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CWAN

Clearwater Analytics
CWAN

Delisted

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

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201 hedge funds and large institutions have $3.13B invested in Clearwater Analytics in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,020% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $98K

492% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 13

207% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 28

73% more capital invested

Capital invested by funds: $1.81B → $3.13B (+$1.32B)

45% more funds holding

Funds holding: 139 → 201 (+62)

35.42% more ownership

Funds ownership: 106.47% → 141.89% (+35%)

Holders
201
Holders Change
+62
Holders Change %
+44.6%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
77
Increased
86
Reduced
28
Closed
13
Calls
$3.06M
Puts
$98K
Net Calls
+$2.96M
Net Calls Change
+$4.89M

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$143M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$100M
3
Morgan Stanley
Morgan Stanley
New York
+$74.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$68.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$56.9M

Top Sellers

Rank Fund Capital Flow
1
DCP
Durable Capital Partners
Maryland
-$109M
2
DIG
Dragoneer Investment Group
California
-$31.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$18.1M
4
FAM
Fred Alger Management
New York
-$6.37M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$5.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
126
Graham Capital Management
Connecticut
$441K +$434K +22,036 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$429K +$49.5K +2,511 +13%
ET
128
Equitable Trust
Tennessee
$403K -$6.97K -354 -2%
AG
129
Artal Group
Luxembourg
$401K +$394K +20,000 New
SPIA
130
Steward Partners Investment Advisory
New York
$397K +$155K +7,857 +66%
EA
131
Ellsworth Advisors
Ohio
$396K +$389K +19,763 New
Truist Financial
132
Truist Financial
North Carolina
$390K +$383K +19,469 New
MFG
133
Merit Financial Group
Georgia
$389K +$383K +19,443 New
DF
134
Dunhill Financial
United Kingdom
$381K +$5.5K +279 +1%
DIM
135
DC Investments Management
Virginia
$376K – – –
OAC
136
OMERS Administration Corp
Ontario, Canada
$367K +$360K +18,300 New
OR
137
Olympiad Research
Connecticut
$365K +$359K +18,224 New
PCM
138
Prelude Capital Management
New York
$365K +$359K +18,224 New
HPC
139
HM Payson & Co
Maine
$361K -$5.91K -300 -2%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$342K +$292K +14,816 +650%
KIA
141
KLR Investment Advisors
Rhode Island
$339K +$15.8K +801 +5%
SEC
142
Seven Eight Capital
New York
$332K +$326K +16,573 New
Squarepoint
143
Squarepoint
New York
$331K +$326K +16,541 New
TFA
144
Toth Financial Advisory
Virginia
$330K – – –
PRC
145
Pearl River Capital
Michigan
$330K +$325K +16,496 New
QPW
146
Quantum Private Wealth
Florida
$311K +$305K +15,507 New
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$308K -$70.2K -3,563 -19%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$306K +$301K +15,300 New
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$304K +$52.8K +2,679 +21%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$302K +$297K +15,056 New
4 5
6
7 8

CWAN Hedge Fund Activity: Q4 2023 in Review

201 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2023, worth a combined $3.13B — up 73% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new CWAN positions and 13 closed out — a net gain of 64 holders — while 86 added to existing stakes and 28 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $143M. The largest seller was Durable Capital Partners, cutting an estimated $109M.

  • 201 institutional investors held Clearwater Analytics (CWAN) as of Q4 2023, up from 139 in Q3 2023.
  • Funds reported $3.13B of Clearwater Analytics stock for Q4 2023, up 73% quarter-over-quarter.
  • 77 funds opened new Clearwater Analytics positions in Q4 2023 and 13 closed out, a net change of +64 holders.
  • The largest Clearwater Analytics buyer in Q4 2023 was William Blair Investment Management, an estimated $143M added.
  • The largest Clearwater Analytics seller in Q4 2023 was Durable Capital Partners, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.