Polen Capital Management
CWAN

Polen Capital Management’s Clearwater Analytics CWAN Stock Holding History

Polen 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
2025
Q3 		– Sell
-11,785
Closed -$258K – 245
2025
Q2 		$258K Sell
11,785
-113,107
-91% -$2.6M ﹤0.01% 234
2025
Q1 		$3.35M Sell
124,892
-15,137
-11% -$425K 0.01% 70
2024
Q4 		$3.85M Sell
140,029
-198,925
-59% -$5.64M 0.01% 73
2024
Q3 		$8.56M Sell
338,954
-232,883
-41% -$5.24M 0.02% 50
2024
Q2 		$10.6M Buy
571,837
+25,355
+5% +$457K 0.03% 39
2024
Q1 		$9.67M Buy
546,482
+255,592
+88% +$4.75M 0.02% 51
2023
Q4 		$5.83M Sell
290,890
-13,710
-5% -$270K 0.01% 69
2023
Q3 		$5.89M Buy
+304,600
New +$5.37M 0.02% 64

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

Polen Capital Management's CWAN Position: Q3 2025 in Review

Polen Capital Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 11,785 shares — an estimated $258K sold.

Polen Capital Management first reported a position in CWAN in Q3 2023 and held it in 8 quarters. The position peaked at $10.6M in Q2 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Polen Capital Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 11,785 Clearwater Analytics shares in Q3 2025, an estimated $258K.
  • Polen Capital Management first reported a position in Clearwater Analytics in Q3 2023 and held it in 8 quarters.
  • Polen Capital Management's Clearwater Analytics position peaked at $10.6M in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.