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
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 |
| MetLife Investment Management, LLC | 0.01% | Add +144.1% | 86,426 | $2.2M |
| NewEdge Wealth, LLC | 0.04% | Add +17.3% | 86,279 | $2.2M |
| Principal Financial Group Inc. | 0.00% | Add +348.3% | 84,793 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 83,070 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +2.8% | 82,323 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.7% | 81,763 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | Add +7.7% | 81,138 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.4% | 79,809 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -0.5% | 77,813 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +16.3% | 75,148 | $1.9M |
| Royce & Associates LP | 0.02% | New | 74,000 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -0.0% | 73,535 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +79.2% | 72,885 | $1.8M |
| Alberta Investment Management Corp | 0.02% | No change | 71,730 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +59.2% | 71,260 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | Add +129.1% | 69,828 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +60.6% | 63,705 | $1.6M |
| Atom Investors LP | 0.16% | Add +20.4% | 62,227 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +43.0% | 62,178 | $1.6M |
| Danske Bank A/S | 0.01% | Add +2.6% | 61,547 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +51.6% | 57,997 | $1.5M |
| First Trust Advisors LP | 0.00% | New | 57,757 | $1.5M |
| Nebula Research & Development LLC | 0.16% | Add +33.0% | 53,537 | $1.4M |
| Aquatic Capital Management LLC | 0.03% | Reduce -18.6% | 49,900 | $1.3M |
| Chartwell Investment Partners, LLC | 0.04% | Add +0.8% | 48,827 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +2.2% | 47,793 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +12.9% | 46,166 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +89.8% | 45,935 | $1.2M |
| Blair William & Co. | 0.00% | Add +5.1% | 44,591 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +13307.1% | 43,305 | $1.1M |
| FORA Capital, LLC | 0.12% | New | 41,829 | $1.1M |
| FourThought Financial Partners, LLC | 0.12% | Add +0.7% | 41,022 | $1.0M |
| State of Wyoming | 0.15% | Add +81.2% | 40,671 | $1.0M |
| Townsquare Capital LLC | 0.01% | Reduce -7.8% | 40,420 | $1.0M |
| Redwood Investments, LLC | 0.30% | New | 39,809 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -13.8% | 38,618 | $975K |
| Ensign Peak Advisors, Inc | 0.00% | New | 37,300 | $942K |
| Atria Investments, Inc | 0.01% | Add +5.7% | 36,653 | $925K |
| Squarepoint Ops LLC | 0.00% | Reduce -55.7% | 35,800 | $904K |
| Penserra Capital Management LLC | 0.02% | New | 35,698 | $901K |
| Cinctive Capital Management LP | 0.05% | Reduce -77.5% | 35,589 | $899K |
| Oppenheimer & Co. Inc. | 0.01% | New | 33,062 | $835K |
| Bessemer Group Inc. | 0.00% | Add +1974.8% | 32,927 | $832K |
| Verition Fund Management LLC | 0.01% | Reduce -36.0% | 32,106 | $811K |
| Centiva Capital, LP | 0.04% | New | 30,893 | $780K |
| ProShare Advisors LLC | 0.00% | New | 28,675 | $724K |
| Intech Investment Management LLC | 0.01% | New | 28,411 | $717K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.4% | 28,159 | $711K |
| Handelsbanken Fonder AB | 0.00% | Add +46.5% | 27,100 | $684K |
| Sanctuary Advisors, LLC | 0.00% | Add +30.4% | 21,126 | $675K |
| Pictet Asset Management Holding SA | 0.00% | Add +68.9% | 26,592 | $671K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 26,188 | $661K |
