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 $36.4 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
$36.4 Million
Previous $32.7 Million
39.71%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding CWAN
# of Institutions
369Shares Held
216MCall Options Held
38.7KPut Options Held
80.7K-
Vanguard Group Inc Valley Forge, PA20.9MShares$457 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT12.4MShares$272 Million1.72% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$248 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11MShares$242 Million0.72% of portfolio
-
William Blair Investment Management, LLC Chicago, IL9.41MShares$206 Million0.68% of portfolio
About Clearwater Analytics Holdings, Inc.
- Ticker CWAN
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 57,669,200
- Market Cap $1.26B
- 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...