P
CWAN

&Partners’s Clearwater Analytics CWAN Stock Holding History

&Partners’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
-55,146
Closed -$1.21M – 2137
2025
Q2 		$1.21M Buy
55,146
+2,905
+6% +$66.8K 0.01% 886
2025
Q1 		$1.39M Buy
52,241
+2,276
+5% +$63.9K 0.01% 689
2024
Q4 		$1.39M Buy
+49,965
New +$1.42M 0.02% 627

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
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

&Partners's CWAN Position: Q3 2025 in Review

&Partners sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 55,146 shares — an estimated $1.21M sold.

&Partners first reported a position in CWAN in Q4 2024 and held it in 3 quarters. The position peaked at $1.39M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • &Partners reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • &Partners sold 55,146 Clearwater Analytics shares in Q3 2025, an estimated $1.21M.
  • &Partners first reported a position in Clearwater Analytics in Q4 2024 and held it in 3 quarters.
  • &Partners's Clearwater Analytics position peaked at $1.39M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.