Clearwater Analytics HDS-ACWAN

13F holders, Q3 2024 (September 30)
266holders +37
67new positions
29sold out
5famous investors
$25.25avg. 13F price*

At the end of Q3 2024, 266 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, up 37 from Q2 2024. 67 opened new positions and 29 sold out. The largest holders were Permira Holdings LTD ($467.6M), Vanguard Group Inc. ($465.2M) and Wasatch Advisors LP ($457.9M). 5 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions67$274.0M
Exits29$30.8M

All 13F filers, Q2 2024 → Q3 2024: 23,273,185 shares bought and 15,156,155 shares sold, net +8,117,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 266 holders

Permira Holdings LTD 15.82% Reduce -8.5% 18,519,325 $467.6M
Vanguard Group Inc. 0.01% Add +4.6% 18,423,753 $465.2M
Wasatch Advisors LP 2.24% Add +3.2% 18,135,026 $457.9M
BlackRock, Inc. 0.01% — 12,303,342 $310.7M
Kayne Anderson Rudnick Investment Management LLC 0.63% Reduce -0.7% 11,299,548 $285.3M
William Blair Investment Management, LLC 0.65% Reduce -0.5% 10,383,182 $262.2M
Conestoga Capital Advisors, LLC 2.32% Add +1.6% 6,778,457 $171.2M
Baron Capital (BAMCO) 0.36% Add +0.0% 5,326,574 $134.5M
Artisan Partners Limited Partnership 0.17% Add +1.7% 4,518,976 $114.1M
Alliancebernstein L.P. 0.04% Reduce -2.5% 4,442,497 $112.2M
Invesco Ltd. 0.02% Add +128.9% 3,901,662 $98.5M
Capital World Investors 0.01% Add +22.0% 3,722,454 $94.0M
State Street Corp. 0.00% Add +38.7% 3,617,462 $91.3M
Morgan Stanley 0.01% Add +24.3% 3,610,117 $91.2M
Balyasny Asset Management L.P. 0.23% New 3,534,160 $89.2M
Geode Capital Management, LLC 0.01% Add +5.7% 3,512,511 $88.7M
Allspring Global Investments Holdings, LLC 0.13% Reduce -22.3% 3,372,096 $85.1M
Loomis Sayles & Co. L P 0.11% Add +11.1% 3,294,482 $83.2M
Hood River Capital Management LLC 1.33% Add +39.5% 3,260,510 $82.3M
JPMorgan Chase & Co. 0.01% Reduce -41.1% 3,027,946 $76.5M
Wellington Management Group LLP 0.01% Add +10.4% 3,003,930 $75.8M
Shannon River Fund Management LLC 9.34% Add +15.5% 2,448,779 $61.8M
Brown Capital Management LLC 1.29% Reduce -19.3% 2,373,609 $59.9M
Champlain Investment Partners, LLC 0.32% New 2,121,155 $53.6M
Fred Alger Management, LLC 0.26% Reduce -28.5% 2,112,142 $53.3M
Macquarie Group Ltd. 0.06% Add +13.8% 2,039,393 $51.5M
Sei Investments Co. 0.07% Add +10.2% 2,007,407 $50.7M
Driehaus Capital Management LLC 0.42% New 1,945,851 $49.1M
Janus Henderson Group PLC 0.02% Add +0.1% 1,906,929 $48.2M
TimesSquare Capital Management, LLC 0.59% Reduce -13.1% 1,573,500 $39.7M
Northern Trust Corp. 0.01% Add +217.2% 1,569,026 $39.6M
New York State Common Retirement Fund 0.05% Reduce -1.9% 1,414,346 $35.7M
Nuveen Asset Management, LLC 0.01% Add +93.3% 1,307,824 $33.0M
Charles Schwab Investment Management Inc. 0.01% Add +4.9% 1,295,413 $32.7M
Goldman Sachs Group Inc. 0.01% Reduce -3.4% 1,273,058 $32.1M
Wells Fargo & Company 0.01% Reduce -1.8% 1,199,263 $30.3M
Silvercrest Asset Management Group LLC 0.20% Add +19.3% 1,150,899 $29.1M
Brown Advisory Inc. 0.03% Reduce -16.9% 922,419 $23.3M
Bank of New York Mellon Corp 0.00% Reduce -25.6% 711,646 $18.0M
Axiom Investors LLC 0.15% Add +45.2% 682,460 $17.2M
Raymond James & Associates 0.01% Add +1.5% 658,579 $16.6M
Bank of America Corp. 0.00% Reduce -6.7% 580,400 $14.7M
Barclays PLC 0.01% Add +105.6% 571,860 $14.4M
Scalar Gauge Management, LLC 7.60% Add +35.3% 566,985 $14.3M
