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CWAN

Clearwater Analytics

Delisted

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

139 hedge funds and large institutions have $1.81B invested in Clearwater Analytics in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

30% more capital invested

Capital invested by funds: $1.4B → $1.81B (+$417M)

15% more funds holding

Funds holding: 121139 (+18)

7.12% less ownership

Funds ownership: 113.59%106.47% (-7.1%)

59% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.28M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
58
Reduced
32
Closed
21
Calls
$1.35M
Puts
$3.28M
Net Calls
-$1.93M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SRFM
26
Shannon River Fund Management
New York
$11.7M +$10.6M +603,545 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.4M +$512K +29,039 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$11.3M +$3.72M +211,066 +56%
Wells Fargo
29
Wells Fargo
California
$11M +$35.6K +2,016 +0.4%
State Street
30
State Street
Massachusetts
$10.4M +$988K +56,022 +12%
UBS AM
31
UBS AM
Illinois
$9.97M +$20.7K +1,175 +0.2%
Renaissance Technologies
32
Renaissance Technologies
New York
$9.88M +$2.03M +115,145 +29%
Two Sigma Investments
33
Two Sigma Investments
New York
$9.31M +$3.99M +226,157 +89%
Charles Schwab
34
Charles Schwab
California
$9.25M +$1.11M +62,644 +15%
Comerica Bank
35
Comerica Bank
Texas
$9.06M +$8.26M +468,413 New
RJA
36
Raymond James & Associates
Florida
$8.45M -$197K -11,156 -2%
Brown Advisory
37
Brown Advisory
Maryland
$8.11M +$7.4M +419,465 New
OCM
38
Osterweis Capital Management
California
$8.08M +$4.04M +228,820 +121%
Bank of America
39
Bank of America
North Carolina
$6.73M -$252K -14,298 -4%
Northern Trust
40
Northern Trust
Illinois
$6M +$2.13M +120,814 +64%
Polen Capital Management
41
Polen Capital Management
Florida
$5.89M +$5.37M +304,600 New
ACH
42
ArrowMark Colorado Holdings
Colorado
$5.78M -$2.19M -124,001 -29%
CM
43
Castleark Management
Illinois
$5.58M +$5.09M +288,590 New
Citadel Advisors
44
Citadel Advisors
Florida
$4.42M +$4.02M +228,043 +42,625%
AACP
45
Advantage Alpha Capital Partners
California
$4.28M -$1.35M -76,605 -26%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$4.14M +$3.78M +214,319 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$3.81M +$1.64M +93,163 +90%
Goldman Sachs
48
Goldman Sachs
New York
$3.45M -$78.2M -4,432,284 -96%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.35M +$30K +1,700 +1%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$3.34M +$3.05M +172,700 New

CWAN Hedge Fund Activity: Q3 2023 in Review

139 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2023, worth a combined $1.81B — up 30% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CWAN positions and 21 closed out — a net gain of 18 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $66.6M. The largest seller was Goldman Sachs, cutting an estimated $78.2M.

  • 139 institutional investors held Clearwater Analytics (CWAN) as of Q3 2023, up from 121 in Q2 2023.
  • Funds reported $1.81B of Clearwater Analytics stock for Q3 2023, up 30% quarter-over-quarter.
  • 39 funds opened new Clearwater Analytics positions in Q3 2023 and 21 closed out, a net change of +18 holders.
  • The largest Clearwater Analytics buyer in Q3 2023 was Wasatch Advisors, an estimated $66.6M added.
  • The largest Clearwater Analytics seller in Q3 2023 was Goldman Sachs, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2023.