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CWAN

Clearwater Analytics

Delisted

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

265 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

43% more capital invested

Capital invested by funds: $3.5B → $5B (+$1.5B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

16% more funds holding

Funds holding: 229265 (+36)

5.49% less ownership

Funds ownership: 128.89%123.4% (-5.5%)

43% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $3.11M

Holders
265
Holders Change
+36
Holders Change %
+15.72%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
95
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Palisade Capital Management
New Jersey
$10.4M -$590K -26,246 -6%
EA
52
Emerald Advisers
Pennsylvania
$10.2M +$9.04M +401,982 New
KCM
53
Kornitzer Capital Management
Kansas
$10.1M
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$9.38M +$1.99M +88,632 +31%
Polen Capital Management
55
Polen Capital Management
Florida
$8.56M -$5.24M -232,883 -41%
Deutsche Bank
56
Deutsche Bank
Germany
$8.41M -$1.18M -52,580 -14%
SBH
57
Segall Bryant & Hamill
Illinois
$8.41M -$306K -13,598 -4%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$7.96M +$5.74M +255,353 +425%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.9M +$553K +24,600 +9%
Renaissance Technologies
60
Renaissance Technologies
New York
$7.7M +$2.16M +96,200 +46%
Citigroup
61
Citigroup
New York
$7.56M -$595K -26,440 -8%
Citadel Advisors
62
Citadel Advisors
Florida
$7.5M -$84.2M -3,743,235 -93%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.48M
EMFAT
64
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.45M +$6.64M +295,239 New
MAP
65
Moody Aldrich Partners
Massachusetts
$7.37M +$6.57M +291,970 New
OCM
66
Osterweis Capital Management
California
$7.31M +$769K +34,175 +13%
UBS AM
67
UBS AM
Illinois
$7.27M -$434K -19,293 -6%
SCA
68
Summit Creek Advisors
Minnesota
$7.18M -$205K -9,108 -3%
TIM
69
Thornburg Investment Management
New Mexico
$7.17M -$1.07M -47,518 -14%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$7.15M -$139K -6,171 -2%
GIP
71
Granite Investment Partners
California
$6.46M -$1.87M -83,263 -25%
NCGI
72
Next Century Growth Investors
Minnesota
$6.18M -$1.55M -68,867 -22%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$5.74M +$5.12M +227,480 New
TI
74
Trexquant Investment
Connecticut
$5.62M -$2.57M -114,312 -34%
SGM
75
Seven Grand Managers
New York
$5.05M

CWAN Hedge Fund Activity: Q3 2024 in Review

265 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2024, worth a combined $5B — up 43% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWAN positions and 30 closed out — a net gain of 38 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 265 institutional investors held Clearwater Analytics (CWAN) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $5B of Clearwater Analytics stock for Q3 2024, up 43% quarter-over-quarter.
  • 68 funds opened new Clearwater Analytics positions in Q3 2024 and 30 closed out, a net change of +38 holders.
  • The largest Clearwater Analytics buyer in Q3 2024 was Balyasny Asset Management, an estimated $79.5M added.
  • The largest Clearwater Analytics seller in Q3 2024 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2024.