Charles Schwab Investment Management Inc Clearwater Analytics Holdings, Inc. Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,295,413 shares of CWAN stock, worth $37.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,295,413
Previous 1,234,465
4.94%
Holding current value
$37.2 Million
Previous $22.9 Million
43.07%
% of portfolio
0.01%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding CWAN
# of Institutions
273Shares Held
198MCall Options Held
67KPut Options Held
118K-
Permira Holdings LTD St. Peter Port, Y718.5MShares$532 Million15.82% of portfolio
-
Vanguard Group Inc Valley Forge, PA18.4MShares$529 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT18.1MShares$520 Million2.27% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$325 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.3MShares$324 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 $1.66B
- 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...