Quantum Private Wealth, LLC Clearwater Analytics Holdings, Inc. Transaction History
Quantum Private Wealth, LLC
- $254 Million
- Q1 2025
A detailed history of Quantum Private Wealth, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Quantum Private Wealth, LLC holds 14,842 shares of CWAN stock, worth $359,324. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,842
Previous 14,842
-0.0%
Holding current value
$359,324
Previous $408,000
2.7%
% of portfolio
0.16%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding CWAN
# of Institutions
390Shares Held
230MCall Options Held
356KPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA23.2MShares$563 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$274 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$243 Million0.68% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.29MShares$225 Million1.41% of portfolio
-
William Blair Investment Management, LLC Chicago, IL8.84MShares$214 Million0.72% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.4B
- 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...