WA
CLSD

Waverly Advisors’s Clearside Biomedical CLSD Stock Holding History

Waverly Advisors’s Portfolio CLSD Stock Details CLSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,225
Closed -$14.7K – 1287
2025
Q2 		$14.7K Hold
1,225
– – ﹤0.01% 1183
2025
Q1 		$16.9K Sell
1,225
-239
-16% -$3.43K ﹤0.01% 1106
2024
Q4 		$20.9K Hold
1,464
– – ﹤0.01% 981
2024
Q3 		$27.9K Buy
+1,464
New +$25K ﹤0.01% 797

Other funds holding CLSD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverly Advisors's CLSD Position: Q3 2025 in Review

Waverly Advisors sold out of Clearside Biomedical (CLSD) in Q3 2025, closing a stake of 1,225 shares — an estimated $14.7K sold.

Waverly Advisors first reported a position in CLSD in Q3 2024 and held it in 4 quarters. The position peaked at $27.9K in Q3 2024. 26 funds tracked by Wall St. Rank hold CLSD as of Q3 2025.

  • Waverly Advisors reported no remaining Clearside Biomedical position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 1,225 Clearside Biomedical shares in Q3 2025, an estimated $14.7K.
  • Waverly Advisors first reported a position in Clearside Biomedical in Q3 2024 and held it in 4 quarters.
  • Waverly Advisors's Clearside Biomedical position peaked at $27.9K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Clearside Biomedical as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.