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CWAN

Clearwater Analytics

Delisted

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

265 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

43% more capital invested

Capital invested by funds: $3.5B → $5B (+$1.5B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

16% more funds holding

Funds holding: 229265 (+36)

5.49% less ownership

Funds ownership: 128.89%123.4% (-5.5%)

43% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $3.11M

Holders
265
Holders Change
+36
Holders Change %
+15.72%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
95
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$51.5M +$5.58M +248,156 +14%
SEI Investments
27
SEI Investments
Pennsylvania
$50.7M +$4.17M +185,533 +10%
DCM
28
Driehaus Capital Management
Illinois
$49.1M +$43.8M +1,945,851 New
Janus Henderson Group
29
Janus Henderson Group
$48.2M +$40.9K +1,819 +0.1%
TCM
30
TimesSquare Capital Management
New York
$39.7M -$5.34M -237,279 -13%
Northern Trust
31
Northern Trust
Illinois
$39.6M +$24.2M +1,074,446 +217%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$35.7M -$622K -27,674 -2%
Nuveen
33
Nuveen
North Carolina
$33M +$14.2M +631,279 +93%
Charles Schwab
34
Charles Schwab
California
$32.7M +$1.37M +60,948 +5%
Goldman Sachs
35
Goldman Sachs
New York
$32.1M -$1.01M -44,840 -3%
Wells Fargo
36
Wells Fargo
California
$30.3M -$488K -21,705 -2%
SAM
37
Silvercrest Asset Management
New York
$29.1M +$4.19M +186,080 +19%
Brown Advisory
38
Brown Advisory
Maryland
$23.3M -$4.21M -187,323 -17%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$18M -$5.51M -244,881 -26%
AI
40
Axiom Investors
Connecticut
$17.2M +$4.78M +212,585 +45%
RJA
41
Raymond James & Associates
Florida
$16.6M +$224K +9,976 +2%
Bank of America
42
Bank of America
North Carolina
$14.7M -$933K -41,472 -7%
Barclays
43
Barclays
United Kingdom
$14.4M +$6.61M +293,719 +106%
SGM
44
Scalar Gauge Management
Texas
$14.3M +$3.33M +147,985 +35%
Comerica Bank
45
Comerica Bank
Texas
$13.6M +$40.9K +1,817 +0.3%
Ameriprise
46
Ameriprise
Minnesota
$13.6M +$651K +28,945 +6%
GPGA
47
Grandeur Peak Global Advisors
Utah
$12.2M +$30.9K +1,373 +0.3%
Millennium Management
48
Millennium Management
New York
$11.4M -$15.4M -683,739 -60%
SIMG
49
Stephens Investment Management Group
Texas
$11.1M +$9.86M +438,437 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$10.6M -$2.19M -97,521 -19%

CWAN Hedge Fund Activity: Q3 2024 in Review

265 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2024, worth a combined $5B — up 43% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWAN positions and 30 closed out — a net gain of 38 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 265 institutional investors held Clearwater Analytics (CWAN) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $5B of Clearwater Analytics stock for Q3 2024, up 43% quarter-over-quarter.
  • 68 funds opened new Clearwater Analytics positions in Q3 2024 and 30 closed out, a net change of +38 holders.
  • The largest Clearwater Analytics buyer in Q3 2024 was Balyasny Asset Management, an estimated $79.5M added.
  • The largest Clearwater Analytics seller in Q3 2024 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2024.