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 394 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
293
shares
|
$6,205
0.0% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
288
shares
|
$6,099
0.0% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
280
shares
|
$5,930
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
242
shares
|
$5,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
237
shares
|
$5,019
0.0% of portfolio
|
Q1 2025
Reduced 30.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
211
shares
|
$4,468
0.0% of portfolio
|
Q4 2024
Added 348.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
200
shares
|
$4,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
188
shares
|
$3,981
0.0% of portfolio
|
Q1 2025
Added 54.1%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
179
shares
|
$3,791
0.0% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
160
shares
|
$3,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
160
shares
|
$3,388
0.0% of portfolio
|
Q1 2025
Added 135.29%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
149
shares
|
$3,155
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
143
shares
|
$3,028
0.0% of portfolio
|
Q2 2024
Added 130.65%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
131
shares
|
$2,774
0.0% of portfolio
|
Q1 2025
Reduced 96.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
100
shares
|
$2,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
70
shares
|
$1,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
69
shares
|
$1,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
46
shares
|
$974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
45
shares
|
$953
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
39
shares
|
$826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
30
shares
|
$635
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
27
shares
|
$571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
25
shares
|
$529
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
21
shares
|
$444
0.0% of portfolio
|
Q2 2025
New holding
|