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CWAN

Clearwater Analytics

Delisted

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

265 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

43% more capital invested

Capital invested by funds: $3.5B → $5B (+$1.5B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

16% more funds holding

Funds holding: 229265 (+36)

5.49% less ownership

Funds ownership: 128.89%123.4% (-5.5%)

43% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $3.11M

Holders
265
Holders Change
+36
Holders Change %
+15.72%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
95
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$1.17M +$119K +5,272 +13%
Lazard Asset Management
127
Lazard Asset Management
New York
$1.16M +$489K +21,738 +90%
William Blair & Company
128
William Blair & Company
Illinois
$1.13M +$48.5K +2,155 +5%
Osaic Holdings
129
Osaic Holdings
Arizona
$1.09M +$967K +42,982 +13,307%
FC
130
FORA Capital
Florida
$1.06M +$941K +41,829 New
FFP
131
FourThought Financial Partners
Florida
$1.04M +$6.28K +279 +0.7%
SOW
132
State of Wyoming
Wyoming
$1.03M +$410K +18,219 +81%
TC
133
TownSquare Capital
Utah
$1.02M -$76.6K -3,407 -8%
RI
134
Redwood Investments
Massachusetts
$1.01M +$895K +39,809 New
LPL Financial
135
LPL Financial
California
$975K -$138K -6,155 -14%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$942K +$839K +37,300 New
AI
137
Atria Investments
North Carolina
$925K +$44.3K +1,971 +6%
Squarepoint
138
Squarepoint
New York
$904K -$1.01M -44,939 -56%
PCM
139
Penserra Capital Management
California
$901K +$803K +35,698 New
CCM
140
Cinctive Capital Management
New York
$899K -$2.75M -122,242 -77%
OC
141
Oppenheimer & Co
New York
$835K +$744K +33,062 New
Bessemer Group
142
Bessemer Group
New Jersey
$832K +$705K +31,340 +1,975%
Verition Fund Management
143
Verition Fund Management
Connecticut
$811K -$406K -18,043 -36%
CC
144
Centiva Capital
New York
$780K +$695K +30,893 New
ProShare Advisors
145
ProShare Advisors
Maryland
$724K +$645K +28,675 New
IIM
146
INTECH Investment Management
Florida
$717K +$639K +28,411 New
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$711K +$38.3K +1,704 +6%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$684K +$193K +8,600 +46%
SA
149
Sanctuary Advisors
Indiana
$675K +$111K +4,923 +30%
Pictet Asset Management
150
Pictet Asset Management
Switzerland
$671K +$244K +10,849 +69%

CWAN Hedge Fund Activity: Q3 2024 in Review

265 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2024, worth a combined $5B — up 43% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWAN positions and 30 closed out — a net gain of 38 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 265 institutional investors held Clearwater Analytics (CWAN) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $5B of Clearwater Analytics stock for Q3 2024, up 43% quarter-over-quarter.
  • 68 funds opened new Clearwater Analytics positions in Q3 2024 and 30 closed out, a net change of +38 holders.
  • The largest Clearwater Analytics buyer in Q3 2024 was Balyasny Asset Management, an estimated $79.5M added.
  • The largest Clearwater Analytics seller in Q3 2024 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2024.