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CWAN

Clearwater Analytics

Delisted

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

229 hedge funds and large institutions have $3.5B invested in Clearwater Analytics in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $750K

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.08B → $3.5B (+$422M)

9% more funds holding

Funds holding: 211229 (+18)

5.97% less ownership

Funds ownership: 134.87%128.89% (-6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
91
Reduced
66
Closed
32
Calls
$1.67M
Puts
$750K
Net Calls
+$918K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TimesSquare Capital Management
New York
$33.5M -$741K -41,100 -2%
Macquarie Group
27
Macquarie Group
Australia
$33.2M -$19K -1,054 -0.1%
Invesco
28
Invesco
Georgia
$31.6M +$77.5K +4,299 +0.3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$26.7M +$5.43M +301,112 +26%
Goldman Sachs
30
Goldman Sachs
New York
$24.4M -$3.45M -191,050 -13%
Charles Schwab
31
Charles Schwab
California
$22.9M +$7.52M +416,927 +51%
Wells Fargo
32
Wells Fargo
California
$22.6M +$723K +40,091 +3%
Millennium Management
33
Millennium Management
New York
$21M -$47.3M -2,620,351 -70%
Brown Advisory
34
Brown Advisory
Maryland
$20.6M -$485K -26,888 -2%
SAM
35
Silvercrest Asset Management
New York
$17.9M -$527K -29,198 -3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$17.7M +$6.86M +380,154 +66%
Nuveen
37
Nuveen
North Carolina
$12.5M +$12.2M +676,545 New
RJA
38
Raymond James & Associates
Florida
$12M +$83K +4,602 +0.7%
Bank of America
39
Bank of America
North Carolina
$11.5M +$2.2M +122,097 +24%
Polen Capital Management
40
Polen Capital Management
Florida
$10.6M +$457K +25,355 +5%
Comerica Bank
41
Comerica Bank
Texas
$9.94M +$368K +20,418 +4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$9.56M +$943K +52,290 +11%
Ameriprise
43
Ameriprise
Minnesota
$9.41M -$471K -26,097 -5%
Northern Trust
44
Northern Trust
Illinois
$9.16M +$2.9M +160,556 +48%
GPGA
45
Grandeur Peak Global Advisors
Utah
$8.94M +$3.91M +216,488 +81%
AI
46
Axiom Investors
Connecticut
$8.7M -$145K -8,015 -2%
PCM
47
Palisade Capital Management
New Jersey
$8.08M +$7.87M +436,488 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$7.94M -$9.01M -499,384 -54%
SGM
49
Scalar Gauge Management
Texas
$7.76M +$4.4M +244,000 +139%
KCM
50
Kornitzer Capital Management
Kansas
$7.43M +$2.09M +115,855 +41%

CWAN Hedge Fund Activity: Q2 2024 in Review

229 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2024, worth a combined $3.5B — up 14% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CWAN positions and 32 closed out — a net gain of 20 holders — while 91 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Permira Holdings, cutting an estimated $96.8M.

  • 229 institutional investors held Clearwater Analytics (CWAN) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $3.5B of Clearwater Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 52 funds opened new Clearwater Analytics positions in Q2 2024 and 32 closed out, a net change of +20 holders.
  • The largest Clearwater Analytics buyer in Q2 2024 was BlackRock, an estimated $135M added.
  • The largest Clearwater Analytics seller in Q2 2024 was Permira Holdings, an estimated $96.8M sold.

Based on aggregated 13F filings for Q2 2024.