PWAM
CWAN

Papamarkou Wellner Asset Management’s Clearwater Analytics CWAN Stock Holding History

Papamarkou Wellner Asset 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
Q3 		– Sell
-15,240
Closed -$334K – 83
2025
Q2 		$334K Hold
15,240
– – 0.22% 58
2025
Q1 		$408K Buy
+15,240
New +$428K 0.28% 54

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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

Papamarkou Wellner Asset Management's CWAN Position: Q3 2025 in Review

Papamarkou Wellner Asset Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 15,240 shares — an estimated $334K sold.

Papamarkou Wellner Asset Management first reported a position in CWAN in Q1 2025 and held it in 2 quarters. The position peaked at $408K in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Papamarkou Wellner Asset Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Papamarkou Wellner Asset Management sold 15,240 Clearwater Analytics shares in Q3 2025, an estimated $334K.
  • Papamarkou Wellner Asset Management first reported a position in Clearwater Analytics in Q1 2025 and held it in 2 quarters.
  • Papamarkou Wellner Asset Management's Clearwater Analytics position peaked at $408K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Papamarkou Wellner Asset Management's 13F filing for Q3 2025, filed 17 Nov 2025.