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 $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
17,423
shares
|
$538,370
0.0% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
17,014
shares
|
$525,732
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,533
shares
|
$510,869
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
15,642
shares
|
$483,337
0.19% of portfolio
|
Q1 2024
Reduced 7.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
15,372
shares
|
$474,994
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
15,100
shares
|
$466,590
0.01% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
14,977
shares
|
$462,789
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
14,842
shares
|
$458,617
0.13% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,319
shares
|
$442,457
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
14,260
shares
|
$440,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,032
shares
|
$433,588
0.01% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
13,711
shares
|
$423,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
13,600
shares
|
$420,240
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
13,595
shares
|
$420,085
0.1% of portfolio
|
Q3 2024
Reduced 52.27%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
13,507
shares
|
$417,366
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
13,117
shares
|
$405,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
13,072
shares
|
$403,924
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
11,924
shares
|
$368,451
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
11,900
shares
|
$367,710
0.14% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
11,749
shares
|
$363,044
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,416
shares
|
$352,754
0.01% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,406
shares
|
$352,445
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
11,204
shares
|
$346,203
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,896
shares
|
$336,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$325,840
0.0% of portfolio
|
Q4 2023
New holding
|