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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $100.3M |
| Exits | 33 | $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 |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +0.5% | 73,548 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Add +0.1% | 73,548 | $1.4M |
| Alberta Investment Management Corp | 0.01% | Reduce -0.3% | 71,730 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.1% | 64,630 | $1.2M |
| Walleye Capital LLC | 0.01% | Add +3179.9% | 62,449 | $1.2M |
| Aquatic Capital Management LLC | 0.04% | Add +319.9% | 61,300 | $1.1M |
| Holocene Advisors, LP | 0.00% | Reduce -55.1% | 60,895 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -77.5% | 60,090 | $1.1M |
| Danske Bank A/S | 0.00% | Add +207.5% | 59,962 | $1.1M |
| Quadrature Capital Ltd | 0.02% | Reduce -44.5% | 59,311 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +16.4% | 54,282 | $1.0M |
| Atom Investors LP | 0.10% | Add +74.8% | 51,689 | $957K |
| Verition Fund Management LLC | 0.01% | Reduce -12.9% | 50,149 | $929K |
| Chartwell Investment Partners, LLC | 0.03% | Reduce -14.0% | 48,432 | $897K |
| Voya Investment Management LLC | 0.00% | Reduce -94.5% | 46,767 | $866K |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 44,773 | $829K |
| Natixis Advisors, LLC | 0.00% | Add +4.2% | 44,754 | $829K |
| Townsquare Capital LLC | 0.01% | Add +2.3% | 43,827 | $812K |
| Teachers Retirement System of the State of Kentucky | 0.01% | New | 43,466 | $805K |
| Blair William & Co. | 0.00% | Add +1.6% | 42,436 | $786K |
| Arizona State Retirement System | 0.01% | Add +2.1% | 40,894 | $757K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8431.2% | 39,670 | $757K |
| FourThought Financial Partners, LLC | 0.10% | Add +2.8% | 40,743 | $755K |
| Corient Private Wealth LP | 0.00% | Add +6.1% | 40,674 | $753K |
| Nebula Research & Development LLC | 0.12% | Reduce -16.0% | 40,270 | $746K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -71.7% | 38,257 | $709K |
| MetLife Investment Management, LLC | 0.00% | New | 35,404 | $656K |
| Atria Investments, Inc | 0.01% | New | 34,682 | $642K |
| Lanark Financial, Inc. | 0.06% | Reduce -2.3% | 34,244 | $634K |
| Petrus Trust Company, LTA | 0.06% | Reduce -28.6% | 32,128 | $595K |
| Glenmede Trust Co. NA | 0.00% | Add +9.3% | 30,485 | $565K |
| Equitable Trust Co. | 0.04% | Add +21.5% | 29,842 | $553K |
| Cornercap Investment Counsel Inc. | 0.09% | New | 28,481 | $527K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +23.5% | 26,455 | $490K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 26,188 | $485K |
| STRS Ohio | 0.00% | New | 25,900 | $480K |
| Gsa Capital Partners LLP | 0.03% | New | 25,309 | $469K |
| Weil Company, Inc. | 0.17% | Add +111.2% | 24,827 | $460K |
| Lazard Asset Management LLC | 0.00% | Add +136.0% | 24,197 | $448K |
| Premier Fund Managers Ltd | 0.02% | No change | 23,585 | $435K |
| Fifth Third Bancorp | 0.00% | Reduce -0.8% | 22,988 | $426K |
| State of Wyoming | 0.07% | Reduce -24.3% | 22,452 | $416K |
| Truist Financial Corp. | 0.00% | Reduce -12.8% | 21,930 | $406K |
| Dark Forest Capital Management LP | 0.07% | New | 21,778 | $403K |
| Olympiad Research LP | 0.29% | Reduce -11.9% | 21,288 | $394K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -93.9% | 21,199 | $393K |
| Sheets Smith Wealth Management | 0.05% | New | 20,857 | $386K |
| Prelude Capital Management, LLC | 0.03% | Reduce -11.9% | 20,436 | $378K |
| SG Americas Securities, LLC | 0.00% | New | 19,144 | $355K |
| Dunhill Financial, LLC | 0.22% | No change | 19,000 | $352K |
| Scientech Research LLC | 0.07% | New | 18,988 | $352K |
| Principal Financial Group Inc. | 0.00% | New | 18,915 | $350K |
| DC Investments Management, LLC | 0.29% | No change | 18,752 | $347K |
| Handelsbanken Fonder AB | 0.00% | New | 18,500 | $343K |
| Malaga Cove Capital, LLC | 0.13% | Reduce -0.3% | 17,533 | $325K |
| Curated Wealth Partners LLC | 0.05% | — | 17,480 | $324K |
| HM Payson & Co. | 0.01% | Reduce -1.0% | 17,290 | $320K |
| Wesbanco Bank Inc. | 0.01% | No change | 17,014 | $315K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16,909 | $313K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 16,000 | $296K |
| PEAK6 Investments LLC | 0.01% | New | 15,778 | $292K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -20.2% | 15,743 | $292K |
