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CWAN

Clearwater Analytics

Delisted

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

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: 139201 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PH
1
Permira Holdings
Guernsey
$513M +$504M +25,613,323 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$259M +$68.2M +3,461,158 +37%
WA
3
Wasatch Advisors
Utah
$242M +$36.1M +1,831,571 +18%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$221M +$100M +5,076,125 +86%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$146M +$143M +7,273,914 New
Morgan Stanley
6
Morgan Stanley
New York
$134M +$74.5M +3,780,682 +130%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$129M +$981K +49,805 +0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$96.2M -$18.1M -916,873 -16%
BAMCO Inc
9
BAMCO Inc
New York
$82.1M -$58.6K -2,977 -0.1%
BCM
10
Brown Capital Management
Maryland
$70.8M +$10.4M +527,622 +18%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$67.9M +$26.3M +1,335,802 +65%
BlackRock
12
BlackRock
New York
$65.3M +$27.9M +1,417,170 +77%
Artisan Partners
13
Artisan Partners
Wisconsin
$63.4M -$2.16M -109,525 -3%
FAM
14
Fred Alger Management
New York
$62.5M -$6.37M -323,279 -9%
Capital World Investors
15
Capital World Investors
California
$61.1M +$22.7M +1,150,538 +61%
AllianceBernstein
16
AllianceBernstein
Tennessee
$57.8M +$56.9M +2,887,008 New
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$54.8M +$34M +1,727,326 +171%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$43.3M +$1.72M +87,455 +4%
TCM
19
TimesSquare Capital Management
New York
$35.1M +$18.7M +949,290 +118%
Invesco
20
Invesco
Georgia
$34.9M +$174K +8,834 +0.5%
Janus Henderson Group
21
Janus Henderson Group
$32.7M +$398K +20,186 +1%
Macquarie Group
22
Macquarie Group
Australia
$26M +$24.2M +1,226,674 +1,772%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$25.7M +$8.05M +408,923 +47%
SEI Investments
24
SEI Investments
Pennsylvania
$25.5M +$3.01M +152,857 +14%
Wells Fargo
25
Wells Fargo
California
$23.9M +$12.3M +622,365 +109%

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.