Institutional Ownership Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN). We have compiled data on the 273 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $6.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,771
shares
|
$56,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,389
shares
|
$44,364
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,364
shares
|
$43,566
0.0% of portfolio
|
Q2 2024
Added 9.03%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,229
shares
|
$39,254
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1,207
shares
|
$38,551
0.02% of portfolio
|
Q1 2024
Reduced 31.92%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,141
shares
|
$36,443
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,054
shares
|
$33,664
0.0% of portfolio
|
Q3 2024
Added 52.53%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
847
shares
|
$27,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
826
shares
|
$26,382
0.0% of portfolio
|
Q3 2022
Added 34.09%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
816
shares
|
$26,063
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
680
shares
|
$21,719
0.0% of portfolio
|
Q3 2024
Added 82.8%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
602
shares
|
$19,227
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
571
shares
|
$18,237
0.0% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$15,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
435
shares
|
$13,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
398
shares
|
$12,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
350
shares
|
$11,179
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
245
shares
|
$7,825
0.0% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
225
shares
|
$7,186
0.0% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
209
shares
|
$6,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
207
shares
|
$6,611
0.0% of portfolio
|
Q3 2024
Reduced 58.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$6,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$6,388
0.0% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
180
shares
|
$5,749
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
154
shares
|
$4,918
0.0% of portfolio
|
Q3 2024
Reduced 8.88%
|