SPS
CWAN

Susquehanna Portfolio Strategies’s Clearwater Analytics CWAN Stock Holding History

Susquehanna Portfolio Strategies’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
-11,035
Closed -$204K – 391
2024
Q2 		$204K Sell
11,035
-28,713
-72% -$518K 0.01% 463
2024
Q1 		$703K Sell
39,748
-3,100
-7% -$57.6K 0.02% 522
2023
Q4 		$858K Buy
+42,848
New +$844K 0.02% 637

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 $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Susquehanna Portfolio Strategies's CWAN Position: Q3 2024 in Review

Susquehanna Portfolio Strategies sold out of Clearwater Analytics (CWAN) in Q3 2024, closing a stake of 11,035 shares — an estimated $204K sold.

Susquehanna Portfolio Strategies first reported a position in CWAN in Q4 2023 and held it in 3 quarters. The position peaked at $858K in Q4 2023. 265 funds tracked by Wall St. Rank hold CWAN as of Q3 2024.

  • Susquehanna Portfolio Strategies reported no remaining Clearwater Analytics position as of Q3 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 11,035 Clearwater Analytics shares in Q3 2024, an estimated $204K.
  • Susquehanna Portfolio Strategies first reported a position in Clearwater Analytics in Q4 2023 and held it in 3 quarters.
  • Susquehanna Portfolio Strategies's Clearwater Analytics position peaked at $858K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q3 2024, filed 14 Nov 2024.