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Clearwater Analytics (CWAN) Institutional Ownership

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$28.01 +0.92 (+3.38%)
As of 01/17/2025 03:59 PM Eastern
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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)
156
Total
Institutional Inflows
(last 12 months)
$840.94M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$231.67M
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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
1/17/2025Wesbanco Bank Inc.14,703$405K0.0%-13.6%0.006%
1/17/2025SG Americas Securities LLC5,537$152K0.0%-10.1%0.002%
1/17/2025Nisa Investment Advisors LLC3,128$86K0.0%+174.1%0.001%
1/15/2025 Jackson Square Capital LLC20,293$558K0.1%N/A0.008%
1/14/2025 Park Avenue Securities LLC12,548$345K0.0%N/A0.005%
1/7/2025 Diversified Trust Co18,304$504K0.0%-10.6%0.007%
1/3/2025 GAMMA Investing LLC1,284$35K0.0%+57.4%0.001%
12/26/2024JPMorgan Chase & Co.3,027,946$76.46M0.0%-41.1%1.226%
12/19/2024Principal Financial Group Inc.84,793$2.14M0.0%+348.3%0.034%
11/25/2024Sanctuary Advisors LLC21,126$533K0.0%+30.4%0.009%
11/18/2024Teachers Retirement System of The State of Kentucky62,178$1.57M0.0%+43.0%0.025%
11/16/2024Geode Capital Management LLC3,512,511$88.71M0.0%+5.7%1.426%
11/15/2024Bullseye Asset Management LLC111,000$2.80M1.3%+46.1%0.045%
11/15/2024M&T Bank Corp77,813$1.96M0.0%-0.5%0.032%
11/15/2024Barclays PLC571,860$14.44M0.0%+105.6%0.231%
11/15/2024Orion Portfolio Solutions LLC13,711$346K0.0%N/A0.006%
11/15/2024Jane Street Group LLC108,155$2.73M0.0%-29.5%0.044%
11/15/2024Wellington Management Group LLP3,003,930$75.85M0.0%+10.4%1.220%
11/15/2024State Street Corp3,617,462$91.34M0.0%+38.7%1.469%
11/15/2024Stifel Financial Corp186,227$4.70M0.0%+5.9%0.076%
11/15/2024IHT Wealth Management LLC11,416$288K0.0%+5.5%0.005%
11/15/2024Janus Henderson Group PLC1,906,929$48.15M0.0%+0.1%0.774%
11/15/2024HighTower Advisors LLC9,400$237K0.0%N/A0.004%
11/15/2024Centiva Capital LP30,893$780K0.0%N/A0.013%
11/15/2024Cinctive Capital Management LP35,589$899K0.0%-77.5%0.014%
11/15/2024Atom Investors LP62,227$1.57M0.2%+20.4%0.025%
11/15/2024Bamco Inc. NY5,326,574$134.50M0.4%+0.0%2.162%
11/14/2024Wasatch Advisors LP18,135,026$457.91M2.2%+3.2%7.362%
11/14/2024Kolinsky Wealth Management LLC9,192$232K0.1%N/A0.004%
11/14/2024Scalar Gauge Management LLC566,985$14.32M7.6%+35.3%0.230%
11/14/2024Fred Alger Management LLC2,112,142$53.33M0.3%-28.5%0.857%
11/14/2024Verition Fund Management LLC32,106$811K0.0%-36.0%0.013%
11/14/2024Captrust Financial Advisors14,319$362K0.0%+7.7%0.006%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC287,863$7.27M0.0%-6.3%0.117%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank28,159$711K0.0%+6.4%0.011%
11/14/2024FORA Capital LLC41,829$1.06M0.1%N/A0.017%
11/14/2024MetLife Investment Management LLC86,426$2.18M0.0%+144.1%0.035%
11/13/2024Glenmede Trust Co. NA69,828$1.76M0.0%+129.1%0.028%
11/13/2024Townsquare Capital LLC40,420$1.02M0.0%-7.8%0.016%
11/13/2024FMR LLC9,169$232K0.0%+171.4%0.004%
11/13/2024Quantbot Technologies LP82,323$2.08M0.1%+2.8%0.033%
11/13/2024The Manufacturers Life Insurance Company79,809$2.02M0.0%+6.4%0.032%
11/13/2024Associated Banc Corp11,204$283K0.0%N/A0.005%
11/13/2024Loomis Sayles & Co. L P3,294,482$83.19M0.1%+11.1%1.337%
11/12/2024Penserra Capital Management LLC35,698$901K0.0%N/A0.014%
11/12/2024Algert Global LLC106,291$2.68M0.1%-20.7%0.043%
11/12/2024Champlain Investment Partners LLC2,121,155$53.56M0.3%N/A0.861%
11/12/2024Citigroup Inc.299,273$7.56M0.0%-8.1%0.121%
11/12/2024Charles Schwab Investment Management Inc.1,295,413$32.71M0.0%+4.9%0.526%
11/12/2024Brown Capital Management LLC2,373,609$59.93M1.3%-19.3%0.964%
11/9/2024Intech Investment Management LLC28,411$717K0.0%N/A0.012%
11/8/2024Advisors Asset Management Inc.3,574$90K0.0%+38.6%0.001%
11/8/2024Connor Clark & Lunn Investment Management Ltd.150,233$3.79M0.0%-59.5%0.061%
11/8/2024Segall Bryant & Hamill LLC332,931$8.41M0.1%-3.9%0.135%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG145,604$3.68M0.0%N/A0.059%
11/7/2024Pathstone Holdings LLC94,970$2.40M0.0%+6.1%0.039%
11/7/2024Lindenwold Advisors INC9,460$239K0.1%N/A0.004%
11/7/2024Quest Partners LLC1,886$48K0.0%-83.0%0.001%
11/7/2024Swiss National Bank312,900$7.90M0.0%+8.5%0.127%
11/7/2024Thrivent Financial for Lutherans75,148$1.90M0.0%+16.3%0.031%
