Assetmark, Inc Clearwater Analytics Holdings, Inc. Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
A detailed history of Assetmark, Inc transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 3,497 shares of CWAN stock, worth $60,742. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,497
Previous 3,739
6.47%
Holding current value
$60,742
Previous $100,000
24.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CWAN
# of Institutions
402Shares Held
270MCall Options Held
1.36MPut Options Held
177K-
Vanguard Group Inc Valley Forge, PA27.3MShares$474 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$197 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$170 Million0.54% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.57MShares$166 Million1.14% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$153 Million0.56% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1B
- 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...