TFM
CWAN

TFC Financial Management’s Clearwater Analytics CWAN Stock Holding History

TFC Financial 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
Q3 		– Sell
-324
Closed -$7.11K – 1013
2025
Q2 		$7.11K Hold
324
– – ﹤0.01% 400
2025
Q1 		$8.68K Hold
324
– – ﹤0.01% 369
2024
Q4 		$8.92K Buy
324
+99
+44% +$2.81K ﹤0.01% 363
2024
Q3 		$5.68K Buy
225
+105
+88% +$2.36K ﹤0.01% 405
2024
Q2 		$2.22K Hold
120
– – ﹤0.01% 469
2024
Q1 		$2.12K Hold
120
– – ﹤0.01% 460
2023
Q4 		$2.4K Buy
+120
New +$2.36K ﹤0.01% 436

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFC Financial Management's CWAN Position: Q3 2025 in Review

TFC Financial Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 324 shares — an estimated $7.11K sold.

TFC Financial Management first reported a position in CWAN in Q4 2023 and held it in 7 quarters. The position peaked at $8.92K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • TFC Financial Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • TFC Financial Management sold 324 Clearwater Analytics shares in Q3 2025, an estimated $7.11K.
  • TFC Financial Management first reported a position in Clearwater Analytics in Q4 2023 and held it in 7 quarters.
  • TFC Financial Management's Clearwater Analytics position peaked at $8.92K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.