Clearwater Analytics Holdings Inc (CWAN) Ownership

31.26 ↑1.32 (4.41%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Warburg Pincus LLC is the biggest individual institutional holder of Clearwater Analytics Holdings Inc (CWAN), owning a total of 33.2 million shares. Combined, the top 44 institutional holders of CWAN own 107.90% of the company with a total of 242.8 million shares.

In the latest ownership report on December 31st 2024, the top 44 institutional holders increased their combined ownership of CWAN by 3.5 million shares. 2 institutions bought 5,406,399 total additional shares and increased their ownership by an average of 55.78%. However 5 institutions sold 1,946,440 total shares and decreased their ownership by an average of 6.3%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Clearwater Analytics Holdings increased by a net total of 3,459,959 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.849%13.330%20,879,5972,455,8442024-12-31
William Blair Investment Management, LLC3.989%-9.360%9,411,306-971,8762024-12-31
Conestoga Capital Advisors, LLC2.861%-0.411%6,750,577-27,8802024-12-31
Wellington Management Company LLP2.524%98.223%5,954,4852,950,5552024-12-31
BAMCO Inc2.257%-0.030%5,324,970-1,6042024-12-31
Capital World Investors1.578%0.000%3,722,45402024-12-31
Artisan Partners Limited Partnership1.555%-18.788%3,669,967-849,0092024-12-31
Loomis, Sayles & Company LP1.356%-2.916%3,198,411-96,0712024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Warburg Pincus LLC16.044%0.000%33,222,82602023-09-30
Vanguard Group Inc8.849%13.330%20,879,5972,455,8442024-12-31
Permira Holdings Ltd7.849%-8.534%18,519,325-1,727,9692024-09-30
Wasatch Advisors LP7.686%3.184%18,135,026559,5642024-09-30
BlackRock Inc5.214%8.719%12,303,342986,6842024-09-30
Wasatch Advisors Inc.5.681%17.860%12,087,0221,831,5712023-12-31
Kayne Anderson Rudnick Investment Management LLC4.789%-0.661%11,299,548-75,1252024-09-30
William Blair Investment Management, LLC3.989%-9.360%9,411,306-971,8762024-12-31
Conestoga Capital Advisors, LLC2.861%-0.411%6,750,577-27,8802024-12-31
Durable Capital Partners LP3.068%-17.124%6,352,149-1,312,4522023-09-30
JPMorgan Chase & Co2.567%-41.090%6,055,892-4,224,0862024-09-30
Wellington Management Company LLP2.524%98.223%5,954,4852,950,5552024-12-31
BAMCO Inc2.257%-0.030%5,324,970-1,6042024-12-31
Goldman Sachs Group Inc2.282%1,153.070%4,610,8884,242,9212023-06-30
AllianceBernstein L.P.1.883%-2.531%4,442,497-115,3652024-09-30
Citadel Advisors Llc1.840%1,667.520%4,040,1523,811,5742024-06-30
Amvescap Plc.1.654%128.935%3,901,6622,197,3952024-09-30
Millennium Management LLC1.717%1,062.030%3,756,9593,433,6502024-03-31
Capital World Investors1.578%0.000%3,722,45402024-12-31
Artisan Partners Limited Partnership1.555%-18.788%3,669,967-849,0092024-12-31
State Street Corp1.533%38.711%3,617,4621,009,5482024-09-30
Morgan Stanley - Brokerage Accounts1.530%-37.865%3,610,117-2,200,0372024-09-30
Balyasny Asset Management LLC1.498%0.000%3,534,1603,534,1602024-09-30
Geode Capital Management, LLC1.489%5.651%3,512,511187,8812024-09-30
Allspring Global Investments Holdings, LLC1.475%-22.269%3,372,096-966,0552024-09-30
Hood River Capital Management LLC1.382%39.522%3,260,510923,5972024-09-30
Loomis, Sayles & Company LP1.356%-2.916%3,198,411-96,0712024-12-31
Fred Alger Management, LLC1.345%-3.643%2,952,634-111,6242024-06-30
Brown Capital Management, LLC1.340%-7.556%2,942,376-240,4932024-06-30
Dragoneer Investment Group, LLC1.214%0.000%2,514,08302023-09-30
T. Rowe Price Associates, Inc.1.075%1.244%2,034,75725,0062022-06-30
T. Rowe Price Investment Management,Inc.0.991%0.426%1,954,9988,2842022-12-31
HHG PLC0.871%12.945%1,905,110218,3522024-06-30
TimesSquare Capital Management, LLC0.846%5.729%1,851,879100,3392024-03-31
Eaton Vance Management0.897%8.095%1,725,311129,1982022-09-30
Brown Advisory Holdings Inc0.550%171.722%1,139,777720,3122023-12-31
SEI Investments Co0.542%19.439%1,122,209182,6442023-09-30
Brookfield Corp0.423%118.810%850,000461,5352023-03-31
Bank of New York Mellon Corp0.335%0.858%660,2765,6172022-12-31
SEVEN GRAND MANAGERS, LLC0.288%0.000%568,049568,0492023-03-31
Wells Fargo & Co0.286%10.824%563,53055,0382023-03-31
New York State Common Retirement Fund0.276%48.403%545,093177,7872023-03-31
UBS Asset Mgmt Americas Inc0.274%122.451%526,214289,6612022-12-31
Brookfield Asset Management Inc0.205%0.000%388,465388,4652022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Clearwater Analytics Holdings Inc (CWAN), owning a total of 5.6 million shares. Combined, the top 42 mutual fund holders of CWAN own 42.42% of the company with a total of 96.7 million shares.

