A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Polen Capital Management LLC holds 338,954 shares of CWAN stock, worth $10.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
338,954
Previous 571,837 40.73%
Holding current value
$10.8 Million
Previous $10.6 Million 19.19%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$17.83 - $25.84 $4.15 Million - $6.02 Million
-232,883 Reduced 40.73%
338,954 $8.56 Million
Q2 2024

Aug 12, 2024

BUY
$15.78 - $20.2 $400,101 - $512,171
25,355 Added 4.64%
571,837 $10.6 Million
Q1 2024

May 10, 2024

BUY
$16.39 - $20.09 $4.19 Million - $5.13 Million
255,592 Added 87.87%
546,482 $9.67 Million
Q4 2023

Feb 13, 2024

SELL
$17.93 - $21.31 $245,820 - $292,160
-13,710 Reduced 4.5%
290,890 $5.83 Million
Q3 2023

Nov 13, 2023

BUY
$15.41 - $19.91 $4.69 Million - $6.06 Million
304,600 New
304,600 $5.89 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 $1.84B
  • 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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