Bartlett & Co. Wealth Management LLC Clearwater Analytics Holdings, Inc. Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
274Shares Held
198MCall Options Held
67KPut Options Held
118K-
Permira Holdings LTD St. Peter Port, Y718.5MShares$600 Million15.82% of portfolio
-
Vanguard Group Inc Valley Forge, PA18.4MShares$597 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT18.1MShares$588 Million2.27% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$367 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.3MShares$366 Million0.65% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.87B
- Description
- Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...