Seven Grand Managers’s Clearwater Analytics CWAN Stock Holding History

Seven Grand Managers’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 Q4	–	Sell	-500,000	Closed	-$9.01M	–	144
2025 Q3	$9.01M	Sell	500,000 -167,103	-25%	-$3.39M	0.73%	47
2025 Q2	$14.6M	Buy	667,103 +567,103	+567%	+$13M	1.75%	20
2025 Q1	$2.68M	Sell	100,000 -35,000	-26%	-$982K	0.63%	31
2024 Q4	$3.72M	Sell	135,000 -65,000	-33%	-$1.84M	1.7%	23
2024 Q3	$5.05M	Hold	200,000	–	–	1.13%	29
2024 Q2	$3.7M	Buy	200,000 +50,000	+33%	+$902K	1.67%	24
2024 Q1	$2.65M	Sell	150,000 -71,401	-32%	-$1.33M	1.3%	25
2023 Q4	$4.43M	Buy	+221,401	New	+$4.36M	4.23%	9
2023 Q3	–	Sell	-96,549	Closed	-$1.53M	–	32
2023 Q2	$1.53M	Sell	96,549 -471,500	-83%	-$7.44M	2.98%	8
2023 Q1	$9.07M	Buy	+568,049	New	+$9.94M	26.14%	1
2022 Q2	–	Sell	-50,000	Closed	-$1.05M	–	27
2022 Q1	$1.05M	Buy	50,000 +10,000	+25%	+$187K	0.9%	33
2021 Q4	$919K	Buy	+40,000	New	+$904K	0.87%	50

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Seven Grand Managers's CWAN Position: Q4 2025 in Review

Seven Grand Managers sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 500,000 shares — an estimated $9.01M sold.

Seven Grand Managers first reported a position in CWAN in Q4 2021 and held it in 12 quarters. The position peaked at $14.6M in Q2 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

Seven Grand Managers reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
Seven Grand Managers sold 500,000 Clearwater Analytics shares in Q4 2025, an estimated $9.01M.
Seven Grand Managers first reported a position in Clearwater Analytics in Q4 2021 and held it in 12 quarters.
Seven Grand Managers's Clearwater Analytics position peaked at $14.6M in Q2 2025.
384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Seven Grand Managers's 13F filing for Q4 2025, filed 10 Feb 2026.