Dakota Wealth Management Clearwater Analytics Holdings, Inc. Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 11,882 shares of CWAN stock, worth $234,313. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,882Holding current value
$234,313% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CWAN
# of Institutions
401Shares Held
239MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$458 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$223 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$198 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$183 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$174 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 $1.14B
- 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...