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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
SRL
151
Scientech Research LLC
New Jersey
$352K +$343K +18,988 New
Principal Financial Group
152
Principal Financial Group
Iowa
$350K +$341K +18,915 New
DIM
153
DC Investments Management
Virginia
$347K
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$343K +$334K +18,500 New
MCC
155
Malaga Cove Capital
California
$325K -$812 -45 -0.3%
CWP
156
Curated Wealth Partners
California
$324K +$315K +17,480 New
HPC
157
HM Payson & Co
Maine
$320K -$3.16K -175 -1%
WB
158
WesBanco Bank
West Virginia
$315K
SPIA
159
Steward Partners Investment Advisory
New York
$313K
WSCM
160
Wellington Shields Capital Management
New York
$296K
PI
161
PEAK6 Investments
Illinois
$292K +$285K +15,778 New
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$292K -$71.9K -3,988 -20%
Victory Capital Management
163
Victory Capital Management
Texas
$286K +$49.3K +2,734 +21%
TRCT
164
Tower Research Capital (TRC)
New York
$285K +$88.2K +4,887 +46%
CMI
165
Clare Market Investments
Texas
$278K
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$277K +$270K +14,977 New
ATC
167
Argent Trust Co
Tennessee
$275K -$45.7K -2,535 -15%
QPW
168
Quantum Private Wealth
Florida
$275K -$12K -665 -4%
SA
169
Sanctuary Advisors
Indiana
$266K +$292K +16,203 New
AIP
170
Ameritas Investment Partners
Nebraska
$254K +$247K +13,717 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$246K +$4.87K +270 +2%
CGH
172
Crossmark Global Holdings
Texas
$240K +$4.87K +270 +2%
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$232K +$17.3K +960 +8%
AWM
174
Apollon Wealth Management
South Carolina
$220K -$2.67K -148 -1%
NC
175
nVerses Capital
Florida
$215K +$209K +11,600 New

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.