Polen Capital Clearwater Analytics Holdings, Inc. Transaction History

Polen Capital Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$21.27 - $26.73 $2.41 Million - $3.02 Million	-113,107 Reduced 90.56%	11,785 $258,000
Q1 2025 May 12, 2025	SELL	$25.9 - $31.26 $392,048 - $473,182	-15,137 Reduced 10.81%	124,892 $3.35 Million
Q4 2024 Feb 10, 2025	SELL	$24.92 - $32.79 $4.96 Million - $6.52 Million	-198,925 Reduced 58.69%	140,029 $3.85 Million
Q3 2024 Nov 13, 2024	SELL	$17.83 - $25.84 $4.15 Million - $6.02 Million	-232,883 Reduced 40.73%	338,954 $8.56 Million
Q2 2024 Aug 12, 2024	BUY	$15.78 - $20.2 $400,101 - $512,171	25,355 Added 4.64%	571,837 $10.6 Million

Q1 2024 May 10, 2024	BUY	$16.39 - $20.09 $4.19 Million - $5.13 Million	255,592 Added 87.87%	546,482 $9.67 Million
Q4 2023 Feb 13, 2024	SELL	$17.93 - $21.31 $245,820 - $292,160	-13,710 Reduced 4.5%	290,890 $5.83 Million
Q3 2023 Nov 13, 2023	BUY	$15.41 - $19.91 $4.69 Million - $6.06 Million	304,600 New	304,600 $5.89 Million

363

271M

2.2M

471K

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...

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