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

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Kayne Anderson Rudnick Investment Management
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WA
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return