Clearwater Analytics HDS-ACWAN
13F holders, Q4 2024 (December 31)353holders +87
91new positions
16sold out
9famous investors
$27.52avg. 13F price*
At the end of Q4 2024, 353 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, up 87 from Q3 2024. 91 opened new positions and 16 sold out. The largest holders were Vanguard Group Inc. ($574.6M), BlackRock, Inc. ($413.6M) and Wasatch Advisors LP ($341.7M). 9 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Clearwater Analytics HDS-A
- CUSIP
- 185123106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $376.9M |
| Exits | 16 | $8.5M |
All 13F filers, Q3 2024 → Q4 2024: 50,824,361 shares bought and 26,946,807 shares sold, net +23,877,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Vanguard Group Inc. | 0.01% | Add +13.3% | 20,879,597 | $574.6M |
| BlackRock, Inc. | 0.01% | Add +22.1% | 15,028,693 | $413.6M |
| Wasatch Advisors LP | 1.69% | Reduce -31.5% | 12,416,206 | $341.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.70% | Reduce -2.3% | 11,035,027 | $303.7M |
| William Blair Investment Management, LLC | 0.63% | Reduce -9.4% | 9,411,306 | $259.0M |
| Permira Holdings LTD | 9.34% | Reduce -56.9% | 7,983,533 | $219.7M |
| Alliancebernstein L.P. | 0.07% | Add +66.0% | 7,373,942 | $202.9M |
| Conestoga Capital Advisors, LLC | 2.46% | Reduce -0.4% | 6,750,577 | $185.8M |
| Wellington Management Group LLP | 0.03% | Add +98.2% | 5,954,485 | $163.9M |
| Baron Capital (BAMCO) | 0.38% | Reduce -0.0% | 5,324,970 | $146.5M |
| JPMorgan Chase & Co. | 0.01% | Add +52.4% | 4,613,815 | $127.0M |
| State Street Corp. | 0.00% | Add +23.2% | 4,456,209 | $122.6M |
| Invesco Ltd. | 0.02% | Add +9.0% | 4,253,863 | $117.1M |
| Geode Capital Management, LLC | 0.01% | Add +19.2% | 4,186,137 | $115.2M |
| Morgan Stanley | 0.01% | Add +14.2% | 4,121,393 | $113.4M |
| Capital World Investors | 0.02% | No change | 3,722,454 | $102.4M |
| Artisan Partners Limited Partnership | 0.16% | Reduce -18.8% | 3,669,967 | $101.0M |
| Citadel Advisors | 0.09% | Add +1103.3% | 3,572,859 | $98.3M |
| Macquarie Group Ltd. | 0.11% | Add +57.2% | 3,206,556 | $88.2M |
| Loomis Sayles & Co. L P | 0.11% | Reduce -2.9% | 3,198,411 | $88.0M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -22.7% | 2,605,351 | $70.9M |
| Fred Alger Management, LLC | 0.32% | Add +16.9% | 2,469,228 | $68.0M |
| Driehaus Capital Management LLC | 0.50% | Add +13.8% | 2,214,452 | $60.9M |
| Brown Capital Management LLC | 1.41% | Reduce -6.9% | 2,210,465 | $60.8M |
| Norges Bank | 0.01% | New | 2,158,519 | $59.4M |
| Janus Henderson Group PLC | 0.03% | Add +10.8% | 2,112,732 | $58.1M |
| Northern Trust Corp. | 0.01% | Add +23.8% | 1,942,464 | $53.5M |
| Shannon River Fund Management LLC | 9.06% | Reduce -23.9% | 1,862,813 | $51.3M |
| Champlain Investment Partners, LLC | 0.32% | Reduce -14.3% | 1,817,308 | $50.0M |
| Nuveen Asset Management, LLC | 0.01% | Add +38.1% | 1,805,853 | $49.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +41.6% | 1,803,274 | $49.6M |
| Blair William & Co. | 0.14% | Add +3835.2% | 1,754,732 | $48.3M |
| TimesSquare Capital Management, LLC | 0.68% | Add +8.1% | 1,700,705 | $46.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +28.2% | 1,660,566 | $45.7M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -53.9% | 1,627,914 | $44.8M |
| Franklin Resources Inc. | 0.01% | New | 1,617,374 | $44.5M |
| Hood River Capital Management LLC | 0.65% | Reduce -51.2% | 1,591,959 | $43.8M |
| Sei Investments Co. | 0.06% | Reduce -21.7% | 1,571,282 | $43.2M |
| Renaissance Technologies | 0.06% | Add +394.4% | 1,507,900 | $41.5M |
| D. E. Shaw & Co. | 0.05% | Add +369.7% | 1,481,582 | $40.8M |
| Principal Financial Group Inc. | 0.02% | Add +1600.9% | 1,442,218 | $39.7M |
| New York State Common Retirement Fund | 0.05% | Reduce -0.6% | 1,406,335 | $38.7M |
| Millennium Management | 0.03% | Add +189.4% | 1,310,674 | $36.1M |
