SSWM
CWAN

Sheets Smith Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Sheets Smith Wealth 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
Q1 		– Sell
-21,145
Closed -$582K – 363
2024
Q4 		$582K Buy
21,145
+288
+1% +$8.17K 0.07% 237
2024
Q3 		$527K Hold
20,857
– – 0.06% 245
2024
Q2 		$386K Buy
+20,857
New +$376K 0.05% 282

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
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
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheets Smith Wealth Management's CWAN Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 21,145 shares — an estimated $582K sold.

Sheets Smith Wealth Management first reported a position in CWAN in Q2 2024 and held it in 3 quarters. The position peaked at $582K in Q4 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 21,145 Clearwater Analytics shares in Q1 2025, an estimated $582K.
  • Sheets Smith Wealth Management first reported a position in Clearwater Analytics in Q2 2024 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Clearwater Analytics position peaked at $582K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.