Latest Institutional Transactions on Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-999- 77.26% |
$21.2K - $26.7K
|
294
$6.64K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
300+ 8.53% |
$6.38K - $8.02K
|
3.82K
$86.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-254- 2.17% |
$5.4K - $6.79K
|
11.5K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.9KNew |
$275K - $346K
|
12.9K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
44.7KNew |
$951K - $1.19M
|
44.7K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 72.73% |
$340 - $428
|
6
$135
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.3K- 83.63% |
$326K - $409K
|
3K
$67.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21New |
$447 - $561
|
21
$474
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
521+ 2605.0% |
$11.1K - $13.9K
|
541
$12.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
457K+ 50.27% |
$9.72M - $12.2M
|
1.37M
$30.8M
|
|
| Q1 2025 | |||||||
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
29+ 0.05% |
$751 - $907
|
60.8K
$1.37M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 4.37% |
$398K - $480K
|
336K
$7.59M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
650+ 1300.0% |
$16.8K - $20.3K
|
700
$15.8K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
47.4KNew |
$1.23M - $1.48M
|
47.4K
$1.07M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
242New |
$6.27K - $7.56K
|
242
$5.46K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
37.6K+ 53.87% |
$974K - $1.18M
|
107K
$2.42M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.83K+ 1.51% |
$177K - $213K
|
459K
$10.4M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.4K+ 42.96% |
$320K - $387K
|
41.1K
$929K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
335K+ 41.35% |
$8.67M - $10.5M
|
1.14M
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-284K- 23.51% |
$7.36M - $8.88M
|
924K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-138K- 6.23% |
$3.57M - $4.31M
|
2.07M
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
495K+ 841.15% |
$12.8M - $15.5M
|
553K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
35.2K+ 59.77% |
$911K - $1.1M
|
94K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.6K- 1.75% |
$145K - $175K
|
315K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
255KNew |
$6.61M - $7.98M
|
255K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-118K- 5.57% |
$3.05M - $3.68M
|
2M
$45M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
8.61K+ 75.2% |
$223K - $269K
|
20.1K
$453K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.64K+ 19.84% |
$94.4K - $114K
|
22K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.2K+ 15.44% |
$57K - $68.8K
|
16.5K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.9K+ 1.19% |
$1.27M - $1.53M
|
4.17M
$94.1M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
110K+ 105.49% |
$2.86M - $3.45M
|
215K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-176- 0.22% |
$4.56K - $5.5K
|
79.4K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.5K+ 5.92% |
$711K - $858K
|
492K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
104K+ 1.95% |
$2.69M - $3.25M
|
5.43M
$123M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
13.3K+ 7.26% |
$344K - $415K
|
196K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-3.12M- 25.16% |
$80.9M - $97.6M
|
9.29M
$210M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.17KNew |
$30.4K - $36.7K
|
1.17K
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74.8K+ 62.25% |
$1.94M - $2.34M
|
195K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
358New |
$9.27K - $11.2K
|
358
$8.08K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.2K- 5.63% |
$575K - $693K
|
372K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.29M- 78.94% |
$33.3M - $40.2M
|
343K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 31.54% |
$97.2K - $117K
|
8.15K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
45.4KNew |
$1.18M - $1.42M
|
45.4K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
15.7KNew |
$405K - $489K
|
15.7K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
528K+ 23.85% |
$13.7M - $16.5M
|
2.74M
$61.9M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
21.3K+ 23.91% |
$552K - $667K
|
111K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
21.6KNew |
$561K - $677K
|
21.6K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.98M+ 61.73% |
$51.3M - $61.9M
|
5.19M
$117M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.28K+ 4.56% |
$58.9K - $71.1K
|
52.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-9.31K- 40.95% |
$241K - $291K
|
13.4K
$303K
|
|