OPS
CWAN

Orion Portfolio Solutions’s Clearwater Analytics CWAN Stock Holding History

Orion Portfolio Solutions’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
Q1 		$393K Sell
14,674
-884
-6% -$24.8K ﹤0.01% 1510
2024
Q4 		$428K Buy
15,558
+1,847
+13% +$52.4K ﹤0.01% 1406
2024
Q3 		$346K Buy
+13,711
New +$308K ﹤0.01% 1473

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's CWAN Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Clearwater Analytics (CWAN) stake by 5.7% in Q1 2025, selling an estimated $24.8K and leaving 14,674 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Orion Portfolio Solutions first reported a position in CWAN in Q3 2024 and has held it in 3 quarters since. The position peaked at $428K in Q4 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Orion Portfolio Solutions held 14,674 shares of Clearwater Analytics worth $393K as of Q1 2025.
  • Orion Portfolio Solutions sold 884 Clearwater Analytics shares in Q1 2025, an estimated $24.8K.
  • Clearwater Analytics made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1510 holding.
  • Orion Portfolio Solutions first reported a position in Clearwater Analytics in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Clearwater Analytics position peaked at $428K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.