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CWAN

Clearwater Analytics

Delisted

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

353 hedge funds and large institutions have $6.15B invested in Clearwater Analytics in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 141 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 17

96% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 72

33% more funds holding

Funds holding: 265353 (+88)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more capital invested

Capital invested by funds: $5B → $6.15B (+$1.15B)

10.07% less ownership

Funds ownership: 123.4%113.33% (-10%)

51% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $2.22M

Holders
353
Holders Change
+88
Holders Change %
+33.21%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
108
Increased
141
Reduced
72
Closed
17
Calls
$1.08M
Puts
$2.22M
Net Calls
-$1.14M
Net Calls Change
+$194K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$575M +$69.7M +2,455,844 +13%
BlackRock
2
BlackRock
New York
$414M +$77.3M +2,725,351 +22%
WA
3
Wasatch Advisors
Utah
$342M -$162M -5,718,820 -32%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$304M -$7.51M -264,521 -2%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$259M -$27.6M -971,876 -9%
PH
6
Permira Holdings
Guernsey
$220M -$299M -10,535,792 -57%
AllianceBernstein
7
AllianceBernstein
Tennessee
$203M +$83.2M +2,931,445 +66%
CCA
8
Conestoga Capital Advisors
Pennsylvania
$186M -$791K -27,880 -0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$164M +$83.7M +2,950,555 +98%
BAMCO Inc
10
BAMCO Inc
New York
$147M -$45.5K -1,604 -0%
JP Morgan Chase
11
JP Morgan Chase
New York
$127M +$45M +1,585,869 +52%
State Street
12
State Street
Massachusetts
$123M +$23.8M +838,747 +23%
Invesco
13
Invesco
Georgia
$117M +$9.99M +352,201 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$115M +$19.1M +673,626 +19%
Morgan Stanley
15
Morgan Stanley
New York
$113M +$14.5M +511,276 +14%
Capital World Investors
16
Capital World Investors
California
$102M
Artisan Partners
17
Artisan Partners
Wisconsin
$101M -$24.1M -849,009 -19%
Citadel Advisors
18
Citadel Advisors
Florida
$98.3M +$92.9M +3,275,942 +1,103%
Macquarie Group
19
Macquarie Group
Australia
$88.2M +$33.1M +1,167,163 +57%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$88M -$2.73M -96,071 -3%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$70.9M -$21.8M -766,745 -23%
FAM
22
Fred Alger Management
New York
$68M +$10.1M +357,086 +17%
DCM
23
Driehaus Capital Management
Illinois
$60.9M +$7.62M +268,601 +14%
BCM
24
Brown Capital Management
Maryland
$60.8M -$4.63M -163,144 -7%
Norges Bank
25
Norges Bank
Norway
$59.4M +$61.2M +2,158,519 New

CWAN Hedge Fund Activity: Q4 2024 in Review

353 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2024, worth a combined $6.15B — up 23% from $5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CWAN positions and 17 closed out — a net gain of 91 holders — while 141 added to existing stakes and 72 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $92.9M. The largest seller was Permira Holdings, cutting an estimated $299M.

  • 353 institutional investors held Clearwater Analytics (CWAN) as of Q4 2024, up from 265 in Q3 2024.
  • Funds reported $6.15B of Clearwater Analytics stock for Q4 2024, up 23% quarter-over-quarter.
  • 108 funds opened new Clearwater Analytics positions in Q4 2024 and 17 closed out, a net change of +91 holders.
  • The largest Clearwater Analytics buyer in Q4 2024 was Citadel Advisors, an estimated $92.9M added.
  • The largest Clearwater Analytics seller in Q4 2024 was Permira Holdings, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.