A detailed history of Stifel Financial Corp transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 186,227 shares of CWAN stock, worth $5.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
186,227
Previous 175,849 5.9%
Holding current value
$5.2 Million
Previous $3.26 Million 44.41%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$17.83 - $25.84 $185,039 - $268,167
10,378 Added 5.9%
186,227 $4.7 Million
Q2 2024

Aug 13, 2024

SELL
$15.78 - $20.2 $81,598 - $104,454
-5,171 Reduced 2.86%
175,849 $3.26 Million
Q1 2024

May 13, 2024

BUY
$16.39 - $20.09 $656,124 - $804,242
40,032 Added 28.39%
181,020 $3.2 Million
Q4 2023

Feb 12, 2024

BUY
$17.93 - $21.31 $920,831 - $1.09 Million
51,357 Added 57.3%
140,988 $2.82 Million
Q3 2023

Nov 13, 2023

SELL
$15.41 - $19.91 $4,283 - $5,534
-278 Reduced 0.31%
89,631 $1.73 Million
Q2 2023

Aug 14, 2023

SELL
$14.36 - $16.8 $12,249 - $14,330
-853 Reduced 0.94%
89,909 $1.43 Million
Q1 2023

May 12, 2023

BUY
$13.66 - $19.7 $42,277 - $60,971
3,095 Added 3.53%
90,762 $1.45 Million
Q4 2022

Feb 13, 2023

SELL
$14.63 - $18.8 $41,651 - $53,523
-2,847 Reduced 3.15%
87,667 $1.64 Million
Q3 2022

Nov 14, 2022

SELL
$12.11 - $17.01 $13,878 - $19,493
-1,146 Reduced 1.25%
90,514 $1.52 Million
Q2 2022

Aug 15, 2022

BUY
$12.04 - $21.33 $1,625 - $2,879
135 Added 0.15%
91,660 $1.1 Million
Q1 2022

May 13, 2022

BUY
$14.88 - $22.43 $691,815 - $1.04 Million
46,493 Added 103.24%
91,525 $1.92 Million
Q4 2021

Feb 14, 2022

BUY
$19.76 - $26.26 $889,832 - $1.18 Million
45,032 New
45,032 $1.03 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 $1.61B
  • 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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