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CWAN

Clearwater Analytics
CWAN

Delisted

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

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121 hedge funds and large institutions have $1.4B invested in Clearwater Analytics in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,651% more call options, than puts

Call options by funds: $963K | Put options by funds: $35K

135% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $1.24B → $1.4B (+$153M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 122 → 121 (-1)

11.34% less ownership

Funds ownership: 124.92% → 113.59% (-11%)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
61
Reduced
26
Closed
20
Calls
$963K
Puts
$35K
Net Calls
+$928K
Net Calls Change
+$835K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$67M
2
Capital World Investors
Capital World Investors
California
+$23.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$21M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$9.06M
5
Artisan Partners
Artisan Partners
Wisconsin
+$8.97M

Top Sellers

Rank Fund Capital Flow
1
DCP
Durable Capital Partners
Maryland
-$18.3M
2
SGM
Seven Grand Managers
New York
-$7.44M
3
Marshall Wace
Marshall Wace
United Kingdom
-$4.71M
4
FG
Formula Growth
Quebec, Canada
-$3.51M
5
RCMU
Rokos Capital Management (UK)
United Kingdom
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$8.88M +$310K +19,631 +4%
UBS AM
27
UBS AM
Illinois
$8.21M – – –
State Street
28
State Street
Massachusetts
$7.61M +$1.78M +112,980 +31%
RJA
29
Raymond James & Associates
Florida
$7.11M -$165K -10,479 -2%
SAM
30
Silvercrest Asset Management
New York
$7.01M +$6.97M +441,707 New
MS
31
Maven Securities
Jersey
$6.85M +$6.81M +431,396 New
ACH
32
ArrowMark Colorado Holdings
Colorado
$6.71M +$6.67M +422,821 New
Charles Schwab
33
Charles Schwab
California
$6.6M +$1.25M +78,871 +23%
Renaissance Technologies
34
Renaissance Technologies
New York
$6.28M +$2.26M +143,400 +57%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.93M +$120K +7,618 +2%
Bank of America
36
Bank of America
North Carolina
$5.75M +$2.77M +175,712 +94%
GCM
37
Ghisallo Capital Management
Massachusetts
$4.76M – – –
AACP
38
Advantage Alpha Capital Partners
California
$4.73M +$1.5M +94,770 +47%
Two Sigma Investments
39
Two Sigma Investments
New York
$4.05M +$2.68M +169,619 +198%
TCM
40
Thames Capital Management
New Jersey
$3.97M – – –
BMSSC
41
B. Metzler seel. Sohn & Co
Germany
$3.12M +$1.65M +104,821 +114%
TCM
42
TimesSquare Capital Management
New York
$3.02M +$114K +7,200 +4%
Northern Trust
43
Northern Trust
Illinois
$3.01M +$504K +31,898 +20%
OCM
44
Osterweis Capital Management
California
$3M +$1.38M +87,685 +86%
ECM
45
Element Capital Management
New York
$2.94M +$2.92M +185,169 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.72M +$523K +33,100 +24%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.76M +$1.75M +110,757 New
M&T Bank
48
M&T Bank
New York
$1.67M +$411K +26,044 +33%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.65M +$362K +22,904 +28%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.58M -$116K -7,375 -7%
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CWAN Hedge Fund Activity: Q2 2023 in Review

121 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2023, worth a combined $1.4B — up 12% from $1.24B a quarter earlier.

Fund positioning in CWAN was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 61 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $67M. The largest seller was Durable Capital Partners, cutting an estimated $18.3M.

  • 121 institutional investors held Clearwater Analytics (CWAN) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $1.4B of Clearwater Analytics stock for Q2 2023, up 12% quarter-over-quarter.
  • 20 funds opened new Clearwater Analytics positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest Clearwater Analytics buyer in Q2 2023 was Goldman Sachs, an estimated $67M added.
  • The largest Clearwater Analytics seller in Q2 2023 was Durable Capital Partners, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2023.