A detailed history of Rmb Capital Management, LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Rmb Capital Management, LLC holds 340,031 shares of CWAN stock, worth $6.55 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
340,031
Previous 355,244 4.28%
Holding current value
$6.55 Million
Previous $7.79 Million 21.35%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Nov 13, 2025

SELL
$17.97 - $22.57 $273,377 - $343,357
-15,213 Reduced 4.28%
340,031 $6.13 Million
Q2 2025

Aug 14, 2025

BUY
$21.27 - $26.73 $384,795 - $483,572
18,091 Added 5.37%
355,244 $7.79 Million
Q1 2025

May 15, 2025

BUY
$25.9 - $31.26 $3.17 Million - $3.83 Million
122,575 Added 57.12%
337,153 $9.04 Million
Q4 2024

Feb 13, 2025

BUY
$24.92 - $32.79 $5.35 Million - $7.04 Million
214,578 New
214,578 $5.91 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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