| Stephens Investment Management Group LLC | 0.47% | Add +189.5% | 1,269,121 | $34.9M |
| Silvercrest Asset Management Group LLC | 0.22% | Add +5.0% | 1,208,086 | $33.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 1,165,827 | $32.1M |
| Cubist Systematic Strategies, LLC | 0.49% | New | 1,103,756 | $30.4M |
| Voloridge Investment Management, LLC | 0.10% | New | 1,058,268 | $29.1M |
| Bank of New York Mellon Corp | 0.01% | Add +46.2% | 1,040,188 | $28.6M |
| Susquehanna International Group, LLP | 0.04% | Add +339.2% | 999,100 | $27.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 935,766 | $25.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +420.9% | 857,232 | $23.6M |
| Lord, Abbett & Co. LLC | 0.07% | New | 810,659 | $22.3M |
| Bank of America Corp. | 0.00% | Add +39.5% | 809,924 | $22.3M |
| Axiom Investors LLC | 0.15% | Add +9.3% | 745,800 | $20.5M |
| Raymond James Financial Inc. | 0.01% | — | 744,270 | $20.5M |
| Ameriprise Financial Inc. | 0.01% | Add +38.1% | 741,498 | $20.4M |
| Jefferies Financial Group Inc. | 0.23% | Add +555.3% | 738,526 | $20.3M |
| Zevenbergen Capital Investments LLC | 0.34% | New | 612,015 | $16.8M |
| Scalar Gauge Management, LLC | 7.46% | Add +3.5% | 586,998 | $16.2M |
| Clearbridge Investments, LLC | 0.01% | New | 562,406 | $15.5M |
| Comerica Bank | 0.06% | Add +0.1% | 539,445 | $14.8M |
| Palisade Capital Management, LP | 0.41% | Add +21.5% | 498,300 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +10.9% | 464,100 | $12.8M |
| UBS Group AG | 0.00% | Add +300.9% | 461,833 | $12.7M |
| Deutsche Bank AG | 0.00% | Add +37.6% | 458,174 | $12.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +57.2% | 452,466 | $12.5M |
| Two Sigma Investments, LP | 0.03% | Add +1881.8% | 429,139 | $11.8M |
| Trexquant Investment LP | 0.14% | Add +92.5% | 428,766 | $11.8M |
| Grandeur Peak Global Advisors, LLC | 1.04% | Reduce -11.7% | 427,649 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.0% | 427,274 | $11.8M |
| Emerald Advisers, LLC | 0.44% | Add +3.0% | 414,108 | $11.4M |
| Kornitzer Capital Management Inc. | 0.22% | No change | 401,365 | $11.0M |
| Algert Global LLC | 0.26% | Add +274.2% | 397,771 | $10.9M |
| Barclays PLC | 0.01% | Reduce -31.1% | 393,860 | $10.8M |
| Jump Financial, LLC | 0.23% | New | 390,916 | $10.8M |
| Swiss National Bank | 0.01% | Add +23.8% | 387,300 | $10.7M |
| Moody Aldrich Partners LLC | 1.97% | Add +32.4% | 386,424 | $10.6M |
| Jain Global LLC | 0.31% | — | 371,823 | $10.2M |
| Osterweis Capital Management Inc. | 0.59% | Add +21.4% | 351,560 | $9.7M |
| Federated Hermes, Inc. | 0.02% | Add +27536.6% | 339,654 | $9.3M |
| Segall Bryant & Hamill, LLC | 0.12% | Reduce -1.3% | 328,511 | $9.0M |
| Engineers Gate Manager LP | 0.15% | Add +198.0% | 320,661 | $8.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 311,772 | $8.6M |
| Great Lakes Advisors, LLC | 0.07% | New | 307,875 | $8.5M |
| Walleye Capital LLC | 0.09% | New | 300,198 | $8.3M |
| Pamalican Asset Management Ltd | 3.65% | — | 300,000 | $8.3M |
| Burkehill Global Management, LP | 0.79% | — | 300,000 | $8.3M |
| Natixis | 0.06% | New | 299,550 | $8.2M |
| Summit Creek Advisors LLC | 1.03% | Add +0.3% | 285,045 | $7.8M |
| Ashford Capital Management Inc. | 0.91% | New | 281,120 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +363.2% | 267,533 | $7.4M |
| Zweig-DiMenna Associates LLC | 0.62% | Add +35.2% | 264,600 | $7.3M |
| Canada Pension Plan Investment Board | 0.01% | Add +4700.0% | 264,000 | $7.3M |
| Quantbot Technologies LP | 0.26% | Add +211.4% | 256,336 | $7.1M |
| Voya Investment Management LLC | 0.01% | Add +420.1% | 248,588 | $6.8M |
| Next Century Growth Investors LLC | 0.51% | Add +0.9% | 246,841 | $6.8M |
| Emerald Mutual Fund Advisers Trust | 0.41% | Reduce -16.6% | 246,098 | $6.8M |
| Man Group plc | 0.02% | New | 240,177 | $6.6M |
| Rhumbline Advisers | 0.01% | Add +20.2% | 235,647 | $6.5M |
