SEC
CWAN

Seven Eight Capital’s Clearwater Analytics CWAN Stock Holding History

Seven Eight Capital’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
2024
Q3 		– Sell
-97,053
Closed -$1.8M – 756
2024
Q2 		$1.8M Buy
+97,053
New +$1.75M 0.19% 164
2024
Q1 		– Sell
-16,573
Closed -$332K – 652
2023
Q4 		$332K Buy
+16,573
New +$326K 0.04% 503

Other funds holding CWAN

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Seven Eight Capital's CWAN Position: Q3 2024 in Review

Seven Eight Capital sold out of Clearwater Analytics (CWAN) in Q3 2024, closing a stake of 97,053 shares — an estimated $1.8M sold.

Seven Eight Capital first reported a position in CWAN in Q4 2023 and held it in 2 quarters. The position peaked at $1.8M in Q2 2024. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Seven Eight Capital reported no remaining Clearwater Analytics position as of Q3 2024 after selling out during the quarter.
  • Seven Eight Capital sold 97,053 Clearwater Analytics shares in Q3 2024, an estimated $1.8M.
  • Seven Eight Capital first reported a position in Clearwater Analytics in Q4 2023 and held it in 2 quarters.
  • Seven Eight Capital's Clearwater Analytics position peaked at $1.8M in Q2 2024.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Seven Eight Capital's 13F filing for Q3 2024, filed 12 Nov 2024.