ETF Holdings Breakdown of CWAN

Stock Name	Clearwater Analytics Holdings Inc
Ticker	CWAN(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US1851231068

News associated with CWAN

Oppenheimer Asset Management Inc. Sells 29,269 Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Oppenheimer Asset Management Inc. decreased its position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 22.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 99,274 shares of the company’s stock after selling 29,269 shares during the period. Oppenheimer Asset […] - 2025-06-27 07:49:04
Clearwater Analytics (NYSE:CWAN) Stock Rating Upgraded by Piper Sandler: Clearwater Analytics (NYSE:CWAN – Get Free Report) was upgraded by equities research analysts at Piper Sandler to an “overweight” rating in a research report issued on Tuesday, Marketbeat reports. The brokerage currently has a $27.00 target price on the stock. Piper Sandler’s price target would suggest a potential upside of 23.97% from the company’s previous […] - 2025-06-26 05:42:49
Fifth Third Bancorp Has $482,000 Stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Fifth Third Bancorp decreased its position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 23.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 17,992 shares of the company’s stock after selling 5,391 shares during the period. Fifth Third Bancorp’s holdings in Clearwater Analytics were worth $482,000 as of its most recent SEC […] - 2025-06-18 07:56:58
Azzad Asset Management Inc. ADV Takes Position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Azzad Asset Management Inc. ADV purchased a new stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm purchased 31,668 shares of the company’s stock, valued at approximately $849,000. Several other hedge funds also recently made changes to their positions in CWAN. Wellington Management Group LLP grew […] - 2025-06-16 08:23:09
Handelsbanken Fonder AB Has $1.01 Million Position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Handelsbanken Fonder AB reduced its position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 2.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,600 shares of the company’s stock after selling 800 shares during the period. Handelsbanken […] - 2025-06-15 09:08:53
Clearwater Analytics (NYSE:CWAN) Shares Down 4.4% After Analyst Downgrade: Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Get Free Report) dropped 4.4% during trading on Wednesday after Oppenheimer lowered their price target on the stock from $40.00 to $36.00. Oppenheimer currently has an outperform rating on the stock. Clearwater Analytics traded as low as $23.00 and last traded at $23.65. Approximately 1,719,499 shares traded hands during […] - 2025-06-13 05:17:03
Squarepoint Ops LLC Grows Stock Holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Squarepoint Ops LLC boosted its position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 64.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 58,807 shares of the company’s stock after acquiring an additional 23,007 shares during the period. Squarepoint Ops LLC’s holdings in Clearwater Analytics […] - 2025-05-30 08:36:59
Wolverine Trading LLC Acquires New Stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Wolverine Trading LLC acquired a new stake in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 22,188 shares of the company’s stock, valued at approximately $614,000. A number of other hedge funds also recently bought and sold shares of the company. Wellington Management Group […] - 2025-05-29 08:29:02
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Acquires 18,751 Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN): MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 22.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 101,821 shares of the company’s stock after acquiring an […] - 2025-05-21 08:40:52
Ameriprise Financial Inc. Has $20.41 Million Holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Ameriprise Financial Inc. raised its holdings in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 38.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 741,498 shares of the company’s stock after purchasing an additional 204,563 shares during […] - 2025-05-16 08:03:19
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Receives $32.00 Average Price Target from Brokerages: Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Get Free Report) has received a consensus rating of “Moderate Buy” from the ten ratings firms that are presently covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation and nine have assigned a buy recommendation to the company. The average […] - 2025-05-14 05:52:51
Hsbc Holdings PLC Purchases 3,382 Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Hsbc Holdings PLC increased its position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 18.7% during the fourth quarter, HoldingsChannel reports. The fund owned 21,493 shares of the company’s stock after buying an additional 3,382 shares during the quarter. Hsbc Holdings PLC’s holdings in Clearwater Analytics were worth $590,000 at the […] - 2025-05-07 08:46:53
Clearwater Analytics Holdings Enters Oversold Territory (CWAN): Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me - 2025-04-21 15:47:39
Orion Portfolio Solutions LLC Buys 1,847 Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Orion Portfolio Solutions LLC boosted its position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 13.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 15,558 shares of the company’s stock after purchasing an additional 1,847 shares during the period. Orion Portfolio Solutions LLC’s holdings in […] - 2025-04-09 09:25:00
Prudential Financial Inc. Has $792,000 Holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Prudential Financial Inc. boosted its holdings in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 5.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,960 shares of the company’s stock after purchasing an additional 1,312 shares during the period. […] - 2025-04-08 07:44:51
Corebridge Financial Inc. Acquires 7,770 Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Corebridge Financial Inc. grew its holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 88,908 shares of the company’s stock after buying an additional 7,770 shares during the quarter. Corebridge Financial […] - 2025-04-02 08:27:11