| STRS Ohio | 0.00% | No change | 25,900 | $654K |
| US Bancorp \de | 0.00% | Add +418.5% | 25,153 | $635K |
| Lanark Financial, Inc. | 0.05% | Reduce -26.7% | 25,091 | $633K |
| Weil Company, Inc. | 0.21% | No change | 24,827 | $627K |
| Equitable Trust Co. | 0.04% | Reduce -17.0% | 24,761 | $625K |
| Prudential Financial Inc. | 0.00% | New | 24,648 | $622K |
| Fifth Third Bancorp | 0.00% | Add +6.5% | 24,473 | $618K |
| Schroder Investment Management Group | 0.00% | New | 24,145 | $608K |
| Premier Fund Managers Ltd | 0.02% | No change | 23,585 | $594K |
| Two Sigma Investments, LP | 0.00% | Reduce -73.4% | 21,654 | $547K |
| Sheets Smith Wealth Management | 0.06% | No change | 20,857 | $527K |
| Dark Forest Capital Management LP | 0.07% | Reduce -4.7% | 20,748 | $524K |
| Truist Financial Corp. | 0.00% | Reduce -5.6% | 20,706 | $523K |
| Aigen Investment Management, LP | 0.10% | New | 20,701 | $523K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 20,590 | $520K |
| Diversified Trust Co. | 0.01% | New | 20,464 | $517K |
| Creative Planning | 0.00% | New | 19,989 | $505K |
| Dunhill Financial, LLC | 0.25% | No change | 19,000 | $480K |
| Petrus Trust Company, LTA | 0.05% | Reduce -41.1% | 18,922 | $478K |
| DC Investments Management, LLC | 0.33% | No change | 18,752 | $473K |
| Gsa Capital Partners LLP | 0.04% | Reduce -26.6% | 18,582 | $469K |
| HSBC Holdings PLC | 0.00% | New | 18,111 | $457K |
| Curated Wealth Partners LLC | 0.06% | Add +2.2% | 17,870 | $451K |
| Malaga Cove Capital, LLC | 0.18% | No change | 17,533 | $443K |
| Victory Capital Management Inc. | 0.00% | Add +12.7% | 17,423 | $440K |
| Wesbanco Bank Inc. | 0.01% | No change | 17,014 | $430K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.2% | 16,533 | $417K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +12.1% | 15,372 | $388K |
| HM Payson & Co. | 0.01% | Reduce -12.7% | 15,100 | $381K |
| Clare Market Investments LLC | 0.10% | No change | 15,000 | $379K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,977 | $378K |
| Quantum Private Wealth, LLC | 0.13% | No change | 14,842 | $375K |
| Captrust Financial Advisors | 0.00% | Add +7.7% | 14,319 | $362K |
| Los Angeles Capital Management LLC | 0.00% | New | 14,260 | $360K |
| Argent Trust Co | 0.01% | Reduce -5.6% | 14,032 | $354K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 13,711 | $346K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 13,711 | $346K |
| Cornercap Investment Counsel Inc. | 0.10% | Reduce -52.3% | 13,595 | $343K |
| Baldwin Wealth Partners LLC | 0.02% | New | 13,507 | $341K |
| Henshaw Capital LLC | 0.01% | New | 13,434 | $339K |
| Acadian Asset Management LLC | 0.00% | New | 13,117 | $331K |
| State of Wisconsin Investment Board | 0.00% | Add +4.2% | 13,072 | $330K |
| nVerses Capital, LLC | 0.14% | Add +2.6% | 11,900 | $300K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.2% | 11,749 | $297K |
| IHT Wealth Management, LLC | 0.01% | Add +5.5% | 11,416 | $288K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.4% | 11,406 | $288K |
| Associated Banc-Corp | 0.01% | New | 11,204 | $283K |
| Cerity Partners LLC | 0.00% | New | 10,896 | $275K |
| D.A. Davidson & Co. | 0.00% | No change | 10,545 | $266K |
| Xponance LLC | 0.00% | New | 10,016 | $253K |
| Amundi | 0.00% | Add +15.4% | 9,636 | $242K |
| Lindenwold Advisors, INC | 0.12% | New | 9,460 | $239K |
| HighTower Advisors, LLC | 0.00% | New | 9,400 | $237K |
| Cim, LLC | 0.03% | Add +5.4% | 9,259 | $234K |
| Kolinsky Wealth Management, LLC | 0.15% | New | 9,192 | $232K |
| FMR LLC | 0.00% | Add +171.3% | 9,169 | $232K |
