Purchases and Sales Made in Q2 2025 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q2 2025. The information is specifically focused on institutions that hold shares of Clearwater Analytics Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61+ 25.74% |
$1.3K - $1.63K
|
298
$6.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
53New |
$1.13K - $1.42K
|
53
$1.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 17.86% |
$1.06K - $1.34K
|
330
$6.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46+ 23.0% |
$978 - $1.23K
|
246
$5.08K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 4.95% |
$638 - $802
|
636
$13.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
28+ 21.37% |
$596 - $748
|
159
$3.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
23New |
$489 - $615
|
23
$475
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23+ 1150.0% |
$489 - $615
|
25
$517
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 73.33% |
$468 - $588
|
52
$1.07K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$468 - $588
|
22
$455
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21New |
$447 - $561
|
21
$434
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 28.21% |
$234 - $294
|
50
$1.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 11.43% |
$170 - $214
|
78
$1.61K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6New |
$128 - $160
|
6
$124
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3New |
$63.8 - $80.2
|
3
$62
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4- 0.57% |
$85.1 - $107
|
696
$14.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 0.13% |
$85.1 - $107
|
3.07K
$63.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.05% |
$106 - $134
|
11K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 72.73% |
$340 - $428
|
6
$124
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 0.13% |
$468 - $588
|
16.6K
$343K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 11.16% |
$574 - $722
|
215
$4.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 18.75% |
$638 - $802
|
130
$2.69K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-54- 11.87% |
$1.15K - $1.44K
|
401
$8.29K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-141- 10.72% |
$3K - $3.77K
|
1.17K
$24.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-169- 1.02% |
$3.59K - $4.52K
|
16.4K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-174- 0.87% |
$3.7K - $4.65K
|
19.9K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-211- 37.68% |
$4.49K - $5.64K
|
349
$7.21K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-220- 1.78% |
$4.68K - $5.88K
|
12.1K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-242- 6.47% |
$5.15K - $6.47K
|
3.5K
$72.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-250- 68.87% |
$5.32K - $6.68K
|
113
$2.34K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-254- 2.17% |
$5.4K - $6.79K
|
11.5K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-275- 51.89% |
$5.85K - $7.35K
|
255
$5.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-567- 48.34% |
$12.1K - $15.2K
|
606
$12.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-582- 0.09% |
$12.4K - $15.6K
|
652K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-638- 13.38% |
$13.6K - $17.1K
|
4.13K
$85.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
SELL
|
- |
-888- 4.1% |
$18.9K - $23.7K
|
20.8K
$429K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-999- 77.26% |
$21.2K - $26.7K
|
294
$6.08K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.3K- 62.11% |
$27.7K - $34.8K
|
795
$16.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.46K- 12.6% |
$31.1K - $39.1K
|
10.1K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.7K- 9.44% |
$36.1K - $45.4K
|
16.3K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-2.4K- 18.81% |
$50.9K - $64K
|
10.3K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.46K- 3.4% |
$52.4K - $65.8K
|
70K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.89K- 31.13% |
$61.4K - $77.2K
|
6.39K
$132K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.2K- 7.78% |
$68.1K - $85.5K
|
37.9K
$784K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.86K- 67.54% |
$103K - $130K
|
2.34K
$48.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-5.05K- 4.96% |
$107K - $135K
|
96.9K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-5.33K- 49.55% |
$113K - $142K
|
5.43K
$112K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.18K- 12.71% |
$153K - $192K
|
49.3K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.88K- 6.11% |
$168K - $211K
|
121K
$2.5M
|