Assetmark, Inc Clearwater Analytics Holdings, Inc. Transaction History
Assetmark, Inc
- $36.2 Billion
- Q1 2025
A detailed history of Assetmark, Inc transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 3,739 shares of CWAN stock, worth $88,464. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,739
Previous 4,021
7.01%
Holding current value
$88,464
Previous $110,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
391Shares Held
230MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$550 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$268 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$238 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$220 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.84MShares$209 Million0.72% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.36B
- 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...