Wellington Management Group’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321M Buy
2025
Q2
$187M Buy
2025
Q1
$172M Buy
2024
Q4
$164M Buy
2024
Q3
$75.8M Buy
2024
Q2
$50.4M Buy
2024
Q1
$46.1M Buy
2023
Q4
$43.3M Buy
2023
Q3
$40.1M Sell
2023
Q2
$37.2M Sell
2023
Q1
$37.7M Buy
2022
Q4
$33.6M Sell
2022
Q3
$30.4M Sell
2022
Q2
$22.6M Sell
2022
Q1
$40.8M Sell
2021
Q4
$69.8M Sell
2021
Q3
$79.9M Buy