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CWAN

Clearwater Analytics

Delisted

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

139 hedge funds and large institutions have $1.81B invested in Clearwater Analytics in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

30% more capital invested

Capital invested by funds: $1.4B → $1.81B (+$417M)

15% more funds holding

Funds holding: 121139 (+18)

7.12% less ownership

Funds ownership: 113.59%106.47% (-7.1%)

59% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.28M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
58
Reduced
32
Closed
21
Calls
$1.35M
Puts
$3.28M
Net Calls
-$1.93M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$198M +$66.6M +3,778,350 +58%
Vanguard Group
2
Vanguard Group
Pennsylvania
$183M +$20.3M +1,148,338 +14%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$123M +$2.94M +166,745 +3%
DCP
4
Durable Capital Partners
Maryland
$123M -$23.2M -1,312,452 -17%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$115M +$543K +30,771 +0.5%
JP Morgan Chase
6
JP Morgan Chase
New York
$111M -$1.45M -82,093 -1%
BAMCO Inc
7
BAMCO Inc
New York
$79.3M -$3.45M -195,676 -5%
FAM
8
Fred Alger Management
New York
$66.6M -$13.6M -769,021 -18%
Artisan Partners
9
Artisan Partners
Wisconsin
$63.3M -$1.74M -98,426 -3%
BCM
10
Brown Capital Management
Maryland
$58.2M +$17.8M +1,009,196 +51%
Morgan Stanley
11
Morgan Stanley
New York
$56.3M +$6.45M +365,897 +14%
DIG
12
Dragoneer Investment Group
California
$48.6M
Wellington Management Group
13
Wellington Management Group
Massachusetts
$40.1M -$4.79M -271,502 -12%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$39.7M +$4.54M +257,515 +14%
Capital World Investors
15
Capital World Investors
California
$36.8M +$7.27M +412,182 +28%
BlackRock
16
BlackRock
New York
$35.6M +$5.67M +321,437 +21%
Invesco
17
Invesco
Georgia
$33.6M +$717K +40,665 +2%
Janus Henderson Group
18
Janus Henderson Group
$31.2M -$20.7K -1,172 -0.1%
SEI Investments
19
SEI Investments
Pennsylvania
$21.7M +$3.22M +182,644 +19%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$19.5M +$17.8M +1,008,576 New
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$17.4M +$3.41M +193,204 +27%
SAM
22
Silvercrest Asset Management
New York
$17.1M +$7.82M +443,377 +100%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$16.9M +$1.78M +101,048 +13%
TCM
24
TimesSquare Capital Management
New York
$15.5M +$10.8M +612,250 +322%
Ameriprise
25
Ameriprise
Minnesota
$11.9M +$594K +33,652 +6%

CWAN Hedge Fund Activity: Q3 2023 in Review

139 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2023, worth a combined $1.81B — up 30% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CWAN positions and 21 closed out — a net gain of 18 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $66.6M. The largest seller was Goldman Sachs, cutting an estimated $78.2M.

  • 139 institutional investors held Clearwater Analytics (CWAN) as of Q3 2023, up from 121 in Q2 2023.
  • Funds reported $1.81B of Clearwater Analytics stock for Q3 2023, up 30% quarter-over-quarter.
  • 39 funds opened new Clearwater Analytics positions in Q3 2023 and 21 closed out, a net change of +18 holders.
  • The largest Clearwater Analytics buyer in Q3 2023 was Wasatch Advisors, an estimated $66.6M added.
  • The largest Clearwater Analytics seller in Q3 2023 was Goldman Sachs, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2023.