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CWAN

Clearwater Analytics

Delisted

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

122 hedge funds and large institutions have $1.24B invested in Clearwater Analytics in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $128K | Put options by funds: $35K

216% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 19

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

23% more funds holding

Funds holding: 99122 (+23)

21.09% more ownership

Funds ownership: 103.83%124.92% (+21%)

8% more capital invested

Capital invested by funds: $1.15B → $1.24B (+$89.5M)

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
60
Reduced
19
Closed
13
Calls
$128K
Puts
$35K
Net Calls
+$93K
Net Calls Change
-$384K
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
1
Durable Capital Partners
Maryland
$141M -$14.9M -849,365 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$68.4M +3,909,672 +128%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$99.3M +$45.2M +2,581,501 +71%
WA
4
Wasatch Advisors
Utah
$99.2M +$15.7M +897,726 +17%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$93.7M +$6.85M +391,466 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$89.3M +$19.7M +1,125,127 +25%
FAM
7
Fred Alger Management
New York
$67.9M -$5.79M -330,920 -7%
BAMCO Inc
8
BAMCO Inc
New York
$65.3M +$14.2M +808,802 +25%
Artisan Partners
9
Artisan Partners
Wisconsin
$44.8M +$31.5M +1,799,271 +179%
Morgan Stanley
10
Morgan Stanley
New York
$40.7M +$439K +25,112 +1%
DIG
11
Dragoneer Investment Group
California
$40.1M -$14.3M -819,091 -25%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$37.7M +$9.89M +565,190 +31%
Invesco
13
Invesco
Georgia
$27.1M +$22.6M +1,290,516 +318%
Janus Henderson Group
14
Janus Henderson Group
$25.5M +$117K +6,683 +0.4%
BCM
15
Brown Capital Management
Maryland
$25.4M +$12.2M +697,300 +78%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$19.5M +$19.5M +1,113,067 +1,033%
BlackRock
17
BlackRock
New York
$18.8M +$5.99M +342,154 +41%
BC
18
Brookfield Corp
Ontario, Canada
$13.6M +$8.07M +461,535 +119%
SEI Investments
19
SEI Investments
Pennsylvania
$12.9M +$6.98M +398,956 +97%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$9.81M +$2.24M +128,084 +26%
SGM
21
Seven Grand Managers
New York
$9.07M +$9.94M +568,049 New
Wells Fargo
22
Wells Fargo
California
$8.99M +$963K +55,038 +11%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$8.7M +$3.11M +177,787 +48%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.62M -$2.11M -120,387 -18%
UBS AM
25
UBS AM
Illinois
$8.21M -$204K -11,655 -2%

CWAN Hedge Fund Activity: Q1 2023 in Review

122 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2023, worth a combined $1.24B — up 7.8% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CWAN positions and 13 closed out — a net gain of 24 holders — while 60 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $68.4M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $36.7M sold.

  • 122 institutional investors held Clearwater Analytics (CWAN) as of Q1 2023, up from 99 in Q4 2022.
  • Funds reported $1.24B of Clearwater Analytics stock for Q1 2023, up 7.8% quarter-over-quarter.
  • 37 funds opened new Clearwater Analytics positions in Q1 2023 and 13 closed out, a net change of +24 holders.
  • The largest Clearwater Analytics buyer in Q1 2023 was Vanguard Group, an estimated $68.4M added.
  • The largest Clearwater Analytics seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2023.