Clearwater Analytics HDS-ACWAN

13F holders, Q1 2024 (March 31)
211holders
5famous investors
$17.69avg. 13F price*

At the end of Q1 2024, 211 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings. The largest holders were Permira Holdings LTD ($452.8M), Wasatch Advisors LP ($290.0M) and Vanguard Group Inc. ($267.7M). 5 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Clearwater Analytics HDS-A
CUSIP
185123106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 211Q1 2024Q2 2024: 229Q2 2024Q3 2024: 266Q3 2024Q4 2024: 353Q4 2024Q1 2025: 370Q1 2025Q2 2025: 398Q2 2025Q3 2025: 329Q3 2025Q4 2025: 384Q4 2025Q1 2026: 330Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions45$73.2M
Exits34$123.6M

Ownership 211 holders

Permira Holdings LTD 9.95% No change 25,613,323 $452.8M
Wasatch Advisors LP 1.52% Add +35.6% 16,391,308 $290.0M
Vanguard Group Inc. 0.01% Add +17.2% 15,131,505 $267.7M
Kayne Anderson Rudnick Investment Management LLC 0.46% Add +2.1% 11,246,271 $198.9M
William Blair Investment Management, LLC 0.47% Add +42.5% 10,364,266 $183.3M
Conestoga Capital Advisors, LLC 1.66% Add +1.2% 6,506,247 $115.1M
Baron Capital (BAMCO) 0.25% Add +30.8% 5,359,172 $94.8M
JPMorgan Chase & Co. 0.01% Add +8.5% 5,212,631 $92.2M
Allspring Global Investments Holdings, LLC 0.12% Add +28.7% 4,359,848 $77.1M
Alliancebernstein L.P. 0.03% Add +41.3% 4,079,943 $72.2M
Artisan Partners Limited Partnership 0.10% Add +22.3% 3,871,568 $68.5M
BlackRock Inc. 0.00% Add +17.0% 3,811,721 $67.4M
Millennium Management 0.06% Add +1062.0% 3,756,959 $66.5M
Brown Capital Management LLC 1.00% Reduce -10.0% 3,182,869 $56.3M
Fred Alger Management, LLC 0.27% Reduce -1.9% 3,064,258 $54.2M
Capital World Investors 0.01% No change 3,051,500 $54.0M
Loomis Sayles & Co. L P 0.07% Add +3.5% 2,831,708 $50.1M
Wellington Management Group LLP 0.01% Add +20.6% 2,603,501 $46.1M
Morgan Stanley 0.00% Reduce -29.3% 2,366,167 $41.9M
TimesSquare Capital Management, LLC 0.48% Add +5.7% 1,851,879 $32.8M
Macquarie Group Ltd. 0.04% Add +38.3% 1,792,291 $31.6M
Invesco Ltd. 0.01% Reduce -2.5% 1,699,968 $30.1M
Janus Henderson Group PLC 0.02% Add +3.3% 1,686,758 $29.8M
Sei Investments Co. 0.04% Add +24.4% 1,586,565 $28.1M
Geode Capital Management, LLC 0.00% Add +19.0% 1,523,921 $27.0M
Goldman Sachs Group Inc. 0.01% Add +468.5% 1,508,948 $26.7M
Wells Fargo & Company 0.01% Reduce -0.9% 1,180,877 $20.9M
New York State Common Retirement Fund 0.03% Add +26.9% 1,140,908 $20.2M
Brown Advisory Inc. 0.03% Reduce -0.3% 1,136,630 $20.1M
Shannon River Fund Management LLC 4.12% Add +84.2% 1,045,914 $18.5M
UBS Group AG 0.01% Add +275.0% 1,003,702 $17.8M
Silvercrest Asset Management Group LLC 0.12% Add +25.4% 994,017 $17.6M
Qube Research & Technologies Ltd 0.03% New 928,187 $16.4M
State Street Corp. 0.00% Add +23.3% 925,317 $16.4M
Renaissance Technologies 0.02% Reduce -17.0% 873,100 $15.4M
Voya Investment Management LLC 0.02% Add +55.0% 856,105 $15.1M
Charles Schwab Investment Management Inc. 0.00% Add +16.8% 817,538 $14.5M
Raymond James & Associates 0.01% Add +3.7% 644,001 $11.4M
Weiss Asset Management LP 0.63% Add +1366.3% 600,200 $10.6M
Bank of New York Mellon Corp 0.00% Reduce -3.9% 576,373 $10.2M
Polen Capital Management LLC 0.02% Add +87.9% 546,482 $9.7M
Ameriprise Financial Inc. 0.00% Reduce -8.4% 534,087 $9.4M
Comerica Bank 0.04% Add +8.1% 516,562 $9.1M
