← Top Holdings
CWANCLEARWATER ANALYTICS HLDGS I
CUSIP: 185123106
1
Guru Owners
$2.2M
Total Value Held
92,510
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Mairs & Power | 92510 | $2.2M | 0.02% | $24.12 | Q4 2025 |
📊 Fundamentals
Market Cap$7.2B
Forward P/E27.2x
P/FCF41.1x
EPS (TTM)$-0.14
Revenue (TTM)$731.4M
Profit Margin-5.31%
Beta0.64
52-Week Range
$15.73
$25.07
Current: $24.14
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $2.2M
Q3 '251 owners · $1.7M
SOLDPolen Capital
Q2 '251 owners · $258K
Q1 '251 owners · $3.3M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
18%analyst est. 18.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
23.9%current: 23.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data