Envestnet Portfolio Solutions, Inc. Clearwater Analytics Holdings, Inc. Transaction History
Envestnet Portfolio Solutions, Inc.
- $24.4 Billion
- Q2 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 19,399 shares of CWAN stock, worth $340,258. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,399
Previous 7,941
144.29%
Holding current value
$340,258
Previous $212,000
100.47%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CWAN
# of Institutions
422Shares Held
272MCall Options Held
1.36MPut Options Held
127K-
Vanguard Group Inc Valley Forge, PA27.3MShares$479 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$198 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$171 Million0.54% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.57MShares$168 Million1.14% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$155 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 $1.01B
- 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...