Position in CWAN
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$886,875
-$17,625 QoQ
Shares Held
37,500
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#186
of 326 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 93.33333333333333.ToString("F0")%
Shared 0.ToString("F0")%
None 6.666666666666667.ToString("F0")%
Common Shares in CWAN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HM PAYSON & CO holds $73,865,763 across 32 Software - Application names. CWAN ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
48,487 | $20,964,808 | |
| 2 | TYL |
Tyler Technologies Inc
|
59,604 | $20,407,216 | |
| 3 | CRM |
Salesforce, Inc.
|
102,041 | $19,047,992 | |
| 4 | ADP |
Automatic Data Processing Inc
|
41,562 | $8,444,566 | |
| 5 | CWAN |
Clearwater Analytics Holdings, Inc.
This page
|
37,500 | $886,875 | |
| 6 | ROP |
Roper Technologies Inc
|
2,256 | $798,307 | |
| 7 | PAYX |
Paychex Inc
|
7,026 | $647,234 | |
| 8 | ADBE |
Adobe Inc.
|
2,657 | $645,863 |
All Filings in CWAN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $886,875 | 37,500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $904,500 | 37,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $479,332 | 26,600 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $331,143 | 15,100 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $404,680 | 15,100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $415,552 | 15,100 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $381,275 | 15,100 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $320,210 | 17,290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $308,955 | 17,465 | Shares | Other | 2024-06-20 | |
| 2023-12-31 | $360,540 | 18,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $353,922 | 18,300 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $295,182 | 18,600 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $57,456 | 3,600 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $67,500 | 3,600 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $77,234 | 4,600 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $84,280 | 7,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $205,464 | 9,784 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $179,244 | 7,800 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||