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CWAN Smart Money

Clearwater Analytics Holdings, Inc.
1W: +0.0% 1M: +0.7% 3M: +3.2% YTD: +1.9% 1Y: +12.2% 3Y: +55.3%
$24.56
Last traded 2026-07-02 — delisted
NYSE · Technology · Software - Application · $7.3B mcap · 294M float · 1.58% daily turnover · Short 34% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
328
Institutions Holding
-137 vs prior
0.1%
Ownership
-99.08%
1 New
0 Increased
324 Reduced
321 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-06-25 Lee Eric J. director D-Sale to Issuer 531,457 $24.55 $13.0M Filing
2026-06-25 Jones Lisa director D-Sale to Issuer 26,584 $24.55 $653K Filing
2026-06-25 AIGRAIN JACQUES director D-Sale to Issuer 20,481 $24.55 $503K Filing
2026-06-25 Das Souvik officer: chief technology officer D-Sale to Issuer 180,372 $24.55 $4.4M Filing
2026-06-25 Sethi Subi officer: chief operating officer D-Sale to Issuer 388,256 $24.55 $9.5M Filing
2026-06-25 Sahai Sandeep officer: see remarks D-Sale to Issuer 1,416,794 $24.55 $34.8M Filing
2026-06-25 Erickson Scott Stanley officer: chief revenue officer D-Sale to Issuer 155,119 $24.55 $3.8M Filing
2026-06-25 Cox James S officer: chief financial officer D-Sale to Issuer 480,419 $24.55 $11.8M Filing
2026-06-25 Hooper Christopher director D-Sale to Issuer 241,833 $24.55 $5.9M Filing
2026-06-15 Hooper Christopher director G-Gift 30,000 $— $0 Filing
2026-06-15 MACKESY D SCOTT director S-Sale 633,879 $24.30 $15.4M Filing
2026-06-08 Das Souvik officer: chief technology officer S-Sale 10,000 $24.35 $244K Filing
2026-05-08 Das Souvik officer: chief technology officer S-Sale 10,000 $24.34 $243K Filing
2026-04-15 Cox James S officer: chief financial officer S-Sale 5,000 $24.07 $120K Filing
2026-04-15 Cox James S officer: chief financial officer S-Sale 1,405 $24.06 $34K Filing
2026-04-15 Cox James S officer: chief financial officer F-Tax Withholding 12,610 $24.07 $304K Filing
2026-04-15 Cox James S officer: chief financial officer F-Tax Withholding 8,271 $24.07 $199K Filing
2026-04-15 Cox James S officer: chief financial officer F-Tax Withholding 2,387 $24.06 $57K Filing
2026-04-15 Cox James S officer: chief financial officer S-Sale 4,870 $24.07 $117K Filing
2026-04-15 Cox James S officer: chief financial officer S-Sale 7,425 $24.07 $179K Filing
2026-04-08 Das Souvik officer: chief technology officer S-Sale 10,000 $24.01 $240K Filing
2026-03-16 Cox James S officer: chief financial officer S-Sale 5,000 $23.37 $117K Filing
2026-03-16 Cox James S officer: chief financial officer S-Sale 13,700 $23.32 $319K Filing
2026-03-16 Cox James S officer: chief financial officer F-Tax Withholding 23,535 $23.32 $549K Filing
2026-02-18 Cox James S officer: chief financial officer S-Sale 24,275 $23.44 $569K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Grandeur Peak Global Advisors, LLC 46,026 $5M +46,026 2026-06-30 Filing
BARCLAYS PLC 711 $17K -153,993 2026-06-30 Filing
IFP Advisors, Inc 196 $5K -33 2026-06-30 Filing
HUNTINGTON NATIONAL BANK 1 $0K -1 2026-06-30 Filing
TIG Advisors, LLC 0 $0K -5,017,185 2026-06-30 Filing
Sand Grove Capital Management LLP 0 $0K -930,959 2026-06-30 Filing
JANE STREET GROUP, LLC 0 $0K -139,548 2026-06-30 Filing
TWO SIGMA SECURITIES, LLC 0 $0K -17,497 2026-06-30 Filing
Essential Partners LLC 0 $0K -617 2026-06-30 Filing
Parallel Advisors, LLC 0 $0K -66 2026-06-30 Filing
Greenland Capital Management LP 0 $0K -33,150 2026-06-30 Filing
Private Wealth Management Group, LLC 0 $0K -143 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 0 $0K -8,936 2026-06-30 Filing
CAXTON ASSOCIATES LLP 0 $0K -1,790,121 2026-06-30 Filing
TOKIO MARINE ASSET MANAGEMENT CO LTD 0 $0K -297,500 2026-06-30 Filing
BAMCO INC /NY 0 $0K -154,864 2026-06-30 Filing
NEW YORK STATE COMMON RETIREMENT FUND 0 $0K -88,089 2026-06-30 Filing
BANK OF MONTREAL /CAN 0 $0K -40,645 2026-06-30 Filing
PRAXIS INVESTMENT MANAGEMENT INC 0 $0K -11,403 2026-06-30 Filing
Pictet Asset Management Holding SA 0 $0K -45,427 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms