CWAN Institutional Ownership
Clearwater Analytics Holdings, Inc.
1W: +0.0%
1M: +0.7%
3M: +3.2%
YTD: +1.9%
1Y: +12.2%
3Y: +55.3%
$24.56
Last traded 2026-07-02 — delisted
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Institutional Ownership — CWAN
328
Institutional Holders
-137 vs prior quarter
0.0%
Ownership
+0.00pp
$5M
Total Invested
1
New Positions
0
Increased
324
Reduced
321
Closed
1.46
Put/Call Ratio
Ownership Trends
Top Institutional Holders (457 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 1,318,897 | $32M | -2,163,796 | -62.1% | 19Q | SEC ↗ |
| 2 | CIBRA Capital Ltd NEW | 458,424 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Grandeur Peak Global Advisors, LLC NEW | 46,026 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CWM, LLC | 20,255 | $497K | +2,978 | +17.2% | 16Q | SEC ↗ |
| 5 | BCK CAPITAL MANAGEMENT LP NEW | 12,500 | $307K | — | +0.0% | 1Q | SEC ↗ |
| 6 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2,057 | $51K | — | +0.0% | 6Q | SEC ↗ |
| 7 | BARCLAYS PLC | 711 | $17K | -153,993 | -99.5% | 18Q | SEC ↗ |
| 8 | IFP Advisors, Inc | 196 | $5K | -33 | -14.4% | 8Q | SEC ↗ |
| 9 | Sunbelt Securities, Inc. | 83 | $2K | — | +0.0% | 3Q | SEC ↗ |
| 10 | HUNTINGTON NATIONAL BANK | 1 | $0K | -1 | -50.0% | 11Q | SEC ↗ |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 0 | $0K | -946,703 | -100.0% | 19Q | SEC ↗ |
| 12 | Diametric Capital, LP | 0 | $0K | -21,500 | -100.0% | 2Q | SEC ↗ |
| 13 | HARVEST MANAGEMENT LLC | 0 | $0K | -450,000 | -100.0% | 1Q | SEC ↗ |
| 14 | PEREGRINE CAPITAL MANAGEMENT LLC | 0 | $0K | -607,253 | -100.0% | 3Q | SEC ↗ |
| 15 | FORMULA GROWTH LTD | 0 | $0K | -87,883 | -100.0% | 3Q | SEC ↗ |
| 16 | PEAK6 LLC | 0 | $0K | -34,915 | -100.0% | 1Q | SEC ↗ |
| 17 | DRW Securities, LLC | 0 | $0K | -50,000 | -100.0% | 1Q | SEC ↗ |
| 18 | GLAZER CAPITAL, LLC | 0 | $0K | -7,819,776 | -100.0% | 2Q | SEC ↗ |
| 19 | Potrero Capital Research LLC | 0 | $0K | -350,000 | -100.0% | 1Q | SEC ↗ |
| 20 | Rakuten Securities, Inc. | 0 | $0K | -41 | -100.0% | 4Q | SEC ↗ |
| 21 | BROWN BROTHERS HARRIMAN & CO | 0 | $0K | -97 | -100.0% | 3Q | SEC ↗ |
| 22 | MANNING & NAPIER ADVISORS LLC | 0 | $0K | -15,622 | -100.0% | 4Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -55,417 | -100.0% | 6Q | SEC ↗ |
| 24 | HHLR ADVISORS, LTD. | 0 | $0K | -1,365,971 | -100.0% | 4Q | SEC ↗ |
| 25 | Ameritas Investment Partners, Inc. | 0 | $0K | -23,063 | -100.0% | 8Q | SEC ↗ |
| 26 | Allianz SE | 0 | $0K | -416 | -100.0% | 2Q | SEC ↗ |
| 27 | Vazirani Asset Management LLC | 0 | $0K | -110,600 | -100.0% | 1Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 0 | $0K | -20,527 | -100.0% | 2Q | SEC ↗ |
| 29 | Sagefield Capital LP | 0 | $0K | -196,978 | -100.0% | 2Q | SEC ↗ |
| 30 | State of New Jersey Common Pension Fun | 0 | $0K | -98,834 | -100.0% | 9Q | SEC ↗ |
| 31 | Skandinaviska Enskilda Banken AB (publ | 0 | $0K | -69,916 | -100.0% | 2Q | SEC ↗ |
| 32 | Optiver Holding B.V. | 0 | $0K | -819 | -100.0% | 5Q | SEC ↗ |
