PS
CWAN

Principal Securities’s Clearwater Analytics CWAN Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,201
Closed -$21.6K – 1814
2025
Q3 		$21.6K Sell
1,201
-805
-40% -$16.3K ﹤0.01% 2369
2025
Q2 		$44K Buy
2,006
+1,795
+851% +$41.3K ﹤0.01% 1948
2025
Q1 		$5.81K Hold
211
– – ﹤0.01% 2723
2024
Q4 		$5.81K Buy
211
+164
+349% +$4.65K ﹤0.01% 2720
2024
Q3 		$1.19K Buy
+47
New +$1.06K ﹤0.01% 3098

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Securities's CWAN Position: Q4 2025 in Review

Principal Securities sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 1,201 shares — an estimated $21.6K sold.

Principal Securities first reported a position in CWAN in Q3 2024 and held it in 5 quarters. The position peaked at $44K in Q2 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Principal Securities reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,201 Clearwater Analytics shares in Q4 2025, an estimated $21.6K.
  • Principal Securities first reported a position in Clearwater Analytics in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Clearwater Analytics position peaked at $44K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.