NW
CWAN

NewEdge Wealth’s Clearwater Analytics CWAN Stock Holding History

NewEdge Wealth’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
Q3 		– Sell
-69,967
Closed -$1.31M – 1030
2025
Q2 		$1.31M Sell
69,967
-2,463
-3% -$56.7K 0.02% 469
2025
Q1 		$1.94M Sell
72,430
-2,928
-4% -$82.2K 0.04% 354
2024
Q4 		$2.07M Sell
75,358
-10,921
-13% -$310K 0.04% 346
2024
Q3 		$2.18M Buy
86,279
+12,731
+17% +$286K 0.04% 330
2024
Q2 		$1.36M Buy
73,548
+94
+0.1% +$1.7K 0.03% 374
2024
Q1 		$1.26M Buy
73,454
+8,238
+13% +$153K 0.03% 391
2023
Q4 		$1.31M Buy
65,216
+28,838
+79% +$568K 0.03% 360
2023
Q3 		$704K Sell
36,378
-2,505
-6% -$44.2K 0.02% 412
2023
Q2 		$617K Sell
38,883
-113
-0.3% -$1.78K 0.02% 430
2023
Q1 		$622K Buy
38,996
+3,740
+11% +$65.4K 0.02% 384
2022
Q4 		$661K Sell
35,256
-3,340
-9% -$57.8K 0.03% 331
2022
Q3 		$648K Buy
38,596
+2,841
+8% +$41.4K 0.03% 313
2022
Q2 		$430K Buy
35,755
+10,332
+41% +$167K 0.02% 412
2022
Q1 		$534K Buy
25,423
+199
+0.8% +$3.72K 0.02% 293
2021
Q4 		$580K Buy
+25,224
New +$570K 0.02% 280

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Wealth's CWAN Position: Q3 2025 in Review

NewEdge Wealth sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 69,967 shares — an estimated $1.31M sold.

NewEdge Wealth first reported a position in CWAN in Q4 2021 and held it in 15 quarters. The position peaked at $2.18M in Q3 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • NewEdge Wealth reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • NewEdge Wealth sold 69,967 Clearwater Analytics shares in Q3 2025, an estimated $1.31M.
  • NewEdge Wealth first reported a position in Clearwater Analytics in Q4 2021 and held it in 15 quarters.
  • NewEdge Wealth's Clearwater Analytics position peaked at $2.18M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.