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CWAN

Clearwater Analytics

Delisted

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

370 hedge funds and large institutions have $6.39B invested in Clearwater Analytics in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 146 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 353370 (+17)

4% more capital invested

Capital invested by funds: $6.15B → $6.39B (+$244M)

3.92% less ownership

Funds ownership: 113.33%109.41% (-3.9%)

49% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $21M

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
71
Increased
146
Reduced
120
Closed
51
Calls
$10.7M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$9.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$623M +$66.4M +2,366,715 +11%
BlackRock
2
BlackRock
New York
$462M +$61.7M +2,199,817 +15%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$269M -$27.9M -992,743 -9%
WA
4
Wasatch Advisors
Utah
$249M -$87.7M -3,123,479 -25%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$237M -$16M -571,646 -6%
PH
6
Permira Holdings
Guernsey
$214M
CCA
7
Conestoga Capital Advisors
Pennsylvania
$180M -$787K -28,025 -0.4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$174M -$24.8M -882,560 -12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$172M +$12.9M +458,444 +8%
Invesco
10
Invesco
Georgia
$153M +$40.8M +1,452,474 +34%
BAMCO Inc
11
BAMCO Inc
New York
$145M +$2.92M +103,922 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$145M +$22.5M +801,050 +17%
Macquarie Group
13
Macquarie Group
Australia
$139M +$55.6M +1,979,541 +62%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$125M +$13.8M +490,669 +12%
State Street
15
State Street
Massachusetts
$120M +$925K +32,964 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$112M +$1.37M +48,940 +1%
Blackstone Inc
17
Blackstone Inc
New York
$103M +$108M +3,833,333 New
Capital World Investors
18
Capital World Investors
California
$90.5M -$9.66M -344,283 -9%
Norges Bank
19
Norges Bank
Norway
$85M +$28.5M +1,014,126 +47%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$83.9M -$1.92M -68,248 -2%
Artisan Partners
21
Artisan Partners
Wisconsin
$73.5M -$26M -926,712 -25%
DCM
22
Driehaus Capital Management
Illinois
$73.5M +$14.8M +528,059 +24%
William Blair & Company
23
William Blair & Company
Illinois
$67.9M +$21.9M +779,538 +44%
Franklin Resources
24
Franklin Resources
California
$58M +$15.3M +546,515 +34%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$56.6M +$59.3M +2,113,738 New

CWAN Hedge Fund Activity: Q1 2025 in Review

370 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2025, worth a combined $6.39B — up 4% from $6.15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CWAN positions and 51 closed out — a net gain of 20 holders — while 146 added to existing stakes and 120 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $108M. The largest seller was Wasatch Advisors, cutting an estimated $87.7M.

  • 370 institutional investors held Clearwater Analytics (CWAN) as of Q1 2025, up from 353 in Q4 2024.
  • Funds reported $6.39B of Clearwater Analytics stock for Q1 2025, up 4% quarter-over-quarter.
  • 71 funds opened new Clearwater Analytics positions in Q1 2025 and 51 closed out, a net change of +20 holders.
  • The largest Clearwater Analytics buyer in Q1 2025 was Blackstone Inc, an estimated $108M added.
  • The largest Clearwater Analytics seller in Q1 2025 was Wasatch Advisors, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2025.