Creative Planning Clearwater Analytics Holdings, Inc. Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Creative Planning holds 21,910 shares of CWAN stock, worth $403,363. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,910
Previous 46,771
53.15%
Holding current value
$403,363
Previous $1.25 Million
61.69%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CWAN
# of Institutions
403Shares Held
271MCall Options Held
1.36MPut Options Held
177K-
Vanguard Group Inc Valley Forge, PA27.3MShares$502 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$208 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$180 Million0.54% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.57MShares$176 Million1.14% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$162 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 $1.06B
- 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...