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CWAN

Clearwater Analytics

Delisted

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

121 hedge funds and large institutions have $1.4B invested in Clearwater Analytics in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,651% more call options, than puts

Call options by funds: $963K | Put options by funds: $35K

135% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $1.24B → $1.4B (+$153M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 122121 (-1)

11.34% less ownership

Funds ownership: 124.92%113.59% (-11%)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
61
Reduced
26
Closed
20
Calls
$963K
Puts
$35K
Net Calls
+$928K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M +$21M +1,330,967 +19%
DCP
2
Durable Capital Partners
Maryland
$122M -$18.3M -1,162,022 -13%
WA
3
Wasatch Advisors
Utah
$103M +$4.13M +261,404 +4%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98.5M -$162K -10,254 -0.2%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$93.7M +$490K +31,031 +0.5%
JP Morgan Chase
6
JP Morgan Chase
New York
$92.1M +$3.32M +210,589 +4%
Goldman Sachs
7
Goldman Sachs
New York
$73.2M +$67M +4,242,921 +1,153%
BAMCO Inc
8
BAMCO Inc
New York
$68.2M +$3.26M +206,629 +5%
FAM
9
Fred Alger Management
New York
$66.9M -$591K -37,453 -0.9%
Artisan Partners
10
Artisan Partners
Wisconsin
$53.5M +$8.97M +568,526 +20%
Morgan Stanley
11
Morgan Stanley
New York
$40.4M -$53.3K -3,374 -0.1%
DIG
12
Dragoneer Investment Group
California
$39.9M
Wellington Management Group
13
Wellington Management Group
Massachusetts
$37.2M -$254K -16,071 -0.7%
BCM
14
Brown Capital Management
Maryland
$31.7M +$6.41M +405,794 +25%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$28.5M +$9.06M +573,777 +47%
Invesco
16
Invesco
Georgia
$26.9M -$16.9K -1,069 -0.1%
Janus Henderson Group
17
Janus Henderson Group
$25.6M +$286K +18,122 +1%
BlackRock
18
BlackRock
New York
$24.1M +$5.38M +340,665 +29%
Capital World Investors
19
Capital World Investors
California
$23.6M +$23.5M +1,488,780 New
SEI Investments
20
SEI Investments
Pennsylvania
$14.9M +$2.04M +128,977 +16%
BC
21
Brookfield Corp
Ontario, Canada
$12.7M -$789K -50,000 -6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$12.2M +$2.46M +156,119 +25%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$11.2M +$2.57M +162,715 +30%
Ameriprise
24
Ameriprise
Minnesota
$9.22M +$1.87M +118,390 +26%
Wells Fargo
25
Wells Fargo
California
$9.01M +$67.9K +4,304 +0.8%

CWAN Hedge Fund Activity: Q2 2023 in Review

121 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2023, worth a combined $1.4B — up 12% from $1.24B a quarter earlier.

Fund positioning in CWAN was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 61 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $67M. The largest seller was Durable Capital Partners, cutting an estimated $18.3M.

  • 121 institutional investors held Clearwater Analytics (CWAN) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $1.4B of Clearwater Analytics stock for Q2 2023, up 12% quarter-over-quarter.
  • 20 funds opened new Clearwater Analytics positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest Clearwater Analytics buyer in Q2 2023 was Goldman Sachs, an estimated $67M added.
  • The largest Clearwater Analytics seller in Q2 2023 was Durable Capital Partners, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2023.