Institutional Ownership Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN). We have compiled data on the 363 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
878
shares
|
$16,901
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
847
shares
|
$16,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
826
shares
|
$15,900
0.0% of portfolio
|
Q3 2022
Added 34.09%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
762
shares
|
$14,668
0.0% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
757
shares
|
$14,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
753
shares
|
$14,495
0.0% of portfolio
|
Q3 2025
Reduced 28.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
740
shares
|
$14,245
0.0% of portfolio
|
Q3 2025
Reduced 75.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
672
shares
|
$12,936
0.0% of portfolio
|
Q3 2025
Reduced 48.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
636
shares
|
$12,243
0.0% of portfolio
|
Q3 2025
Reduced 96.16%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
600
shares
|
$11,550
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$9,625
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
485
shares
|
$9,336
0.0% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
462
shares
|
$8,893
0.0% of portfolio
|
Q3 2025
Reduced 60.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
434
shares
|
$8,354
0.0% of portfolio
|
Q3 2025
Added 34.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
407
shares
|
$7,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
358
shares
|
$6,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
341
shares
|
$6,564
0.0% of portfolio
|
Q3 2025
Added 162.31%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
298
shares
|
$5,736
0.0% of portfolio
|
Q2 2025
Added 25.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
245
shares
|
$4,716
0.0% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
214
shares
|
$4,119
0.0% of portfolio
|
Q3 2025
Added 89.38%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
208
shares
|
$4,004
0.0% of portfolio
|
Q3 2025
Reduced 48.13%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
189
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
Reduced 68.97%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
188
shares
|
$3,619
0.0% of portfolio
|
Q1 2025
Added 54.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
156
shares
|
$3,003
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
150
shares
|
$2,887
0.0% of portfolio
|
Q3 2025
Reduced 85.13%
|
|