TD Asset Management
CWAN

TD Asset Management’s Clearwater Analytics CWAN Stock Holding History

TD Asset 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
-100,426
Closed -$1.81M – 1251
2025
Q3 		$1.81M Buy
+100,426
New +$2.04M ﹤0.01% 993
2023
Q1 		– Sell
-31,460
Closed -$590K – 1438
2022
Q4 		$590K Hold
31,460
– – ﹤0.01% 1253
2022
Q3 		$535K Hold
31,460
– – ﹤0.01% 1289
2022
Q2 		$379K Sell
31,460
-1,628
-5% -$26.3K ﹤0.01% 1330
2022
Q1 		$695K Sell
33,088
-11,274
-25% -$211K ﹤0.01% 1297
2021
Q4 		$1.02M Buy
44,362
+23,431
+112% +$530K ﹤0.01% 1271
2021
Q3 		$536K Buy
+20,931
New +$537K ﹤0.01% 1374

Other funds holding CWAN

Vanguard Group
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

TD Asset Management's CWAN Position: Q4 2025 in Review

TD Asset Management sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 100,426 shares — an estimated $1.81M sold.

TD Asset Management first reported a position in CWAN in Q3 2021 and held it in 7 quarters. The position peaked at $1.81M in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • TD Asset Management reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • TD Asset Management sold 100,426 Clearwater Analytics shares in Q4 2025, an estimated $1.81M.
  • TD Asset Management first reported a position in Clearwater Analytics in Q3 2021 and held it in 7 quarters.
  • TD Asset Management's Clearwater Analytics position peaked at $1.81M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

Based on TD Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.