Rise Advisors’s Clearwater Analytics CWAN Stock Holding History

Rise Advisors’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	-358	Closed	-$6.45K	–	428
2025 Q3	$6.45K	Hold	358	–	–	﹤0.01%	1122
2025 Q2	$7.85K	Hold	358	–	–	﹤0.01%	1101
2025 Q1	$9.59K	Buy	+358	New	+$10K	﹤0.01%	999

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rise Advisors's CWAN Position: Q4 2025 in Review

Rise Advisors sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 358 shares — an estimated $6.45K sold.

Rise Advisors first reported a position in CWAN in Q1 2025 and held it in 3 quarters. The position peaked at $9.59K in Q1 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Rise Advisors reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 358 Clearwater Analytics shares in Q4 2025, an estimated $6.45K.
Rise Advisors first reported a position in Clearwater Analytics in Q1 2025 and held it in 3 quarters.
Rise Advisors's Clearwater Analytics position peaked at $9.59K in Q1 2025.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.