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TC
CWAN
Trium Capital’s
Clearwater Analytics
CWAN
Stock Holding History
Trium Capital’s Portfolio
CWAN Stock Details
CWAN Fund Activity
Bought
Maintained
Sold
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-375,300
Closed
-$10.1M
–
62
2025
Q1
$10.1M
Buy
+375,300
New
+$10.5M
1.26%
11
Other funds holding CWAN
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$32.2B AUM
10.98%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$33.3B AUM
44.76%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$580B AUM
38.23%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$4.6B AUM
16.08%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$875B AUM
40.91%
1-Year Est. Return
BAMCO Inc
New York
$66.6B AUM
7.35%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$302B AUM
26.44%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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