NCGI
CWAN

Next Century Growth Investors’s Clearwater Analytics CWAN Stock Holding History

Next Century Growth Investors’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
-325,680
Closed -$7.14M – 131
2025
Q2 		$7.14M Sell
325,680
-201,081
-38% -$4.63M 0.55% 58
2025
Q1 		$14.1M Buy
526,761
+279,920
+113% +$7.86M 1.26% 25
2024
Q4 		$6.79M Buy
246,841
+2,174
+0.9% +$61.7K 0.51% 74
2024
Q3 		$6.18M Sell
244,667
-68,867
-22% -$1.55M 0.5% 66
2024
Q2 		$5.81M Buy
313,534
+88,363
+39% +$1.59M 0.48% 61
2024
Q1 		$3.98M Buy
225,171
+7,784
+4% +$145K 0.35% 84
2023
Q4 		$4.35M Buy
+217,387
New +$4.28M 0.42% 68

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
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

Next Century Growth Investors's CWAN Position: Q3 2025 in Review

Next Century Growth Investors sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 325,680 shares — an estimated $7.14M sold.

Next Century Growth Investors first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $14.1M in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Next Century Growth Investors reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Next Century Growth Investors sold 325,680 Clearwater Analytics shares in Q3 2025, an estimated $7.14M.
  • Next Century Growth Investors first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • Next Century Growth Investors's Clearwater Analytics position peaked at $14.1M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Next Century Growth Investors's 13F filing for Q3 2025, filed 14 Nov 2025.