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CWAN

Clearwater Analytics
CWAN

Delisted

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

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201 hedge funds and large institutions have $3.13B invested in Clearwater Analytics in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,020% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $98K

492% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 13

207% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 28

73% more capital invested

Capital invested by funds: $1.81B → $3.13B (+$1.32B)

45% more funds holding

Funds holding: 139 → 201 (+62)

35.42% more ownership

Funds ownership: 106.47% → 141.89% (+35%)

Holders
201
Holders Change
+62
Holders Change %
+44.6%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
77
Increased
86
Reduced
28
Closed
13
Calls
$3.06M
Puts
$98K
Net Calls
+$2.96M
Net Calls Change
+$4.89M

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$143M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$100M
3
Morgan Stanley
Morgan Stanley
New York
+$74.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$68.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$56.9M

Top Sellers

Rank Fund Capital Flow
1
DCP
Durable Capital Partners
Maryland
-$109M
2
DIG
Dragoneer Investment Group
California
-$31.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$18.1M
4
FAM
Fred Alger Management
New York
-$6.37M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$5.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$22.8M +$14.2M +720,312 +172%
Renaissance Technologies
27
Renaissance Technologies
New York
$21.1M +$10.7M +541,355 +106%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$18M -$37.6K -1,911 -0.2%
DIG
29
Dragoneer Investment Group
California
$17.9M -$31.9M -1,620,722 -64%
Citadel Advisors
30
Citadel Advisors
Florida
$16.1M +$11.3M +575,914 +252%
DCP
31
Durable Capital Partners
Maryland
$16M -$109M -5,555,463 -87%
SAM
32
Silvercrest Asset Management
New York
$15.9M -$1.82M -92,284 -10%
State Street
33
State Street
Massachusetts
$15M +$4.23M +215,001 +40%
GCM
34
Ghisallo Capital Management
Massachusetts
$14M +$13.8M +700,000 New
Charles Schwab
35
Charles Schwab
California
$14M +$4.36M +221,492 +46%
Two Sigma Investments
36
Two Sigma Investments
New York
$14M +$4.29M +217,603 +45%
UBS AM
37
UBS AM
Illinois
$13.7M +$3.27M +165,930 +32%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$13.3M +$13.1M +664,372 New
RJA
39
Raymond James & Associates
Florida
$12.4M +$3.62M +183,899 +42%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$12M +$221K +11,245 +2%
Ameriprise
41
Ameriprise
Minnesota
$11.7M -$622K -31,585 -5%
SRFM
42
Shannon River Fund Management
New York
$11.4M -$703K -35,679 -6%
Bank of America
43
Bank of America
North Carolina
$11.2M +$4.12M +208,959 +60%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$11.1M +$10.9M +552,458 New
OCM
45
Osterweis Capital Management
California
$10.7M +$2.27M +115,225 +28%
SFM
46
Soros Fund Management
New York
$10.4M +$10.2M +520,000 New
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$10.4M +$6.01M +305,068 +142%
AI
48
Axiom Investors
Connecticut
$10.1M +$9.95M +505,030 New
Comerica Bank
49
Comerica Bank
Texas
$9.57M +$189K +9,612 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$9.21M -$2.47M -125,277 -21%
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CWAN Hedge Fund Activity: Q4 2023 in Review

201 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2023, worth a combined $3.13B — up 73% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new CWAN positions and 13 closed out — a net gain of 64 holders — while 86 added to existing stakes and 28 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $143M. The largest seller was Durable Capital Partners, cutting an estimated $109M.

  • 201 institutional investors held Clearwater Analytics (CWAN) as of Q4 2023, up from 139 in Q3 2023.
  • Funds reported $3.13B of Clearwater Analytics stock for Q4 2023, up 73% quarter-over-quarter.
  • 77 funds opened new Clearwater Analytics positions in Q4 2023 and 13 closed out, a net change of +64 holders.
  • The largest Clearwater Analytics buyer in Q4 2023 was William Blair Investment Management, an estimated $143M added.
  • The largest Clearwater Analytics seller in Q4 2023 was Durable Capital Partners, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.