NPT
CWAN

National Philanthropic Trust’s Clearwater Analytics CWAN Stock Holding History

National Philanthropic Trust’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
-11,204
Closed -$202K – 393
2025
Q3 		$202K Buy
+11,204
New +$227K ﹤0.01% 309

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
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

National Philanthropic Trust's CWAN Position: Q4 2025 in Review

National Philanthropic Trust sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 11,204 shares — an estimated $202K sold.

National Philanthropic Trust first reported a position in CWAN in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • National Philanthropic Trust reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • National Philanthropic Trust sold 11,204 Clearwater Analytics shares in Q4 2025, an estimated $202K.
  • National Philanthropic Trust first reported a position in Clearwater Analytics in Q3 2025 and held it in 1 quarter.
  • National Philanthropic Trust's Clearwater Analytics position peaked at $202K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on National Philanthropic Trust's 13F filing for Q4 2025, filed 15 May 2026.