Loomis, Sayles & Company’s Clearwater Analytics CWAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58M | Sell |
2,645,199
-484,964
| -15% | -$10.6M | 0.07% | 97 |
|
|
2025
Q1 | $83.9M | Sell |
3,130,163
-68,248
| -2% | -$1.83M | 0.12% | 72 |
|
|
2024
Q4 | $88M | Sell |
3,198,411
-96,071
| -3% | -$2.64M | 0.11% | 76 |
|
|
2024
Q3 | $83.2M | Buy |
3,294,482
+327,880
| +11% | +$8.28M | 0.11% | 81 |
|
|
2024
Q2 | $54.9M | Buy |
2,966,602
+134,894
| +5% | +$2.5M | 0.08% | 104 |
|
|
2024
Q1 | $50.1M | Buy |
2,831,708
+95,806
| +4% | +$1.69M | 0.07% | 120 |
|
|
2023
Q4 | $54.8M | Buy |
2,735,902
+1,727,326
| +171% | +$34.6M | 0.08% | 114 |
|
|
2023
Q3 | $19.5M | Buy |
+1,008,576
| New | +$19.5M | 0.03% | 244 |
|