SCM
CWAN

Sone Capital Management’s Clearwater Analytics CWAN Stock Holding History

Sone Capital 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
Q4 		– Sell
-587,131
Closed -$10.6M – 111
2025
Q3 		$10.6M Buy
587,131
+381,991
+186% +$7.74M 0.89% 45
2025
Q2 		$4.5M Buy
+205,140
New +$4.72M 0.42% 77

Other funds holding CWAN

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sone Capital Management's CWAN Position: Q4 2025 in Review

Sone Capital Management sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 587,131 shares — an estimated $10.6M sold.

Sone Capital Management first reported a position in CWAN in Q2 2025 and held it in 2 quarters. The position peaked at $10.6M in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Sone Capital Management reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Sone Capital Management sold 587,131 Clearwater Analytics shares in Q4 2025, an estimated $10.6M.
  • Sone Capital Management first reported a position in Clearwater Analytics in Q2 2025 and held it in 2 quarters.
  • Sone Capital Management's Clearwater Analytics position peaked at $10.6M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on Sone Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.