Charles Schwab Investment Management Inc Clearwater Analytics Holdings, Inc. Transaction History
Charles Schwab Investment Management Inc
- $429 Billion
- Q1 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 817,538 shares of CWAN stock, worth $15.1 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
817,538
Previous 699,887
16.81%
Holding current value
$15.1 Million
Previous $14 Million
3.17%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding CWAN
# of Institutions
220Shares Held
175MCall Options Held
62.2KPut Options Held
30.1K-
Permira Holdings LTD St. Peter Port, Y725.6MShares$474 Million9.95% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT16.4MShares$304 Million1.52% of portfolio
-
Vanguard Group Inc Valley Forge, PA15.1MShares$280 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.2MShares$208 Million0.47% of portfolio
-
William Blair Investment Management, LLC Chicago, IL10.4MShares$192 Million0.49% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.07B
- 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...