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CWAN

Clearwater Analytics

Delisted

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

265 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

43% more capital invested

Capital invested by funds: $3.5B → $5B (+$1.5B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

16% more funds holding

Funds holding: 229265 (+36)

5.49% less ownership

Funds ownership: 128.89%123.4% (-5.5%)

43% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $3.11M

Holders
265
Holders Change
+36
Holders Change %
+15.72%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
95
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
1
Permira Holdings
Guernsey
$468M -$38.9M -1,727,969 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$465M +$18.3M +815,565 +5%
WA
3
Wasatch Advisors
Utah
$458M +$12.6M +559,564 +3%
BlackRock
4
BlackRock
New York
$311M +$22.2M +986,684 +9%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$285M -$1.69M -75,125 -0.7%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$262M -$1.07M -47,612 -0.5%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$171M +$2.41M +107,210 +2%
BAMCO Inc
8
BAMCO Inc
New York
$134M +$43.1K +1,918 +0%
Artisan Partners
9
Artisan Partners
Wisconsin
$114M +$1.72M +76,514 +2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$112M -$2.59M -115,365 -3%
Invesco
11
Invesco
Georgia
$98.5M +$49.4M +2,197,395 +129%
Capital World Investors
12
Capital World Investors
California
$94M +$15.1M +670,954 +22%
State Street
13
State Street
Massachusetts
$91.3M +$22.7M +1,009,548 +39%
Morgan Stanley
14
Morgan Stanley
New York
$91.2M +$15.9M +705,040 +24%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$89.2M +$79.5M +3,534,160 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$88.7M +$4.23M +187,881 +6%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$85.1M -$21.7M -966,055 -22%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$83.2M +$7.37M +327,880 +11%
HRCM
19
Hood River Capital Management
Florida
$82.3M +$20.8M +923,597 +40%
JP Morgan Chase
20
JP Morgan Chase
New York
$76.5M -$47.5M -2,112,043 -41%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$75.8M +$6.34M +281,958 +10%
SRFM
22
Shannon River Fund Management
New York
$61.8M +$7.37M +327,861 +15%
BCM
23
Brown Capital Management
Maryland
$59.9M -$12.8M -568,767 -19%
CIP
24
Champlain Investment Partners
Vermont
$53.6M +$47.7M +2,121,155 New
FAM
25
Fred Alger Management
New York
$53.3M -$18.9M -840,492 -28%

CWAN Hedge Fund Activity: Q3 2024 in Review

265 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2024, worth a combined $5B — up 43% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWAN positions and 30 closed out — a net gain of 38 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 265 institutional investors held Clearwater Analytics (CWAN) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $5B of Clearwater Analytics stock for Q3 2024, up 43% quarter-over-quarter.
  • 68 funds opened new Clearwater Analytics positions in Q3 2024 and 30 closed out, a net change of +38 holders.
  • The largest Clearwater Analytics buyer in Q3 2024 was Balyasny Asset Management, an estimated $79.5M added.
  • The largest Clearwater Analytics seller in Q3 2024 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2024.