Congress Wealth Management LLC Clearwater Analytics Holdings, Inc. Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 119,869 shares of CWAN stock, worth $2.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
119,869
Previous 109,614
9.36%
Holding current value
$2.08 Million
Previous $2.94 Million
10.52%
% of portfolio
0.03%
Previous 0.04%
Shares
2 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...