Latest Institutional Purchases of Clearwater Analytics Holdings, Inc. (CWAN)
This list provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
133K+ 18.75% |
$2.11M - $2.62M
|
839K
$16.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
125KNew |
$1.98M - $2.47M
|
125K
$2.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
62.1KNew |
$987K - $1.23M
|
62.1K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
16.7KNew |
$265K - $330K
|
16.7K
$321K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
16.1KNew |
$256K - $319K
|
16.1K
$311K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13KNew |
$207K - $258K
|
13K
$251K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13KNew |
$206K - $257K
|
13K
$250K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
11.6K+ 339.75% |
$184K - $229K
|
15K
$289K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.53K+ 22.36% |
$151K - $188K
|
52.1K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
9.23KNew |
$147K - $183K
|
9.23K
$178K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.15KNew |
$145K - $181K
|
9.15K
$176K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.12K+ 241.56% |
$17.7K - $22.1K
|
1.58K
$30.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
156New |
$2.48K - $3.09K
|
156
$3K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
140New |
$2.22K - $2.77K
|
140
$2.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
126New |
$2K - $2.49K
|
126
$2.43K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 4.5% |
$938 - $1.17K
|
1.37K
$26.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
59New |
$938 - $1.17K
|
59
$1.14K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
29New |
$461 - $574
|
29
$558
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
25+ 32.89% |
$397 - $495
|
101
$1.94K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$318 - $396
|
20
$385
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14+ 0.09% |
$222 - $277
|
15.9K
$306K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.59M+ 358.9% |
$172M - $216M
|
12.3M
$236M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
9.27M+ 108.73% |
$167M - $209M
|
17.8M
$343M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.97M+ 21.87% |
$107M - $135M
|
33.3M
$640M
|
|
|
Nov 14, 2025
Q3 2025
|
Hmi Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
5.36MNew |
$96.3M - $121M
|
5.36M
$103M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.25M+ 83.47% |
$58.3M - $73.3M
|
7.13M
$137M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.07M+ 249.26% |
$55.1M - $69.2M
|
4.3M
$82.7M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.87M+ 3586.55% |
$51.6M - $64.8M
|
2.95M
$56.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.5M+ 58.23% |
$44.8M - $56.3M
|
6.78M
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.49MNew |
$44.8M - $56.2M
|
2.49M
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
1.58M+ 25.93% |
$28.4M - $35.7M
|
7.68M
$148M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.44M+ 26.57% |
$25.9M - $32.5M
|
6.85M
$132M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.42MNew |
$25.6M - $32.2M
|
1.42M
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Tensile Capital Management LP
Larkspur, CA |
BUY
|
- |
1.17M+ 85.91% |
$21M - $26.3M
|
2.52M
$48.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Sea Cliff Partners Management, LP
San Francisco, CA |
BUY
|
- |
1.1MNew |
$19.8M - $24.9M
|
1.1M
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06M+ 102.13% |
$19.1M - $24M
|
2.1M
$40.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.04M+ 109.35% |
$18.7M - $23.5M
|
2M
$38.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.03M+ 76.93% |
$18.6M - $23.4M
|
2.38M
$45.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lead Edge Capital Management, LLC
New York, NY |
BUY
|
- |
820K+ 72.73% |
$14.7M - $18.5M
|
1.95M
$37.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
795K+ 2319.3% |
$14.3M - $17.9M
|
829K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
748K+ 45.51% |
$13.4M - $16.9M
|
2.39M
$46M
|
|
|
Oct 28, 2025
Q3 2025
|
Stephens Investment Management Group LLC
|
BUY
|
- |
692K+ 30.27% |
$12.4M - $15.6M
|
2.98M
$57.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
681KNew |
$12.2M - $15.4M
|
681K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
619KNew |
$11.1M - $14M
|
619K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
530K+ 89.72% |
$9.52M - $12M
|
1.12M
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
453K+ 7.9% |
$8.15M - $10.2M
|
6.19M
$119M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
443K+ 585.86% |
$7.96M - $10M
|
519K
$9.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
417K+ 20.73% |
$7.5M - $9.42M
|
2.43M
$46.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
399K+ 71.84% |
$7.17M - $9.01M
|
955K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
382K+ 186.21% |
$6.86M - $8.62M
|
587K
$11.3M
|
|