RI
CWAN

Redwood Investments’s Clearwater Analytics CWAN Stock Holding History

Redwood Investments’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
Q1 		$2M Buy
74,651
+608
+0.8% +$17.1K 0.75% 46
2024
Q4 		$2.04M Buy
74,043
+34,234
+86% +$971K 0.55% 51
2024
Q3 		$1.01M Buy
+39,809
New +$895K 0.3% 90

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Redwood Investments's CWAN Position: Q1 2025 in Review

Redwood Investments increased its Clearwater Analytics (CWAN) stake by 0.82% in Q1 2025, buying an estimated $17.1K and bringing the position to 74,651 shares worth $2M. The position accounts for 0.75% of the portfolio, ranked #46.

Redwood Investments first reported a position in CWAN in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.04M in Q4 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Redwood Investments held 74,651 shares of Clearwater Analytics worth $2M as of Q1 2025.
  • Redwood Investments bought 608 Clearwater Analytics shares in Q1 2025, an estimated $17.1K.
  • Clearwater Analytics made up 0.75% of Redwood Investments's portfolio in Q1 2025, its #46 holding.
  • Redwood Investments first reported a position in Clearwater Analytics in Q3 2024 and has held it in 3 quarters since.
  • Redwood Investments's Clearwater Analytics position peaked at $2.04M in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.