TFA
CWAN

Toth Financial Advisory’s Clearwater Analytics CWAN Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-22,520
Closed -$604K – 750
2025
Q1 		$604K Buy
+22,520
New +$632K 0.07% 146
2024
Q1 		– Sell
-16,500
Closed -$330K – 731
2023
Q4 		$330K Hold
16,500
– – 0.04% 182
2023
Q3 		$319K Buy
+16,500
New +$291K 0.05% 169

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Toth Financial Advisory's CWAN Position: Q2 2025 in Review

Toth Financial Advisory sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 22,520 shares — an estimated $604K sold.

Toth Financial Advisory first reported a position in CWAN in Q3 2023 and held it in 3 quarters. The position peaked at $604K in Q1 2025. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Toth Financial Advisory reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 22,520 Clearwater Analytics shares in Q2 2025, an estimated $604K.
  • Toth Financial Advisory first reported a position in Clearwater Analytics in Q3 2023 and held it in 3 quarters.
  • Toth Financial Advisory's Clearwater Analytics position peaked at $604K in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.