Number of Shares
378,420.00
Current Holdings Value*
$10.14 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-747,230.64
% of Total Estimate Gain
-8.08%

MOODY ALDRICH PARTNERS LLC's Clearwater Analytics Holdings Inc Holding Summary

As of 2025-03-31, MOODY ALDRICH PARTNERS LLC held 378,420.00 shares of Clearwater Analytics Holdings Inc(CWAN), totaling $10.14 Mil. This investment constitutes 2.12% of their stock portfolio, and MOODY ALDRICH PARTNERS LLC now holds 0.14% of the outstanding Clearwater Analytics Holdings Inc(CWAN) stock.

The initial trade took place in 2024Q3. And since then MOODY ALDRICH PARTNERS LLC has made 2 purchases of CWAN, at an average price of $23.94, for a total of 386,424.00 shares. In addition, there have been 1 sales at an average price of $28.07 for 8,004.00 shares. Based on historical transaction data and CWAN's current price of $21.88, MOODY ALDRICH PARTNERS LLC's estimated gain on his CWAN holdings is $-747,230.64, reflecting a -8.08% gain to date.

MOODY ALDRICH PARTNERS LLC CWAN ($21.88) Holding Chart

MOODY ALDRICH PARTNERS LLC CWAN ($21.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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