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OAK RIDGE INVESTMENTS LLC: CWAN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAK RIDGE INVESTMENTS LLC on CWAN, newest first. How the timeline and the estimate are built.

OAK RIDGE INVESTMENTS LLC held 0 CWAN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -95,087 shares

    13F-HR 0001172661-26-002720 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 95,087 shares
    Change vs previous 13F +29,158 shares

    0.15% of the 13F portfolio, value $2,248,808.

    13F-HR 0001172661-26-001576 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 65,929 shares
    Change vs previous 13F -30,186 shares

    0.1% of the 13F portfolio, value $1,590,207.

    13F-HR 0001172661-26-000295 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,115 shares
    Change vs previous 13F -749 shares

    0.11% of the 13F portfolio, value $1,731,992.

    13F-HR 0001172661-25-004477 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 96,864 shares
    Change vs previous 13F -5,050 shares

    0.15% of the 13F portfolio, value $2,124,228.

    13F-HR 0001172661-25-002726 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 101,914 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,731,295.

    13F-HR 0001172661-25-001733 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).