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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
150
shares
|
$2,887
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$2,887
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
149
shares
|
$2,868
0.0% of portfolio
|
Q3 2025
Reduced 41.57%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
149
shares
|
$2,868
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
147
shares
|
$2,829
0.0% of portfolio
|
Q3 2025
Reduced 90.74%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
144
shares
|
$2,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
143
shares
|
$2,752
0.0% of portfolio
|
Q2 2024
Added 130.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
106
shares
|
$2,040
0.0% of portfolio
|
Q3 2025
Reduced 84.77%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
76
shares
|
$1,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
61
shares
|
$1,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
56
shares
|
$1,078
0.0% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
50
shares
|
$962
0.0% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34
shares
|
$654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
30
shares
|
$577
0.0% of portfolio
|
Q3 2025
Reduced 42.31%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
29
shares
|
$558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
22
shares
|
$423
0.0% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
21
shares
|
$404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
19
shares
|
$365
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
17
shares
|
$327
0.0% of portfolio
|
Q3 2025
Added 183.33%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
10
shares
|
$192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|