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Clearwater Analytics (CWAN) Institutional Ownership

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$24.34 +0.05 (+0.19%)
Closing price 05/8/2026 03:58 PM Eastern
Extended Trading
$24.34 -0.01 (-0.04%)
As of 05/8/2026 07:14 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Clearwater Analytics (NYSE:CWAN)

Current
Institutional Ownership
Percentage
50.10%
Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$3.48B
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$1.75B
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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
5/8/2026PNC Financial Services Group Inc.4,298$102K0.0%-83.2%0.001%
5/7/2026 Kapitalo Investimentos Ltda324,166$7.67M1.4%N/A0.110%
5/7/2026 Dimensional Fund Advisors LP216,624$5.12M0.0%+316.4%0.073%
5/7/2026 Swiss National Bank570,396$13.49M0.0%+0.5%0.193%
5/6/2026 California Public Employees Retirement System341,333$8.07M0.0%-6.1%0.116%
5/6/2026 Bessemer Group Inc.11,200$264K0.0%-5.2%0.004%
5/5/2026 Bank of New York Mellon Corp968,604$22.91M0.0%-22.7%0.328%
5/4/2026 Calamos Wealth Management LLC42,715$1.01M0.0%N/A0.014%
5/4/2026 Calamos Advisors LLC1,377,682$32.58M0.1%N/A0.466%
5/4/2026 Principal Financial Group Inc.20,203$478K0.0%-99.2%0.007%
5/4/2026 Paradiem LLC37,886$896K0.2%-14.4%0.013%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS100,000$2.37M0.0%+100.0%0.034%
5/1/2026 Fifth Third Bancorp156,894$3.71M0.0%+1,016.2%0.053%
5/1/2026 Manning & Napier Advisors LLC15,622$369K0.0%-99.4%0.005%
4/30/2026 Hsbc Holdings PLC1,530,460$36.10M0.0%N/A0.518%
4/30/2026 Resona Asset Management Co. Ltd.49,224$1.16M0.0%+5.6%0.017%
4/29/2026 R Squared Ltd9,626$228K0.1%N/A0.003%
4/29/2026 Credit Industriel ET Commercial311,432$7.37M0.6%N/A0.105%
4/28/2026 Abel Hall LLC16,929$400K0.1%N/A0.006%
4/28/2026 Praxis Investment Management Inc.11,403$270K0.0%N/A0.004%
4/27/2026 Y Intercept Hong Kong Ltd11,651$276K0.0%N/A0.004%
4/25/2026 Strs Ohio26,500$627K0.0%+5.6%0.009%
4/24/2026 Conestoga Capital Advisors LLC633,523$14.98M0.3%-89.6%0.214%
4/22/2026 Janney Montgomery Scott LLC41,245$975K0.0%-24.2%0.014%
4/22/2026 Pictet Asset Management Holding SA45,427$1.07M0.0%+4.7%0.015%
4/22/2026 Sterling Capital Management LLC1,809$43K0.0%-97.6%0.001%
4/21/2026 Cannon Global Investment Management LLC20,900$494K1.0%N/A0.007%
4/21/2026 Aaron Wealth Advisors LLC52,902$1.25M0.1%+1.5%0.018%
4/16/2026 SG Americas Securities LLC47,372$1.12M0.0%-44.1%0.016%
3/17/2026Rockefeller Capital Management L.P.44,848$1.08M0.0%+28.3%0.015%
3/11/2026 Larry Mathis Financial Planning LLC9,463$228K0.2%N/A0.003%
3/3/2026Ovata Capital Management Ltd282,380$6.81M0.8%N/A0.096%
2/19/2026Invesco Ltd.200,930$4.85M0.0%-6.6%0.069%
2/19/2026 Alberta Investment Management Corp574,200$13.85M0.1%N/A0.196%
2/18/2026Mercer Global Advisors Inc. ADV16,599$400K0.0%N/A0.006%
2/18/2026Mackenzie Financial Corp15,466$372K0.0%+3.7%0.005%
2/18/2026Cim LLC68,856$1.66M0.2%+4.0%0.024%
2/18/2026Empowered Funds LLC8,958$216K0.0%N/A0.003%
2/18/2026XTX Topco Ltd33,414$806K0.0%-15.1%0.011%
2/18/2026VARCOV Co.43,174$1.04M0.4%N/A0.015%
2/18/2026Water Island Capital LLC875,632$21.12M2.3%N/A0.299%
2/18/2026Starboard Value LP9,959,031$240.21M4.5%N/A3.403%
2/18/2026Wellington Management Group LLP4,835,344$116.63M0.0%-72.8%1.652%
2/18/2026Potrero Capital Research LLC350,000$8.44M2.8%N/A0.120%
2/18/2026One68 Global Capital LLC20,000$482K5.7%N/A0.007%