| Mackenzie Financial Corp. | 0.00% | New | 9,036 | $228K |
| Cetera Investment Advisers | 0.00% | New | 8,864 | $224K |
| Connable Office Inc. | 0.02% | New | 7,943 | $201K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 7,930 | $200K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.8% | 6,162 | $156K |
| RiverPark Advisors, LLC | 0.12% | Reduce -17.4% | 5,898 | $149K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -35.3% | 5,500 | $139K |
| Amalgamated Bank | 0.00% | No change | 4,844 | $122K |
| Exchange Traded Concepts, LLC | 0.00% | New | 4,637 | $117K |
| KBC Group NV | 0.00% | No change | 4,038 | $102K |
| Hilltop National Bank | 0.03% | Reduce -11.1% | 4,038 | $102K |
| Advisors Asset Management, Inc. | 0.00% | Add +38.6% | 3,574 | $90K |
| Gen-Wealth Partners Inc | 0.03% | New | 2,700 | $73K |
| Essex Investment Management Co. LLC | 0.01% | No change | 2,809 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.4% | 2,782 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.0% | 2,461 | $62K |
| Financial Management Professionals, Inc. | 0.01% | New | 2,291 | $58K |
| AlphaQuest LLC | 0.00% | Reduce -83.0% | 1,886 | $48K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,771 | $45K |
| IFP Advisors, Inc | 0.00% | New | 1,460 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.9% | 1,389 | $35K |
| Hollencrest Capital Management | 0.00% | No change | 1,364 | $34K |
| Federated Hermes, Inc. | 0.00% | New | 1,229 | $31K |
| Eagle Bay Advisors LLC | 0.01% | No change | 1,207 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -11.2% | 1,141 | $29K |
| Clearstead Advisors, LLC | 0.00% | Add +52.5% | 1,054 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 847 | $21K |
| GAMMA Investing LLC | 0.00% | New | 816 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +82.8% | 680 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -17.0% | 602 | $15K |
| Signaturefd, LLC | 0.00% | No change | 571 | $14K |
| Fourpath Capital Management, LLC | 0.00% | New | 435 | $11K |
| Group One Trading LLC | 0.00% | New | 398 | $10K |
| Huntington National Bank | 0.00% | Add +1.4% | 350 | $9K |
| MCF Advisors LLC | 0.00% | Reduce -20.2% | 245 | $6K |
| TFC Financial Management, Inc. | 0.00% | Add +87.5% | 225 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 209 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 200 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 200 | $5K |
| Cwm, LLC | 0.00% | Reduce -58.4% | 207 | $5K |
| Avior Wealth Management, LLC | 0.00% | Add +7.1% | 180 | $5K |
| Allworth Financial LP | 0.00% | Reduce -8.9% | 154 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 149 | $4K |
| Rothschild Investment LLC | 0.00% | Add +625.0% | 145 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 143 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -52.9% | 138 | $3K |
| Lindbrook Capital, LLC | 0.00% | Reduce -31.1% | 122 | $3K |
| Global Retirement Partners, LLC | 0.00% | New | 116 | $3K |
| Principal Securities, Inc. | 0.00% | New | 47 | $1K |
| Ashton Thomas Securities, LLC | 0.00% | New | 40 | $1K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -86.8% | 38 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 29 | $883 |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $758 |
| Earned Wealth Advisors, LLC | 0.00% | New | 29 | $732 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 25 | $632 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 21 | $530 |
| Versant Capital Management, Inc | 0.00% | New | 20 | $505 |
| Covestor Ltd | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.