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, PA23.2MShares$492 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$240 Million0.0% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA10MShares$213 Million0.68% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT9.29MShares$197 Million1.41% of portfolio
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William Blair Investment Management, LLC Chicago, IL8.84MShares$187 Million0.72% of portfolio
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Permira Holdings LTD St. Peter Port, Y77.98MShares$169 Million12.97% of portfolio
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Conestoga Capital Advisors, LLC6.72MShares$142 Million2.72% of portfolio
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Alliancebernstein L.P. New York, NY6.49MShares$137 Million0.07% of portfolio
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Wellington Management Group LLP Boston, MA6.41MShares$136 Million0.03% of portfolio
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Invesco Ltd. Atlanta, GA5.71MShares$121 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 |
|---|---|---|---|---|---|
|
Jul 15
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,700
-2.57%
|
$411,400
$22.46 P/Share
|
|
Jul 15
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
20,884
-5.37%
|
$459,448
$22.55 P/Share
|
|
Jul 15
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
34,584
+8.17%
|
$138,336
$4.4 P/Share
|
|
Jul 14
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
50,000
-5.29%
|
$1,100,000
$22.15 P/Share
|
|
Jul 14
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
63,648
-6.31%
|
$1,400,256
$22.15 P/Share
|
|
Jul 14
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
113,648
+10.12%
|
$454,592
$4.4 P/Share
|
|
Jun 30
2025
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Open market or private sale
|
Direct |
4,460
-11.68%
|
$93,660
$21.67 P/Share
|
|
Jun 30
2025
|
Scott Stanley Erickson Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
8,282
+18.74%
|
-
|
|
Jun 30
2025
|
Subi Sethi Chief Client Officer |
SELL
Open market or private sale
|
Direct |
7,358
-1.64%
|
$154,518
$21.67 P/Share
|
|
Jun 30
2025
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
15,624
+3.4%
|
-
|
|
Jun 30
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
16,424
-0.9%
|
$344,904
$21.67 P/Share
|
|
Jun 30
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
34,529
+1.87%
|
-
|
|
Jun 30
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
5,858
-0.82%
|
$123,018
$21.67 P/Share
|
|
Jun 30
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,937
+1.5%
|
-
|
|
Jun 30
2025
|
Das Souvik Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
5,273
-1.8%
|
$110,733
$21.67 P/Share
|
|
Jun 30
2025
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,844
+3.28%
|
-
|
|
Jun 23
2025
|
Kathleen A Corbet |
SELL
Payment of exercise price or tax liability
|
Direct |
2,481
-9.99%
|
$52,101
$21.65 P/Share
|
|
Jun 23
2025
|
Kathleen A Corbet |
BUY
Exercise of conversion of derivative security
|
Direct |
10,334
+29.39%
|
-
|
|
Jun 23
2025
|
Jaswinder Pal Singh |
BUY
Exercise of conversion of derivative security
|
Direct |
10,334
+23.54%
|
-
|
|
Jun 23
2025
|
Jacques Aigrain |
SELL
Payment of exercise price or tax liability
|
Direct |
2,481
-10.8%
|
$52,101
$21.65 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 40.2M shares |
|---|---|
| Conversion of derivative security | 30.2M shares |
| Payment of exercise price or tax liability | 1.29M shares |
|---|---|
| Open market or private sale | 78.4M shares |
| Exercise of conversion of derivative security | 24.2M shares |
| Conversion of derivative security | 60.7M shares |
| Other acquisition or disposition | 883K shares |