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CWAN

Clearwater Analytics

Delisted

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

139 hedge funds and large institutions have $1.81B invested in Clearwater Analytics in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

30% more capital invested

Capital invested by funds: $1.4B → $1.81B (+$417M)

15% more funds holding

Funds holding: 121139 (+18)

7.12% less ownership

Funds ownership: 113.59%106.47% (-7.1%)

59% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.28M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
58
Reduced
32
Closed
21
Calls
$1.35M
Puts
$3.28M
Net Calls
-$1.93M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$3.09M +$865K +49,010 +44%
TIM
52
Thornburg Investment Management
New Mexico
$2.69M +$2.45M +138,833 New
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.55M +$2.33M +131,903 New
OAM
54
Oppenheimer Asset Management
New York
$2.49M +$651K +36,899 +40%
Norges Bank
55
Norges Bank
Norway
$2.39M +$1.85M +104,900 +564%
GCP
56
GSA Capital Partners
United Kingdom
$2.32M +$1.02M +58,027 +93%
BMSSC
57
B. Metzler seel. Sohn & Co
Germany
$2.16M -$1.5M -84,967 -43%
Principal Financial Group
58
Principal Financial Group
Iowa
$2.02M +$1.84M +104,575 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.02M +$464K +26,314 +34%
M&T Bank
60
M&T Bank
New York
$2M -$25.6K -1,454 -1%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$1.98M +$50.5K +2,864 +3%
QT
62
Quantbot Technologies
New York
$1.9M +$1.19M +67,474 +219%
QC
63
Quadrature Capital
United Kingdom
$1.89M +$1.1M +62,083 +175%
JF
64
Jump Financial
Illinois
$1.78M +$1.62M +91,967 New
Stifel Financial
65
Stifel Financial
Missouri
$1.73M -$4.9K -278 -0.3%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.72M +$1.5M +84,913 +2,186%
PCM
67
Penserra Capital Management
California
$1.7M +$1.55M +87,834 New
TI
68
Trexquant Investment
Connecticut
$1.53M +$1.39M +78,893 New
RFC
69
Regions Financial Corp
Alabama
$1.51M -$35.8K -2,031 -3%
Connor, Clark & Lunn Investment Management (CC&L)
70
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.5M +$873K +49,519 +176%
CS
71
Credit Suisse
Switzerland
$1.39M -$2.81K -159 -0.2%
Legal & General Group
72
Legal & General Group
United Kingdom
$1.35M +$150K +8,525 +14%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.35M +$5.49K +311 +0.4%
Macquarie Group
74
Macquarie Group
Australia
$1.34M +$1.22M +69,225 New
Millennium Management
75
Millennium Management
New York
$1.11M +$448K +25,374 +80%

CWAN Hedge Fund Activity: Q3 2023 in Review

139 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2023, worth a combined $1.81B — up 30% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CWAN positions and 21 closed out — a net gain of 18 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $66.6M. The largest seller was Goldman Sachs, cutting an estimated $78.2M.

  • 139 institutional investors held Clearwater Analytics (CWAN) as of Q3 2023, up from 121 in Q2 2023.
  • Funds reported $1.81B of Clearwater Analytics stock for Q3 2023, up 30% quarter-over-quarter.
  • 39 funds opened new Clearwater Analytics positions in Q3 2023 and 21 closed out, a net change of +18 holders.
  • The largest Clearwater Analytics buyer in Q3 2023 was Wasatch Advisors, an estimated $66.6M added.
  • The largest Clearwater Analytics seller in Q3 2023 was Goldman Sachs, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2023.