Matrix Trust Company’s Clearwater Analytics CWAN Stock Holding History

Matrix Trust 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	-471	Closed	-$10K	–	261
2025 Q2	$10K	Buy	+471	New	+$10.8K	﹤0.01%	254

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matrix Trust Company's CWAN Position: Q3 2025 in Review

Matrix Trust Company sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 471 shares — an estimated $10K sold.

Matrix Trust Company first reported a position in CWAN in Q2 2025 and held it in 1 quarter. The position peaked at $10K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

Matrix Trust Company reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
Matrix Trust Company sold 471 Clearwater Analytics shares in Q3 2025, an estimated $10K.
Matrix Trust Company first reported a position in Clearwater Analytics in Q2 2025 and held it in 1 quarter.
Matrix Trust Company's Clearwater Analytics position peaked at $10K in Q2 2025.
329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Matrix Trust Company's 13F filing for Q3 2025, filed 14 Oct 2025.