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, PA20.9MShares$475 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT12.4MShares$282 Million1.72% of portfolio
-
Black Rock Inc. New York, NY11.3MShares$257 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11MShares$251 Million0.72% of portfolio
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William Blair Investment Management, LLC Chicago, IL9.41MShares$214 Million0.68% of portfolio
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Permira Holdings LTD St. Peter Port, Y77.98MShares$182 Million9.34% of portfolio
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Alliancebernstein L.P. New York, NY7.37MShares$168 Million0.07% of portfolio
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Conestoga Capital Advisors, LLC6.72MShares$153 Million2.72% of portfolio
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Bamco Inc New York, NY5.32MShares$121 Million0.39% of portfolio
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Jpmorgan Chase & CO New York, NY4.61MShares$105 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 |
|---|---|---|---|---|---|
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|
Apr 15
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,700
-2.5%
|
$430,100
$23.22 P/Share
|
|
Apr 15
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
20,658
-5.19%
|
$475,134
$23.18 P/Share
|
|
Apr 15
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
34,358
+7.94%
|
$137,432
$4.4 P/Share
|
|
Apr 14
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
50,000
-5.4%
|
$1,150,000
$23.09 P/Share
|
|
Apr 14
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
62,516
-6.32%
|
$1,437,868
$23.09 P/Share
|
|
Apr 14
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
112,516
+10.21%
|
$450,064
$4.4 P/Share
|
|
Mar 31
2025
|
Subi Sethi Chief Client Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
7,040
-1.66%
|
$183,040
$26.8 P/Share
|
|
Mar 31
2025
|
Subi Sethi Chief Client Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
15,626
+3.56%
|
-
|
|
Mar 31
2025
|
Scott Stanley Erickson Chief Revenue Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,229
-16.26%
|
$109,954
$26.8 P/Share
|
|
Mar 31
2025
|
Scott Stanley Erickson Chief Revenue Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
8,281
+24.1%
|
-
|
|
Mar 31
2025
|
Das Souvik Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,000
-1.8%
|
$130,000
$26.8 P/Share
|
|
Mar 31
2025
|
Das Souvik Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,844
+3.42%
|
-
|
|
Mar 31
2025
|
Sandeep Sahai Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
15,574
-0.88%
|
$404,924
$26.8 P/Share
|
|
Mar 31
2025
|
Sandeep Sahai Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
34,530
+1.92%
|
-
|
|
Mar 31
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,555
-0.76%
|
$144,430
$26.8 P/Share
|
|
Mar 31
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,938
+1.47%
|
-
|
|
Mar 17
2025
|
Kathleen A Corbet |
SELL
Open market or private sale
|
Direct |
7,527
-21.72%
|
$195,702
$26.47 P/Share
|
|
Mar 17
2025
|
James S Cox Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,700
-2.5%
|
$486,200
$26.59 P/Share
|
|
Mar 17
2025
|
James S Cox Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
19,657
-4.95%
|
$511,082
$26.58 P/Share
|
|
Mar 17
2025
|
James S Cox Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
33,357
+7.75%
|
$133,428
$4.4 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 58.8M shares |
|---|---|
| Conversion of derivative security | 12.4M shares |
| Payment of exercise price or tax liability | 1.14M shares |
|---|---|
| Open market or private sale | 83.2M shares |
| Exercise of conversion of derivative security | 38.2M shares |
| Conversion of derivative security | 43.5M shares |
| Other acquisition or disposition | 3.86M shares |