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 $364,507. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,399
Previous 7,941
144.29%
Holding current value
$364,507
Previous $212,000
100.47%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CWAN
# of Institutions
399Shares Held
237MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$437 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$213 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$189 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$175 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$166 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 $1.08B
- 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...