MIM
CWAN

Monashee Investment Management’s Clearwater Analytics CWAN Stock Holding History

Monashee 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
-105,000
Closed -$2.81M – 62
2025
Q1 		$2.81M Buy
+105,000
New +$2.95M 0.33% 37
2023
Q2 		– Sell
-45,000
Closed -$718K – 76
2023
Q1 		$718K Buy
+45,000
New +$787K 0.2% 49
2021
Q4 		– Sell
-115,000
Closed -$2.94M – 66
2021
Q3 		$2.94M Buy
+115,000
New +$2.95M 0.54% 43

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 $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

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

Monashee Investment Management sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 105,000 shares — an estimated $2.81M sold.

Monashee Investment Management first reported a position in CWAN in Q3 2021 and held it in 3 quarters. The position peaked at $2.94M in Q3 2021. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Monashee Investment Management reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Monashee Investment Management sold 105,000 Clearwater Analytics shares in Q2 2025, an estimated $2.81M.
  • Monashee Investment Management first reported a position in Clearwater Analytics in Q3 2021 and held it in 3 quarters.
  • Monashee Investment Management's Clearwater Analytics position peaked at $2.94M in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Monashee Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.