Oppenheimer & Co’s Clearwater Analytics CWAN Stock Holding History

Oppenheimer & Co’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	-113,058	Closed	-$2.04M	–	1621
2025 Q3	$2.04M	Buy	113,058 +89,476	+379%	+$1.81M	0.02%	602
2025 Q2	$517K	Buy	23,582 +4,046	+21%	+$93.1K	0.01%	1134
2025 Q1	$524K	Sell	19,536 -4,616	-19%	-$130K	0.01%	1063
2024 Q4	$665K	Sell	24,152 -8,910	-27%	-$253K	0.01%	962
2024 Q3	$835K	Buy	+33,062	New	+$744K	0.01%	853

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

Oppenheimer & Co's CWAN Position: Q4 2025 in Review

Oppenheimer & Co sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 113,058 shares — an estimated $2.04M sold.

Oppenheimer & Co first reported a position in CWAN in Q3 2024 and held it in 5 quarters. The position peaked at $2.04M in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Oppenheimer & Co reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
Oppenheimer & Co sold 113,058 Clearwater Analytics shares in Q4 2025, an estimated $2.04M.
Oppenheimer & Co first reported a position in Clearwater Analytics in Q3 2024 and held it in 5 quarters.
Oppenheimer & Co's Clearwater Analytics position peaked at $2.04M in Q3 2025.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.