A detailed history of Klr Investment Advisors, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Klr Investment Advisors, LLC holds 15,642 shares of CWAN stock, worth $373,061. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,642
Previous 16,939 7.66%
Holding current value
$373,061
Previous $339 Million 23.89%
% of portfolio
0.19%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$16.39 - $20.09 $21,257 - $26,056
-1,297 Reduced 7.66%
15,642 $258 Million
Q4 2023

Feb 08, 2024

BUY
$17.93 - $21.31 $14,361 - $17,069
801 Added 4.96%
16,939 $339 Million
Q3 2023

Nov 08, 2023

SELL
$15.41 - $19.91 $7,874 - $10,174
-511 Reduced 3.07%
16,138 $258 Million
Q2 2023

Aug 08, 2023

SELL
$14.36 - $16.8 $5,054 - $5,913
-352 Reduced 2.07%
16,649 $264 Million
Q1 2023

May 15, 2023

SELL
$13.66 - $19.7 $11,897 - $17,158
-871 Reduced 4.87%
17,001 $271 Million
Q4 2022

May 15, 2023

BUY
$14.63 - $18.8 $261,467 - $335,993
17,872 New
17,872 $335 Million

Others Institutions Holding CWAN

About Clearwater Analytics Holdings, Inc.


  • Ticker CWAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 57,669,200
  • Market Cap $1.38B
  • 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...
More about CWAN
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