40,400 Shares in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Purchased by KLP Kapitalforvaltning AS: KLP Kapitalforvaltning AS acquired a new position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 40,400 shares of the company’s stock, valued at approximately $1,112,000. Several other large investors also recently bought and sold shares […] - 2025-03-31 08:46:51
Envestnet Portfolio Solutions Inc. Makes New $285,000 Investment in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Envestnet Portfolio Solutions Inc. acquired a new position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 10,354 shares of the company’s stock, valued at approximately $285,000. Other hedge funds and other institutional investors have also recently added to or reduced their stakes […] - 2025-03-28 08:06:47
Corient Private Wealth LLC Sells 5,038 Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Corient Private Wealth LLC reduced its stake in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 6.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 67,847 shares of the company’s stock after selling 5,038 shares during […] - 2025-03-25 07:53:05
Cibc World Markets Corp Buys New Shares in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Cibc World Markets Corp bought a new stake in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 16,735 shares of the company’s stock, valued at approximately $461,000. A number of other large investors have also added to or reduced their stakes in the company. […] - 2025-03-24 08:38:58
Arizona State Retirement System Increases Stock Position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Arizona State Retirement System raised its position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 23.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 57,156 shares of the company’s stock after buying an additional 10,990 shares during the […] - 2025-03-13 07:44:53
16,336 Shares in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Bought by Y Intercept Hong Kong Ltd: Y Intercept Hong Kong Ltd purchased a new position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 16,336 shares of the company’s stock, valued at approximately $450,000. A number of other institutional investors have also recently bought and sold shares of […] - 2025-03-03 09:00:53
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Receives $33.80 Consensus Target Price from Brokerages: Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Get Free Report) have earned an average recommendation of “Moderate Buy” from the ten ratings firms that are currently covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation and nine have assigned a buy recommendation to the company. The average […] - 2025-02-28 06:43:03
Clearwater Analytics (NYSE:CWAN) Price Target Raised to $38.00: Clearwater Analytics (NYSE:CWAN – Free Report) had its price target lifted by UBS Group from $36.00 to $38.00 in a research note published on Thursday,Benzinga reports. The firm currently has a buy rating on the stock. Several other equities analysts have also commented on the stock. Morgan Stanley upgraded shares of Clearwater Analytics from an […] - 2025-02-23 10:48:56
SG Americas Securities LLC Sells 625 Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN): SG Americas Securities LLC reduced its holdings in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 10.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 5,537 shares of the company’s stock after selling 625 shares during the period. SG Americas Securities LLC’s holdings in Clearwater Analytics were worth $152,000 as […] - 2025-02-11 08:42:54
Jennison Associates LLC Makes New $1.14 Million Investment in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Jennison Associates LLC purchased a new position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 41,365 shares of the company’s stock, valued at approximately $1,138,000. Other institutional investors and hedge funds […] - 2025-02-07 08:39:39
Spire Wealth Management Buys Shares of 19,420 Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Spire Wealth Management purchased a new position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 19,420 shares of the company’s stock, valued at approximately $534,000. Several other institutional investors and […] - 2025-02-06 08:40:48
Robeco Institutional Asset Management B.V. Takes $3.44 Million Position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Robeco Institutional Asset Management B.V. bought a new position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 124,889 shares of the company’s stock, valued at approximately $3,437,000. Other large investors also recently bought and sold shares of the company. GAMMA Investing LLC lifted its […] - 2025-02-03 08:58:56
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Receives $31.33 Average PT from Brokerages: Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Get Free Report) has been given an average recommendation of “Moderate Buy” by the nine ratings firms that are presently covering the company, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, one has given a hold recommendation and seven have assigned a buy recommendation […] - 2025-02-03 06:45:01
Fifth Third Bancorp Has $644,000 Stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN): Fifth Third Bancorp decreased its holdings in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 23,383 shares of the company’s stock after selling 1,090 shares during the quarter. […] - 2025-01-31 09:15:03

CWAN institutional holdings

The following institutional investment holdings of CWAN have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 148,672 USD 3,327,279 2.7%

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 60,093 USD 1,344,881

2025-06-26 IE00BYZK4883 (iShares Digitalisation UCITS Acc) 125,714 USD 2,813,479 2.7%

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 1,718 USD 38,449

2025-06-26 IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc) 974 USD 21,798

Total = 337,171 USD 7,545,886
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	148,672	USD 3,327,279 2.7%
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	60,093	USD 1,344,881
2025-06-26	IE00BYZK4883 (iShares Digitalisation UCITS Acc)	125,714	USD 2,813,479 2.7%
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	1,718	USD 38,449
2025-06-26	IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc)	974	USD 21,798
Total =	337,171	USD 7,545,886

Back to Listing

Disclaimer

All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.