A detailed history of Osterweis Capital Management Inc transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Osterweis Capital Management Inc holds 289,565 shares of CWAN stock, worth $9 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
289,565
Previous 255,390 13.38%
Holding current value
$9 Million
Previous $4.73 Million 54.6%
% of portfolio
0.44%
Previous 0.31%

Shares

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

Nov 14, 2024

BUY
$17.83 - $25.84 $609,340 - $883,082
34,175 Added 13.38%
289,565 $7.31 Million
Q2 2024

Aug 14, 2024

SELL
$15.78 - $20.2 $1.44 Million - $1.84 Million
-91,090 Reduced 26.29%
255,390 $4.73 Million
Q1 2024

May 15, 2024

SELL
$16.39 - $20.09 $3.06 Million - $3.75 Million
-186,630 Reduced 35.01%
346,480 $6.13 Million
Q4 2023

Feb 14, 2024

BUY
$17.93 - $21.31 $2.07 Million - $2.46 Million
115,225 Added 27.57%
533,110 $10.7 Million
Q3 2023

Nov 14, 2023

BUY
$15.41 - $19.91 $3.53 Million - $4.56 Million
228,820 Added 121.03%
417,885 $8.08 Million
Q2 2023

Aug 14, 2023

BUY
$14.36 - $16.8 $1.26 Million - $1.47 Million
87,685 Added 86.49%
189,065 $3 Million
Q1 2023

May 15, 2023

BUY
$13.66 - $19.7 $1.38 Million - $2 Million
101,380 New
101,380 $1.62 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 $1.79B
  • 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
Track This Portfolio

Track Osterweis Capital Management Inc Portfolio

Follow Osterweis Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Osterweis Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Osterweis Capital Management Inc with notifications on news.