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Clearwater Analytics (CWAN) Institutional Ownership

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$18.02 +0.12 (+0.69%)
Closing price 10/15/2025 03:59 PM Eastern
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$18.32 +0.30 (+1.67%)
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Institutional Ownership Changes (13F Filings) for Clearwater Analytics (NYSE:CWAN)

Current
Institutional Ownership
Percentage
50.10%
Number of
Institutional Buyers
(last 12 months)
331
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$895.69M
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CWAN Institutional Buying and Selling by Quarter

Clearwater Analytics Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC9,395$169K0.0%+206.3%0.003%
10/15/2025Vontobel Holding Ltd.16,265$293K0.0%N/A0.006%
10/14/2025 Riverbridge Partners LLC1,468,140$26.46M0.4%-8.8%0.502%
10/10/2025 CHICAGO TRUST Co NA32,470$585K0.1%+34.4%0.011%
10/10/2025 Congress Asset Management Co.706,930$12.74M0.1%+11.0%0.242%
10/9/2025 Voya Investment Management LLC213,651$3.85M0.0%-17.3%0.073%
10/9/2025 Harbour Capital Advisors LLC14,925$264K0.1%N/A0.005%
10/8/2025 Hilltop National Bank5,533$100K0.0%+12.6%0.002%
10/3/2025 Aaron Wealth Advisors LLC42,605$768K0.0%-4.7%0.015%
9/26/2025Corient Private Wealth LLC29,540$648K0.0%-43.5%0.010%
9/4/2025Osaic Holdings Inc.7,256$160K0.0%+819.6%0.002%
8/26/2025Thrivent Financial for Lutherans49,325$1.08M0.0%-12.7%0.017%
8/19/2025Cim LLC65,627$1.44M0.2%+8.0%0.022%
8/19/2025State of Wyoming25,260$554K0.1%-39.1%0.009%
8/18/2025Hudson Bay Capital Management LP33,936$744K0.0%N/A0.012%
8/18/2025Ashford Capital Management Inc.915,444$20.08M2.4%+63.9%0.313%
8/18/2025Caxton Associates LLP10,340$227K0.0%-18.8%0.004%
8/16/2025FORA Capital LLC58,022$1.27M0.1%N/A0.020%
8/15/2025Tower Research Capital LLC TRC 20,003$439K0.0%+149.4%0.007%
8/15/2025Corient Private Wealth LLC29,694$651K0.0%-43.2%0.010%
8/15/2025Captrust Financial Advisors32,120$704K0.0%+35.0%0.011%
8/15/2025Vident Advisory LLC9,477$208K0.0%N/A0.003%
8/15/2025Wasatch Advisors LP9,567,391$209.81M1.1%+3.0%3.377%
8/15/2025Tensile Capital Management LP1,357,990$29.78M3.6%N/A0.479%
8/15/2025Sea Cliff Partners Management LP590,203$12.94M4.4%N/A0.208%
8/15/2025Sone Capital Management LLC205,140$4.50M0.4%N/A0.072%
8/15/2025Palisade Capital Management LP555,604$12.18M0.3%+12.5%0.196%
8/15/2025Man Group plc101,310$2.22M0.0%-78.0%0.036%
8/15/2025Lazard Asset Management LLC19,913$435K0.0%+13.3%0.007%
8/15/2025LMR Partners LLP400,000$8.77M0.1%+122.2%0.141%
8/15/2025Holocene Advisors LP58,397$1.28M0.0%N/A0.021%
8/15/2025Hudson Bay Capital Management LP33,936$744K0.0%N/A0.012%
8/15/2025Fortress Investment Group LLC15,000$329K0.0%-68.7%0.005%
8/15/2025Engineers Gate Manager LP53,444$1.17M0.0%-83.0%0.019%
8/15/2025Curi Capital LLC355,244$7.79M0.1%+5.4%0.125%
8/15/2025BNP Paribas Financial Markets863,079$18.93M0.0%+93.4%0.305%
8/15/2025Brevan Howard Capital Management LP70,164$1.54M0.0%N/A0.025%
8/15/2025Balyasny Asset Management L.P.374,160$8.21M0.0%+54.1%0.132%
8/15/2025Bamco Inc. NY6,094,715$133.66M0.4%+12.3%2.151%
8/15/2025Bank of America Corp DE2,273,191$49.85M0.0%+98.6%0.802%
8/15/2025AQR Capital Management LLC189,554$4.16M0.0%+42.7%0.067%
8/15/2025Ameriprise Financial Inc.3,073,047$67.39M0.0%+50.5%1.085%
8/14/2025PDT Partners LLC167,119$3.67M0.2%+26.6%0.059%
8/14/2025California State Teachers Retirement System230,922$5.06M0.0%+17.7%0.082%
8/14/2025Raymond James Financial Inc.2,400,554$52.64M0.0%+21.3%0.847%
