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CWAN

Clearwater Analytics

Delisted

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

211 hedge funds and large institutions have $3.08B invested in Clearwater Analytics in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $536K

111% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 47

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

5% more funds holding

Funds holding: 201211 (+10)

2% less capital invested

Capital invested by funds: $3.13B → $3.08B (-$56.7M)

7.02% less ownership

Funds ownership: 141.89%134.87% (-7%)

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
99
Reduced
47
Closed
36
Calls
$1.31M
Puts
$536K
Net Calls
+$773K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$1.19M +$1.25M +67,392 New
First Trust Advisors
102
First Trust Advisors
Illinois
$1.15M -$2.3M -123,904 -66%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$1.07M +$848K +45,662 +303%
JF
104
Jump Financial
Illinois
$1.06M -$2.42M -130,345 -69%
Verition Fund Management
105
Verition Fund Management
Connecticut
$1.02M +$511K +27,513 +92%
CIP
106
Chartwell Investment Partners
Pennsylvania
$996K +$24.8K +1,333 +2%
YIH
107
Y-Intercept (HK)
Hong Kong
$970K +$472K +25,401 +86%
BHCM
108
Brevan Howard Capital Management
Jersey
$874K +$918K +49,384 New
CGIM
109
Cannon Global Investment Management
Florida
$858K +$901K +48,500 New
NRD
110
Nebula Research & Development
New York
$848K +$303K +16,325 +52%
SFI
111
Susquehanna Fundamental Investments
Pennsylvania
$825K +$867K +46,635 New
LPL Financial
112
LPL Financial
California
$802K -$93.4K -5,024 -10%
PTC
113
Petrus Trust Company
Texas
$796K +$156K +8,391 +23%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$771K +$227K +12,200 +39%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$760K -$23.4K -1,257 -3%
TC
116
TownSquare Capital
Utah
$758K +$35.4K +1,905 +5%
William Blair & Company
117
William Blair & Company
Illinois
$739K +$366K +19,717 +89%
ECU
118
Eisler Capital (US)
New York
$725K +$762K +40,993 New
ASRS
119
Arizona State Retirement System
Arizona
$709K +$119K +6,400 +19%
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$703K -$57.6K -3,100 -7%
FFP
121
FourThought Financial Partners
Florida
$701K +$737K +39,652 New
Corient Private Wealth
122
Corient Private Wealth
Florida
$678K +$131K +7,025 +22%
VI
123
Versor Investments
New York
$668K +$266K +14,338 +61%
LCM
124
Landscape Capital Management
New Jersey
$660K +$693K +37,304 New
NS
125
NBC Securities
Alabama
$621K +$226K +12,146 +53%

CWAN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2024, worth a combined $3.08B — down 1.8% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CWAN positions and 36 closed out — a net gain of 11 holders — while 99 added to existing stakes and 47 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $80M. The largest seller was Morgan Stanley, cutting an estimated $80.4M.

  • 211 institutional investors held Clearwater Analytics (CWAN) as of Q1 2024, up from 201 in Q4 2023.
  • Funds reported $3.08B of Clearwater Analytics stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 47 funds opened new Clearwater Analytics positions in Q1 2024 and 36 closed out, a net change of +11 holders.
  • The largest Clearwater Analytics buyer in Q1 2024 was Wasatch Advisors, an estimated $80M added.
  • The largest Clearwater Analytics seller in Q1 2024 was Morgan Stanley, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2024.