Clearwater Analytics HDS-ACWAN
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $274.0M |
| Exits | 29 | $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.