Bell Investment Advisors, Inc Clearwater Analytics Holdings, Inc. Transaction History
Bell Investment Advisors, Inc
- $603 Million
- Q3 2025
A detailed history of Bell Investment Advisors, Inc transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 30 shares of CWAN stock, worth $577. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 52
42.31%
Holding current value
$577
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CWAN
# of Institutions
363Shares Held
271MCall Options Held
2.2MPut Options Held
471K-
Vanguard Group Inc Valley Forge, PA33.3MShares$640 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$343 Million0.06% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD12.3MShares$236 Million0.02% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$218 Million0.0% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT9.21MShares$177 Million0.93% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.11B
- Description
- Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...