We are live on ! Find out more
CWAN

Clearwater Analytics

Delisted

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

384 hedge funds and large institutions have $7.55B invested in Clearwater Analytics in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $223M | Put options by funds: $99.5M

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

82% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 71

49% more capital invested

Capital invested by funds: $5.05B → $7.55B (+$2.5B)

25% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 104

17% more funds holding

Funds holding: 329384 (+55)

11.26% more ownership

Funds ownership: 97.35%108.61% (+11%)

Holders
384
Holders Change
+55
Holders Change %
+16.72%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
129
Increased
130
Reduced
104
Closed
71
Calls
$223M
Puts
$99.5M
Net Calls
+$123M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$803M +$1.01M +50,357 +0.2%
BlackRock
2
BlackRock
New York
$633M +$52.3M +2,608,722 +11%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$331M +$29.2M +1,459,150 +12%
SV
4
Starboard Value
New York
$240M +$199M +9,959,031 New
WA
5
Wasatch Advisors
Utah
$203M -$15.6M -778,000 -8%
Morgan Stanley
6
Morgan Stanley
New York
$189M +$21.5M +1,074,771 +16%
BAMCO Inc
7
BAMCO Inc
New York
$189M +$2.83M +141,409 +2%
Norges Bank
8
Norges Bank
Norway
$184M +$153M +7,639,740 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$159M +$8M +399,581 +6%
State Street
10
State Street
Massachusetts
$155M +$12M +600,457 +10%
HCM
11
HMI Capital Management
California
$153M +$19.6M +978,300 +18%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$147M -$12.3M -613,133 -9%
Capital World Investors
13
Capital World Investors
California
$142M +$41.8M +2,087,294 +55%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$142M -$54M -2,695,866 -31%
UBS Group
15
UBS Group
Switzerland
$126M +$18.5M +922,213 +21%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$117M -$260M -12,958,357 -73%
JP Morgan Chase
17
JP Morgan Chase
New York
$110M -$45.9M -2,289,848 -33%
HRCM
18
Hood River Capital Management
Florida
$104M +$4.8M +239,809 +6%
Blackstone Inc
19
Blackstone Inc
New York
$98.1M
KC
20
Keenan Capital
California
$88.3M +$73.3M +3,660,973 New
SIMG
21
Stephens Investment Management Group
Texas
$85.2M +$11.1M +553,218 +19%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$84.1M +$66.1M +3,300,037 +1,758%
Janus Henderson Group
23
Janus Henderson Group
$84M +$14.3M +715,852 +26%
William Blair & Company
24
William Blair & Company
Illinois
$81.4M -$75.3M -3,761,687 -53%
Goldman Sachs
25
Goldman Sachs
New York
$79.3M +$13.2M +659,168 +25%

CWAN Hedge Fund Activity: Q4 2025 in Review

384 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2025, worth a combined $7.55B — up 49% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new CWAN positions and 71 closed out — a net gain of 58 holders — while 130 added to existing stakes and 104 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $199M. The largest seller was Wellington Management Group, cutting an estimated $260M.

  • 384 institutional investors held Clearwater Analytics (CWAN) as of Q4 2025, up from 329 in Q3 2025.
  • Funds reported $7.55B of Clearwater Analytics stock for Q4 2025, up 49% quarter-over-quarter.
  • 129 funds opened new Clearwater Analytics positions in Q4 2025 and 71 closed out, a net change of +58 holders.
  • The largest Clearwater Analytics buyer in Q4 2025 was Starboard Value, an estimated $199M added.
  • The largest Clearwater Analytics seller in Q4 2025 was Wellington Management Group, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2025.