SA
CWAN

Sanctuary Advisors’s Clearwater Analytics CWAN Stock Holding History

Sanctuary 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
Q3 		– Sell
-20,259
Closed -$444K – 2441
2025
Q2 		$444K Sell
20,259
-163
-0.8% -$3.75K ﹤0.01% 1694
2025
Q1 		$547K Sell
20,422
-7
-0% -$196 ﹤0.01% 1467
2024
Q4 		$582K Sell
20,429
-697
-3% -$19.8K ﹤0.01% 1596
2024
Q3 		$675K Buy
21,126
+4,923
+30% +$111K ﹤0.01% 1511
2024
Q2 		$266K Buy
+16,203
New +$292K ﹤0.01% 2019

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

Sanctuary Advisors's CWAN Position: Q3 2025 in Review

Sanctuary Advisors sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 20,259 shares — an estimated $444K sold.

Sanctuary Advisors first reported a position in CWAN in Q2 2024 and held it in 5 quarters. The position peaked at $675K in Q3 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Sanctuary Advisors reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 20,259 Clearwater Analytics shares in Q3 2025, an estimated $444K.
  • Sanctuary Advisors first reported a position in Clearwater Analytics in Q2 2024 and held it in 5 quarters.
  • Sanctuary Advisors's Clearwater Analytics position peaked at $675K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.