11/7/2024RiverPark Advisors LLC5,898$149K0.1%-17.4%0.002%
11/6/2024Natixis Advisors LLC71,260$1.80M0.0%+59.2%0.029%
11/6/2024Connable Office Inc.7,943$201K0.0%N/A0.003%
11/6/2024Royce & Associates LP74,000$1.87M0.0%N/A0.030%
11/6/2024Cornercap Investment Counsel Inc.13,595$343K0.1%-52.3%0.006%
11/6/2024Oppenheimer & Co. Inc.33,062$835K0.0%N/A0.013%
11/6/2024Oppenheimer Asset Management Inc.171,998$4.34M0.1%+3.1%0.070%
11/5/2024Victory Capital Management Inc.17,423$440K0.0%+12.7%0.007%
11/5/2024Aigen Investment Management LP20,701$523K0.1%N/A0.008%
11/5/2024GSA Capital Partners LLP18,582$469K0.0%-26.6%0.008%
11/4/2024Chartwell Investment Partners LLC48,827$1.23M0.0%+0.8%0.020%
11/4/2024Los Angeles Capital Management LLC14,260$360K0.0%N/A0.006%
11/4/2024State of New Jersey Common Pension Fund D81,763$2.07M0.0%-13.7%0.033%
11/4/2024TimesSquare Capital Management LLC1,573,500$39.73M0.6%-13.1%0.639%
11/1/2024Atria Investments Inc36,653$925K0.0%+5.7%0.015%
11/1/2024Equitable Trust Co.24,761$625K0.0%-17.0%0.010%
10/31/2024Principal Financial Group Inc.84,793$2.14M0.0%+348.3%0.034%
10/29/2024Emerald Advisers LLC401,982$10.15M0.4%N/A0.164%
10/29/2024Emerald Mutual Fund Advisers Trust295,239$7.46M0.4%N/A0.120%
10/28/2024Conestoga Capital Advisors LLC6,778,457$171.16M2.3%+1.6%2.759%
10/28/2024New York State Common Retirement Fund1,414,346$35.71M0.0%-1.9%0.576%
10/28/2024Stephens Investment Management Group LLC438,437$11.07M0.2%N/A0.178%
10/28/2024US Bancorp DE25,153$635K0.0%+418.5%0.010%
10/28/2024HM Payson & Co.15,100$381K0.0%-12.7%0.006%
10/24/2024 Financial Management Professionals Inc.2,291$58K0.0%N/A0.001%
10/23/2024Zweig DiMenna Associates LLC195,700$4.94M0.5%N/A0.080%
10/23/2024Moody Aldrich Partners LLC291,970$7.37M1.3%N/A0.119%
10/21/2024Whittier Trust Co. of Nevada Inc.1,771$45K0.0%N/A0.001%
10/19/2024Allspring Global Investments Holdings LLC3,372,096$85.15M0.1%-22.3%1.372%
10/18/2024Raymond James & Associates658,579$16.63M0.0%+1.5%0.268%
10/15/2024NBC Securities Inc.25,091$633K0.1%-26.7%0.010%
10/11/2024Creative Planning19,989$505K0.0%N/A0.008%
10/10/2024Exchange Traded Concepts LLC4,637$117K0.0%N/A0.002%
10/7/2024 Diversified Trust Co20,464$517K0.0%N/A0.008%
10/5/2024Handelsbanken Fonder AB27,100$684K0.0%+46.5%0.011%
10/3/2024SG Americas Securities LLC6,162$156K0.0%-67.8%0.003%
9/16/2024Cubist Systematic Strategies LLC21,199$393K0.0%-93.9%0.009%
9/6/2024Cim LLC8,784$163K0.0%N/A0.004%
9/5/2024Sanctuary Advisors LLC16,203$300K0.0%N/A0.007%
9/4/2024Ghisallo Capital Management LLC250,000$4.63M0.3%N/A0.102%
(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, 205 institutional investors and hedge funds held shares of Clearwater Analytics. The most heavily invested institutionals were Wasatch Advisors LP ($457.91M), Vanguard Group Inc. ($267.68M), Kayne Anderson Rudnick Investment Management LLC ($210.66M), William Blair Investment Management LLC ($193.18M), Conestoga Capital Advisors LLC ($171.16M), Bamco Inc. NY ($134.50M), and Durable Capital Partners LP ($121.64M).Learn more on CWAN's 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 184 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: Wasatch Advisors LP ($7.85M), Vanguard Group Inc. ($6.83M), Allspring Global Investments Holdings LLC ($5.80M), Conestoga Capital Advisors LLC ($3.97M), William Blair Investment Management LLC ($3.16M), Capital World Investors ($2.64M), and Artisan Partners Limited Partnership ($2.48M).

How much institutional buying is happening at Clearwater Analytics?

Institutional investors have bought a total of 66,129,263 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Which Clearwater Analytics major shareholders have been selling company stock?

Of the 61 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: Millennium Management LLC ($2.62M), JPMorgan Chase & Co. ($2.19M), Fred Alger Management LLC ($2.09M), Durable Capital Partners LP ($1.16M), Allspring Global Investments Holdings LLC ($1.02M), Brown Capital Management LLC ($920.89K), and Renaissance Technologies LLC ($664.30K).

How much institutional selling is happening at Clearwater Analytics?

Institutional investors have sold a total of 14,503,805 shares in the last 24 months. This volume of shares sold represents approximately $299.84M in transactions.



This page (NYSE:CWAN) was last updated on 1/18/2025 by MarketBeat.com Staff
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