KI
CWAN

Kula Investments’s Clearwater Analytics CWAN Stock Holding History

Kula Investments’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
2023
Q1 		$190K Buy
+11,924
New +$209K 0.05% 564

Other funds holding CWAN

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's CWAN Position: Q1 2023 in Review

Kula Investments opened a new position in Clearwater Analytics (CWAN) in Q1 2023: 11,924 shares worth $190K. The stake represents 0.05% of the portfolio and ranks #564 among its holdings.

122 funds tracked by Wall St. Rank hold CWAN as of Q1 2023.

  • Kula Investments held 11,924 shares of Clearwater Analytics worth $190K as of Q1 2023.
  • Clearwater Analytics was a new Kula Investments position in Q1 2023.
  • Clearwater Analytics made up 0.05% of Kula Investments's portfolio in Q1 2023, its #564 holding.
  • 122 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.