Montag & Associates’s Clearwater Analytics CWAN Stock Holding History

Montag & Associates’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 Q4	–	Sell	-61	Closed	-$1.1K	–	1014
2025 Q3	$1.1K	Buy	+61	New	+$1.24K	﹤0.01%	1002

Other funds holding CWAN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Montag & Associates's CWAN Position: Q4 2025 in Review

Montag & Associates sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 61 shares — an estimated $1.1K sold.

Montag & Associates first reported a position in CWAN in Q3 2025 and held it in 1 quarter. The position peaked at $1.1K in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Montag & Associates reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 61 Clearwater Analytics shares in Q4 2025, an estimated $1.1K.
Montag & Associates first reported a position in Clearwater Analytics in Q3 2025 and held it in 1 quarter.
Montag & Associates's Clearwater Analytics position peaked at $1.1K in Q3 2025.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.