Creative Planning Clearwater Analytics Holdings, Inc. Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Creative Planning holds 48,726 shares of CWAN stock, worth $937,975. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48,726
Previous 21,910
122.39%
Holding current value
$937,975
Previous $480,000
82.92%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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...