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CWAN

Clearwater Analytics
CWAN

Delisted

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

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122 hedge funds and large institutions have $1.24B invested in Clearwater Analytics in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $128K | Put options by funds: $35K

216% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 19

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

23% more funds holding

Funds holding: 99 → 122 (+23)

21.09% more ownership

Funds ownership: 103.83% → 124.92% (+21%)

8% more capital invested

Capital invested by funds: $1.15B → $1.24B (+$89.5M)

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
60
Reduced
19
Closed
13
Calls
$128K
Puts
$35K
Net Calls
+$93K
Net Calls Change
-$384K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$68.4M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$45.2M
3
Artisan Partners
Artisan Partners
Wisconsin
+$31.5M
4
Invesco
Invesco
Georgia
+$22.6M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$36.7M
2
DCP
Durable Capital Partners
Maryland
-$14.9M
3
DIG
Dragoneer Investment Group
California
-$14.3M
4
FAM
Fred Alger Management
New York
-$5.79M
5
Norges Bank
Norges Bank
Norway
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.29M -$155K -8,867 -10%
M&T Bank
52
M&T Bank
New York
$1.26M -$155K -8,849 -10%
OAM
53
Oppenheimer Asset Management
New York
$1.24M +$31.9K +1,822 +2%
RFC
54
Regions Financial Corp
Alabama
$1.24M +$58.6K +3,347 +5%
Millennium Management
55
Millennium Management
New York
$1.06M +$981K +56,052 +554%
QT
56
Quantbot Technologies
New York
$980K +$972K +55,538 +951%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$898K +$546K +31,207 +125%
UBS Group
58
UBS Group
Switzerland
$809K +$808K +46,194 +1,022%
OQS
59
Occudo Quantitative Strategies
Florida
$809K +$886K +50,659 New
JMPWA
60
JP Morgan Private Wealth Advisors
California
$788K -$48.1K -2,750 -5%
GCP
61
GSA Capital Partners
United Kingdom
$767K +$841K +48,086 New
CS
62
Credit Suisse
Switzerland
$741K +$318K +18,186 +64%
MIM
63
Monashee Investment Management
Massachusetts
$718K +$787K +45,000 New
ECM
64
ExodusPoint Capital Management
New York
$701K +$769K +43,952 New
LPL Financial
65
LPL Financial
California
$680K +$61.7K +3,528 +9%
CP
66
CenterBook Partners
Connecticut
$665K +$434K +24,815 +147%
GCM
67
Graham Capital Management
Connecticut
$645K +$448K +25,606 +173%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$642K +$234K +13,378 +50%
PP
69
PDT Partners
New York
$626K +$687K +39,240 New
NW
70
NewEdge Wealth
Pennsylvania
$622K +$65.4K +3,740 +11%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$622K +$70.2K +4,012 +11%
SIC
72
Salem Investment Counselors
North Carolina
$585K +$220K +12,600 +52%
TC
73
TownSquare Capital
Utah
$567K +$67.1K +3,835 +12%
OR
74
Olympiad Research
Connecticut
$469K +$515K +29,413 New
PCM
75
Prelude Capital Management
New York
$469K +$515K +29,413 New
1 2
3
4 5

CWAN Hedge Fund Activity: Q1 2023 in Review

122 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2023, worth a combined $1.24B — up 7.8% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CWAN positions and 13 closed out — a net gain of 24 holders — while 60 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $68.4M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $36.7M sold.

  • 122 institutional investors held Clearwater Analytics (CWAN) as of Q1 2023, up from 99 in Q4 2022.
  • Funds reported $1.24B of Clearwater Analytics stock for Q1 2023, up 7.8% quarter-over-quarter.
  • 37 funds opened new Clearwater Analytics positions in Q1 2023 and 13 closed out, a net change of +24 holders.
  • The largest Clearwater Analytics buyer in Q1 2023 was Vanguard Group, an estimated $68.4M added.
  • The largest Clearwater Analytics seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2023.