Schroder Investment Management Group
CWAN

Schroder Investment Management Group’s Clearwater Analytics CWAN Stock Holding History

Schroder Investment Management Group’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
-13,011
Closed -$285K – 1196
2025
Q2 		$285K Sell
13,011
-11,409
-47% -$262K ﹤0.01% 1095
2025
Q1 		$648K Sell
24,420
-1,242
-5% -$34.9K ﹤0.01% 1055
2024
Q4 		$710K Buy
25,662
+1,517
+6% +$43K ﹤0.01% 1058
2024
Q3 		$608K Buy
+24,145
New +$543K ﹤0.01% 1086

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 $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 $38.4B AUM 25.71% 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

Schroder Investment Management Group's CWAN Position: Q3 2025 in Review

Schroder Investment Management Group sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 13,011 shares — an estimated $285K sold.

Schroder Investment Management Group first reported a position in CWAN in Q3 2024 and held it in 4 quarters. The position peaked at $710K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Schroder Investment Management Group reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 13,011 Clearwater Analytics shares in Q3 2025, an estimated $285K.
  • Schroder Investment Management Group first reported a position in Clearwater Analytics in Q3 2024 and held it in 4 quarters.
  • Schroder Investment Management Group's Clearwater Analytics position peaked at $710K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Schroder Investment Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.