OCM
CWAN

Osterweis Capital Management’s Clearwater Analytics CWAN Stock Holding History

Osterweis Capital Management’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
-446,490
Closed -$8.05M – 298
2025
Q3 		$8.05M Buy
446,490
+43,890
+11% +$890K 0.36% 75
2025
Q2 		$8.83M Buy
402,600
+66,405
+20% +$1.53M 0.42% 62
2025
Q1 		$9.01M Sell
336,195
-15,365
-4% -$431K 0.44% 69
2024
Q4 		$9.67M Buy
351,560
+61,995
+21% +$1.76M 0.45% 69
2024
Q3 		$7.31M Buy
289,565
+34,175
+13% +$769K 0.37% 80
2024
Q2 		$4.73M Sell
255,390
-91,090
-26% -$1.64M 0.24% 83
2024
Q1 		$6.13M Sell
346,480
-186,630
-35% -$3.47M 0.36% 72
2023
Q4 		$10.7M Buy
533,110
+115,225
+28% +$2.27M 0.68% 41
2023
Q3 		$8.08M Buy
417,885
+228,820
+121% +$4.04M 0.59% 49
2023
Q2 		$3M Buy
189,065
+87,685
+86% +$1.38M 0.2% 89
2023
Q1 		$1.62M Buy
+101,380
New +$1.77M 0.11% 102

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

Osterweis Capital Management's CWAN Position: Q4 2025 in Review

Osterweis Capital Management sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 446,490 shares — an estimated $8.05M sold.

Osterweis Capital Management first reported a position in CWAN in Q1 2023 and held it in 11 quarters. The position peaked at $10.7M in Q4 2023. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Osterweis Capital Management reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 446,490 Clearwater Analytics shares in Q4 2025, an estimated $8.05M.
  • Osterweis Capital Management first reported a position in Clearwater Analytics in Q1 2023 and held it in 11 quarters.
  • Osterweis Capital Management's Clearwater Analytics position peaked at $10.7M in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.