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 362 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $6.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,200
shares
|
$128,898
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,021
shares
|
$123,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,697
shares
|
$113,460
0.03% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
3,316
shares
|
$101,768
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
3,300
shares
|
$101,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,128
shares
|
$95,998
0.0% of portfolio
|
Q4 2024
Added 174.15%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
2,979
shares
|
$91,425
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,901
shares
|
$89,031
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,752
shares
|
$84,458
0.0% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,700
shares
|
$82,863
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,278
shares
|
$69,911
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
2,057
shares
|
$63,129
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,771
shares
|
$54,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,455
shares
|
$44,653
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,295
shares
|
$39,743
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,284
shares
|
$39,405
0.0% of portfolio
|
Q4 2024
Added 57.35%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,207
shares
|
$37,042
0.02% of portfolio
|
Q1 2024
Reduced 31.92%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
1,166
shares
|
$35,784
0.01% of portfolio
|
Q4 2024
Reduced 58.49%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
950
shares
|
$29,155
0.0% of portfolio
|
Q4 2024
Added 39.71%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
847
shares
|
$25,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
826
shares
|
$25,349
0.0% of portfolio
|
Q3 2022
Added 34.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
784
shares
|
$24,060
0.0% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
603
shares
|
$18,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
602
shares
|
$18,475
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
571
shares
|
$17,523
0.0% of portfolio
|
Q2 2024
Reduced 22.73%
|