LC
CWAN

Lindbrook Capital’s Clearwater Analytics CWAN Stock Holding History

Lindbrook Capital’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
Q1 		$5.04K Buy
188
+66
+54% +$1.85K ﹤0.01% 1947
2024
Q4 		$3.36K Hold
122
– – ﹤0.01% 2134
2024
Q3 		$3.08K Sell
122
-55
-31% -$1.24K ﹤0.01% 2207
2024
Q2 		$3.28K Buy
+177
New +$3.19K ﹤0.01% 2179
2023
Q1 		– Sell
-13
Closed -$244 – 2807
2022
Q4 		$244 Buy
+13
New +$225 ﹤0.01% 2703

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's CWAN Position: Q1 2025 in Review

Lindbrook Capital increased its Clearwater Analytics (CWAN) stake by 54% in Q1 2025, buying an estimated $1.85K and bringing the position to 188 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Lindbrook Capital first reported a position in CWAN in Q4 2022 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Lindbrook Capital held 188 shares of Clearwater Analytics worth $5.04K as of Q1 2025.
  • Lindbrook Capital bought 66 Clearwater Analytics shares in Q1 2025, an estimated $1.85K.
  • Clearwater Analytics made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1947 holding.
  • Lindbrook Capital first reported a position in Clearwater Analytics in Q4 2022 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.