Moody Aldrich Partners’s Clearwater Analytics CWAN Stock Holding History

Moody Aldrich Partners’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	-342,713	Closed	-$6.18M	–	192
2025 Q3	$6.18M	Sell	342,713 -68,239	-17%	-$1.38M	1.17%	18
2025 Q2	$9.01M	Buy	410,952 +32,532	+9%	+$748K	1.74%	5
2025 Q1	$10.1M	Sell	378,420 -8,004	-2%	-$225K	2.12%	2
2024 Q4	$10.6M	Buy	386,424 +94,454	+32%	+$2.68M	1.97%	3
2024 Q3	$7.37M	Buy	+291,970	New	+$6.57M	1.34%	19

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

Moody Aldrich Partners's CWAN Position: Q4 2025 in Review

Moody Aldrich Partners sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 342,713 shares — an estimated $6.18M sold.

Moody Aldrich Partners first reported a position in CWAN in Q3 2024 and held it in 5 quarters. The position peaked at $10.6M in Q4 2024. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Moody Aldrich Partners reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
Moody Aldrich Partners sold 342,713 Clearwater Analytics shares in Q4 2025, an estimated $6.18M.
Moody Aldrich Partners first reported a position in Clearwater Analytics in Q3 2024 and held it in 5 quarters.
Moody Aldrich Partners's Clearwater Analytics position peaked at $10.6M in Q4 2024.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Moody Aldrich Partners's 13F filing for Q4 2025, filed 30 Jan 2026.