MIM
CWAN

Morningstar Investment Management’s Clearwater Analytics CWAN Stock Holding History

Morningstar 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
Q4 		– Sell
-53,554
Closed -$965K – 357
2025
Q3 		$965K Buy
+53,554
New +$1.09M 0.04% 355

Other funds holding CWAN

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morningstar Investment Management's CWAN Position: Q4 2025 in Review

Morningstar Investment Management sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 53,554 shares — an estimated $965K sold.

Morningstar Investment Management first reported a position in CWAN in Q3 2025 and held it in 1 quarter. The position peaked at $965K in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Morningstar Investment Management reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 53,554 Clearwater Analytics shares in Q4 2025, an estimated $965K.
  • Morningstar Investment Management first reported a position in Clearwater Analytics in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Clearwater Analytics position peaked at $965K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.