| Granite Investment Partners, LLC | 0.28% | Reduce -9.6% | 231,253 | $6.4M |
| Thornburg Investment Management Inc. | 0.08% | Reduce -19.6% | 228,101 | $6.3M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -24.4% | 223,705 | $6.2M |
| BNP Paribas Financial Markets | 0.00% | New | 215,444 | $5.9M |
| Curi Capital, LLC | 0.14% | New | 214,578 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +90.7% | 193,493 | $5.3M |
| HRT Financial LP | 0.03% | New | 191,186 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 189,116 | $5.2M |
| Legal & General Group Plc | 0.00% | Add +29.1% | 188,022 | $5.2M |
| California State Teachers Retirement System | 0.01% | Add +21.1% | 182,839 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -41.7% | 174,565 | $4.8M |
| Global IMC LLC | 0.86% | Add +0.1% | 173,934 | $4.8M |
| Qsemble Capital Management, LP | 0.63% | New | 171,709 | $4.7M |
| Informed Momentum Co LLC | 0.67% | Reduce -2.3% | 171,576 | $4.7M |
| Capital Fund Management S.A. | 0.04% | Reduce -11.3% | 162,107 | $4.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +6.3% | 159,844 | $4.4M |
| Verition Fund Management LLC | 0.02% | Add +393.7% | 158,513 | $4.4M |
| Two Sigma Advisers, LP | 0.01% | New | 151,500 | $4.2M |
| Polen Capital Management LLC | 0.01% | Reduce -58.7% | 140,029 | $3.9M |
| Regions Financial Corp. | 0.03% | Reduce -6.3% | 137,670 | $3.8M |
| Seven Grand Managers, LLC | 1.70% | Reduce -32.5% | 135,000 | $3.7M |
| Tudor Investment Corporation | 0.04% | New | 128,866 | $3.5M |
| Pier Capital, LLC | 0.50% | New | 128,570 | $3.5M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -25.3% | 128,543 | $3.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 124,889 | $3.4M |
| Neo Ivy Capital Management | 0.68% | New | 122,184 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -57.5% | 120,239 | $3.3M |
| Dark Forest Capital Management LP | 0.48% | Add +473.5% | 118,993 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +96.9% | 114,200 | $3.1M |
| Bullseye Asset Management LLC | 1.45% | Add +1.1% | 112,181 | $3.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.1% | 108,235 | $3.0M |
| MetLife Investment Management, LLC | 0.02% | Add +24.4% | 107,522 | $3.0M |
| Aquatic Capital Management LLC | 0.08% | Add +109.4% | 104,501 | $2.9M |
| PDT Partners, LLC | 0.25% | New | 102,862 | $2.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +22.6% | 101,821 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +5.3% | 100,023 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +937.9% | 97,559 | $2.7M |
| Gotham Asset Management | 0.02% | New | 94,403 | $2.6M |
| Sterling Capital Management LLC | 0.04% | Add +0.0% | 92,513 | $2.5M |
| LPL Financial LLC | 0.00% | Add +137.1% | 91,549 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.8% | 89,201 | $2.5M |
| Corebridge Financial, Inc. | 0.01% | Add +9.6% | 88,908 | $2.4M |
| Quadrature Capital Ltd | 0.05% | New | 88,516 | $2.4M |
| Royce & Associates LP | 0.02% | Add +17.6% | 87,000 | $2.4M |
| Nebula Research & Development LLC | 0.27% | Add +55.8% | 83,398 | $2.3M |
| Centiva Capital, LP | 0.09% | Add +166.1% | 82,211 | $2.3M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -44.3% | 81,103 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | New | 80,493 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Add +14.0% | 79,591 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.2% | 78,331 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +7.8% | 76,791 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -3.1% | 75,398 | $2.1M |
| NewEdge Wealth, LLC | 0.04% | Reduce -12.7% | 75,358 | $2.1M |
| Point72 Asset Management | 0.01% | New | 75,108 | $2.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +180.3% | 74,541 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.0% | 75,155 | $2.0M |
