Lord, Abbett & Co
CWAN

Lord, Abbett & Co’s Clearwater Analytics CWAN Stock Holding History

Lord, Abbett & Co’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
-1,561,249
Closed -$41.8M – 531
2025
Q1 		$41.8M Buy
1,561,249
+750,590
+93% +$21.1M 0.15% 172
2024
Q4 		$22.3M Buy
+810,659
New +$23M 0.07% 307
2024
Q1 		– Sell
-664,372
Closed -$13.3M – 552
2023
Q4 		$13.3M Buy
+664,372
New +$13.1M 0.05% 368

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 $32.2B AUM 10.98% 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
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 $875B AUM 40.91% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lord, Abbett & Co's CWAN Position: Q2 2025 in Review

Lord, Abbett & Co sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 1,561,249 shares — an estimated $41.8M sold.

Lord, Abbett & Co first reported a position in CWAN in Q4 2023 and held it in 3 quarters. The position peaked at $41.8M in Q1 2025. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Lord, Abbett & Co reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 1,561,249 Clearwater Analytics shares in Q2 2025, an estimated $41.8M.
  • Lord, Abbett & Co first reported a position in Clearwater Analytics in Q4 2023 and held it in 3 quarters.
  • Lord, Abbett & Co's Clearwater Analytics position peaked at $41.8M in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Lord, Abbett & Co's 13F filing for Q2 2025, filed 14 Aug 2025.