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, Y725.6MShares$497 Million9.95% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT16.4MShares$318 Million1.52% of portfolio
-
Vanguard Group Inc Valley Forge, PA15.1MShares$293 Million0.01% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.2MShares$218 Million0.47% of portfolio
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William Blair Investment Management, LLC Chicago, IL10.4MShares$201 Million0.49% of portfolio
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Conestoga Capital Advisors, LLC6.51MShares$126 Million1.68% of portfolio
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Bamco Inc New York, NY5.36MShares$104 Million0.26% of portfolio
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Jpmorgan Chase & CO New York, NY5.21MShares$101 Million0.01% of portfolio
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Allspring Global Investments Holdings, LLC4.36MShares$84.5 Million0.12% of portfolio
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Alliancebernstein L.P. New York, NY4.08MShares$79.1 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 |
|---|---|---|---|---|---|
|
Mar 31
2024
|
Subi Sethi Chief Client Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,528
-3.45%
|
$59,976
$17.69 P/Share
|
|
Mar 31
2024
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,813
+7.09%
|
-
|
|
Mar 31
2024
|
Das Souvik Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,376
-2.78%
|
$40,392
$17.69 P/Share
|
|
Mar 31
2024
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,688
+5.2%
|
-
|
|
Mar 31
2024
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,584
-0.67%
|
$26,928
$17.69 P/Share
|
|
Mar 31
2024
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,125
+1.3%
|
-
|
|
Mar 31
2024
|
Scott Stanley Erickson |
SELL
Payment of exercise price or tax liability
|
Direct |
1,596
-1.34%
|
$27,132
$17.69 P/Share
|
|
Mar 31
2024
|
Scott Stanley Erickson |
BUY
Exercise of conversion of derivative security
|
Direct |
3,125
+2.55%
|
-
|
|
Mar 31
2024
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,656
-1.84%
|
$96,152
$17.69 P/Share
|
|
Mar 31
2024
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
12,539
+3.92%
|
-
|
|
Mar 11
2024
|
Wcas Xii Carbon Analytics Acquisition, L.P. |
SELL
Other acquisition or disposition
|
Indirect |
511,042
-1.17%
|
-
|
|
Mar 11
2024
|
Wcas Xii Carbon Analytics Acquisition, L.P. |
SELL
Other acquisition or disposition
|
Indirect |
361,360
-0.65%
|
-
|
|
Mar 11
2024
|
Wcas Xii Carbon Analytics Acquisition, L.P. |
SELL
Open market or private sale
|
Indirect |
32,500,000
-100.0%
|
$520,000,000
$16.9 P/Share
|
|
Mar 11
2024
|
Wcas Xii Carbon Analytics Acquisition, L.P. |
BUY
Conversion of derivative security
|
Indirect |
32,500,000
+50.0%
|
-
|
|
Mar 11
2024
|
Wcas Xii Carbon Analytics Acquisition, L.P. |
SELL
Conversion of derivative security
|
Indirect |
21,980,264
-33.74%
|
-
|
|
Mar 11
2024
|
Wcas Xii Carbon Analytics Acquisition, L.P. |
SELL
Conversion of derivative security
|
Indirect |
10,519,736
-16.09%
|
-
|
|
Feb 28
2024
|
Das Souvik Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
60,183
-17.37%
|
$1,143,477
$19.44 P/Share
|
|
Feb 28
2024
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
17,187
+9.01%
|
-
|
|
Feb 28
2024
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
88,076
-17.01%
|
$1,673,444
$19.44 P/Share
|
|
Feb 28
2024
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
173,786
+24.9%
|
-
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 26.5M shares |
|---|---|
| Conversion of derivative security | 94.1M shares |
| Open market or private sale | 120M shares |
|---|---|
| Exercise of conversion of derivative security | 16.1M shares |
| Payment of exercise price or tax liability | 1.18M shares |
| Conversion of derivative security | 94.1M shares |
| Other acquisition or disposition | 872K shares |