| Redwood Investments, LLC | 0.55% | Add +86.0% | 74,043 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -0.2% | 73,358 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +145.8% | 69,821 | $1.9M |
| Danske Bank A/S | 0.01% | Add +13.2% | 69,651 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -6.9% | 67,847 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Add +45.5% | 66,829 | $1.8M |
| Alberta Investment Management Corp | 0.01% | Reduce -10.6% | 64,103 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 62,178 | $1.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 61,700 | $1.7M |
| Cim, LLC | 0.24% | Add +556.1% | 60,748 | $1.7M |
| Mairs & Power Inc. | 0.02% | New | 58,840 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Add +64.3% | 58,807 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -24.8% | 56,504 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +23.8% | 57,156 | $1.6M |
| State of Wyoming | 0.19% | Add +35.6% | 55,158 | $1.5M |
| FORA Capital, LLC | 0.17% | Add +28.8% | 53,853 | $1.5M |
| Brevan Howard Capital Management LP | 0.04% | New | 53,623 | $1.5M |
| Occudo Quantitative Strategies LP | 0.25% | New | 51,161 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Add +36.4% | 50,880 | $1.4M |
| STRS Ohio | 0.01% | Add +95.8% | 50,700 | $1.4M |
| &partners | 0.02% | New | 49,965 | $1.4M |
| Sciencast Management LP | 0.38% | New | 50,564 | $1.4M |
| ProShare Advisors LLC | 0.00% | Add +75.6% | 50,363 | $1.4M |
| Fortress Investment Group LLC | 0.22% | New | 50,000 | $1.4M |
| Sheets Smith Investment Management | 1.15% | — | 49,368 | $1.4M |
| FMR LLC | 0.00% | Add +377.4% | 43,772 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +6.2% | 42,930 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +16.6% | 42,733 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -61.6% | 41,550 | $1.1M |
| Jennison Associates LLC | 0.00% | New | 41,365 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 40,400 | $1.1M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -4.2% | 39,303 | $1.1M |
| Zions Bancorporation, N.A. | 0.07% | New | 39,102 | $1.1M |
| Atom Investors LP | 0.13% | Reduce -38.3% | 38,428 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +41.7% | 38,400 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 37,775 | $1.0M |
| Barbara Oil Co. | 0.43% | New | 37,730 | $1.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +37.6% | 36,028 | $991K |
| Creative Planning | 0.00% | Add +66.7% | 33,321 | $917K |
| Huntleigh Advisors, Inc. | 0.19% | — | 31,616 | $870K |
| Fox Run Management, L.L.C. | 0.16% | New | 31,571 | $869K |
| Bessemer Group Inc. | 0.00% | Reduce -12.4% | 28,849 | $794K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 28,781 | $792K |
| Prudential Financial Inc. | 0.00% | Add +5.3% | 25,960 | $792K |
| Private Advisory Group LLC | 0.09% | New | 28,688 | $789K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 28,159 | $775K |
| Schroder Investment Management Group | 0.00% | Add +6.3% | 25,662 | $710K |
| Sandia Investment Management LP | 1.31% | New | 25,000 | $688K |
| Aigen Investment Management, LP | 0.12% | Add +20.4% | 24,921 | $686K |
| Abacus FCF Advisors LLC | 0.09% | New | 24,458 | $673K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -26.9% | 24,152 | $665K |
| Malaga Cove Capital, LLC | 0.26% | Add +35.4% | 23,743 | $653K |
| Premier Fund Managers Ltd | 0.02% | No change | 23,585 | $653K |
| Fifth Third Bancorp | 0.00% | Reduce -4.5% | 23,383 | $644K |
| Magnetar Financial LLC | 0.02% | New | 22,737 | $626K |
| Wolverine Trading, LLC | 0.01% | New | 22,188 | $614K |
| Victory Capital Management Inc. | 0.00% | Add +26.3% | 22,001 | $605K |
| Cookson Peirce & Co. Inc. | 0.03% | New | 21,976 | $605K |
| Truist Financial Corp. | 0.00% | Add +5.8% | 21,915 | $603K |
| Captrust Financial Advisors | 0.00% | Add +52.9% | 21,892 | $602K |
| HSBC Holdings PLC | 0.00% | Add +18.7% | 21,493 | $590K |
