Clearwater Analytics Holdings, Inc. CWAN
We take great care to ensure that the data presented and summarized in this overview for Clearwater Analytics Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CWAN
View all-
Vanguard Group Inc Valley Forge, PA27.3MShares$493 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$204 Million0.0% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA9.77MShares$176 Million0.54% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT9.57MShares$173 Million1.14% of portfolio
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William Blair Investment Management, LLC Chicago, IL8.81MShares$159 Million0.56% of portfolio
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Wellington Management Group LLP Boston, MA8.52MShares$154 Million0.04% of portfolio
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Conestoga Capital Advisors, LLC6.69MShares$121 Million2.19% of portfolio
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Ken Griffin Citadel Advisors LLC | Chicago, Il6.51MShares$118 Million0.03% of portfolio
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Bamco Inc New York, NY6.09MShares$110 Million0.38% of portfolio
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Alliancebernstein L.P. New York, NY6.02MShares$109 Million0.05% of portfolio
Latest Institutional Activity in CWAN
Top Purchases
Top Sells
About CWAN
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, performance measurement, compliance monitoring, and risk analytics solutions. Its Clearwater Prism solution enables self-service access to data feeds from accounting, compliance, performance, and risk systems, including those offered by the company and other third-party software vendors, as well as provides flexible reporting to various users. The company was incorporated in 2021 and is headquartered in Boise, Idaho.
Insider Transactions at CWAN
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Oct 15
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
11,275
-1.6%
|
$191,675
$17.99 P/Share
|
|
Oct 15
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
10,623
-3.0%
|
$180,591
$17.92 P/Share
|
|
Oct 15
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,898
+4.47%
|
$67,592
$4.4 P/Share
|
|
Sep 30
2025
|
Das Souvik Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
5,327
-1.9%
|
$90,559
$17.68 P/Share
|
|
Sep 30
2025
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,844
+3.42%
|
-
|
|
Sep 30
2025
|
Subi Sethi Chief Client Officer |
SELL
Open market or private sale
|
Direct |
7,434
-1.6%
|
$126,378
$17.68 P/Share
|
|
Sep 30
2025
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
15,626
+3.28%
|
-
|
|
Sep 30
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
16,592
-0.9%
|
$282,064
$17.68 P/Share
|
|
Sep 30
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
34,529
+1.84%
|
-
|
|
Sep 30
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
5,919
-0.85%
|
$100,623
$17.68 P/Share
|
|
Sep 30
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,938
+1.54%
|
-
|
|
Sep 30
2025
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Open market or private sale
|
Direct |
4,505
-9.83%
|
$76,585
$17.68 P/Share
|
|
Sep 30
2025
|
Scott Stanley Erickson Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
8,281
+15.92%
|
-
|
|
Sep 15
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
11,275
-1.08%
|
$214,225
$19.56 P/Share
|
|
Sep 15
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
10,182
-1.42%
|
$193,458
$19.59 P/Share
|
|
Sep 15
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,457
+2.23%
|
$65,828
$4.4 P/Share
|
|
Sep 08
2025
|
Das Souvik Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
10,000
-7.6%
|
$200,000
$20.57 P/Share
|
|
Aug 22
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
46,962
-4.98%
|
$939,240
$20.12 P/Share
|
|
Aug 22
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
62,521
-6.22%
|
$1,250,420
$20.12 P/Share
|
|
Aug 22
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
109,483
+9.82%
|
$437,932
$4.4 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 20.4M shares |
|---|---|
| Conversion of derivative security | 30.2M shares |
| Payment of exercise price or tax liability | 1.24M shares |
|---|---|
| Exercise of conversion of derivative security | 6.21M shares |
| Open market or private sale | 58.6M shares |
| Conversion of derivative security | 60.7M shares |
| Other acquisition or disposition | 883K shares |