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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
HPC
101
HM Payson & Co
Maine
$354K -$5.29K -300 -2%
AIM
102
Aigen Investment Management
New York
$339K +$309K +17,534 New
Capstone Investment Advisors
103
Capstone Investment Advisors
New York
$324K +$295K +16,729 New
TFA
104
Toth Financial Advisory
Virginia
$319K +$291K +16,500 New
Osaic Holdings
105
Osaic Holdings
Arizona
$292K +$109K +6,201 +69%
VF
106
Virtu Financial
New York
$271K +$67.5K +3,827 +37%
VRS
107
Virginia Retirement Systems
Virginia
$263K +$240K +13,600 New
KIA
108
KLR Investment Advisors
Rhode Island
$258K -$9.01K -511 -3%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$242K +$221K +12,514 New
WB
110
WesBanco Bank
West Virginia
$232K
SPIA
111
Steward Partners Investment Advisory
New York
$231K +$29.6K +1,680 +16%
RJT
112
Raymond James Trust
Florida
$210K -$1.41K -80 -0.7%
CGH
113
Crossmark Global Holdings
Texas
$207K +$179K +10,124 New
Lazard Asset Management
114
Lazard Asset Management
New York
$198K +$17.2K +973 +10%
SG Americas Securities
115
SG Americas Securities
New York
$163K -$2.38K -135 -2%
SOW
116
State of Wyoming
Wyoming
$119K +$33.2K +1,883 +44%
UBS Group
117
UBS Group
Switzerland
$59.9K +$15.3K +869 +39%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$44.1K
RhumbLine Advisers
119
RhumbLine Advisers
Massachusetts
$43.5K
TRCT
120
Tower Research Capital (TRC)
New York
$35.3K +$27.1K +1,535 +527%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$31.4K +$847 +48 +3%
US Bancorp
122
US Bancorp
Minnesota
$31.4K +$2.45K +139 +9%
HCM
123
Hollencrest Capital Management
California
$24.2K +$22.1K +1,251 New
PTC
124
Private Trust Company
Ohio
$15.3K +$159 +9 +1%
S
125
SignatureFD
Georgia
$11.7K -$1.27K -72 -11%

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.