Purchases and Sales Made in Q4 2025 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q4 2025. The information is specifically focused on institutions that hold shares of Clearwater Analytics Holdings, Inc..
| 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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 109.12% |
$18.8K - $23.4K
|
2.27K
$43.7K
|
|
|
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 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
59New |
$938 - $1.17K
|
59
$1.14K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 4.5% |
$938 - $1.17K
|
1.37K
$26.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53New |
$842 - $1.05K
|
53
$1.02K
|
|
|
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 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
23New |
$365 - $455
|
23
$443
|
|
|
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
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-81- 56.64% |
$1.29K - $1.6K
|
62
$1.19K
|
|
|
Jan 06, 2026
Q4 2025
|
Paradiem, LLC
|
SELL
|
- |
-138- 0.31% |
$2.19K - $2.73K
|
44.3K
$852K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.29K- 82.43% |
$20.5K - $25.5K
|
275
$5.29K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.64K- 21.82% |
$26K - $32.4K
|
5.86K
$113K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.09K- 70.38% |
$80.9K - $101K
|
2.14K
$41.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.11K- 31.5% |
$81.2K - $101K
|
11.1K
$214K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.13K- 33.03% |
$145K - $181K
|
18.5K
$356K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.1K- 16.76% |
$271K - $337K
|
84.7K
$1.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-30.2K- 31.41% |
$480K - $597K
|
65.9K
$1.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-169K- 11.54% |
$2.69M - $3.35M
|
1.3M
$25M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-723K- 30.03% |
$11.5M - $14.3M
|
1.68M
$32.4M
|
|