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 $6.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
558
shares
|
$17,125
0.0% of portfolio
|
Q4 2024
Reduced 59.09%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$15,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
377
shares
|
$11,570
0.0% of portfolio
|
Q4 2024
Added 82.13%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
358
shares
|
$10,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
341
shares
|
$10,465
0.0% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
324
shares
|
$9,943
0.0% of portfolio
|
Q4 2024
Added 44.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
312
shares
|
$9,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
302
shares
|
$9,268
0.0% of portfolio
|
Q4 2024
Added 51.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
300
shares
|
$9,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
245
shares
|
$7,519
0.0% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
243
shares
|
$7,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
242
shares
|
$7,426
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
211
shares
|
$6,475
0.0% of portfolio
|
Q4 2024
Added 348.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$6,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
194
shares
|
$5,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
175
shares
|
$5,370
0.0% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
149
shares
|
$4,572
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
148
shares
|
$4,542
0.0% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
143
shares
|
$4,388
0.0% of portfolio
|
Q2 2024
Added 130.65%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
129
shares
|
$3,959
0.0% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
122
shares
|
$3,744
0.0% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
113
shares
|
$3,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
91
shares
|
$2,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
68
shares
|
$2,086
0.0% of portfolio
|
Q4 2024
Added 223.81%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
30
shares
|
$920
0.0% of portfolio
|
Q2 2024
New holding
|