Bank of America Corp. 0.00% Reduce -10.2% 499,775 $8.8M
Axiom Investors LLC 0.07% Reduce -5.4% 477,890 $8.5M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +111.8% 469,396 $8.3M
Royal Bank of Canada 0.00% Add +0.9% 463,695 $8.2M
Balyasny Asset Management L.P. 0.02% Add +2404.4% 385,283 $6.8M
Marshall Wace, LLP 0.01% New 365,143 $6.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -48.0% 354,112 $6.3M
HRT Financial LP 0.04% New 351,676 $6.2M
Cubist Systematic Strategies, LLC 0.07% Add +243.9% 346,904 $6.1M
Osterweis Capital Management Inc. 0.41% Reduce -35.0% 346,480 $6.1M
Granite Investment Partners, LLC 0.23% Add +31.4% 345,055 $6.1M
Citigroup Inc. 0.01% Add +3107.7% 337,865 $6.0M
Segall Bryant & Hamill, LLC 0.11% Add +100.6% 337,101 $6.0M
Northern Trust Corp. 0.00% Reduce -16.4% 334,024 $5.9M
Thornburg Investment Management Inc. 0.08% Add +31.7% 331,285 $5.9M
Deutsche Bank AG 0.00% No change 328,070 $5.8M
Public Employees Retirement System of Ohio 0.02% Add +24.4% 313,123 $5.5M
Baird Financial Group, Inc. 0.01% Add +6.1% 299,895 $5.3M
Swiss National Bank 0.00% Add +21.4% 288,300 $5.1M
Kornitzer Capital Management Inc. 0.09% New 285,510 $5.1M
Envestnet Asset Management Inc. 0.00% Add +53.5% 278,001 $4.9M
D. E. Shaw & Co. 0.01% Reduce -24.0% 266,696 $4.7M
Grandeur Peak Global Advisors, LLC 0.37% New 266,420 $4.7M
Jane Street Group, LLC 0.01% Add +234.2% 265,818 $4.7M
Citadel Advisors 0.00% Reduce -68.9% 250,192 $4.4M
Next Century Growth Investors LLC 0.35% Add +3.6% 225,171 $4.0M
Advantage Alpha Capital Partners LP 0.75% New 224,393 $4.0M
Trexquant Investment LP 0.08% Add +0.4% 219,595 $3.9M
Element Capital Management LLC 2.38% New 203,870 $3.6M
Susquehanna International Group, LLP 0.01% Add +190.0% 201,612 $3.6M
Stifel Financial Corp. 0.00% Add +28.4% 181,020 $3.2M
Scalar Gauge Management, LLC 2.38% New 175,000 $3.1M
ExodusPoint Capital Management, LP 0.03% New 157,802 $2.8M
Squarepoint Ops LLC 0.01% Add +813.6% 151,116 $2.7M
Seven Grand Managers, LLC 1.30% Reduce -32.3% 150,000 $2.7M
Regions Financial Corp. 0.02% Add +6.3% 143,918 $2.5M
Barclays PLC 0.00% Reduce -16.0% 142,491 $2.5M
State of New Jersey Common Pension Fund D 0.01% New 140,106 $2.5M
Credit Suisse AG/ 0.00% Add +10.6% 136,874 $2.4M
B. Metzler seel. Sohn & Co. AG 0.03% Add +15.7% 136,087 $2.4M
Holocene Advisors, LP 0.01% New 135,740 $2.4M
Schonfeld Strategic Advisors LLC 0.02% Add +1156.7% 135,048 $2.4M
Legal & General Group Plc 0.00% Add +18.3% 133,571 $2.4M
California State Teachers Retirement System 0.00% Add +22.3% 131,341 $2.3M
Jefferies Financial Group Inc. 0.05% New 125,900 $2.2M
Oppenheimer Asset Management Inc. 0.03% Reduce -13.0% 117,078 $2.1M
Algert Global LLC 0.08% Add +366.8% 112,680 $2.0M
Two Sigma Investments, LP 0.01% Reduce -83.9% 112,374 $2.0M
Russell Investments Group, Ltd. 0.00% Reduce -3.3% 107,994 $1.9M
Quadrature Capital Ltd 0.03% Reduce -37.0% 106,952 $1.9M
FJ Capital Management LLC 0.16% New 89,050 $1.6M
M&T Bank Corp 0.01% Add +5.7% 82,699 $1.5M
PDT Partners, LLC 0.13% Add +88.5% 78,227 $1.4M
Vestmark Advisory Solutions, Inc. 0.06% Add +12.3% 73,216 $1.3M
Alberta Investment Management Corp 0.01% New 71,953 $1.3M
NewEdge Wealth, LLC 0.03% Add +12.6% 73,454 $1.3M
Capstone Investment Advisors, LLC 0.04% Add +111.6% 68,710 $1.2M

"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.

Show all 211 holders