8/14/2025Canada Pension Plan Investment Board286,800$6.29M0.0%+6,569.8%0.101%
8/14/2025Soros Fund Management LLC125,000$2.74M0.0%N/A0.044%
8/14/2025Bayesian Capital Management LP35,700$783K0.1%-41.3%0.013%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.135,304$2.97M0.0%+21.5%0.048%
8/14/2025Diversify Wealth Management LLC47,143$1.03M0.1%+103.9%0.017%
8/14/2025Diversify Advisory Services LLC24,547$538K0.0%N/A0.009%
8/14/2025Alliancebernstein L.P.6,022,250$132.07M0.0%-7.2%2.126%
8/14/2025Osterweis Capital Management Inc.402,600$8.83M0.4%+19.8%0.142%
8/14/2025The Manufacturers Life Insurance Company 139,473$3.06M0.0%+26.2%0.049%
8/14/2025Squarepoint Ops LLC1,264,589$27.73M0.0%+128.5%0.432%
8/14/2025Sei Investments Co.1,785,012$39.15M0.0%+14.5%0.630%
8/14/2025Nebula Research & Development LLC23,684$519K0.0%-68.9%0.008%
8/14/2025Next Century Growth Investors LLC325,680$7.14M0.6%-38.2%0.115%
8/14/2025Qube Research & Technologies Ltd1,041,394$22.84M0.0%+31.9%0.368%
8/14/2025State Street Corp5,493,736$120.48M0.0%+22.4%1.939%
8/14/2025Divisadero Street Capital Management LP125,000$2.74M0.2%N/A0.044%
8/14/2025Hood River Capital Management LLC4,519,134$99.11M1.4%N/A1.595%
8/14/2025Barbara Oil Co.72,370$1.59M0.6%+91.8%0.026%
8/14/2025Cerity Partners LLC10,137$222K0.0%-12.6%0.004%
8/14/2025Federated Hermes Inc.35,611$781K0.0%-86.8%0.013%
8/14/2025Formula Growth Ltd.70,000$1.54M0.6%N/A0.025%
8/13/2025Jump Financial LLC753,120$16.52M0.2%+155.9%0.266%
8/13/2025Capula Management Ltd30,642$672K0.0%N/A0.011%
8/13/2025Diametric Capital LP30,000$658K0.4%N/A0.011%
8/13/2025FTV Management Company L.P.246,742$5.41M100.0%N/A0.087%
8/13/2025Brown Advisory Inc.1,642,492$36.02M0.0%+16.7%0.580%
8/13/2025Brown Capital Management LLC3,199,696$70.17M2.0%+54.4%1.130%
8/13/2025Walleye Capital LLC66,867$1.47M0.0%+98.2%0.024%
8/13/2025Baird Financial Group Inc.153,649$3.37M0.0%-21.2%0.054%
8/13/2025First Trust Advisors LP165,885$3.64M0.0%-28.4%0.059%
8/13/2025Invesco Ltd.4,422,668$96.99M0.0%-22.5%1.561%
8/13/2025CW Advisors LLC119,869$2.63M0.0%+9.4%0.042%
8/13/2025PharVision Advisers LLC9,260$203K0.3%N/A0.003%
8/13/2025Granite Investment Partners LLC263,860$5.79M0.3%+86.7%0.093%
8/13/2025Blueshift Asset Management LLC25,331$556K0.2%N/A0.009%
8/13/2025Arrowstreet Capital Limited Partnership833,353$18.28M0.0%-29.5%0.294%
8/13/2025Quantbot Technologies LP219,449$4.81M0.1%+20.7%0.077%
8/13/2025M&T Bank Corp13,164$289K0.0%+51.8%0.005%
8/13/2025Seven Grand Managers LLC667,103$14.63M1.7%+567.1%0.235%
8/13/2025Grandeur Peak Global Advisors LLC433,817$9.51M1.1%+11.6%0.153%
8/13/2025Evolutionary Tree Capital Management LLC111,304$2.44M2.6%+31.7%0.039%
8/13/2025New York State Common Retirement Fund1,639,265$35.95M0.0%+20.0%0.579%
8/13/2025Schroder Investment Management Group13,011$285K0.0%-46.7%0.005%
8/13/2025Loomis Sayles & Co. L P2,645,199$58.01M0.1%-15.5%0.934%
8/13/2025Norges Bank4,856,526$106.50M0.0%N/A1.714%
8/13/2025Quadrature Capital Ltd22,633$496K0.0%-64.4%0.008%
8/13/2025Hsbc Holdings PLC229,226$5.01M0.0%+99.9%0.081%
8/13/2025Advantage Alpha Capital Partners LP76,173$1.67M0.5%N/A0.027%
8/13/2025State Board of Administration of Florida Retirement System28,826$632K0.0%+21.2%0.010%
8/13/2025Thornburg Investment Management Inc.186,874$4.10M0.1%-8.6%0.066%
8/13/2025RiverPark Advisors LLC5,425$119K0.1%-49.6%0.002%
8/13/2025Russell Investments Group Ltd.183,277$4.02M0.0%-21.5%0.065%
8/12/2025Inceptionr LLC24,369$534K0.1%N/A0.009%
8/12/2025FourThought Financial Partners LLC43,684$958K0.1%+14.3%0.015%
8/12/2025Advisors Asset Management Inc.4,131$91K0.0%-13.4%0.001%
(Data available from 1/1/2016 forward)

CWAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWAN shares?

During the previous two years, 398 institutional investors and hedge funds held shares of Clearwater Analytics. The most heavily invested institutionals were Vanguard Group Inc. ($623.00M), Kayne Anderson Rudnick Investment Management LLC ($269.13M), Wasatch Advisors LP ($209.81M), William Blair Investment Management LLC ($193.27M), Wellington Management Group LLP ($171.87M), Conestoga Capital Advisors LLC ($146.73M), and Bamco Inc. NY ($133.66M).Learn more on Clearwater Analytics' institutional investors.

What percentage of Clearwater Analytics' stock is owned by institutional investors?

50.10% of Clearwater Analytics' stock is owned by institutional investors. Learn more on CWAN's institutional investor holdings.

Which institutional investors have been buying Clearwater Analytics' stock?

Of the 382 institutional investors that purchased Clearwater Analytics' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($11.65M), Norges Bank ($7.02M), Wasatch Advisors LP ($6.97M), Hood River Capital Management LLC ($6.86M), Allspring Global Investments Holdings LLC ($4.11M), Blair William & Co. IL ($3.86M), and Wellington Management Group LLP ($3.78M).

How much institutional buying is happening at Clearwater Analytics?

Institutional investors have bought a total of 103,977,190 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Which of Clearwater Analytics' major shareholders have been selling company stock?

Of the 126 institutional investors that sold Clearwater Analytics' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($5.72M), Allspring Global Investments Holdings LLC ($2.64M), JPMorgan Chase & Co. ($2.11M), Balyasny Asset Management L.P. ($1.91M), Artisan Partners Limited Partnership ($1.82M), Hood River Capital Management LLC ($1.67M), and Fred Alger Management LLC ($1.63M).

How much institutional selling is happening at Clearwater Analytics?

Institutional investors have sold a total of 34,631,682 shares in the last 24 months. This volume of shares sold represents approximately $895.69M in transactions.



This page (NYSE:CWAN) was last updated on 10/16/2025 by MarketBeat.com Staff
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