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CWAN

Clearwater Analytics

Delisted

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

69 hedge funds and large institutions have $1.14B invested in Clearwater Analytics in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $956M → $1.14B (+$186M)

17.96% more ownership

Funds ownership: 87.38%105.34% (+18%)

14% less funds holding

Funds holding: 8069 (-11)

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

Holders
69
Holders Change
-11
Holders Change %
-13.75%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
19
Reduced
11
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
Woodline Partners
California
$230K
GTCM
52
Gyon Technologies Capital Management
New Jersey
$208K +$204K +9,041 New
BFM
53
Boothbay Fund Management
New York
$206K -$238K -10,549 -54%
XT
54
XTX Topco
Cayman Islands
$206K +$203K +8,965 New
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$204K +$201K +8,880 New
HPC
56
HM Payson & Co
Maine
$179K +$176K +7,800 New
Osaic Holdings
57
Osaic Holdings
Arizona
$133K +$129K +5,694 +5,694%
TRCT
58
Tower Research Capital (TRC)
New York
$115K +$83.5K +3,694 +278%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$66K +$31.7K +1,401 +94%
SPIA
60
Steward Partners Investment Advisory
New York
$56K +$55.2K +2,444 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$45K
UBS Group
62
UBS Group
Switzerland
$37K +$35.9K +1,587 +2,602%
WWM
63
Wolff Wiese Magana
California
$18K
FF
64
FourThought Financial
Florida
$14K +$13.9K +616 New
EBA
65
Eagle Bay Advisors
New York
$13K +$12.8K +566 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.1K +446 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.26K +277 New
CWS
68
Confluence Wealth Services
Pennsylvania
$3K +$3.21K +142 New
SOW
69
State of Wyoming
Wyoming
$1K +$1.04K +46 New
WRCM
70
Whale Rock Capital Management
Massachusetts
-$16.6M -650,000 Closed
Jennison Associates
71
Jennison Associates
New York
-$13.9M -544,434 Closed
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
-$7.68M -300,000 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$6.61M -258,110 Closed
HRCM
74
Hood River Capital Management
Florida
-$6.39M -249,512 Closed
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
-$5.17M -201,900 Closed

CWAN Hedge Fund Activity: Q4 2021 in Review

69 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2021, worth a combined $1.14B — up 20% from $956M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of CWAN and 32 opened new positions — a net loss of 10 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Dragoneer Investment Group, adding an estimated $200M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $16.6M sold.

  • 69 institutional investors held Clearwater Analytics (CWAN) as of Q4 2021, down from 80 in Q3 2021.
  • Funds reported $1.14B of Clearwater Analytics stock for Q4 2021, up 20% quarter-over-quarter.
  • 32 funds opened new Clearwater Analytics positions in Q4 2021 and 42 closed out, a net change of -10 holders.
  • The largest Clearwater Analytics buyer in Q4 2021 was Dragoneer Investment Group, an estimated $200M added.
  • The largest Clearwater Analytics seller in Q4 2021 was Whale Rock Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.