Charles Schwab Investment Management Inc Clearwater Analytics Holdings, Inc. Transaction History
Charles Schwab Investment Management Inc
- $527 Billion
- Q4 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,660,566 shares of CWAN stock, worth $47.6 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,660,566
Previous 1,295,413
28.19%
Holding current value
$47.6 Million
Previous $32.7 Million
39.71%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding CWAN
# of Institutions
290Shares Held
201MCall Options Held
45.6KPut Options Held
102K-
Permira Holdings LTD St. Peter Port, Y718.5MShares$531 Million15.82% of portfolio
-
Vanguard Group Inc Valley Forge, PA18.4MShares$528 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT18.1MShares$520 Million2.27% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$324 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.3MShares$324 Million0.65% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.65B
- 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...