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CWAN

Clearwater Analytics

Delisted

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

329 hedge funds and large institutions have $5.05B invested in Clearwater Analytics in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $10.3M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

16% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 120

13.34% less ownership

Funds ownership: 110.69%97.35% (-13%)

17% less funds holding

Funds holding: 398329 (-69)

18% less capital invested

Capital invested by funds: $6.18B → $5.05B (-$1.13B)

58% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 110

Holders
329
Holders Change
-69
Holders Change %
-17.34%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
139
Reduced
120
Closed
110
Calls
$44.9M
Puts
$10.3M
Net Calls
+$34.7M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$599M +$121M +5,967,798 +22%
BlackRock
2
BlackRock
New York
$426M +$19.2M +946,631 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$321M +$188M +9,268,950 +109%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$221M +$194M +9,585,788 +359%
WA
5
Wasatch Advisors
Utah
$166M -$7.28M -359,179 -4%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$155M -$4.79M -236,504 -3%
BAMCO Inc
7
BAMCO Inc
New York
$138M +$32M +1,580,323 +26%
William Blair & Company
8
William Blair & Company
Illinois
$129M +$65.8M +3,245,986 +83%
JP Morgan Chase
9
JP Morgan Chase
New York
$124M +$21.9M +1,079,574 +19%
Morgan Stanley
10
Morgan Stanley
New York
$122M +$50.6M +2,495,524 +58%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$121M +$411K +20,257 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$112M +$9.19M +453,370 +8%
State Street
13
State Street
Massachusetts
$105M +$6.93M +341,762 +6%
HCM
14
HMI Capital Management
California
$96.6M +$109M +5,361,200 New
Macquarie Group
15
Macquarie Group
Australia
$88.8M -$8.67M -427,547 -8%
UBS Group
16
UBS Group
Switzerland
$77.4M +$62.2M +3,067,164 +249%
Blackstone Inc
17
Blackstone Inc
New York
$73.3M
HRCM
18
Hood River Capital Management
Florida
$73.2M -$9.21M -454,236 -10%
Capital World Investors
19
Capital World Investors
California
$68.4M +$3.94M +194,177 +5%
MNA
20
Manning & Napier Advisors
New York
$58.1M +$2.94M +145,013 +5%
SIMG
21
Stephens Investment Management Group
Texas
$53.7M +$14M +692,067 +30%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$53.2M +$58.2M +2,870,924 +3,587%
Janus Henderson Group
23
Janus Henderson Group
$49.9M -$7.83M -386,026 -12%
Goldman Sachs
24
Goldman Sachs
New York
$47.4M -$10.1M -499,451 -16%
Northern Trust
25
Northern Trust
Illinois
$45.5M +$56.5K +2,785 +0.1%

CWAN Hedge Fund Activity: Q3 2025 in Review

329 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2025, worth a combined $5.05B — down 18% from $6.18B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of CWAN and 46 opened new positions — a net loss of 64 holders — while 120 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $198M.

  • 329 institutional investors held Clearwater Analytics (CWAN) as of Q3 2025, down from 398 in Q2 2025.
  • Funds reported $5.05B of Clearwater Analytics stock for Q3 2025, down 18% quarter-over-quarter.
  • 46 funds opened new Clearwater Analytics positions in Q3 2025 and 110 closed out, a net change of -64 holders.
  • The largest Clearwater Analytics buyer in Q3 2025 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Clearwater Analytics seller in Q3 2025 was Kayne Anderson Rudnick Investment Management, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2025.