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CWAN

Clearwater Analytics

Delisted

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

122 hedge funds and large institutions have $1.24B invested in Clearwater Analytics in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $128K | Put options by funds: $35K

216% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 19

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

23% more funds holding

Funds holding: 99122 (+23)

21.09% more ownership

Funds ownership: 103.83%124.92% (+21%)

8% more capital invested

Capital invested by funds: $1.15B → $1.24B (+$89.5M)

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
60
Reduced
19
Closed
13
Calls
$128K
Puts
$35K
Net Calls
+$93K
Net Calls Change
-$384K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$7.38M +$5.14M +293,653 +174%
RJA
27
Raymond James & Associates
Florida
$7.32M +$2.17M +124,064 +37%
Goldman Sachs
28
Goldman Sachs
New York
$5.87M +$1.65M +94,514 +35%
State Street
29
State Street
Massachusetts
$5.85M +$1.91M +109,171 +42%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.84M +$1.91M +109,127 +42%
Marshall Wace
31
Marshall Wace
United Kingdom
$5.78M +$6.33M +361,860 New
Charles Schwab
32
Charles Schwab
California
$5.38M +$1.15M +65,841 +24%
GCM
33
Ghisallo Capital Management
Massachusetts
$4.79M +$5.25M +300,000 New
Renaissance Technologies
34
Renaissance Technologies
New York
$4.02M +$2.09M +119,700 +90%
TCM
35
Thames Capital Management
New Jersey
$3.99M +$4.37M +249,857 New
FG
36
Formula Growth
Quebec, Canada
$3.51M +$3.85M +220,000 New
AACP
37
Advantage Alpha Capital Partners
California
$3.24M +$3.55M +203,029 New
Bank of America
38
Bank of America
North Carolina
$2.98M +$1.65M +94,136 +102%
TCM
39
TimesSquare Capital Management
New York
$2.92M -$476K -27,200 -13%
Northern Trust
40
Northern Trust
Illinois
$2.52M +$753K +43,060 +38%
RCMU
41
Rokos Capital Management (UK)
United Kingdom
$2.52M +$2.77M +158,405 New
DCM
42
Discovery Capital Management
Connecticut
$2.31M +$2.54M +145,000 New
Citadel Advisors
43
Citadel Advisors
Florida
$2.23M +$2.33M +133,363 +2,114%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.21M +$1.2M +68,600 +99%
Norges Bank
45
Norges Bank
Norway
$1.97M -$4.4M -251,287 -67%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.71M +$874K +49,959 +88%
OCM
47
Osterweis Capital Management
California
$1.62M +$1.77M +101,380 New
BMSSC
48
B. Metzler seel. Sohn & Co
Germany
$1.46M +$216K +12,323 +16%
Stifel Financial
49
Stifel Financial
Missouri
$1.45M +$54.1K +3,095 +4%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.37M +$1.5M +85,836 New

CWAN Hedge Fund Activity: Q1 2023 in Review

122 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2023, worth a combined $1.24B — up 7.8% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CWAN positions and 13 closed out — a net gain of 24 holders — while 60 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $68.4M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $36.7M sold.

  • 122 institutional investors held Clearwater Analytics (CWAN) as of Q1 2023, up from 99 in Q4 2022.
  • Funds reported $1.24B of Clearwater Analytics stock for Q1 2023, up 7.8% quarter-over-quarter.
  • 37 funds opened new Clearwater Analytics positions in Q1 2023 and 13 closed out, a net change of +24 holders.
  • The largest Clearwater Analytics buyer in Q1 2023 was Vanguard Group, an estimated $68.4M added.
  • The largest Clearwater Analytics seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2023.