LA
CWAN

Lindenwold Advisors’s Clearwater Analytics CWAN Stock Holding History

Lindenwold Advisors’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
Q2 		– Sell
-8,080
Closed -$217K – 113
2025
Q1 		$217K Sell
8,080
-1,415
-15% -$39.7K 0.12% 98
2024
Q4 		$261K Buy
9,495
+35
+0.4% +$993 0.14% 102
2024
Q3 		$239K Buy
+9,460
New +$213K 0.12% 108
2023
Q2 		– Sell
-10,100
Closed -$161K – 115
2023
Q1 		$161K Buy
+10,100
New +$177K 0.1% 112

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lindenwold Advisors's CWAN Position: Q2 2025 in Review

Lindenwold Advisors sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 8,080 shares — an estimated $217K sold.

Lindenwold Advisors first reported a position in CWAN in Q1 2023 and held it in 4 quarters. The position peaked at $261K in Q4 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Lindenwold Advisors reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 8,080 Clearwater Analytics shares in Q2 2025, an estimated $217K.
  • Lindenwold Advisors first reported a position in Clearwater Analytics in Q1 2023 and held it in 4 quarters.
  • Lindenwold Advisors's Clearwater Analytics position peaked at $261K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Lindenwold Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.