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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
CWP
151
Curated Wealth Partners
California
$299K +$294K +14,924 New
Point72 Asset Management
152
Point72 Asset Management
Connecticut
$296K +$291K +14,800 New
HighTower Advisors
153
HighTower Advisors
Illinois
$290K +$285K +14,467 New
Victory Capital Management
154
Victory Capital Management
Texas
$288K +$283K +14,374 New
AWM
155
Apollon Wealth Management
South Carolina
$274K +$269K +13,670 New
DTL
156
Dynamic Technology Lab
Singapore
$272K +$268K +13,584 New
FRM
157
Fox Run Management
Connecticut
$268K +$264K +13,385 New
CMI
158
Clare Market Investments
Texas
$260K +$256K +13,000 New
CGH
159
Crossmark Global Holdings
Texas
$255K +$50.9K +2,583 +26%
MM
160
MQS Management
New York
$230K +$226K +11,476 New
RJT
161
Raymond James Trust
Florida
$226K +$8.06K +409 +4%
SSA
162
Schonfeld Strategic Advisors
New York
$215K +$212K +10,746 New
KI
163
Kapitalo Investimentos
Brazil
$211K +$208K +10,552 New
DADC
164
D.A. Davidson & Co
Montana
$211K +$208K +10,545 New
Citigroup
165
Citigroup
New York
$211K -$429K -21,765 -67%
Lazard Asset Management
166
Lazard Asset Management
New York
$209K +$3.11K +158 +2%
Osaic Holdings
167
Osaic Holdings
Arizona
$177K -$124K -6,294 -42%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$173K +$170K +8,637 New
Asset Management One
169
Asset Management One
Japan
$134K +$132K +6,683 New
EC
170
EntryPoint Capital
New York
$117K +$115K +5,847 New
SIM
171
Sandia Investment Management
Massachusetts
$100K -$367K -18,655 -79%
EIM
172
Essex Investment Management
Massachusetts
$89.9K +$88.4K +4,486 New
TRCT
173
Tower Research Capital (TRC)
New York
$48.9K +$12.1K +616 +34%
RhumbLine Advisers
174
RhumbLine Advisers
Massachusetts
$45K – – –
EBA
175
Eagle Bay Advisors
New York
$35.5K +$23.8K +1,207 +213%
5 6
7
8 9

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.