ZCI
CWAN

Zevenbergen Capital Investments’s Clearwater Analytics CWAN Stock Holding History

Zevenbergen Capital Investments’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
-1,366,580
Closed -$30M – 106
2025
Q2 		$30M Buy
1,366,580
+457,151
+50% +$10.5M 0.58% 38
2025
Q1 		$24.4M Buy
909,429
+297,414
+49% +$8.35M 0.59% 35
2024
Q4 		$16.8M Buy
+612,015
New +$17.4M 0.34% 46

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 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 $38.4B AUM 25.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zevenbergen Capital Investments's CWAN Position: Q3 2025 in Review

Zevenbergen Capital Investments sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 1,366,580 shares — an estimated $30M sold.

Zevenbergen Capital Investments first reported a position in CWAN in Q4 2024 and held it in 3 quarters. The position peaked at $30M in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Zevenbergen Capital Investments reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 1,366,580 Clearwater Analytics shares in Q3 2025, an estimated $30M.
  • Zevenbergen Capital Investments first reported a position in Clearwater Analytics in Q4 2024 and held it in 3 quarters.
  • Zevenbergen Capital Investments's Clearwater Analytics position peaked at $30M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2025, filed 9 Oct 2025.