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CWAN

Clearwater Analytics
CWAN

Delisted

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

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201 hedge funds and large institutions have $3.13B invested in Clearwater Analytics in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,020% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $98K

492% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 13

207% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 28

73% more capital invested

Capital invested by funds: $1.81B → $3.13B (+$1.32B)

45% more funds holding

Funds holding: 139 → 201 (+62)

35.42% more ownership

Funds ownership: 106.47% → 141.89% (+35%)

Holders
201
Holders Change
+62
Holders Change %
+44.6%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
77
Increased
86
Reduced
28
Closed
13
Calls
$3.06M
Puts
$98K
Net Calls
+$2.96M
Net Calls Change
+$4.89M

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$143M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$100M
3
Morgan Stanley
Morgan Stanley
New York
+$74.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$68.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$56.9M

Top Sellers

Rank Fund Capital Flow
1
DCP
Durable Capital Partners
Maryland
-$109M
2
DIG
Dragoneer Investment Group
California
-$31.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$18.1M
4
FAM
Fred Alger Management
New York
-$6.37M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$5.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
HBK Investments
Texas
$8.01M +$7.88M +400,000 New
Northern Trust
52
Northern Trust
Illinois
$8M +$1.76M +89,175 +29%
Principal Financial Group
53
Principal Financial Group
Iowa
$7.97M +$5.78M +293,366 +281%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$7.03M +$4.9M +248,643 +243%
RCMU
55
Rokos Capital Management (UK)
United Kingdom
$7.01M +$6.89M +350,000 New
Deutsche Bank
56
Deutsche Bank
Germany
$6.57M +$6.46M +328,070 New
Millennium Management
57
Millennium Management
New York
$6.48M +$5.24M +266,142 +466%
CM
58
Castleark Management
Illinois
$6.14M +$354K +17,950 +6%
Polen Capital Management
59
Polen Capital Management
Florida
$5.83M -$270K -13,710 -5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$5.66M +$2.42M +122,934 +77%
UBS Group
61
UBS Group
Switzerland
$5.36M +$5.21M +264,534 +8,536%
Goldman Sachs
62
Goldman Sachs
New York
$5.32M +$1.71M +86,835 +49%
GIP
63
Granite Investment Partners
California
$5.26M +$5.17M +262,608 New
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.04M +$2.36M +119,775 +91%
TIM
65
Thornburg Investment Management
New Mexico
$5.04M +$2.22M +112,745 +81%
OQS
66
Occudo Quantitative Strategies
Florida
$4.88M +$4.8M +243,486 New
Two Sigma Advisers
67
Two Sigma Advisers
New York
$4.81M +$1.33M +67,400 +39%
Swiss National Bank
68
Swiss National Bank
Switzerland
$4.76M +$1.27M +64,500 +37%
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.44M +$2.84M +143,977 +185%
SGM
70
Seven Grand Managers
New York
$4.43M +$4.36M +221,401 New
TI
71
Trexquant Investment
Connecticut
$4.38M +$2.75M +139,836 +177%
NCGI
72
Next Century Growth Investors
Minnesota
$4.35M +$4.28M +217,387 New
JF
73
Jump Financial
Illinois
$3.81M +$1.94M +98,287 +107%
First Trust Advisors
74
First Trust Advisors
Illinois
$3.79M +$2.97M +150,556 +390%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$3.63M -$313K -15,912 -8%
1 2
3
4 5

CWAN Hedge Fund Activity: Q4 2023 in Review

201 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2023, worth a combined $3.13B — up 73% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new CWAN positions and 13 closed out — a net gain of 64 holders — while 86 added to existing stakes and 28 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $143M. The largest seller was Durable Capital Partners, cutting an estimated $109M.

  • 201 institutional investors held Clearwater Analytics (CWAN) as of Q4 2023, up from 139 in Q3 2023.
  • Funds reported $3.13B of Clearwater Analytics stock for Q4 2023, up 73% quarter-over-quarter.
  • 77 funds opened new Clearwater Analytics positions in Q4 2023 and 13 closed out, a net change of +64 holders.
  • The largest Clearwater Analytics buyer in Q4 2023 was William Blair Investment Management, an estimated $143M added.
  • The largest Clearwater Analytics seller in Q4 2023 was Durable Capital Partners, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.