PCM
CWAN

Penserra Capital Management’s Clearwater Analytics CWAN Stock Holding History

Penserra 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
2024
Q4 		– Sell
-35,698
Closed -$901K – 1125
2024
Q3 		$901K Buy
+35,698
New +$803K 0.02% 439
2023
Q4 		– Sell
-87,834
Closed -$1.7M – 1273
2023
Q3 		$1.7M Buy
+87,834
New +$1.55M 0.04% 276

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Penserra Capital Management's CWAN Position: Q4 2024 in Review

Penserra Capital Management sold out of Clearwater Analytics (CWAN) in Q4 2024, closing a stake of 35,698 shares — an estimated $901K sold.

Penserra Capital Management first reported a position in CWAN in Q3 2023 and held it in 2 quarters. The position peaked at $1.7M in Q3 2023. 353 funds tracked by Wall St. Rank hold CWAN as of Q4 2024.

  • Penserra Capital Management reported no remaining Clearwater Analytics position as of Q4 2024 after selling out during the quarter.
  • Penserra Capital Management sold 35,698 Clearwater Analytics shares in Q4 2024, an estimated $901K.
  • Penserra Capital Management first reported a position in Clearwater Analytics in Q3 2023 and held it in 2 quarters.
  • Penserra Capital Management's Clearwater Analytics position peaked at $1.7M in Q3 2023.
  • 353 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2024.

Based on Penserra Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.