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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
Bessemer Group
176
Bessemer Group
New Jersey
$32K +$19.7K +999 +170%
US Bancorp
177
US Bancorp
Minnesota
$29.7K -$2.74K -139 -9%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$29.2K -$3.25K -165 -10%
HCM
179
Hollencrest Capital Management
California
$25.1K – – –
RA
180
RiverPark Advisors
New York
$23.3K +$22.9K +1,164 New
AIM
181
Arcadia Investment Management
Michigan
$19.6K +$19.2K +977 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$16.5K +$15.2K +772 +1,457%
PTC
183
Private Trust Company
Ohio
$16.4K +$591 +30 +4%
S
184
SignatureFD
Georgia
$14.8K +$2.66K +135 +22%
TWM
185
Tradition Wealth Management
Minnesota
$11K – – –
BWM
186
Baystate Wealth Management
Massachusetts
$10K +$9.85K +500 New
AAM
187
Advisors Asset Management
Colorado
$9.19K +$9.04K +459 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
LA
189
LM Advisors
California
$8.45K +$8.31K +422 New
BFEC
190
Benjamin F. Edwards & Company
Missouri
$8K +$7.84K +398 New
HNB
191
Huntington National Bank
Ohio
$5.97K +$5.87K +298 New
SWS
192
SYSTM Wealth Solutions
Illinois
$5.65K +$5.55K +282 New
MA
193
MCF Advisors
Kentucky
$5.07K +$4.98K +253 New
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$5K -$532 -27 -10%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$4.57K +$551 +28 +14%
FHA
196
First Horizon Advisors
Tennessee
$3.83K +$3.76K +191 New
IHWM
197
Iron Horse Wealth Management
Iowa
$2.98K – – –
TFM
198
TFC Financial Management
Massachusetts
$2.4K +$2.36K +120 New
TCWA
199
Turtle Creek Wealth Advisors
Texas
$2.28K +$2.25K +114 New
PA
200
Parallel Advisors
California
$421 – – –
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.