Clearwater Analytics Holdings Inc (CWAN) Ownership

26.53 ↓0.50 (-1.85%)
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 45 institutional holders of CWAN own 103.72% of the company with a total of 234.8 million shares.

In the latest ownership report on December 31st 2024, the top 45 institutional holders decreased their combined ownership of CWAN by 2.8 million shares. 10 institutions bought 17,882,150 total additional shares and increased their ownership by an average of 142.58%. However 10 institutions sold 20,674,395 total shares and decreased their ownership by an average of 16.88%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Clearwater Analytics Holdings decreased by a net total of -2,792,245 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.755%13.330%20,879,5972,455,8442024-12-31
BlackRock Inc6.302%22.151%15,028,6932,725,3512024-12-31
Wasatch Advisors LP5.207%-31.535%12,416,206-5,718,8202024-12-31
Kayne Anderson Rudnick Investment Management LLC4.627%-2.341%11,035,027-264,5212024-12-31
William Blair Investment Management, LLC3.946%-9.360%9,411,306-971,8762024-12-31
Permira Holdings Ltd3.348%-56.891%7,983,533-10,535,7922024-12-31
AllianceBernstein L.P.3.092%65.986%7,373,9422,931,4452024-12-31
Conestoga Capital Advisors, LLC2.831%-0.411%6,750,577-27,8802024-12-31
Wellington Management Company LLP2.497%98.223%5,954,4852,950,5552024-12-31
BAMCO Inc2.233%-0.030%5,324,970-1,6042024-12-31
JPMorgan Chase & Co1.935%-23.813%4,613,815-1,442,0772024-12-31
State Street Corp1.869%23.186%4,456,209838,7472024-12-31
Amvescap Plc.1.784%9.027%4,253,863352,2012024-12-31
Geode Capital Management, LLC1.755%19.178%4,186,137673,6262024-12-31
Morgan Stanley - Brokerage Accounts1.728%14.162%4,121,393511,2762024-12-31
Capital World Investors1.561%0.000%3,722,45402024-12-31
Artisan Partners Limited Partnership1.539%-18.788%3,669,967-849,0092024-12-31
Citadel Advisors Llc1.498%1,103.320%3,572,8593,275,9422024-12-31
Macquarie Group Ltd1.345%57.231%3,206,5561,167,1632024-12-31
Loomis, Sayles & Company LP1.341%-2.916%3,198,411-96,0712024-12-31
Allspring Global Investments Holdings, LLC1.104%-22.738%2,605,351-766,7452024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Warburg Pincus LLC16.044%0.000%33,222,82602023-09-30
Vanguard Group Inc8.755%13.330%20,879,5972,455,8442024-12-31
BlackRock Inc6.302%22.151%15,028,6932,725,3512024-12-31
Wasatch Advisors LP5.207%-31.535%12,416,206-5,718,8202024-12-31
Wasatch Advisors Inc.5.681%17.860%12,087,0221,831,5712023-12-31
Kayne Anderson Rudnick Investment Management LLC4.627%-2.341%11,035,027-264,5212024-12-31
William Blair Investment Management, LLC3.946%-9.360%9,411,306-971,8762024-12-31
Permira Holdings Ltd3.348%-56.891%7,983,533-10,535,7922024-12-31
AllianceBernstein L.P.3.092%65.986%7,373,9422,931,4452024-12-31
Conestoga Capital Advisors, LLC2.831%-0.411%6,750,577-27,8802024-12-31
Durable Capital Partners LP3.068%-17.124%6,352,149-1,312,4522023-09-30
Wellington Management Company LLP2.497%98.223%5,954,4852,950,5552024-12-31
BAMCO Inc2.233%-0.030%5,324,970-1,6042024-12-31
JPMorgan Chase & Co1.935%-23.813%4,613,815-1,442,0772024-12-31
Goldman Sachs Group Inc2.282%1,153.070%4,610,8884,242,9212023-06-30
State Street Corp1.869%23.186%4,456,209838,7472024-12-31
Amvescap Plc.1.784%9.027%4,253,863352,2012024-12-31
Geode Capital Management, LLC1.755%19.178%4,186,137673,6262024-12-31
Morgan Stanley - Brokerage Accounts1.728%14.162%4,121,393511,2762024-12-31
Millennium Management LLC1.717%1,062.030%3,756,9593,433,6502024-03-31
Capital World Investors1.561%0.000%3,722,45402024-12-31
Artisan Partners Limited Partnership1.539%-18.788%3,669,967-849,0092024-12-31
Citadel Advisors Llc1.498%1,103.320%3,572,8593,275,9422024-12-31
Balyasny Asset Management LLC1.498%0.000%3,534,1603,534,1602024-09-30
Hood River Capital Management LLC1.382%39.522%3,260,510923,5972024-09-30
Macquarie Group Ltd1.345%57.231%3,206,5561,167,1632024-12-31
Loomis, Sayles & Company LP1.341%-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
Allspring Global Investments Holdings, LLC1.104%-22.738%2,605,351-766,7452024-12-31
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 44 mutual fund holders of CWAN own 43.70% of the company with a total of 100.4 million shares.

