Institutional shares held 215 Million
38.7K calls
80.7K puts
Total value of holdings $4.88B
$880K calls
$1.84M puts
Market Cap $1.31B
57,669,200 Shares Out.
Institutional ownership 372.13%
# of Institutions 372


Latest Institutional Activity in CWAN

Top Purchases

Q1 2025
Congress Asset Management CO Shares Held: 466K ($10.6M)
Q1 2025
Lisanti Capital Growth, LLC Shares Held: 134K ($3.05M)
Q1 2025
Azzad Asset Management Inc /Adv Shares Held: 31.7K ($720K)
Q1 2025
Teacher Retirement System Of Texas Shares Held: 106K ($2.41M)
Q1 2025
Rhumbline Advisers Shares Held: 259K ($5.9M)

Top Sells

Q1 2025
Allspring Global Investments Holdings, LLC Shares Held: 1.7M ($38.6M)
Q1 2025
Principal Financial Group Inc Shares Held: 1.38M ($31.3M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 366K ($8.33M)
Q1 2025
Gamma Investing LLC Shares Held: 1.32K ($29.9K)
Q1 2025
Oppenheimer Asset Management Inc. Shares Held: 99.3K ($2.26M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
71.1M Shares
From 12 Insiders
Exercise of conversion of derivative security 58.8M shares
Conversion of derivative security 12.4M shares
Sell / Disposition
170M Shares
From 21 Insiders
Payment of exercise price or tax liability 1.14M shares
Open market or private sale 83.2M shares
Exercise of conversion of derivative security 38.2M shares
Conversion of derivative security 43.5M shares
Other acquisition or disposition 3.86M shares

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