SCALAR GAUGE MANAGEMENT, LLC CWAN — Clearwater Analytics Holdings Inc

Ownership history in SCALAR GAUGE MANAGEMENT, LLC  ·  7 quarters on record

AI Ownership Summary

SCALAR GAUGE MANAGEMENT, LLC reported Clearwater Analytics Holdings Inc (CWAN) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 10.84% in 2025 Q1. The latest visible filing shows CWAN at 0.88% 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 SCALAR GAUGE MANAGEMENT, LLC's position in Clearwater Analytics Holdings Inc, 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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.84% 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.

CWAN stock page SCALAR GAUGE MANAGEMENT, LLC fund profile SCALAR GAUGE MANAGEMENT, LLC full holdings
How SCALAR GAUGE MANAGEMENT, LLC held CWAN — position size vs. price
% of Fund (quarterly)    CWAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 89.5% -1.9% ✅ 55,000 -469,244 -89.5% 0.88% $1.3M 2026-02-17 $22.93
2025 Q2 REDUCED 21.0% -17.0% ✅ 524,244 -139,351 -21.0% 6.55% $11.5M 2025-08-12 $18.95
2025 Q1 ADDED — — — 663,595 +76,597 +13.0% 10.84% $17.8M 2025-05-14 $24.08
2024 Q4 ADDED — — — 586,998 +20,013 +3.5% 7.46% $16.2M 2025-02-12 $27.46
2024 Q3 ADDED — — — 566,985 +147,985 +35.3% 7.60% $14.3M 2024-11-14 $30.45
2024 Q2 ADDED — — — 419,000 +244,000 +139.4% 4.51% $7.8M 2024-08-14 $23.39
2024 Q1 INITIATED — — — 175,000 — — 2.38% $3.1M 2024-05-15 $19.10

🏢 Other funds also holding CWAN

As of 2026 Q1 — sorted by position size

Twin Securities, Inc. 3Y 7Y 13.36% Birnam Oak Advisors, LP 9.23% Decagon Asset Management LLP 6.98% WARBURG PINCUS LLC 3Y 7Y 6.73% Kryger Capital LLC 6.38% NEXPOINT ASSET MANAGEMENT, L.P. 3Y 6.35% Vazirani Asset Management LLC 3Y 6.03% TIG Advisors, LLC 3Y 7Y 5.48% Melqart Asset Management (UK) Ltd 3Y 7Y 5.28% CIBRA Capital Ltd 5.23%

FAQ About SCALAR GAUGE MANAGEMENT, LLC and CWAN

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

How long has SCALAR GAUGE MANAGEMENT, LLC reported owning CWAN?

SCALAR GAUGE MANAGEMENT, LLC reported CWAN across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CWAN position in SCALAR GAUGE MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CWAN was 10.84% in 2025 Q1.

What is the latest reported CWAN position on this page?

The most recent filing on this page is 2025 Q4, when SCALAR GAUGE MANAGEMENT, LLC reported 55,000 shares, equal to 0.88% of portfolio, with an estimated market value of $1.3M.

What does the chart on this CWAN ownership page compare?

The chart compares SCALAR GAUGE MANAGEMENT, LLC'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.

How well did SCALAR GAUGE MANAGEMENT, LLC time their CWAN position?

Based on 13F filing dates vs. subsequent CWAN price moves, SCALAR GAUGE MANAGEMENT, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on CWAN relative to SPY over the holding period was -5.1%.

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