 Clearwater Analytics shares in Q4 2025, an estimated $104K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Clearwater Analytics in Q3 2021 and held it in 17 quarters.
  • Kayne Anderson Rudnick Investment Management's Clearwater Analytics position peaked at $304M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.