MIM
CWAN

Marco Investment Management’s Clearwater Analytics CWAN Stock Holding History

Marco Investment Management’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
-7,555
Closed -$202K – 222
2025
Q1 		$202K Hold
7,555
– – 0.02% 208
2024
Q4 		$208K Buy
+7,555
New +$214K 0.02% 209

Other funds holding CWAN

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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
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

Marco Investment Management's CWAN Position: Q2 2025 in Review

Marco Investment Management sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 7,555 shares — an estimated $202K sold.

Marco Investment Management first reported a position in CWAN in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Marco Investment Management reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Marco Investment Management sold 7,555 Clearwater Analytics shares in Q2 2025, an estimated $202K.
  • Marco Investment Management first reported a position in Clearwater Analytics in Q4 2024 and held it in 2 quarters.
  • Marco Investment Management's Clearwater Analytics position peaked at $208K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Marco Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.