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 446,490 shares of CWAN stock, worth $8.59 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
446,490
Previous 402,600 10.9%
Holding current value
$8.59 Million
Previous $8.83 Million 8.88%
% of portfolio
0.51%
Previous 0.58%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$17.97 - $22.57 $788,703 - $990,597
43,890 Added 10.9%
446,490 $8.05 Million
Q2 2025

Aug 14, 2025

BUY
$21.27 - $26.73 $1.41 Million - $1.78 Million
66,405 Added 19.75%
402,600 $8.83 Million
Q1 2025

Jun 04, 2025

SELL
$25.9 - $31.26 $397,953 - $480,309
-15,365 Reduced 4.37%
336,195 $9.01 Million
Q1 2025

May 14, 2025

SELL
$25.9 - $31.26 $397,953 - $480,309
-15,365 Reduced 4.37%
336,195 $9.01 Million
Q4 2024

Jun 04, 2025

BUY
$24.92 - $32.79 $382,895 - $503,818
15,365 Added 4.57%
351,560 $9.67 Million
Q4 2024

Feb 13, 2025

BUY
$24.92 - $32.79 $1.54 Million - $2.03 Million
61,995 Added 21.41%
351,560 $9.68 Million
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 $1.11B
  • 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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