MA
CWAN

MCF Advisors’s Clearwater Analytics CWAN Stock Holding History

MCF Advisors’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
-349
Closed -$7.65K – 974
2025
Q2 		$7.65K Sell
349
-211
-38% -$4.85K ﹤0.01% 693
2025
Q1 		$15K Buy
560
+315
+129% +$8.84K ﹤0.01% 597
2024
Q4 		$6.74K Hold
245
– – ﹤0.01% 727
2024
Q3 		$6.19K Sell
245
-62
-20% -$1.4K ﹤0.01% 716
2024
Q2 		$5.69K Buy
307
+54
+21% +$974 ﹤0.01% 717
2024
Q1 		$4.48K Hold
253
– – ﹤0.01% 736
2023
Q4 		$5.07K Buy
+253
New +$4.98K ﹤0.01% 677

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCF Advisors's CWAN Position: Q3 2025 in Review

MCF Advisors sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 349 shares — an estimated $7.65K sold.

MCF Advisors first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $15K in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • MCF Advisors reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • MCF Advisors sold 349 Clearwater Analytics shares in Q3 2025, an estimated $7.65K.
  • MCF Advisors first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • MCF Advisors's Clearwater Analytics position peaked at $15K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on MCF Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.