In the latest ownership report on January 31st 2025, the top 42 fund holders increased their combined ownership of CWAN by 360 thousand shares. 1 funds bought 397,440 total additional shares and increased their ownership by an average of 31.24%. However 1 funds sold 36,950 total shares and decreased their ownership by an average of 0.75%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Clearwater Analytics Holdings increased by a net total of 360,490 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.060%-0.755%4,859,918-36,9502025-01-31
Champlain Small Company Fund, LLC0.708%31.241%1,669,635397,4402025-01-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.360%-10.243%5,567,411-635,3332024-12-31
iShares Russell 2000 ETF2.060%-0.755%4,859,918-36,9502025-01-31
Vanguard Small Cap Index1.915%-9.113%4,517,797-452,9712024-12-31
Conestoga Small Cap Investors1.711%0.000%4,037,43802024-12-31
Wasatch Core Growth1.582%-37.601%3,733,352-2,249,6282024-12-31
American Funds SMALLCAP World A1.578%0.000%3,722,45402024-12-31
Vanguard Information Technology ETF1.442%1.482%3,402,77949,7022024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.267%7.690%2,988,528213,4042024-12-31
Vanguard Small Cap Growth Index Inv1.086%-6.305%2,561,952-172,4102024-12-31
Hartford MidCap Y1.079%-0.669%2,544,748-17,1292024-12-31
Baron Small Cap Retail1.060%0.000%2,500,00002024-12-31
Baron Opp. Small Cap Growth Strategy1.060%0.000%2,500,00002024-12-31
JPM US Small Cap Core-Composite1.118%-5.600%2,445,341-145,0662024-06-30
JPM Small Cap Equity-MA1.118%9,339.650%2,445,3412,419,4362024-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr1.141%162.898%2,317,5341,436,0002023-03-31
Wasatch Small Cap Growth Investor0.972%-33.403%2,292,866-1,150,0472024-12-31
AB Small Cap Growth A0.950%3.550%2,241,89376,8492024-12-31
Brown Capital Mgmt Small Co Inv1.007%31.030%2,196,534520,1712023-12-31
Invesco OFI Small Cap Growth0.930%16.837%2,193,158316,0412024-12-31
Invesco Discovery A0.930%0.000%2,193,15802024-12-31
Virtus KAR Small-Cap Core I0.821%0.000%1,936,52502024-09-30
Hood River Small-Cap Growth Instl0.783%67.759%1,847,523746,2302024-09-30
Fidelity Small Cap Index0.760%15.763%1,793,536244,2152024-11-30
Calvert US Small-Cap SMA0.893%30.171%1,762,046408,4032023-03-31
Baron Discovery Strategy0.801%34.615%1,750,000450,0002024-03-31
Baron Discovery Institutional0.801%34.615%1,750,000450,0002024-03-31
Calvert US Small-Cap Strategy0.810%-7.821%1,723,336-146,2182023-12-31
Calvert Small-Cap A0.819%-8.092%1,723,336-151,7342023-12-31
William Blair Small-Mid Cap Growth CIT0.776%0.000%1,704,45102024-09-30
William Blair Sml-Mid Cap Grwth CIT Cl A0.746%0.000%1,704,4511,704,4512024-09-30
JPMorgan Small Cap Equity A0.766%-28.739%1,676,862-676,2482024-08-31
Champlain Small Company Fund, LLC0.708%31.241%1,669,635397,4402025-01-31
Alger Small Cap Focus Composite0.724%0.000%1,654,52202024-09-30
Alger Small Cap Focus I0.724%0.000%1,654,52202024-09-30
Macquarie Small Cap Core I0.699%13.529%1,649,535196,5682024-11-30
iShares Russell 2000 Growth ETF0.717%0.000%1,639,01602024-12-31
Janus Henderson Triton D0.736%0.000%1,615,94802024-08-31
Janus Henderson US SMID Cap Growth0.739%11.195%1,615,948162,6922024-06-30
UBS: US Equity Small Cap Growth0.746%26.979%1,588,041337,4122023-12-31
Conestoga Small Cap Growth0.748%5.604%1,585,04484,1102023-12-31
Vanguard Extended Market Index Investor0.374%1.041%718,6347,4012023-02-28
JNL Multi-Manager Small Cap Growth A0.367%-2.183%694,701-15,5002022-09-30

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jchonnee

$CWAN we just getting started

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