Clearwater Analytics Holdings, Inc. CWAN
We take great care to ensure that the data presented and summarized in this overview for Clearwater Analytics Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CWAN
View all-
Vanguard Group Inc Valley Forge, PA33.3MShares$640 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$343 Million0.06% of portfolio
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Price T Rowe Associates Inc Baltimore, MD12.3MShares$236 Million0.02% of portfolio
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Black Rock Inc. New York, NY11.3MShares$218 Million0.0% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT9.21MShares$177 Million0.93% of portfolio
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William Blair Investment Management, LLC Chicago, IL8.58MShares$165 Million0.43% of portfolio
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Bamco Inc New York, NY7.68MShares$148 Million0.39% of portfolio
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Blair William & CO Chicago, IL7.13MShares$137 Million0.35% of portfolio
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Jpmorgan Chase & CO New York, NY6.85MShares$132 Million0.01% of portfolio
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Morgan Stanley New York, NY6.78MShares$131 Million0.01% of portfolio
Latest Institutional Activity in CWAN
Top Purchases
Top Sells
About CWAN
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, performance measurement, compliance monitoring, and risk analytics solutions. Its Clearwater Prism solution enables self-service access to data feeds from accounting, compliance, performance, and risk systems, including those offered by the company and other third-party software vendors, as well as provides flexible reporting to various users. The company was incorporated in 2021 and is headquartered in Boise, Idaho.
Insider Transactions at CWAN
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 08
2025
|
Das Souvik Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
10,000
-9.42%
|
$210,000
$21.59 P/Share
|
|
Nov 25
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
29,700
-8.17%
|
$653,400
$22.0 P/Share
|
|
Nov 25
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
45,727
-11.17%
|
$1,005,994
$22.0 P/Share
|
|
Nov 25
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
75,427
+15.56%
|
$301,708
$4.4 P/Share
|
|
Nov 17
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
11,275
-1.08%
|
$214,225
$19.69 P/Share
|
|
Nov 17
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
10,137
-1.46%
|
$192,603
$19.66 P/Share
|
|
Nov 17
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,412
+2.26%
|
$65,648
$4.4 P/Share
|
|
Nov 12
2025
|
Das Souvik Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
20,000
-8.27%
|
$400,000
$20.21 P/Share
|
|
Oct 15
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
11,275
-1.6%
|
$191,675
$17.99 P/Share
|
|
Oct 15
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
10,623
-3.0%
|
$180,591
$17.92 P/Share
|
|
Oct 15
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,898
+4.47%
|
$67,592
$4.4 P/Share
|
|
Sep 30
2025
|
Das Souvik Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
5,327
-1.9%
|
$90,559
$17.68 P/Share
|
|
Sep 30
2025
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,844
+3.42%
|
-
|
|
Sep 30
2025
|
Subi Sethi Chief Client Officer |
SELL
Open market or private sale
|
Direct |
7,434
-1.6%
|
$126,378
$17.68 P/Share
|
|
Sep 30
2025
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
15,626
+3.28%
|
-
|
|
Sep 30
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
16,592
-0.9%
|
$282,064
$17.68 P/Share
|
|
Sep 30
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
34,529
+1.84%
|
-
|
|
Sep 30
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
5,919
-0.85%
|
$100,623
$17.68 P/Share
|
|
Sep 30
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,938
+1.54%
|
-
|
|
Sep 30
2025
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Open market or private sale
|
Direct |
4,505
-9.83%
|
$76,585
$17.68 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 3.38M shares |
|---|---|
| Conversion of derivative security | 19.5M shares |
| Payment of exercise price or tax liability | 1.11M shares |
|---|---|
| Open market or private sale | 15.6M shares |
| Conversion of derivative security | 19M shares |