Latest Institutional Purchases of Clearwater Analytics Holdings, Inc. (CWAN)
This list provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
144New |
$3.06K - $3.85K
|
144
$2.73K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
133+ 9.14% |
$2.83K - $3.56K
|
1.59K
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
130+ 0.14% |
$2.77K - $3.47K
|
94.1K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92+ 11.66% |
$1.96K - $2.46K
|
881
$16.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
91+ 0.6% |
$1.94K - $2.43K
|
15.2K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
66+ 0.37% |
$1.4K - $1.76K
|
18K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61+ 25.74% |
$1.3K - $1.63K
|
298
$5.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
53New |
$1.13K - $1.42K
|
53
$1K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 17.86% |
$1.06K - $1.34K
|
330
$6.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46+ 23.0% |
$978 - $1.23K
|
246
$4.66K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 4.95% |
$638 - $802
|
636
$12.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
28+ 21.37% |
$596 - $748
|
159
$3.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
23New |
$489 - $615
|
23
$436
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23+ 1150.0% |
$489 - $615
|
25
$474
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 73.33% |
$468 - $588
|
52
$985
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$468 - $588
|
22
$417
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21New |
$447 - $561
|
21
$398
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 28.21% |
$234 - $294
|
50
$948
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 11.43% |
$170 - $214
|
78
$1.48K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6New |
$128 - $160
|
6
$114
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3New |
$63.8 - $80.2
|
3
$56.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
801K+ 17.36% |
$20.7M - $25M
|
5.41M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
751K+ 92.59% |
$19.4M - $23.5M
|
1.56M
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Science & Technology Partners, L.P.
New York, NY |
BUY
|
- |
682KNew |
$17.7M - $21.3M
|
682K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Trium Capital LLP
London, X0 |
BUY
|
PUT |
375KNew |
$9.72M - $11.7M
|
375K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
223KNew |
$5.79M - $6.98M
|
223K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
186KNew |
$4.82M - $5.81M
|
186K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
149KNew |
$3.86M - $4.66M
|
149K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
134KNew |
$3.47M - $4.19M
|
134K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
105KNew |
$2.72M - $3.28M
|
105K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
$2.59M - $3.13M
|
100K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
71.3KNew |
$1.85M - $2.23M
|
71.3K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
PUT |
70.4KNew |
$1.82M - $2.2M
|
70.4K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
68.5K+ 59.94% |
$1.77M - $2.14M
|
183K
$3.46M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
47.4KNew |
$1.23M - $1.48M
|
47.4K
$899K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
46.8KNew |
$1.21M - $1.46M
|
46.8K
$887K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
46.2K+ 107.51% |
$1.2M - $1.44M
|
89.1K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
41.2KNew |
$1.07M - $1.29M
|
41.2K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
36.5K+ 72.21% |
$946K - $1.14M
|
87.1K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
28.7K+ 869.73% |
$743K - $897K
|
32K
$606K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
27KNew |
$699K - $844K
|
27K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
26.8K+ 6.92% |
$694K - $838K
|
414K
$7.85M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
24.9K+ 78.93% |
$645K - $779K
|
56.5K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
24.7K+ 48.59% |
$640K - $773K
|
75.6K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
22.5KNew |
$583K - $704K
|
22.5K
$427K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
15.7KNew |
$405K - $489K
|
15.7K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
15.3KNew |
$395K - $477K
|
15.3K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$395K - $476K
|
15.2K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
15.2KNew |
$394K - $475K
|
15.2K
$288K
|
|