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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
LPL Financial
76
LPL Financial
California
$1.02M +$57.1K +3,239 +7%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$843K +$43.6K +2,469 +6%
First Trust Advisors
78
First Trust Advisors
Illinois
$746K +$680K +38,563 New
TC
79
TownSquare Capital
Utah
$719K +$16.8K +954 +3%
NW
80
NewEdge Wealth
Pennsylvania
$704K -$44.2K -2,505 -6%
VAS
81
Vestmark Advisory Solutions
Massachusetts
$704K -$44.2K -2,505 -6%
WP
82
Woodline Partners
California
$703K +$641K +36,329 New
Citigroup
83
Citigroup
New York
$625K +$203K +11,529 +56%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$575K -$86.1K -4,881 -14%
DFCM
85
Dark Forest Capital Management
Puerto Rico
$566K +$516K +29,242 New
Verition Fund Management
86
Verition Fund Management
Connecticut
$561K +$512K +29,013 New
PFM
87
Premier Fund Managers
United Kingdom
$539K +$484K +27,449 New
PTC
88
Petrus Trust Company
Texas
$508K
GT
89
Glenmede Trust
Pennsylvania
$470K -$5.91K -335 -1%
SIM
90
Sandia Investment Management
Massachusetts
$457K +$417K +23,655 New
NS
91
NBC Securities
Alabama
$453K +$413K +23,439 New
ASRS
92
Arizona State Retirement System
Arizona
$433K +$77.9K +4,416 +25%
PP
93
PDT Partners
New York
$421K +$384K +21,750 New
BCM
94
Bayesian Capital Management
New York
$406K +$370K +20,988 New
Barclays
95
Barclays
United Kingdom
$402K -$16.4K -929 -4%
ET
96
Equitable Trust
Tennessee
$396K +$361K +20,453 New
DF
97
Dunhill Financial
United Kingdom
$382K -$4.14K -235 -1%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$366K +$334K +18,947 New
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$366K +$104K +5,893 +45%
DIM
100
DC Investments Management
Virginia
$363K

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.