Polen Capital Management’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
11,785
-113,107
| -91% | -$2.48M | ﹤0.01% | 234 |
|
|
2025
Q1 | $3.35M | Sell |
124,892
-15,137
| -11% | -$406K | 0.01% | 70 |
|
|
2024
Q4 | $3.85M | Sell |
140,029
-198,925
| -59% | -$5.47M | 0.01% | 73 |
|
|
2024
Q3 | $8.56M | Sell |
338,954
-232,883
| -41% | -$5.88M | 0.02% | 50 |
|
|
2024
Q2 | $10.6M | Buy |
571,837
+25,355
| +5% | +$470K | 0.03% | 39 |
|
|
2024
Q1 | $9.67M | Buy |
546,482
+255,592
| +88% | +$4.52M | 0.02% | 51 |
|
|
2023
Q4 | $5.83M | Sell |
290,890
-13,710
| -5% | -$275K | 0.01% | 69 |
|
|
2023
Q3 | $5.89M | Buy |
+304,600
| New | +$5.89M | 0.02% | 64 |
|