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, PA20.9MShares$625 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT12.4MShares$372 Million1.72% of portfolio
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Black Rock Inc. New York, NY11.3MShares$339 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11MShares$330 Million0.72% of portfolio
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William Blair Investment Management, LLC Chicago, IL9.41MShares$282 Million0.68% of portfolio
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Permira Holdings LTD St. Peter Port, Y77.98MShares$239 Million9.34% of portfolio
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Alliancebernstein L.P. New York, NY7.37MShares$221 Million0.07% of portfolio
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Conestoga Capital Advisors, LLC6.75MShares$202 Million2.48% of portfolio
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Wellington Management Group LLP Boston, MA5.95MShares$178 Million0.03% of portfolio
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Bamco Inc New York, NY5.32MShares$159 Million0.39% 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 |
|---|---|---|---|---|---|
|
Feb 19
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
190,453
+13.81%
|
-
|
|
Feb 19
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
101,808
-8.95%
|
$3,054,240
$30.07 P/Share
|
|
Feb 19
2025
|
Das Souvik Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
76,844
-13.14%
|
$2,305,320
$30.07 P/Share
|
|
Feb 19
2025
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
143,750
+18.07%
|
-
|
|
Feb 19
2025
|
Subi Sethi Chief Client Officer |
SELL
Open market or private sale
|
Direct |
62,482
-10.32%
|
$1,874,460
$30.07 P/Share
|
|
Feb 19
2025
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
131,766
+17.61%
|
-
|
|
Feb 19
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
218,687
-8.34%
|
$6,560,610
$30.07 P/Share
|
|
Feb 19
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
460,630
+14.49%
|
-
|
|
Feb 19
2025
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Open market or private sale
|
Direct |
76,256
-18.91%
|
$2,287,680
$30.07 P/Share
|
|
Feb 19
2025
|
Scott Stanley Erickson Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
141,899
+24.82%
|
-
|
|
Feb 18
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,700
-3.23%
|
$504,900
$27.34 P/Share
|
|
Feb 18
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
19,476
-6.22%
|
$525,852
$27.33 P/Share
|
|
Feb 18
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
33,176
+9.58%
|
$132,704
$4.4 P/Share
|
|
Feb 13
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
50,000
-7.51%
|
$1,350,000
$27.63 P/Share
|
|
Feb 13
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
58,325
-8.05%
|
$1,574,775
$27.63 P/Share
|
|
Feb 13
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
108,325
+13.01%
|
$433,300
$4.4 P/Share
|
|
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
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 59.2M shares |
|---|---|
| Conversion of derivative security | 44.9M shares |
| Payment of exercise price or tax liability | 1.38M 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 |