Clearwater Analytics HDS-ACWAN

13F holders, Q2 2024 (June 30)
229holders +18
49new positions
33sold out
6famous investors
$18.52avg. 13F price*

At the end of Q2 2024, 229 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, up 18 from Q1 2024. 49 opened new positions and 33 sold out. The largest holders were Permira Holdings LTD ($375.0M), Vanguard Group Inc. ($326.1M) and Wasatch Advisors LP ($325.5M). 6 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions49$100.3M
Exits33$48.6M

All 13F filers, Q1 2024 → Q2 2024: 31,137,749 shares bought and 16,110,516 shares sold, net +15,027,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 229 holders

Permira Holdings LTD 9.39% Reduce -20.9% 20,247,294 $375.0M
Vanguard Group Inc. 0.01% Add +16.4% 17,608,188 $326.1M
Wasatch Advisors LP 1.74% Add +7.2% 17,575,462 $325.5M
Kayne Anderson Rudnick Investment Management LLC 0.51% Add +1.1% 11,374,673 $210.7M
BlackRock Inc. 0.00% Add +196.9% 11,316,658 $209.6M
William Blair Investment Management, LLC 0.51% Add +0.6% 10,430,794 $193.2M
Conestoga Capital Advisors, LLC 1.85% Add +2.5% 6,671,247 $123.6M
Baron Capital (BAMCO) 0.28% Reduce -0.6% 5,324,656 $98.6M
JPMorgan Chase & Co. 0.01% Reduce -1.4% 5,139,989 $95.2M
Alliancebernstein L.P. 0.03% Add +11.7% 4,557,862 $84.4M
Artisan Partners Limited Partnership 0.13% Add +14.8% 4,442,462 $82.3M
Allspring Global Investments Holdings, LLC 0.13% Reduce -0.5% 4,338,151 $80.3M
Citadel Advisors 0.08% Add +1514.8% 4,040,152 $74.8M
Geode Capital Management, LLC 0.01% Add +118.2% 3,324,630 $61.6M
Capital World Investors 0.01% No change 3,051,500 $56.5M
Loomis Sayles & Co. L P 0.08% Add +4.8% 2,966,602 $54.9M
Fred Alger Management, LLC 0.27% Reduce -3.6% 2,952,634 $54.7M
Brown Capital Management LLC 1.10% Reduce -7.6% 2,942,376 $54.5M
Morgan Stanley 0.00% Add +22.8% 2,905,077 $53.8M
Wellington Management Group LLP 0.01% Add +4.5% 2,721,972 $50.4M
State Street Corp. 0.00% Add +181.8% 2,607,914 $48.3M
Hood River Capital Management LLC 0.90% New 2,336,913 $43.3M
Shannon River Fund Management LLC 6.76% Add +102.8% 2,120,918 $39.3M
Janus Henderson Group PLC 0.02% Add +12.9% 1,905,110 $35.3M
Sei Investments Co. 0.05% Add +14.8% 1,821,874 $33.7M
TimesSquare Capital Management, LLC 0.53% Reduce -2.2% 1,810,779 $33.5M
Macquarie Group Ltd. 0.04% Reduce -0.1% 1,791,237 $33.2M
Invesco Ltd. 0.01% Add +0.3% 1,704,267 $31.6M
New York State Common Retirement Fund 0.04% Add +26.4% 1,442,020 $26.7M
Goldman Sachs Group Inc. 0.00% Reduce -12.7% 1,317,898 $24.4M
Charles Schwab Investment Management Inc. 0.00% Add +51.0% 1,234,465 $22.9M
Wells Fargo & Company 0.01% Add +3.4% 1,220,968 $22.6M
Millennium Management 0.02% Reduce -69.8% 1,136,608 $21.0M
Brown Advisory Inc. 0.03% Reduce -2.4% 1,109,742 $20.6M
Silvercrest Asset Management Group LLC 0.12% Reduce -2.9% 964,819 $17.9M
Bank of New York Mellon Corp 0.00% Add +66.0% 956,527 $17.7M
Nuveen Asset Management, LLC 0.00% New 676,545 $12.5M
Raymond James & Associates 0.01% Add +0.7% 648,603 $12.0M
Bank of America Corp. 0.00% Add +24.4% 621,872 $11.5M
Polen Capital Management LLC 0.03% Add +4.6% 571,837 $10.6M
Comerica Bank 0.04% Add +4.0% 536,980 $9.9M
Royal Bank of Canada 0.00% Add +11.3% 515,985 $9.6M
Ameriprise Financial Inc. 0.00% Reduce -4.9% 507,990 $9.4M
Northern Trust Corp. 0.00% Add +48.1% 494,580 $9.2M