| Victory Capital Management Inc. | 0.00% | Add +21.5% | 15,459 | $286K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +46.5% | 15,401 | $285K |
| Clare Market Investments LLC | 0.08% | No change | 15,000 | $278K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 14,977 | $277K |
| Argent Trust Co | 0.01% | Reduce -14.6% | 14,862 | $275K |
| Quantum Private Wealth, LLC | 0.10% | Reduce -4.3% | 14,842 | $275K |
| Sanctuary Advisors, LLC | 0.00% | — | 16,203 | $266K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 13,717 | $254K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 13,293 | $246K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +2.1% | 12,977 | $240K |
| State of Wisconsin Investment Board | 0.00% | Add +8.3% | 12,541 | $232K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.2% | 11,892 | $220K |
| nVerses Capital, LLC | 0.13% | New | 11,600 | $215K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.1% | 11,572 | $214K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -83.2% | 11,535 | $214K |
| Cim, LLC | 0.03% | New | 8,784 | $209K |
| AlphaQuest LLC | 0.03% | Add +22.2% | 11,117 | $206K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -72.2% | 11,035 | $204K |
| IHT Wealth Management, LLC | 0.01% | No change | 10,818 | $200K |
| D.A. Davidson & Co. | 0.00% | No change | 10,545 | $195K |
| Wellington Shields & Co., LLC | 0.06% | No change | 10,000 | $185K |
| Canada Pension Plan Investment Board | 0.00% | New | 8,500 | $157K |
| Amundi | 0.00% | New | 8,351 | $155K |
| RiverPark Advisors, LLC | 0.11% | Add +33.1% | 7,140 | $132K |
| Point72 Asset Management | 0.00% | New | 4,908 | $91K |
| Amalgamated Bank | 0.00% | New | 4,844 | $90K |
| US Bancorp \de | 0.00% | Add +226.7% | 4,851 | $90K |
| Hilltop National Bank | 0.03% | No change | 4,543 | $84K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +124.5% | 4,372 | $81K |
| KBC Group NV | 0.00% | New | 4,038 | $75K |
| FMR LLC | 0.00% | Add +42.4% | 3,379 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | Add +62.2% | 3,005 | $56K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -12.2% | 2,809 | $52K |
| Advisors Asset Management, Inc. | 0.00% | Add +52.3% | 2,579 | $48K |
| Bessemer Group Inc. | 0.00% | No change | 1,587 | $29K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,431 | $26K |
| Hollencrest Capital Management | 0.00% | Add +9.0% | 1,364 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,285 | $24K |
| Eagle Bay Advisors LLC | 0.01% | No change | 1,207 | $22K |
| Arcadia Investment Management Corp. | 0.00% | Add +21.6% | 1,188 | $22K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -97.2% | 800 | $15K |
| Private Trust Co. NA | 0.00% | Add +10.2% | 725 | $13K |
| Clearstead Advisors, LLC | 0.00% | New | 691 | $13K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 681 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -22.7% | 571 | $11K |
| Cwm, LLC | 0.00% | Reduce -13.6% | 497 | $9K |
| Parkside Financial Bank & Trust | 0.00% | New | 372 | $7K |
| Huntington National Bank | 0.00% | Add +0.3% | 345 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 293 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.7% | 323 | $6K |
| MCF Advisors LLC | 0.00% | Add +21.3% | 307 | $6K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -30.2% | 287 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 200 | $4K |
| Allworth Financial LP | 0.00% | Add +138.0% | 169 | $3K |
| Lindbrook Capital, LLC | 0.00% | New | 177 | $3K |
| Avior Wealth Management, LLC | 0.00% | New | 168 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 149 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +130.7% | 143 | $3K |
| TFC Financial Management, Inc. | 0.00% | No change | 120 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 79 | $1K |
| Opal Wealth Advisors, LLC | 0.00% | New | 62 | $1K |
| Bell Investment Advisors, Inc | 0.00% | New | 30 | $556 |
| Stephens Consulting, LLC | 0.00% | New | 27 | $501 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 25 | $463 |
| Rothschild Investment LLC | 0.00% | New | 20 | $370 |
| Quadrant Capital Group LLC | 0.00% | New | 8 | $149 |
| Hexagon Capital Partners LLC | 0.00% | New | 3 | $56 |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.