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CWAN

Clearwater Analytics

Delisted

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

229 hedge funds and large institutions have $3.5B invested in Clearwater Analytics in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $750K

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.08B → $3.5B (+$422M)

9% more funds holding

Funds holding: 211229 (+18)

5.97% less ownership

Funds ownership: 134.87%128.89% (-6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
91
Reduced
66
Closed
32
Calls
$1.67M
Puts
$750K
Net Calls
+$918K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
NW
101
NewEdge Wealth
Pennsylvania
$1.36M +$1.7K +94 +0.1%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$1.36M +$5.99K +332 +0.5%
AIMCA
103
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.33M -$4.02K -223 -0.3%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$1.2M -$49.8K -2,762 -4%
Walleye Capital
105
Walleye Capital
New York
$1.16M +$1.09M +60,545 +3,180%
ACM
106
Aquatic Capital Management
Illinois
$1.14M +$842K +46,700 +320%
Holocene Advisors
107
Holocene Advisors
New York
$1.13M -$1.35M -74,845 -55%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$1.11M -$3.73M -206,606 -77%
DB
109
Danske Bank
Denmark
$1.11M +$730K +40,462 +207%
QC
110
Quadrature Capital
United Kingdom
$1.1M -$859K -47,641 -45%
SFI
111
Susquehanna Fundamental Investments
Pennsylvania
$1.01M +$138K +7,647 +16%
AI
112
Atom Investors
Texas
$957K +$399K +22,111 +75%
Verition Fund Management
113
Verition Fund Management
Connecticut
$929K -$134K -7,406 -13%
CIP
114
Chartwell Investment Partners
Pennsylvania
$897K -$142K -7,875 -14%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$866K -$14.6M -809,338 -95%
LPL Financial
116
LPL Financial
California
$829K -$10K -556 -1%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$829K +$32.7K +1,813 +4%
TC
118
TownSquare Capital
Utah
$812K +$18K +999 +2%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$805K +$784K +43,466 New
William Blair & Company
120
William Blair & Company
Illinois
$786K +$12.3K +680 +2%
ASRS
121
Arizona State Retirement System
Arizona
$757K +$14.9K +828 +2%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$757K +$707K +39,205 +8,431%
FFP
123
FourThought Financial Partners
Florida
$755K +$19.7K +1,091 +3%
Corient Private Wealth
124
Corient Private Wealth
Florida
$753K +$42.3K +2,345 +6%
NRD
125
Nebula Research & Development
New York
$746K -$138K -7,664 -16%

CWAN Hedge Fund Activity: Q2 2024 in Review

229 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2024, worth a combined $3.5B — up 14% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CWAN positions and 32 closed out — a net gain of 20 holders — while 91 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Permira Holdings, cutting an estimated $96.8M.

  • 229 institutional investors held Clearwater Analytics (CWAN) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $3.5B of Clearwater Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 52 funds opened new Clearwater Analytics positions in Q2 2024 and 32 closed out, a net change of +20 holders.
  • The largest Clearwater Analytics buyer in Q2 2024 was BlackRock, an estimated $135M added.
  • The largest Clearwater Analytics seller in Q2 2024 was Permira Holdings, an estimated $96.8M sold.

Based on aggregated 13F filings for Q2 2024.