Comerica Bank 0.05% Add +0.3% 538,797 $13.6M
Ameriprise Financial Inc. 0.00% Add +5.7% 536,935 $13.6M
Grandeur Peak Global Advisors, LLC 1.01% Add +0.3% 484,281 $12.2M
Millennium Management 0.01% Reduce -60.2% 452,869 $11.4M
Stephens Investment Management Group LLC 0.15% New 438,437 $11.1M
Royal Bank of Canada 0.00% Reduce -18.9% 418,464 $10.6M
Palisade Capital Management, LP 0.31% Reduce -6.0% 410,242 $10.4M
Emerald Advisers, LLC 0.39% New 401,982 $10.2M
Kornitzer Capital Management Inc. 0.19% No change 401,365 $10.1M
Envestnet Asset Management Inc. 0.00% Add +31.3% 371,512 $9.4M
Polen Capital Management LLC 0.02% Reduce -40.7% 338,954 $8.6M
Deutsche Bank AG 0.00% Reduce -13.6% 332,962 $8.4M
Segall Bryant & Hamill, LLC 0.11% Reduce -3.9% 332,931 $8.4M
D. E. Shaw & Co. 0.01% Add +424.9% 315,443 $8.0M
Swiss National Bank 0.01% Add +8.5% 312,900 $7.9M
Renaissance Technologies 0.01% Add +46.1% 305,000 $7.7M
Citigroup Inc. 0.01% Reduce -8.1% 299,273 $7.6M
Citadel Advisors 0.01% Reduce -92.7% 296,917 $7.5M
Public Employees Retirement System of Ohio 0.03% No change 296,103 $7.5M
Emerald Mutual Fund Advisers Trust 0.39% New 295,239 $7.5M
Moody Aldrich Partners LLC 1.34% New 291,970 $7.4M
Osterweis Capital Management Inc. 0.44% Add +13.4% 289,565 $7.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.3% 287,863 $7.3M
Summit Creek Advisors LLC 0.97% Reduce -3.1% 284,212 $7.2M
Thornburg Investment Management Inc. 0.09% Reduce -14.3% 283,767 $7.2M
Baird Financial Group, Inc. 0.01% Reduce -2.1% 283,268 $7.2M
Granite Investment Partners, LLC 0.28% Reduce -24.6% 255,825 $6.5M
Next Century Growth Investors LLC 0.50% Reduce -22.0% 244,667 $6.2M
Susquehanna International Group, LLP 0.01% New 227,480 $5.7M
Trexquant Investment LP 0.07% Reduce -33.9% 222,730 $5.6M
Seven Grand Managers, LLC 1.13% No change 200,000 $5.0M
Rhumbline Advisers 0.00% Add +5.5% 196,088 $5.0M
Zweig-DiMenna Associates LLC 0.50% New 195,700 $4.9M
Stifel Financial Corp. 0.00% Add +5.9% 186,227 $4.7M
Capital Fund Management S.A. 0.05% Add +8.6% 182,827 $4.6M
Informed Momentum Co LLC 0.66% New 175,518 $4.4M
Global IMC LLC 0.89% New 173,820 $4.4M
Oppenheimer Asset Management Inc. 0.05% Add +3.1% 171,998 $4.3M
Qube Research & Technologies Ltd 0.01% Reduce -61.6% 164,582 $4.2M
California State Teachers Retirement System 0.00% Add +6.3% 151,037 $3.8M
Russell Investments Group, Ltd. 0.01% Reduce -11.1% 150,319 $3.8M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -59.5% 150,233 $3.8M
Regions Financial Corp. 0.03% Add +1.7% 146,984 $3.7M
Legal & General Group Plc 0.00% Add +3.2% 145,613 $3.7M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 145,604 $3.7M
B. Metzler seel. Sohn & Co. AG 0.04% Add +3.2% 145,604 $3.7M
UBS Group AG 0.00% Reduce -32.9% 115,186 $2.9M
Jefferies Financial Group Inc. 0.05% New 112,707 $2.8M
Bullseye Asset Management LLC 1.29% Add +46.0% 111,000 $2.8M
Jane Street Group, LLC 0.00% Reduce -29.5% 108,155 $2.7M
Engineers Gate Manager LP 0.05% Add +6.8% 107,600 $2.7M
Algert Global LLC 0.07% Reduce -20.7% 106,291 $2.7M
Dimensional Fund Advisors LP 0.00% New 104,935 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +10.6% 101,469 $2.6M
Pathstone Holdings, LLC 0.01% Add +6.1% 94,970 $2.4M
Sterling Capital Management LLC 0.03% — 92,485 $2.3M

"% 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 266 holders