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CWAN

Clearwater Analytics

Delisted

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

398 hedge funds and large institutions have $6.18B invested in Clearwater Analytics in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 95 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $4.29M

111% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 95

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

8% more funds holding

Funds holding: 370398 (+28)

1.28% more ownership

Funds ownership: 109.41%110.69% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less capital invested

Capital invested by funds: $6.39B → $6.18B (-$212M)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.23%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
80
Increased
200
Reduced
95
Closed
48
Calls
$34.7M
Puts
$4.29M
Net Calls
+$30.4M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$599M +$93.1M +4,047,239 +17%
BlackRock
2
BlackRock
New York
$497M +$125M +5,448,029 +32%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$214M -$6.35M -276,147 -3%
WA
4
Wasatch Advisors
Utah
$210M +$6.32M +274,664 +3%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$193M -$616K -26,784 -0.3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$187M +$48.6M +2,111,822 +33%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$147M -$734K -31,905 -0.5%
Citadel Advisors
8
Citadel Advisors
Florida
$143M +$107M +4,652,685 +251%
BAMCO Inc
9
BAMCO Inc
New York
$134M +$15.3M +665,823 +12%
AllianceBernstein
10
AllianceBernstein
Tennessee
$132M -$10.8M -469,132 -7%
JP Morgan Chase
11
JP Morgan Chase
New York
$127M +$8.27M +359,420 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$126M +$24.4M +1,060,435 +23%
State Street
13
State Street
Massachusetts
$120M +$23.1M +1,004,563 +22%
Macquarie Group
14
Macquarie Group
Australia
$117M +$3.93M +170,943 +3%
Norges Bank
15
Norges Bank
Norway
$107M +$38.7M +1,683,881 +53%
Millennium Management
16
Millennium Management
New York
$99.8M +$72M +3,128,440 +220%
HRCM
17
Hood River Capital Management
Florida
$99.1M +$104M +4,519,134 New
Invesco
18
Invesco
Georgia
$97M -$29.5M -1,283,669 -22%
Morgan Stanley
19
Morgan Stanley
New York
$94M +$2.65M +115,058 +3%
Blackstone Inc
20
Blackstone Inc
New York
$89.2M +$5.38M +234,027 +6%
William Blair & Company
21
William Blair & Company
Illinois
$85.3M +$31.2M +1,354,391 +53%
Capital World Investors
22
Capital World Investors
California
$79M +$5.13M +223,174 +7%
BCM
23
Brown Capital Management
Maryland
$70.2M +$25.9M +1,126,965 +54%
Janus Henderson Group
24
Janus Henderson Group
$69.1M +$26.6M +1,157,854 +58%
Goldman Sachs
25
Goldman Sachs
New York
$68.6M +$31M +1,348,737 +76%

CWAN Hedge Fund Activity: Q2 2025 in Review

398 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2025, worth a combined $6.18B — down 3.3% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CWAN positions and 48 closed out — a net gain of 32 holders — while 200 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $125M. The largest seller was Permira Holdings, exiting entirely with an estimated $214M sold.

  • 398 institutional investors held Clearwater Analytics (CWAN) as of Q2 2025, up from 370 in Q1 2025.
  • Funds reported $6.18B of Clearwater Analytics stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 80 funds opened new Clearwater Analytics positions in Q2 2025 and 48 closed out, a net change of +32 holders.
  • The largest Clearwater Analytics buyer in Q2 2025 was BlackRock, an estimated $125M added.
  • The largest Clearwater Analytics seller in Q2 2025 was Permira Holdings, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2025.