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CWAN

Clearwater Analytics

Delisted

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

229 hedge funds and large institutions have $3.5B invested in Clearwater Analytics in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $750K

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.08B → $3.5B (+$422M)

9% more funds holding

Funds holding: 211229 (+18)

5.97% less ownership

Funds ownership: 134.87%128.89% (-6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
91
Reduced
66
Closed
32
Calls
$1.67M
Puts
$750K
Net Calls
+$918K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
PH
1
Permira Holdings
Guernsey
$375M -$96.8M -5,366,029 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M +$44.7M +2,476,683 +16%
WA
3
Wasatch Advisors
Utah
$325M +$21.4M +1,184,154 +7%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$211M +$2.32M +128,402 +1%
BlackRock
5
BlackRock
New York
$210M +$135M +7,504,937 +197%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$193M +$1.2M +66,528 +0.6%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$124M +$2.98M +165,000 +3%
BAMCO Inc
8
BAMCO Inc
New York
$98.6M -$623K -34,516 -0.6%
JP Morgan Chase
9
JP Morgan Chase
New York
$95.2M -$1.31M -72,642 -1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$84.4M +$8.62M +477,919 +12%
Artisan Partners
11
Artisan Partners
Wisconsin
$82.3M +$10.3M +570,894 +15%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$80.3M -$391K -21,697 -0.5%
Citadel Advisors
13
Citadel Advisors
Florida
$74.8M +$68.4M +3,789,960 +1,515%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$61.6M +$32.5M +1,800,709 +118%
Capital World Investors
15
Capital World Investors
California
$56.5M
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$54.9M +$2.43M +134,894 +5%
FAM
17
Fred Alger Management
New York
$54.7M -$2.01M -111,624 -4%
BCM
18
Brown Capital Management
Maryland
$54.5M -$4.34M -240,493 -8%
Morgan Stanley
19
Morgan Stanley
New York
$53.8M +$9.72M +538,910 +23%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$50.4M +$2.14M +118,471 +5%
State Street
21
State Street
Massachusetts
$48.3M +$30.4M +1,682,597 +182%
HRCM
22
Hood River Capital Management
Florida
$43.3M +$42.2M +2,336,913 New
SRFM
23
Shannon River Fund Management
New York
$39.3M +$19.4M +1,075,004 +103%
Janus Henderson Group
24
Janus Henderson Group
$35.3M +$3.94M +218,352 +13%
SEI Investments
25
SEI Investments
Pennsylvania
$33.7M +$4.24M +235,309 +15%

CWAN Hedge Fund Activity: Q2 2024 in Review

229 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2024, worth a combined $3.5B — up 14% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CWAN positions and 32 closed out — a net gain of 20 holders — while 91 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Permira Holdings, cutting an estimated $96.8M.

  • 229 institutional investors held Clearwater Analytics (CWAN) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $3.5B of Clearwater Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 52 funds opened new Clearwater Analytics positions in Q2 2024 and 32 closed out, a net change of +20 holders.
  • The largest Clearwater Analytics buyer in Q2 2024 was BlackRock, an estimated $135M added.
  • The largest Clearwater Analytics seller in Q2 2024 was Permira Holdings, an estimated $96.8M sold.

Based on aggregated 13F filings for Q2 2024.