QT
CWAN

Quantbot Technologies’s Clearwater Analytics CWAN Stock Holding History

Quantbot Technologies’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
-219,449
Closed -$4.81M – 1799
2025
Q2 		$4.81M Buy
219,449
+37,588
+21% +$865K 0.12% 230
2025
Q1 		$4.87M Sell
181,861
-74,475
-29% -$2.09M 0.16% 172
2024
Q4 		$7.05M Buy
256,336
+174,013
+211% +$4.94M 0.26% 91
2024
Q3 		$2.08M Buy
82,323
+2,225
+3% +$50K 0.08% 372
2024
Q2 		$1.48M Buy
80,098
+57,315
+252% +$1.03M 0.07% 416
2024
Q1 		$403K Sell
22,783
-121,285
-84% -$2.25M 0.02% 809
2023
Q4 		$2.89M Buy
144,068
+45,763
+47% +$901K 0.17% 166
2023
Q3 		$1.9M Buy
98,305
+67,474
+219% +$1.19M 0.13% 242
2023
Q2 		$489K Sell
30,831
-30,549
-50% -$482K 0.03% 683
2023
Q1 		$980K Buy
61,380
+55,538
+951% +$972K 0.07% 405
2022
Q4 		$110K Buy
+5,842
New +$101K 0.01% 1104
2022
Q3 		– Sell
-9,822
Closed -$118K – 1682
2022
Q2 		$118K Buy
+9,822
New +$159K 0.01% 1094

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

Quantbot Technologies's CWAN Position: Q3 2025 in Review

Quantbot Technologies sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 219,449 shares — an estimated $4.81M sold.

Quantbot Technologies first reported a position in CWAN in Q2 2022 and held it in 12 quarters. The position peaked at $7.05M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Quantbot Technologies reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Quantbot Technologies sold 219,449 Clearwater Analytics shares in Q3 2025, an estimated $4.81M.
  • Quantbot Technologies first reported a position in Clearwater Analytics in Q2 2022 and held it in 12 quarters.
  • Quantbot Technologies's Clearwater Analytics position peaked at $7.05M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Quantbot Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.