Palisade Capital Management’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.2M Buy
555,604
+61,722
+12% +$1.35M 0.35% 93
2025
Q1
$13.2M Sell
493,882
-4,418
-0.9% -$118K 0.38% 93
2024
Q4
$13.7M Buy
498,300
+88,058
+21% +$2.42M 0.37% 94
2024
Q3
$10.4M Sell
410,242
-26,246
-6% -$663K 0.27% 109
2024
Q2
$8.08M Buy
+436,488
New +$8.08M 0.22% 125