Loomis, Sayles & Company
CWAN

Loomis, Sayles & Company’s Clearwater Analytics CWAN Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-2,645,199
Closed -$58M – 723
2025
Q2 		$58M Sell
2,645,199
-484,964
-15% -$11.2M 0.07% 97
2025
Q1 		$83.9M Sell
3,130,163
-68,248
-2% -$1.92M 0.12% 72
2024
Q4 		$88M Sell
3,198,411
-96,071
-3% -$2.73M 0.11% 76
2024
Q3 		$83.2M Buy
3,294,482
+327,880
+11% +$7.37M 0.11% 81
2024
Q2 		$54.9M Buy
2,966,602
+134,894
+5% +$2.43M 0.08% 104
2024
Q1 		$50.1M Buy
2,831,708
+95,806
+4% +$1.78M 0.07% 120
2023
Q4 		$54.8M Buy
2,735,902
+1,727,326
+171% +$34M 0.08% 114
2023
Q3 		$19.5M Buy
+1,008,576
New +$17.8M 0.03% 244

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $33.3B AUM 44.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company's CWAN Position: Q3 2025 in Review

Loomis, Sayles & Company sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 2,645,199 shares — an estimated $58M sold.

Loomis, Sayles & Company first reported a position in CWAN in Q3 2023 and held it in 8 quarters. The position peaked at $88M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Loomis, Sayles & Company reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 2,645,199 Clearwater Analytics shares in Q3 2025, an estimated $58M.
  • Loomis, Sayles & Company first reported a position in Clearwater Analytics in Q3 2023 and held it in 8 quarters.
  • Loomis, Sayles & Company's Clearwater Analytics position peaked at $88M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Loomis, Sayles & Company's 13F filing for Q3 2025, filed 13 Nov 2025.