2/18/2026Palisade Capital Management LP1,017,690$24.55M0.7%+6.6%0.348%
2/18/2026Moore Capital Management LP42,118$1.02M0.0%N/A0.014%
2/18/2026Man Group plc691,278$16.67M0.0%N/A0.236%
2/18/2026IHT Wealth Management LLC10,061$243K0.0%-4.6%0.003%
2/18/2026Irenic Capital Management LP250,000$6.03M0.4%N/A0.085%
2/18/2026Janus Henderson Group PLC3,482,693$84.00M0.0%+25.9%1.190%
2/18/2026Balyasny Asset Management L.P.3,487,790$84.13M0.1%+1,757.6%1.192%
2/18/2026Bamco Inc. NY7,816,447$188.53M0.5%+1.8%2.671%
2/17/2026Freestone Grove Partners LP27,143$655K0.0%+12.9%0.009%
2/17/2026Guggenheim Capital LLC9,485$229K0.0%N/A0.003%
2/17/2026Nexpoint Asset Management L.P.1,492,220$35.99M2.5%N/A0.510%
2/17/2026AQR Arbitrage LLC1,320,128$31.84M0.7%N/A0.451%
2/17/2026Brown Capital Management LLC1,266,310$30.54M2.5%-49.6%0.433%
2/17/2026Polar Asset Management Partners Inc.1,422,500$34.31M0.4%N/A0.486%
2/17/2026AQR Capital Management LLC385,083$9.29M0.0%+52.8%0.132%
2/17/2026Cetera Investment Advisers67,841$1.64M0.0%-4.5%0.023%
2/17/2026Ardmore Road Asset Management LP421,242$10.16M0.8%N/A0.144%
2/17/2026Lazard Asset Management LLC12,462$301K0.0%-45.7%0.004%
2/17/2026Jain Global LLC73,799$1.78M0.0%-78.2%0.025%
2/17/2026 CHICAGO TRUST Co NA23,905$577K0.1%-26.4%0.008%
2/17/2026Meteora Capital LLC347,000$8.37M0.7%N/A0.119%
2/17/2026Pentwater Capital Management LP2,600,000$62.71M0.3%N/A0.888%
2/17/2026Sagefield Capital LP152,268$3.67M0.3%N/A0.052%
2/17/2026TFJ Management LLC683,114$16.48M11.9%+91.3%0.233%
2/17/2026PenderFund Capital Management Ltd.7,100$171K0.0%N/A0.002%
2/17/2026HBK Investments L P373,303$9.00M0.1%N/A0.128%
2/17/2026KRYGER CAPITAL Ltd2,468,400$59.54M4.6%N/A0.843%
2/17/2026Amundi15,650$377K0.0%N/A0.005%
2/17/2026FIL Ltd2,288,257$55.19M0.0%+14.7%0.782%
2/17/2026Laurion Capital Management LP35,066$846K0.0%N/A0.012%
2/17/2026Price T Rowe Associates Inc. MD13,715,837$330.83M0.0%+11.9%4.687%
2/17/2026Steamboat Capital Partners LLC147,349$3.55M1.0%N/A0.050%
2/17/2026Osaic Holdings Inc.137,408$3.31M0.0%-2.9%0.047%
2/17/2026Scalar Gauge Management LLC55,000$1.33M0.9%N/A0.019%
2/17/2026Public Employees Retirement System of Ohio82,065$1.98M0.0%-32.2%0.028%
2/17/2026California State Teachers Retirement System271,599$6.55M0.0%+12.3%0.093%
2/17/2026Fort Baker Capital Management LP1,529,288$36.89M4.1%N/A0.523%
2/17/2026Russell Investments Group Ltd.159,602$3.85M0.0%+5.2%0.055%
2/17/2026State of Wisconsin Investment Board39,495$953K0.0%-9.4%0.013%
2/17/2026Kemnay Advisory Services Inc.2,491$60K0.0%N/A0.001%
2/17/2026Captrust Financial Advisors54,254$1.31M0.0%+18.4%0.019%
2/17/2026Fred Alger Management LLC260,908$6.29M0.0%-52.9%0.089%
2/17/2026Melqart Asset Management UK Ltd769,361$18.56M1.8%N/A0.263%
2/17/2026Ashford Capital Management Inc.511,779$12.34M1.4%-34.2%0.175%
2/17/2026Royal Bank of Canada336,918$8.13M0.0%-75.5%0.115%
2/17/2026Blair William & Co. IL3,372,960$81.36M0.2%-52.7%1.153%
2/17/2026Norwood Investment Partners LP159,000$3.84M4.3%-81.4%0.054%
2/17/2026Rice Hall James & Associates LLC60,821$1.47M0.1%N/A0.021%
2/17/2026 Alberta Investment Management Corp574,200$13.85M0.0%N/A0.196%
2/16/2026Squarepoint Ops LLC133,000$3.21M0.0%-77.6%0.045%
2/16/2026Vanguard Personalized Indexing Management LLC20,555$496K0.0%N/A0.007%
2/16/2026 MML Investors Services LLC22,498$543K0.0%-19.6%0.008%
2/16/2026Mariner LLC26,409$637K0.0%+121.9%0.009%
2/16/2026Maven Securities LTD375,000$9.05M0.2%N/A0.128%
2/16/2026Fifth Lane Capital LP55,000$1.33M1.0%N/A0.019%


CWAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 501 institutional investors and hedge funds held shares of Clearwater Analytics. The most heavily invested institutionals were Vanguard Group Inc. ($803.48M), Price T Rowe Associates Inc. MD ($330.83M), Kayne Anderson Rudnick Investment Management LLC ($269.13M), Starboard Value LP ($240.21M), Wasatch Advisors LP ($203.34M), Morgan Stanley ($189.48M), and Bamco Inc. NY ($188.53M).Learn more on Clearwater Analytics' institutional investors.

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

Of the 474 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: Norges Bank ($14.65M), Vanguard Group Inc. ($13.06M), Wellington Management Group LLP ($12.96M), Starboard Value LP ($9.96M), Blair William & Co. IL ($7.11M), Hood River Capital Management LLC ($6.86M), and Bamco Inc. NY ($3.65M).

Institutional investors have bought a total of 158,604,257 shares in the last 24 months. This purchase volume represents approximately $3.57B in transactions.

Of the 162 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: Wellington Management Group LLP ($12.96M), Alliancebernstein L.P. ($7.09M), Conestoga Capital Advisors LLC ($6.11M), Invesco Ltd. ($5.51M), Millennium Management LLC ($3.96M), Blair William & Co. IL ($3.76M), and Manning & Napier Advisors LLC ($3.18M).

Institutional investors have sold a total of 80,122,409 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.



This page (NYSE:CWAN) was last updated on 5/9/2026 by MarketBeat.com Staff.
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