| 33 | DARK FOREST CAPITAL MANAGEMENT LP | 0 | $0K | -19,168 | -100.0% | 8Q | SEC ↗ |
| 34 | PALISADE CAPITAL MANAGEMENT, LP | 0 | $0K | -1,017,690 | -100.0% | 7Q | SEC ↗ |
| 35 | Gotham Asset Management, LLC | 0 | $0K | -163,309 | -100.0% | 1Q | SEC ↗ |
| 36 | Dynamic Technology Lab Private Ltd | 0 | $0K | -424,962 | -100.0% | 1Q | SEC ↗ |
| 37 | Advisory Services Network, LLC | 0 | $0K | -21 | -100.0% | 1Q | SEC ↗ |
| 38 | Vanguard Global Advisers, LLC | 0 | $0K | -116,338 | -100.0% | 1Q | SEC ↗ |
| 39 | Schonfeld Strategic Advisors LLC | 0 | $0K | -47,587 | -100.0% | 3Q | SEC ↗ |
| 40 | Larson Financial Group LLC | 0 | $0K | -361 | -100.0% | 5Q | SEC ↗ |
| 41 | Destiny Wealth Partners, LLC | 0 | $0K | -625 | -100.0% | 1Q | SEC ↗ |
| 42 | MAIRS & POWER INC | 0 | $0K | -92,510 | -100.0% | 5Q | SEC ↗ |
| 43 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 0 | $0K | -5,880,506 | -100.0% | 9Q | SEC ↗ |
| 44 | Ensign Peak Advisors, Inc | 0 | $0K | -437,932 | -100.0% | 6Q | SEC ↗ |
| 45 | CAPTRUST FINANCIAL ADVISORS | 0 | $0K | -10,285 | -100.0% | 11Q | SEC ↗ |
| 46 | Yorktown Management & Research Co Inc | 0 | $0K | -16,700 | -100.0% | 2Q | SEC ↗ |
| 47 | Larry Mathis Financial Planning, LLC | 0 | $0K | -9,463 | -100.0% | 1Q | SEC ↗ |
| 48 | CENTRAL TRUST Co | 0 | $0K | -26 | -100.0% | 2Q | SEC ↗ |
| 49 | Select Asset Management & Trust | 0 | $0K | -73,931 | -100.0% | 5Q | SEC ↗ |
| 50 | CIBC Asset Management Inc | 0 | $0K | -8,872 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CIBRA Capital Ltd | 458,424 | $11M |
| Grandeur Peak Global Advisors, LLC | 46,026 | $1M |
| BCK CAPITAL MANAGEMENT LP | 12,500 | $307K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlackRock, Inc. | 28,270,108 | $694M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,293,833 | $449M |
| UBS Group AG | 14,735,354 | $362M |
| HBK INVESTMENTS L P | 13,875,000 | $341M |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,097,435 | $322M |
| FIL Ltd | 11,774,123 | $289M |
| Pentwater Capital Management LP | 11,385,000 | $280M |
| MILLENNIUM MANAGEMENT LLC | 9,294,096 | $228M |
| CITADEL ADVISORS LLC | 8,441,416 | $207M |
| WASATCH ADVISORS LP | 8,430,212 | $207M |
| GLAZER CAPITAL, LLC | 7,819,776 | $192M |
| Balyasny Asset Management L.P. | 7,313,635 | $180M |
| STATE STREET CORP | 6,894,143 | $169M |
| GEODE CAPITAL MANAGEMENT, LLC | 6,801,369 | $167M |
| O'Connor Alternative Investments LL | 6,409,535 | $157M |
| HMI Capital Management, L.P. | 6,339,500 | $156M |
| Capital World Investors | 5,882,816 | $144M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 5,880,506 | $144M |
| Starboard Value LP | 5,459,031 | $134M |
| GOLDMAN SACHS GROUP INC | 5,258,445 | $129M |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +2,978 | +17.2% | 20,255 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | -2,163,796 | -62.1% | 1,318,897 |
| BARCLAYS PLC | -153,993 | -99.5% | 711 |
| IFP Advisors, Inc | -33 | -14.4% | 196 |
| HUNTINGTON NATIONAL BANK | -1 | -50.0% | 1 |