PH
CWAN

Permira Holdings’s Clearwater Analytics CWAN Stock Holding History

Permira Holdings’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
Q2 		– Sell
-7,983,533
Closed -$214M – 2
2025
Q1 		$214M Hold
7,983,533
– – 12.97% 2
2024
Q4 		$220M Sell
7,983,533
-10,535,792
-57% -$299M 9.34% 2
2024
Q3 		$468M Sell
18,519,325
-1,727,969
-9% -$38.9M 15.82% 2
2024
Q2 		$375M Sell
20,247,294
-5,366,029
-21% -$96.8M 9.39% 2
2024
Q1 		$453M Hold
25,613,323
– – 9.95% 2
2023
Q4 		$513M Buy
+25,613,323
New +$504M 13.36% 2

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Permira Holdings's CWAN Position: Q2 2025 in Review

Permira Holdings sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 7,983,533 shares — an estimated $214M sold.

Permira Holdings first reported a position in CWAN in Q4 2023 and held it in 6 quarters. The position peaked at $513M in Q4 2023. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Permira Holdings reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Permira Holdings sold 7,983,533 Clearwater Analytics shares in Q2 2025, an estimated $214M.
  • Permira Holdings first reported a position in Clearwater Analytics in Q4 2023 and held it in 6 quarters.
  • Permira Holdings's Clearwater Analytics position peaked at $513M in Q4 2023.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Permira Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.