RA
CWAN

Royce & Associates’s Clearwater Analytics CWAN Stock Holding History

Royce & Associates’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
-153,037
Closed -$3.36M – 777
2025
Q2 		$3.36M Buy
153,037
+27,007
+21% +$621K 0.03% 530
2025
Q1 		$3.38M Buy
126,030
+39,030
+45% +$1.1M 0.04% 506
2024
Q4 		$2.39M Buy
87,000
+13,000
+18% +$369K 0.02% 606
2024
Q3 		$1.87M Buy
+74,000
New +$1.66M 0.02% 636

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $33.3B AUM 44.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royce & Associates's CWAN Position: Q3 2025 in Review

Royce & Associates sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 153,037 shares — an estimated $3.36M sold.

Royce & Associates first reported a position in CWAN in Q3 2024 and held it in 4 quarters. The position peaked at $3.38M in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Royce & Associates reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Royce & Associates sold 153,037 Clearwater Analytics shares in Q3 2025, an estimated $3.36M.
  • Royce & Associates first reported a position in Clearwater Analytics in Q3 2024 and held it in 4 quarters.
  • Royce & Associates's Clearwater Analytics position peaked at $3.38M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Royce & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.