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-
Permira Holdings LTD St. Peter Port, Y720.2MShares$544 Million9.39% of portfolio
-
Vanguard Group Inc Valley Forge, PA17.6MShares$473 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT17.6MShares$472 Million1.76% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.4MShares$305 Million0.53% of portfolio
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Black Rock Inc. New York, NY11.3MShares$304 Million0.0% of portfolio
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William Blair Investment Management, LLC Chicago, IL10.4MShares$280 Million0.52% of portfolio
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Conestoga Capital Advisors, LLC6.78MShares$182 Million2.37% of portfolio
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Bamco Inc New York, NY5.32MShares$143 Million0.29% of portfolio
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Jpmorgan Chase & CO New York, NY5.14MShares$138 Million0.01% of portfolio
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Alliancebernstein L.P. New York, NY4.56MShares$122 Million0.03% 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
2024
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,700
-3.91%
|
$486,200
$26.17 P/Share
|
|
Oct 15
2024
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
19,697
-7.51%
|
$512,122
$26.16 P/Share
|
|
Oct 15
2024
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
33,397
+11.29%
|
$133,588
$4.4 P/Share
|
|
Oct 10
2024
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Open market or private sale
|
Direct |
3,890
-37.9%
|
$97,250
$25.38 P/Share
|
|
Oct 10
2024
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,544
-35.07%
|
$138,600
$25.38 P/Share
|
|
Oct 10
2024
|
Scott Stanley Erickson Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,434
+37.38%
|
$37,736
$4.0 P/Share
|
|
Sep 30
2024
|
Das Souvik Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,376
-15.69%
|
$59,400
$25.25 P/Share
|
|
Sep 30
2024
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,688
+23.64%
|
-
|
|
Sep 30
2024
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,596
-20.03%
|
$39,900
$25.25 P/Share
|
|
Sep 30
2024
|
Scott Stanley Erickson Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,125
+28.17%
|
-
|
|
Sep 30
2024
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,584
-0.69%
|
$39,600
$25.25 P/Share
|
|
Sep 30
2024
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,125
+1.34%
|
-
|
|
Sep 30
2024
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,656
-1.76%
|
$141,400
$25.25 P/Share
|
|
Sep 30
2024
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
12,539
+3.76%
|
-
|
|
Sep 30
2024
|
Subi Sethi Chief Client Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,520
-3.93%
|
$88,000
$25.25 P/Share
|
|
Sep 30
2024
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,813
+8.02%
|
-
|
|
Sep 16
2024
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,700
-3.86%
|
$448,800
$24.45 P/Share
|
|
Sep 16
2024
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
20,179
-7.58%
|
$484,296
$24.43 P/Share
|
|
Sep 16
2024
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
33,879
+11.28%
|
$135,516
$4.4 P/Share
|
|
Sep 10
2024
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Open market or private sale
|
Direct |
3,890
-44.54%
|
$89,470
$23.75 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 65.3M shares |
|---|---|
| Conversion of derivative security | 75.9M shares |
| Payment of exercise price or tax liability | 1.26M shares |
|---|---|
| Open market or private sale | 138M shares |
| Exercise of conversion of derivative security | 48.1M shares |
| Conversion of derivative security | 75.9M shares |
| Other acquisition or disposition | 3.85M shares |