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CWAN

Clearwater Analytics

Delisted

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

121 hedge funds and large institutions have $1.4B invested in Clearwater Analytics in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,651% more call options, than puts

Call options by funds: $963K | Put options by funds: $35K

135% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $1.24B → $1.4B (+$153M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 122121 (-1)

11.34% less ownership

Funds ownership: 124.92%113.59% (-11%)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
61
Reduced
26
Closed
20
Calls
$963K
Puts
$35K
Net Calls
+$928K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
SGM
51
Seven Grand Managers
New York
$1.53M -$7.44M -471,500 -83%
OAM
52
Oppenheimer Asset Management
New York
$1.46M +$219K +13,864 +18%
Stifel Financial
53
Stifel Financial
Missouri
$1.43M -$13.5K -853 -0.9%
RFC
54
Regions Financial Corp
Alabama
$1.27M +$43K +2,725 +4%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.24M +$1.23M +78,004 New
CS
56
Credit Suisse
Switzerland
$1.14M +$404K +25,606 +55%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.1M +$205K +12,992 +23%
OQS
58
Occudo Quantitative Strategies
Florida
$1.09M +$286K +18,121 +36%
Marshall Wace
59
Marshall Wace
United Kingdom
$1.01M -$4.71M -298,279 -82%
GCP
60
GSA Capital Partners
United Kingdom
$986K +$221K +14,024 +29%
Legal & General Group
61
Legal & General Group
United Kingdom
$976K +$667K +42,271 +220%
LPL Financial
62
LPL Financial
California
$783K +$107K +6,764 +16%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$652K +$14.1K +896 +2%
AG
64
Algert Global
California
$624K +$621K +39,310 New
NW
65
NewEdge Wealth
Pennsylvania
$617K -$1.78K -113 -0.3%
VAS
66
Vestmark Advisory Solutions
Massachusetts
$617K -$1.78K -113 -0.3%
TC
67
TownSquare Capital
Utah
$575K +$11.2K +712 +2%
QC
68
Quadrature Capital
United Kingdom
$565K +$120K +7,617 +27%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$549K -$233K -14,770 -30%
OR
70
Olympiad Research
Connecticut
$532K +$64.4K +4,079 +14%
PCM
71
Prelude Capital Management
New York
$532K +$64.4K +4,079 +14%
Millennium Management
72
Millennium Management
New York
$505K -$543K -34,371 -52%
QT
73
Quantbot Technologies
New York
$489K -$482K -30,549 -50%
Connor, Clark & Lunn Investment Management (CC&L)
74
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$446K +$444K +28,126 New
PTC
75
Petrus Trust Company
Texas
$417K +$135K +8,560 +48%

CWAN Hedge Fund Activity: Q2 2023 in Review

121 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2023, worth a combined $1.4B — up 12% from $1.24B a quarter earlier.

Fund positioning in CWAN was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 61 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $67M. The largest seller was Durable Capital Partners, cutting an estimated $18.3M.

  • 121 institutional investors held Clearwater Analytics (CWAN) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $1.4B of Clearwater Analytics stock for Q2 2023, up 12% quarter-over-quarter.
  • 20 funds opened new Clearwater Analytics positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest Clearwater Analytics buyer in Q2 2023 was Goldman Sachs, an estimated $67M added.
  • The largest Clearwater Analytics seller in Q2 2023 was Durable Capital Partners, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2023.