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Held by 320 of 5,944 reporting institutions (95th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81 · book equity (no price)
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $18M buybacks = $18M returned on $164M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 7 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -1%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 7 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $91M covers the $6M due within a year 15.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-06-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~47.3% on $54M of debt. Interest last disclosed in FY2021 (no longer broken out).
Cash of $91M fully covers short-term debt of $8M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Revenue | $731.4M 100.0% | $451.8M 100.0% | $368.2M 100.0% | $303.4M 100.0% | $252.0M 100.0% | $203.2M 100.0% | $168.0M 100.0% |
| Cost of Revenue | $239.2M 32.7% | $123.0M 27.2% | $107.1M 29.1% | $87.8M 28.9% | $67.9M 26.9% | $53.3M 26.2% | $47.1M 28.1% |
| Gross Profit | $492.1M 67.3% | $328.8M 72.8% | $261.0M 70.9% | $215.6M 71.1% | $184.2M 73.1% | $150.0M 73.8% | $120.9M 71.9% |
| Research & Development | $196.2M 26.8% | $150.6M 33.3% | $123.9M 33.7% | $94.1M 31.0% | $72.7M 28.8% | $55.3M 27.2% | $39.3M 23.4% |
| Selling, General & Admin | $154.4M 21.1% | $98.8M 21.9% | $93.5M 25.4% | $63.8M 21.0% | $43.9M 17.4% | $43.9M 21.6% | $36.8M 21.9% |
| Total Operating Expenses | $499.8M 68.3% | $316.6M 70.1% | $277.8M 75.5% | $210.5M 69.4% | $155.7M 61.8% | $170.4M 83.8% | $95.2M 56.6% |
| Operating Income | -$7.7M -1.1% | $12.2M 2.7% | -$16.7M -4.5% | $5.1M 1.7% | $28.5M 11.3% | -$20.4M -10.0% | $25.7M 15.3% |
| Interest Expense | — | — | — | — | $25.7M 10.2% | $22.9M 11.2% | $17.8M 10.6% |
| Other Income (Expense), net | $3.7M 0.5% | $15.2M 3.4% | $13.0M 3.5% | $50K 0.0% | -$83K -0.0% | -$56K -0.0% | -$85K -0.1% |
| Pretax Income | -$49.7M -6.8% | -$30.1M -6.7% | -$22.9M -6.2% | -$5.3M -1.8% | -$7.6M -3.0% | -$43.3M -21.3% | $7.8M 4.6% |
| Income Tax Expense | -$9.4M -1.3% | -$457.6M -101.3% | $217K 0.1% | $1.4M 0.4% | $487K 0.2% | $902K 0.4% | $73K 0.0% |
| Net Income | -$38.8M -5.3% | $424.4M 93.9% | -$21.6M -5.9% | -$8.0M -2.6% | -$8.2M -3.3% | -$44.2M -21.8% | $7.7M 4.6% |
| Per Share | |||||||
| EPS (Basic) | $-0.14 | $1.93 | $-0.11 | $-0.04 | $-0.05 | — | — |
| EPS (Diluted) | $-0.14 | $1.68 | $-0.11 | $-0.04 | $-0.05 | — | — |
| Weighted Avg Shares (Basic) | 271.3M | 219.3M | 199.7M | 185.6M | 177.7M | — | — |
| Weighted Avg Shares (Diluted) | 271.3M | 254.4M | 199.7M | 185.6M | 177.7M | — | — |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
No current price collected.
Where each multiple sits in its own 5-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 5-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Cost of Revenue | 28.1 | 26.2 | 26.9 | 28.9 | 29.1 | 27.2 | 32.7 |
| Gross Profit | 71.9 | 73.8 | 73.1 | 71.1 | 70.9 | 72.8 | 67.3 |
| R&D | 23.4 | 27.2 | 28.8 | 31.0 | 33.7 | 33.3 | 26.8 |
| SG&A | 21.9 | 21.6 | 17.4 | 21.0 | 25.4 | 21.9 | 21.1 |
| Operating Income | 15.3 | -10.0 | 11.3 | 1.7 | -4.5 | 2.7 | -1.1 |
| Income Tax | 0.0 | 0.4 | 0.2 | 0.4 | 0.1 | -101.3 | -1.3 |
| Net Income | 4.6 | -21.8 | -3.3 | -2.6 | -5.9 | 93.9 | -5.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CWAN: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 743 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $11.16T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.33T | 44.8× | 40.0× | 24.7× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.98T | 45.2× | 34.8× | 12.0× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.70T | 27.7× | 19.6× | 11.1× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.65T | 72.8× | 65.1× | 25.8× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.10T | 128.8× | 60.7× | 29.3× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $888.5B | 205.7× | 210.2× | 25.6× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $543.3B | — | 67.4× | 10.3× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $436.6B | 43.2× | 36.6× | 7.7× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $421.4B | 279.8× | 291.6× | 94.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $383.6B | 67.8× | 36.1× | 3.4× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.7B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| RPAY | $338.0B | — | — | 1092.8× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| AMAT | $331.0B | 48.2× | 38.1× | 11.7× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| UMC | $307.4B | — | — | — | — | — | — | — | — | — | 302 |
| ARM | $281.9B | 311.6× | 242.9× | 57.3× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| SAP | $262.5B | — | — | — | — | — | — | — | — | — | 794 |
| ANET | $250.7B | 72.6× | 63.3× | 27.8× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| PANW | $250.5B | 234.4× | 156.5× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| SNDK | $235.7B | — | — | 32.0× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| TXN | $234.6B | 47.4× | 30.9× | 13.3× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $225.6B | 31.1× | 24.4× | 5.4× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.8B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| MRVL | $204.0B | 78.4× | 133.3× | 24.9× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| QCOM | $202.7B | 37.7× | 15.2× | 4.6× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| CWAN | — | — | — | — | 61.9% | 67.3% | -5.3% | -1.9% | -1.4% | 10.6× | 320 |
Peers = companies sharing CWAN's sector (Technology) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.