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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
NYSE · Technology · Software - Application · $7.3B mcap · 294M float · 1.58% daily turnover · Short 34% of daily vol

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 Rakuten Securities, Inc. 0 $0K -41 -100.0% 4Q SEC ↗
12 CAPTRUST FINANCIAL ADVISORS 0 $0K -10,285 -100.0% 11Q SEC ↗
13 LPL Financial LLC 0 $0K -31,709 -100.0% 16Q SEC ↗
14 PEAK6 LLC 0 $0K -34,915 -100.0% 1Q SEC ↗
15 Ensign Peak Advisors, Inc 0 $0K -437,932 -100.0% 6Q SEC ↗
16 Cambridge Investment Research Advisors 0 $0K -20,527 -100.0% 2Q SEC ↗
17 WELLINGTON MANAGEMENT GROUP LLP 0 $0K -946,703 -100.0% 19Q SEC ↗
18 Potrero Capital Research LLC 0 $0K -350,000 -100.0% 1Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC 0 $0K -26,869 -100.0% 18Q SEC ↗
20 Yorktown Management & Research Co Inc 0 $0K -16,700 -100.0% 2Q SEC ↗
21 PALISADE CAPITAL MANAGEMENT, LP 0 $0K -1,017,690 -100.0% 7Q SEC ↗
22 Larry Mathis Financial Planning, LLC 0 $0K -9,463 -100.0% 1Q SEC ↗
23 BROWN BROTHERS HARRIMAN & CO 0 $0K -97 -100.0% 3Q SEC ↗
24 CENTRAL TRUST Co 0 $0K -26 -100.0% 2Q SEC ↗
25 MANNING & NAPIER ADVISORS LLC 0 $0K -15,622 -100.0% 4Q SEC ↗
26 RAYMOND JAMES FINANCIAL INC 0 $0K -55,417 -100.0% 6Q SEC ↗
27 HHLR ADVISORS, LTD. 0 $0K -1,365,971 -100.0% 4Q SEC ↗
28 GLAZER CAPITAL, LLC 0 $0K -7,819,776 -100.0% 2Q SEC ↗
29 Ameritas Investment Partners, Inc. 0 $0K -23,063 -100.0% 8Q SEC ↗
30 Allianz SE 0 $0K -416 -100.0% 2Q SEC ↗
31 Larson Financial Group LLC 0 $0K -361 -100.0% 5Q SEC ↗
32 Destiny Wealth Partners, LLC 0 $0K -625 -100.0% 1Q SEC ↗
33 Optiver Holding B.V. 0 $0K -819 -100.0% 5Q SEC ↗
34 PEREGRINE CAPITAL MANAGEMENT LLC 0 $0K -607,253 -100.0% 3Q SEC ↗
35 Diametric Capital, LP 0 $0K -21,500 -100.0% 2Q SEC ↗
36 FORMULA GROWTH LTD 0 $0K -87,883 -100.0% 3Q SEC ↗
37 Select Asset Management & Trust 0 $0K -73,931 -100.0% 5Q SEC ↗
38 DRW Securities, LLC 0 $0K -50,000 -100.0% 1Q SEC ↗
39 Vazirani Asset Management LLC 0 $0K -110,600 -100.0% 1Q SEC ↗
40 MILLENNIUM MANAGEMENT LLC 0 $0K -9,294,096 -100.0% 14Q SEC ↗
41 State of New Jersey Common Pension Fun 0 $0K -98,834 -100.0% 9Q SEC ↗
42 Sagefield Capital LP 0 $0K -196,978 -100.0% 2Q SEC ↗
43 Vanguard Global Advisers, LLC 0 $0K -116,338 -100.0% 1Q SEC ↗
44 CIBC Asset Management Inc 0 $0K -8,872 -100.0% 2Q SEC ↗
45 DARK FOREST CAPITAL MANAGEMENT LP 0 $0K -19,168 -100.0% 8Q SEC ↗
46 MAIRS & POWER INC 0 $0K -92,510 -100.0% 5Q SEC ↗
47 WILLIAM BLAIR INVESTMENT MANAGEMENT, L 0 $0K -5,880,506 -100.0% 9Q SEC ↗
48 Schonfeld Strategic Advisors LLC 0 $0K -47,587 -100.0% 3Q SEC ↗
49 Varenne Capital Partners 0 $0K -76,841 -100.0% 1Q SEC ↗
50 Advisory Services Network, LLC 0 $0K -21 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
CIBRA Capital Ltd 458,424 $11M
Grandeur Peak Global Advisors, LLC 46,026 $1M
BCK CAPITAL MANAGEMENT LP 12,500 $307K
Sold Out (20)
HolderPrev SharesPrev 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)
HolderAddedChange %Total Shares
CWM, LLC +2,978 +17.2% 20,255
Biggest Decreases (4)
HolderReducedChange %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

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms