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CWAN

Clearwater Analytics

Delisted

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

211 hedge funds and large institutions have $3.08B invested in Clearwater Analytics in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $536K

111% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 47

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

5% more funds holding

Funds holding: 201211 (+10)

2% less capital invested

Capital invested by funds: $3.13B → $3.08B (-$56.7M)

7.02% less ownership

Funds ownership: 141.89%134.87% (-7%)

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
99
Reduced
47
Closed
36
Calls
$1.31M
Puts
$536K
Net Calls
+$773K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
1
Permira Holdings
Guernsey
$453M
WA
2
Wasatch Advisors
Utah
$290M +$80M +4,304,286 +36%
Vanguard Group
3
Vanguard Group
Pennsylvania
$268M +$41.2M +2,219,459 +17%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$199M +$4.41M +237,071 +2%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$183M +$57.4M +3,090,352 +42%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$115M +$1.48M +79,880 +1%
BAMCO Inc
7
BAMCO Inc
New York
$94.8M +$23.5M +1,262,150 +31%
JP Morgan Chase
8
JP Morgan Chase
New York
$92.2M +$7.57M +407,497 +8%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$77.1M +$18.1M +971,920 +29%
AllianceBernstein
10
AllianceBernstein
Tennessee
$72.2M +$22.2M +1,192,935 +41%
Artisan Partners
11
Artisan Partners
Wisconsin
$68.5M +$13.1M +705,989 +22%
BlackRock
12
BlackRock
New York
$67.4M +$10.3M +552,747 +17%
Millennium Management
13
Millennium Management
New York
$66.5M +$63.8M +3,433,650 +1,062%
BCM
14
Brown Capital Management
Maryland
$56.3M -$6.54M -352,123 -10%
FAM
15
Fred Alger Management
New York
$54.2M -$1.08M -57,891 -2%
Capital World Investors
16
Capital World Investors
California
$54M
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$50.1M +$1.78M +95,806 +4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$46.1M +$8.25M +443,801 +21%
Morgan Stanley
19
Morgan Stanley
New York
$41.9M -$80.4M -4,326,431 -65%
TCM
20
TimesSquare Capital Management
New York
$32.8M +$1.86M +100,339 +6%
Macquarie Group
21
Macquarie Group
Australia
$31.6M +$9.22M +496,392 +38%
Invesco
22
Invesco
Georgia
$30.1M -$821K -44,193 -3%
Janus Henderson Group
23
Janus Henderson Group
$29.8M +$994K +53,493 +3%
SEI Investments
24
SEI Investments
Pennsylvania
$28.1M +$5.79M +311,499 +24%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$27M +$4.51M +242,981 +19%

CWAN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2024, worth a combined $3.08B — down 1.8% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CWAN positions and 36 closed out — a net gain of 11 holders — while 99 added to existing stakes and 47 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $80M. The largest seller was Morgan Stanley, cutting an estimated $80.4M.

  • 211 institutional investors held Clearwater Analytics (CWAN) as of Q1 2024, up from 201 in Q4 2023.
  • Funds reported $3.08B of Clearwater Analytics stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 47 funds opened new Clearwater Analytics positions in Q1 2024 and 36 closed out, a net change of +11 holders.
  • The largest Clearwater Analytics buyer in Q1 2024 was Wasatch Advisors, an estimated $80M added.
  • The largest Clearwater Analytics seller in Q1 2024 was Morgan Stanley, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2024.