Grandeur Peak Global Advisors, LLC 0.71% Add +81.3% 482,908 $8.9M
Axiom Investors LLC 0.08% Reduce -1.7% 469,875 $8.7M
Palisade Capital Management, LP 0.25% New 436,488 $8.1M
Qube Research & Technologies Ltd 0.01% Reduce -53.8% 428,803 $7.9M
Scalar Gauge Management, LLC 4.51% Add +139.4% 419,000 $7.8M
Kornitzer Capital Management Inc. 0.14% Add +40.6% 401,365 $7.4M
Deutsche Bank AG 0.00% Add +17.5% 385,542 $7.1M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -21.1% 370,594 $6.9M
Segall Bryant & Hamill, LLC 0.11% Add +2.8% 346,529 $6.4M
Granite Investment Partners, LLC 0.26% Reduce -1.7% 339,088 $6.3M
Trexquant Investment LP 0.10% Add +53.5% 337,042 $6.2M
Thornburg Investment Management Inc. 0.09% No change 331,285 $6.1M
Citigroup Inc. 0.01% Reduce -3.6% 325,713 $6.0M
Next Century Growth Investors LLC 0.48% Add +39.2% 313,534 $5.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -13.3% 307,156 $5.7M
Public Employees Retirement System of Ohio 0.02% Reduce -5.4% 296,103 $5.5M
Summit Creek Advisors LLC 0.74% New 293,320 $5.4M
Baird Financial Group, Inc. 0.01% Reduce -3.5% 289,439 $5.4M
Swiss National Bank 0.00% No change 288,300 $5.3M
Twinbeech Capital LP 0.10% New 284,760 $5.3M
Envestnet Asset Management Inc. 0.00% Add +1.8% 282,880 $5.2M
Barclays PLC 0.00% Add +95.2% 278,141 $5.2M
Osterweis Capital Management Inc. 0.31% Reduce -26.3% 255,390 $4.7M
Ghisallo Capital Management LLC 0.40% New 250,000 $4.6M
Renaissance Technologies 0.01% Reduce -76.1% 208,800 $3.9M
Seven Grand Managers, LLC 1.67% Add +33.3% 200,000 $3.7M
Rhumbline Advisers 0.00% Add +8171.7% 185,948 $3.4M
Stifel Financial Corp. 0.00% Reduce -2.9% 175,849 $3.3M
UBS Group AG 0.00% Reduce -82.9% 171,749 $3.2M
Russell Investments Group, Ltd. 0.01% Add +56.6% 169,150 $3.1M
Capital Fund Management S.A. 0.04% New 168,420 $3.1M
Oppenheimer Asset Management Inc. 0.04% Add +42.5% 166,882 $3.1M
Advantage Alpha Capital Partners LP 0.64% Reduce -28.9% 159,551 $3.0M
Cinctive Capital Management LP 0.16% New 157,831 $2.9M
Jane Street Group, LLC 0.00% Reduce -42.3% 153,333 $2.8M
Marshall Wace, LLP 0.00% Reduce -59.9% 146,344 $2.7M
Regions Financial Corp. 0.02% Add +0.4% 144,528 $2.7M
California State Teachers Retirement System 0.00% Add +8.2% 142,133 $2.6M
Norges Bank 0.00% New 141,315 $2.6M
Legal & General Group Plc 0.00% Add +5.6% 141,075 $2.6M
B. Metzler seel. Sohn & Co. AG 0.03% Add +3.6% 141,060 $2.6M
Algert Global LLC 0.08% Add +19.0% 134,081 $2.5M
Alpine Global Management, LLC 0.47% New 132,593 $2.5M
Jump Financial, LLC 0.04% Add +73.1% 103,700 $1.9M
Engineers Gate Manager LP 0.04% Add +221.0% 100,742 $1.9M
Seven Eight Capital, LP 0.19% New 97,053 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 94,746 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +110.6% 91,762 $1.7M
Pathstone Holdings, LLC 0.01% Add +47.5% 89,538 $1.7M
Two Sigma Investments, LP 0.00% Reduce -27.6% 81,378 $1.5M
Squarepoint Ops LLC 0.01% Reduce -46.6% 80,739 $1.5M
Quantbot Technologies LP 0.07% Add +251.6% 80,098 $1.5M
M&T Bank Corp 0.00% Reduce -5.5% 78,190 $1.4M
Bullseye Asset Management LLC 0.69% Add +280.0% 76,000 $1.4M
Corebridge Financial, Inc. 0.01% — 75,327 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +340.6% 74,988 $1.4M

"% 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 229 holders