In the latest ownership report on February 28th 2025, the top 44 fund holders increased their combined ownership of CWAN by 51 thousand shares. 4 funds bought 17,311 total additional shares and increased their ownership by an average of 0.11%. However 2 funds sold 68,773 total shares and decreased their ownership by an average of 0.87%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Clearwater Analytics Holdings decreased by a net total of -51,462 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.341%0.060%5,582,7783,3462025-02-28
iShares Russell 2000 ETF1.934%-1.162%4,613,152-54,2392025-02-28
Vanguard Small Cap Index1.899%0.082%4,529,5743,7272025-02-28
Vanguard Information Technology ETF1.454%0.270%3,466,2659,3152025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.254%0.031%2,990,2289232025-02-28
Vanguard Small Cap Growth Index Inv1.067%-0.568%2,543,752-14,5342025-02-28
NYLI Merger Arbitrage ETF0.752%0.000%1,793,46402025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.341%0.060%5,582,7783,3462025-02-28
iShares Russell 2000 ETF1.934%-1.162%4,613,152-54,2392025-02-28
Vanguard Small Cap Index1.899%0.082%4,529,5743,7272025-02-28
Conestoga Small Cap Investors1.693%0.000%4,037,43802025-01-31
Wasatch Core Growth1.566%-37.601%3,733,352-2,249,6282024-12-31
American Funds SMALLCAP World A1.561%0.000%3,722,45402024-12-31
Vanguard Information Technology ETF1.454%0.270%3,466,2659,3152025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.254%0.031%2,990,2289232025-02-28
Invesco Discovery A1.122%21.981%2,675,227482,0692025-01-31
Vanguard Small Cap Growth Index Inv1.067%-0.568%2,543,752-14,5342025-02-28
Baron Small Cap Retail1.048%0.000%2,500,00002024-12-31
Baron Opp. Small Cap Growth Strategy1.048%0.000%2,500,00002024-12-31
Hartford MidCap Y1.029%-3.558%2,454,201-90,5472025-01-31
JPM Small Cap Equity-MA1.118%9,339.650%2,445,3412,419,4362024-06-30
JPM US Small Cap Core-Composite1.118%-5.600%2,445,341-145,0662024-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr1.141%162.898%2,317,5341,436,0002023-03-31
Wasatch Small Cap Growth Investor0.962%-33.403%2,292,866-1,150,0472024-12-31
AB Small Cap Growth A0.937%-0.301%2,235,150-6,7432025-01-31
Brown Capital Mgmt Small Co Inv1.007%31.030%2,196,534520,1712023-12-31
Invesco OFI Small Cap Growth0.920%16.837%2,193,158316,0412024-12-31
Virtus KAR Small-Cap Core I0.812%0.000%1,936,52502024-12-31
Hood River Small-Cap Growth Instl0.783%67.759%1,847,523746,2302024-09-30
Fidelity Small Cap Index0.755%0.353%1,799,8646,3282024-12-31
NYLI Merger Arbitrage ETF0.752%0.000%1,793,46402025-02-28
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 Sml-Mid Cap Grwth CIT Cl A0.746%0.000%1,704,4511,704,4512024-09-30
William Blair Small-Mid Cap Growth CIT0.776%0.000%1,704,45102024-09-30
JPMorgan Small Cap Equity A0.766%-28.739%1,676,862-676,2482024-08-31
Champlain Small Company Fund, LLC0.700%31.241%1,669,635397,4402025-01-31
AB Discovery Growth A0.699%4.625%1,667,54073,7202025-01-31
Alger Small Cap Focus I0.724%0.000%1,654,52202024-09-30
Alger Small Cap Focus Composite0.724%0.000%1,654,52202024-09-30
Macquarie Small Cap Core I0.699%0.000%1,649,53502024-12-31
iShares Russell 2000 Growth ETF0.717%0.000%1,639,01602024-12-31
Janus Henderson US SMID Cap Growth0.739%11.195%1,615,948162,6922024-06-30
Janus Henderson Triton D0.736%0.000%1,615,94802024-08-31
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

Discussions

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jchonnee9/29/24 06:32am

$CWAN we just getting started

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