SIM
CWAN

Sandia Investment Management’s Clearwater Analytics CWAN Stock Holding History

Sandia Investment Management’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
Q2 		– Sell
-10,000
Closed -$268K – 110
2025
Q1 		$268K Sell
10,000
-15,000
-60% -$421K 0.78% 42
2024
Q4 		$688K Buy
+25,000
New +$709K 1.3% 20
2024
Q1 		– Sell
-5,000
Closed -$100K – 142
2023
Q4 		$100K Sell
5,000
-18,655
-79% -$367K 0.07% 109
2023
Q3 		$457K Buy
+23,655
New +$417K 0.12% 89
2023
Q2 		– Sell
-10,000
Closed -$158K – 240
2023
Q1 		$160K Buy
+10,000
New +$175K 0.03% 143

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sandia Investment Management's CWAN Position: Q2 2025 in Review

Sandia Investment Management sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 10,000 shares — an estimated $268K sold.

Sandia Investment Management first reported a position in CWAN in Q1 2023 and held it in 5 quarters. The position peaked at $688K in Q4 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Sandia Investment Management reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Sandia Investment Management sold 10,000 Clearwater Analytics shares in Q2 2025, an estimated $268K.
  • Sandia Investment Management first reported a position in Clearwater Analytics in Q1 2023 and held it in 5 quarters.
  • Sandia Investment Management's Clearwater Analytics position peaked at $688K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Sandia Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.