KORNITZER CAPITAL MANAGEMENT INC /KS CWAN β€” CLEARWATER ANALYTICS HOLDING

Ownership history in KORNITZER CAPITAL MANAGEMENT INC /KS  Β·  8 quarters on record

AI Ownership Summary

KORNITZER CAPITAL MANAGEMENT INC /KS reported CLEARWATER ANALYTICS HOLDING (CWAN) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows CWAN at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CWAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KORNITZER CAPITAL MANAGEMENT INC /KS's position in CLEARWATER ANALYTICS HOLDING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CWAN was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KORNITZER CAPITAL MANAGEMENT INC /KS held CWAN β€” position size vs. price
% of Fund (quarterly)    CWAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 430,350 β€” 0% 0.22% $10.4M 2026-02-02 β€”
2025 Q3 ADDED β€” β€” β€” 430,350 +2,400 +0.6% 0.16% $7.8M 2025-10-31 β€”
2025 Q2 ADDED β€” β€” β€” 427,950 +26,585 +6.6% 0.19% $9.4M 2025-07-31 β€”
2025 Q1 UNCHANGED β€” β€” β€” 401,365 β€” 0% 0.22% $10.8M 2025-05-02 β€”
2024 Q4 UNCHANGED β€” β€” β€” 401,365 β€” 0% 0.22% $11.0M 2025-01-31 β€”
2024 Q3 UNCHANGED β€” β€” β€” 401,365 β€” 0% 0.19% $10.1M 2024-10-31 β€”
2024 Q2 ADDED β€” β€” β€” 401,365 +115,855 +40.6% 0.14% $7.4M 2024-08-02 β€”
2024 Q1 INITIATED β€” β€” β€” 285,510 β€” β€” 0.09% $5.1M 2024-05-02 β€”

🏒 Other funds also holding CWAN

As of 2026 Q2 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About KORNITZER CAPITAL MANAGEMENT INC /KS and CWAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has KORNITZER CAPITAL MANAGEMENT INC /KS reported owning CWAN?

KORNITZER CAPITAL MANAGEMENT INC /KS reported CWAN across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CWAN position in KORNITZER CAPITAL MANAGEMENT INC /KS's portfolio?

The largest reported portfolio weight for CWAN was 0.22% in 2025 Q1.

What is the latest reported CWAN position on this page?

The most recent filing on this page is 2025 Q4, when KORNITZER CAPITAL MANAGEMENT INC /KS reported 430,350 shares, equal to 0.22% of portfolio, with an estimated market value of $10.4M.

What does the chart on this CWAN ownership page compare?

The chart compares KORNITZER CAPITAL MANAGEMENT INC /KS's quarterly CWAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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