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CWAN

Clearwater Analytics
CWAN

Delisted

CWAN was delisted on the 24th of June, 2026.

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69 hedge funds and large institutions have $1.14B invested in Clearwater Analytics in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $956M → $1.14B (+$186M)

17.96% more ownership

Funds ownership: 87.38% → 105.34% (+18%)

14% less funds holding

Funds holding: 80 → 69 (-11)

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

Holders
69
Holders Change
-11
Holders Change %
-13.75%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
19
Reduced
11
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DIG
Dragoneer Investment Group
California
+$200M
2
WA
Wasatch Advisors
Utah
+$53.6M
3
EVM
Eaton Vance Management
Massachusetts
+$32.6M
4
DCP
Durable Capital Partners
Maryland
+$22.6M
5
BAMCO Inc
BAMCO Inc
New York
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$16.6M
2
Jennison Associates
Jennison Associates
New York
-$13.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.39M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$8.95M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$3.7M +$3.64M +161,040 New
CCM
27
CAAS Capital Management
New York
$2.39M -$1.04M -46,034 -31%
State Street
28
State Street
Massachusetts
$2.28M +$2.24M +99,100 New
M&T Bank
29
M&T Bank
New York
$1.89M +$1.86M +82,084 New
RFC
30
Regions Financial Corp
Alabama
$1.76M +$1.73M +76,414 New
LCM
31
Laurion Capital Management
New York
$1.72M – – –
Bank of America
32
Bank of America
North Carolina
$1.53M +$1.51M +66,792 New
Northern Trust
33
Northern Trust
Illinois
$1.41M +$1.38M +61,119 New
Stifel Financial
34
Stifel Financial
Missouri
$1.03M +$1.02M +45,032 New
TD Asset Management
35
TD Asset Management
Ontario, Canada
$1.02M +$530K +23,431 +112%
SGM
36
Seven Grand Managers
New York
$919K +$904K +40,000 New
BMSSC
37
B. Metzler seel. Sohn & Co
Germany
$898K +$717K +31,737 +383%
OAM
38
Oppenheimer Asset Management
New York
$872K +$857K +37,939 New
Morgan Stanley
39
Morgan Stanley
New York
$681K -$1.13M -49,800 -63%
CF
40
CNA Financial
Illinois
$628K +$618K +27,324 New
NW
41
NewEdge Wealth
Pennsylvania
$580K +$570K +25,224 New
VAS
42
Vestmark Advisory Solutions
Massachusetts
$580K +$570K +25,224 New
GIPM
43
G2 Investment Partners Management
New York
$575K +$565K +25,000 New
AC
44
Allstate Corporation
Illinois
$544K +$119K +5,281 +29%
TC
45
TownSquare Capital
Utah
$436K +$429K +18,989 New
Jane Street
46
Jane Street
New York
$412K +$32.6K +1,443 +9%
ECM
47
ExodusPoint Capital Management
New York
$399K -$168K -7,428 -30%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$299K +$294K +13,025 New
BAM
49
Blueshift Asset Management
New Jersey
$241K +$237K +10,503 New
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$231K +$227K +10,044 New
1
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CWAN Hedge Fund Activity: Q4 2021 in Review

69 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2021, worth a combined $1.14B — up 20% from $956M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of CWAN and 32 opened new positions — a net loss of 10 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Dragoneer Investment Group, adding an estimated $200M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $16.6M sold.

  • 69 institutional investors held Clearwater Analytics (CWAN) as of Q4 2021, down from 80 in Q3 2021.
  • Funds reported $1.14B of Clearwater Analytics stock for Q4 2021, up 20% quarter-over-quarter.
  • 32 funds opened new Clearwater Analytics positions in Q4 2021 and 42 closed out, a net change of -10 holders.
  • The largest Clearwater Analytics buyer in Q4 2021 was Dragoneer Investment Group, an estimated $200M added.
  • The largest Clearwater Analytics seller in Q4 2021 was Whale Rock Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.