A detailed history of Oppenheimer Asset Management Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 171,998 shares of CWAN stock, worth $4.94 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
171,998
Previous 166,882 3.07%
Holding current value
$4.94 Million
Previous $3.09 Million 40.52%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$17.83 - $25.84 $91,218 - $132,197
5,116 Added 3.07%
171,998 $4.34 Million
Q2 2024

Aug 08, 2024

BUY
$15.78 - $20.2 $785,907 - $1.01 Million
49,804 Added 42.54%
166,882 $3.09 Million
Q1 2024

May 06, 2024

SELL
$16.39 - $20.09 $286,988 - $351,775
-17,510 Reduced 13.01%
117,078 $2.07 Million
Q4 2023

Feb 13, 2024

BUY
$17.93 - $21.31 $104,747 - $124,493
5,842 Added 4.54%
134,588 $2.7 Million
Q3 2023

Nov 07, 2023

BUY
$15.41 - $19.91 $568,613 - $734,659
36,899 Added 40.17%
128,746 $2.49 Million
Q2 2023

Aug 02, 2023

BUY
$14.36 - $16.8 $199,087 - $232,915
13,864 Added 17.78%
91,847 $1.46 Million
Q1 2023

May 10, 2023

BUY
$13.66 - $19.7 $24,888 - $35,893
1,822 Added 2.39%
77,983 $1.24 Million
Q4 2022

Feb 06, 2023

BUY
$14.63 - $18.8 $98,006 - $125,941
6,699 Added 9.64%
76,161 $1.43 Million
Q3 2022

Nov 14, 2022

BUY
$12.11 - $17.01 $266,746 - $374,679
22,027 Added 46.44%
69,462 $1.17 Million
Q2 2022

Aug 08, 2022

BUY
$12.04 - $21.33 $14,074 - $24,934
1,169 Added 2.53%
47,435 $571,000
Q1 2022

May 12, 2022

BUY
$14.88 - $22.43 $123,905 - $186,774
8,327 Added 21.95%
46,266 $972,000
Q4 2021

Feb 02, 2022

BUY
$19.76 - $26.26 $749,674 - $996,278
37,939 New
37,939 $872,000

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 $1.66B
  • 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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