Portside Wealth Group, LLC Clearwater Analytics Holdings, Inc. Transaction History
Portside Wealth Group, LLC
- $675 Billion
- Q2 2025
A detailed history of Portside Wealth Group, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 9,710 shares of CWAN stock, worth $183,810. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,710
Previous 7,675
26.51%
Holding current value
$183,810
Previous $206 Million
3.52%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding CWAN
# of Institutions
416Shares Held
270MCall Options Held
1.36MPut Options Held
127K-
Vanguard Group Inc Valley Forge, PA27.3MShares$517 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$214 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$185 Million0.54% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.57MShares$181 Million1.14% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.81MShares$167 Million0.56% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.09B
- 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...