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, Y718.5MShares$518 Million15.82% of portfolio
-
Vanguard Group Inc Valley Forge, PA18.4MShares$515 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT18.1MShares$507 Million2.27% of portfolio
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Black Rock Inc. New York, NY11.3MShares$317 Million0.0% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.3MShares$316 Million0.65% of portfolio
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William Blair Investment Management, LLC Chicago, IL10.4MShares$291 Million0.67% of portfolio
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Conestoga Capital Advisors, LLC6.78MShares$190 Million2.37% of portfolio
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Bamco Inc New York, NY5.33MShares$149 Million0.37% of portfolio
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Artisan Partners Limited Partnership Milwaukee, WI4.52MShares$126 Million0.18% of portfolio
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Alliancebernstein L.P. New York, NY4.44MShares$124 Million0.04% 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 |
|---|---|---|---|---|---|
|
Jan 15
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,700
-3.17%
|
$486,200
$26.94 P/Share
|
|
Jan 15
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
19,568
-6.15%
|
$508,768
$26.94 P/Share
|
|
Jan 15
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
33,268
+9.47%
|
$133,072
$4.4 P/Share
|
|
Jan 13
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
50,000
-7.51%
|
$1,250,000
$25.89 P/Share
|
|
Jan 13
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
59,725
-8.23%
|
$1,493,125
$25.89 P/Share
|
|
Jan 13
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
109,725
+13.14%
|
$438,900
$4.4 P/Share
|
|
Jan 01
2025
|
Subi Sethi Chief Client Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
25,321
-9.01%
|
$683,667
$27.52 P/Share
|
|
Jan 01
2025
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
67,575
+18.69%
|
-
|
|
Jan 01
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
61,069
-10.15%
|
$1,648,863
$27.52 P/Share
|
|
Jan 01
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
130,341
+17.71%
|
-
|
|
Jan 01
2025
|
Das Souvik Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
40,108
-15.42%
|
$1,082,916
$27.52 P/Share
|
|
Jan 01
2025
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
89,063
+21.12%
|
-
|
|
Jan 01
2025
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
42,844
-29.73%
|
$1,156,788
$27.52 P/Share
|
|
Jan 01
2025
|
Scott Stanley Erickson Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
93,923
+38.27%
|
-
|
|
Jan 01
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
128,071
-9.81%
|
$3,457,917
$27.52 P/Share
|
|
Jan 01
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
295,319
+18.07%
|
-
|
|
Dec 31
2024
|
Subi Sethi Chief Client Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,519
-3.75%
|
$95,013
$27.52 P/Share
|
|
Dec 31
2024
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,812
+7.68%
|
-
|
|
Dec 31
2024
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,584
-0.73%
|
$42,768
$27.52 P/Share
|
|
Dec 31
2024
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,125
+1.42%
|
-
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 58.1M shares |
|---|---|
| Conversion of derivative security | 44.9M shares |
| Payment of exercise price or tax liability | 1.37M shares |
|---|---|
| Open market or private sale | 115M shares |
| Exercise of conversion of derivative security | 38.2M shares |
| Conversion of derivative security | 76M shares |
| Other acquisition or disposition | 4.74M shares |