A detailed history of Moody Aldrich Partners LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Moody Aldrich Partners LLC holds 342,713 shares of CWAN stock, worth $6.6 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
342,713
Previous 410,952 16.61%
Holding current value
$6.6 Million
Previous $9.01 Million 31.48%
% of portfolio
1.29%
Previous 1.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$17.97 - $22.57 $1.23 Million - $1.54 Million
-68,239 Reduced 16.61%
342,713 $6.18 Million
Q2 2025

Aug 04, 2025

BUY
$21.27 - $26.73 $691,955 - $869,580
32,532 Added 8.6%
410,952 $9.01 Million
Q1 2025

Apr 28, 2025

SELL
$25.9 - $31.26 $207,303 - $250,205
-8,004 Reduced 2.07%
378,420 $10.1 Million
Q4 2024

Jan 22, 2025

BUY
$24.92 - $32.79 $2.35 Million - $3.1 Million
94,454 Added 32.35%
386,424 $10.6 Million
Q3 2024

Oct 22, 2024

BUY
$17.83 - $25.84 $5.21 Million - $7.54 Million
291,970 New
291,970 $7.37 Million

Others Institutions Holding CWAN

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...
More about CWAN
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