Skip to content
Disclosery

CWAN CLEARWATER ANALYTICS HLDGS I

Follow

CL A (common)

263 managers (267 13F filers) reported a position in CWAN shares at 2024-09-30, 198,176,526 shares in all. 67 filers opened a position and 30 filers sold out during the quarter.

Managers
263
13F filers
267
New
67
Added
94
Reduced
74
Sold out
30
Shares held by filers
198,176,526

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Lindenwold Advisors, INC9,460$239K0.12%new13F-HRTimeline
HighTower Advisors, LLC9,400$237K<0.01%new13F-HRTimeline
CIM, LLC9,259$234K0.03%+47513F-HRTimeline
Kolinsky Wealth Management, LLC9,192$232K0.15%new13F-HRTimeline
FMR LLCin group FMR LLC9,169$232K<0.01%+5,79013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP9,036$228K<0.01%new13F-HRTimeline
Cetera Investment Advisers8,864$224K<0.01%new13F-HRTimeline
CONNABLE OFFICE INC7,943$201K0.02%new13F-HRTimeline
Cornerstone Investment Partners, LLC7,930$200K0.01%new13F-HRTimeline
SG Americas Securities, LLC6,162$156K<0.01%-12,98213F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC5,898$149K0.12%-1,24213F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD5,500$139K<0.01%-3,00013F-HRTimeline
AMALGAMATED BANK4,844$122K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,637$117K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV4,038$102K<0.01%013F-HRTimelineGroup
Hilltop National Bank4,038$102K0.03%-50513F-HRTimeline
Advisors Asset Management, Inc.3,574$90.2K<0.01%+99513F-HR/ATimeline
Gen-Wealth Partners Inc2,700$72.6K0.03%new13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,809$70.9K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,782$70.2K<0.01%-22313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,461$62.1K<0.01%-12,94013F-HRTimelineGroup
Financial Management Professionals, Inc.2,291$58K0.01%new13F-HRTimeline
AlphaQuest LLC1,886$47.6K<0.01%-9,23113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,771$44.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,460$36.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,389$35.1K<0.01%-4213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$34.4K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,229$31K<0.01%new13F-HRTimelineGroup
Eagle Bay Advisors LLC1,207$30.5K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,141$28.8K<0.01%-14413F-HRTimeline
Clearstead Advisors, LLC1,054$26.6K<0.01%+36313F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…847$21.4K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC816$20.6K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust680$17.2K<0.01%+30813F-HRTimeline
PRIVATE TRUST CO NA602$15.2K<0.01%-12313F-HRTimeline
SIGNATUREFD, LLC571$14.4K<0.01%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC435$11K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC398$10.1K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK350$8.84K<0.01%+513F-HRTimelineGroup
MCF Advisors LLC245$6.19K<0.01%-6213F-HRTimeline
TFC Financial Management, Inc.225$5.68K<0.01%+10513F-HRTimeline
Geneos Wealth Management Inc.209$5.28K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$5.05K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…200$5.05K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC207$5K<0.01%-29013F-HRTimelineGroup
Avior Wealth Management, LLC180$4.54K<0.01%+1213F-HRTimeline
Allworth Financial LP154$3.89K<0.01%-1513F-HRTimeline
Iron Horse Wealth Management, LLC149$3.76K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC145$3.66K<0.01%+12513F-HRTimeline
Private Wealth Management Group, LLC143$3.61K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC138$3.48K<0.01%-15513F-HRTimeline
Lindbrook Capital, LLC122$3.08K<0.01%-5513F-HRTimeline
Global Retirement Partners, LLC116$2.93K<0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC40$1.01K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …38$1K<0.01%-24913F-HRTimelineGroup
Continuum Advisory, LLC29$883<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc30$758<0.01%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC29$732<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.25$632<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$530<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc20$505<0.01%new13F-HRTimeline
Covestor Ltd7$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.