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Clearwater Analytics (CWAN) Institutional Ownership

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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)
201
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$1.43B
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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
6/15/2026Carmignac Gestion90,586$2.14M0.0%-68.6%0.030%
5/21/2026Groupe la Francaise421,568$9.97M0.1%N/A0.141%
5/19/2026Bank of America Corp DE1,468,417$34.73M0.0%-54.0%0.492%
5/19/2026Janus Henderson Group PLC1,318,897$31.19M0.0%-62.1%0.442%
5/18/2026 Amundi28,177$666K0.0%+80.0%0.009%
5/18/2026 EverSource Wealth Advisors LLC2,367$56K0.0%+123.1%0.001%
5/18/2026California State Teachers Retirement System334,997$7.92M0.0%+23.3%0.112%
5/18/2026Royal Bank of Canada103,396$2.45M0.0%-69.3%0.035%
5/16/2026The Manufacturers Life Insurance Company 83,330$1.97M0.0%-42.3%0.028%
5/16/2026Quantinno Capital Management LP92,587$2.19M0.0%+50.2%0.031%
5/16/2026Polar Asset Management Partners Inc.3,622,500$85.67M1.7%+154.7%1.214%
5/16/2026Lazard Asset Management LLC13,170$311K0.0%+5.7%0.004%
5/15/2026Rangeley Capital LLC28,000$662K0.6%-65.0%0.009%
5/15/2026Weiss Asset Management LP843,439$19.95M0.3%N/A0.285%
5/15/2026Absolute Gestao de Investimentos Ltda.699,571$16.55M1.9%N/A0.237%
5/15/2026Kryger Capital LLC3,817,188$90.28M6.4%N/A1.292%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,258,900$29.77M0.0%N/A0.426%
5/14/2026Gabelli Funds LLC940,350$22.24M0.2%+186.5%0.318%
5/14/2026GABELLI & Co INVESTMENT ADVISERS INC.782,340$18.50M2.7%+192.1%0.265%
5/14/2026Public Employees Retirement System of Ohio6,851$162K0.0%-91.7%0.002%
5/14/2026Keebeck Wealth Management9,646$228K0.0%-64.2%0.003%
5/14/2026Arrowstreet Capital Limited Partnership558,814$13.22M0.0%N/A0.189%
5/14/2026Caxton Associates LLP1,790,121$42.34M1.0%+218.1%0.606%
5/14/2026Capula Management Ltd2,677,322$63.32M0.5%+2,052.9%0.906%
5/14/2026 Sei Investments Co.71,883$1.70M0.0%-95.4%0.024%
5/13/2026Cetera Investment Advisers9,600$227K0.0%-85.8%0.003%
5/12/2026 Chase Investment Counsel Corp248,690$5.88M1.5%+4.7%0.084%
5/8/2026 PNC 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%
5/7/2026Swiss National Bank570,396$13.49M0.0%+0.5%0.193%
5/6/2026California 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%
5/4/2026Paradiem 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%
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5/1/2026Manning & Napier Advisors LLC15,622$369K0.0%-99.4%0.005%
4/30/2026Hsbc Holdings PLC1,530,460$36.10M0.0%N/A0.518%
4/30/2026Resona 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%
4/29/2026Credit 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%
4/22/2026Janney 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%
4/16/2026SG 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%
2/18/2026 Mackenzie 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%
2/17/2026 Brown 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%
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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%
2/17/2026 Amundi15,650$377K0.0%N/A0.005%


CWAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 484 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 447 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), Wellington Management Group LLP ($12.96M), Vanguard Group Inc. ($10.84M), Starboard Value LP ($9.96M), Blair William & Co. IL ($7.09M), Hood River Capital Management LLC ($4.52M), and Kryger Capital LLC ($3.82M).

Institutional investors have bought a total of 101,177,023 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

Of the 90 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), Conestoga Capital Advisors LLC ($6.08M), Alliancebernstein L.P. ($5.73M), Millennium Management LLC ($3.96M), Blair William & Co. IL ($3.76M), Manning & Napier Advisors LLC ($3.18M), and William Blair Investment Management LLC ($2.70M).

Institutional investors have sold a total of 63,790,408 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.



Institutional ownership data for NYSE:CWAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/15/2026. New 13F filings are added each quarter as they're published.
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