| Sheets Smith Wealth Management | 0.07% | Add +1.4% | 21,145 | $582K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.3% | 20,429 | $582K |
| Los Angeles Capital Management LLC | 0.00% | Add +47.0% | 20,970 | $577K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 20,590 | $567K |
| Jackson Square Capital, LLC | 0.13% | New | 20,293 | $558K |
| Unique Wealth Strategies, LLC | 0.24% | New | 19,682 | $542K |
| Spire Wealth Management | 0.02% | New | 19,420 | $534K |
| Dunhill Financial, LLC | 0.24% | No change | 19,000 | $523K |
| DC Investments Management, LLC | 0.34% | No change | 18,752 | $516K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +21.7% | 18,708 | $515K |
| State of Wisconsin Investment Board | 0.00% | Add +40.5% | 18,359 | $505K |
| Diversified Trust Co. | 0.01% | Reduce -10.6% | 18,304 | $504K |
| GTS Securities LLC | 0.02% | New | 17,389 | $479K |
| Bryce Point Capital, LLC | 0.14% | — | 17,154 | $472K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 17,035 | $469K |
| Cibc World Markets Corp. | 0.00% | New | 16,735 | $461K |
| Callan Family Office, LLC | 0.03% | New | 16,480 | $454K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 16,336 | $450K |
| Eventide Asset Management, LLC | 0.01% | New | 16,046 | $442K |
| Curated Wealth Partners LLC | 0.05% | Reduce -10.4% | 16,011 | $441K |
| Scientech Research LLC | 0.12% | New | 15,808 | $435K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +13.5% | 15,558 | $428K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +13.5% | 15,558 | $428K |
| HM Payson & Co. | 0.01% | No change | 15,100 | $416K |
| AlphaQuest LLC | 0.06% | Add +700.5% | 15,097 | $415K |
| Graham Capital Management, L.P. | 0.02% | New | 15,050 | $414K |
| Clare Market Investments LLC | 0.10% | No change | 15,000 | $413K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,977 | $412K |
| Olympiad Research LP | 0.43% | New | 14,879 | $409K |
| Quantum Private Wealth, LLC | 0.13% | No change | 14,842 | $408K |
| Impact Capital Partners LLC | 0.14% | — | 14,766 | $406K |
| Wesbanco Bank Inc. | 0.01% | Reduce -13.6% | 14,703 | $405K |
| Petrus Trust Company, LTA | 0.04% | Reduce -24.6% | 14,263 | $393K |
| Cetera Investment Advisers | 0.00% | Add +60.7% | 14,243 | $392K |
| Argent Trust Co | 0.02% | Reduce -1.3% | 13,855 | $381K |
| Cornercap Investment Counsel Inc. | 0.12% | No change | 13,595 | $374K |
| US Bancorp \de | 0.00% | Reduce -46.3% | 13,518 | $372K |
| Henshaw Capital LLC | 0.02% | No change | 13,434 | $370K |
| EntryPoint Capital, LLC | 0.15% | New | 13,043 | $359K |
| Xponance LLC | 0.00% | Add +27.1% | 12,731 | $350K |
| Bantamac Capital, LLC | 0.16% | New | 12,654 | $348K |
| Park Avenue Securities LLC | 0.00% | New | 12,548 | $345K |
| MIG Capital, LLC | 0.03% | New | 11,961 | $329K |
| Prelude Capital Management, LLC | 0.03% | New | 11,903 | $328K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.1% | 11,882 | $327K |
| AQR Capital Management | 0.00% | New | 11,785 | $324K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,763 | $324K |
| Weiss Asset Management LP | 0.01% | New | 11,613 | $320K |
| Woodline Partners LP | 0.00% | New | 11,453 | $315K |
| Twinbeech Capital LP | 0.01% | New | 11,311 | $311K |
| Mackenzie Financial Corp. | 0.00% | Add +21.7% | 10,996 | $303K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.9% | 10,971 | $302K |
| D.A. Davidson & Co. | 0.00% | No change | 10,545 | $290K |
| Simplex Trading, LLC | 0.01% | New | 10,482 | $288K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,354 | $285K |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 10,805 | $273K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +299.4% | 9,830 | $271K |
| Amundi | 0.00% | Add +0.5% | 9,686 | $264K |
| Lindenwold Advisors, INC | 0.14% | Add +0.4% | 9,495 | $261K |
| Kolinsky Wealth Management, LLC | 0.15% | No change | 9,192 | $253K |
| KBC Group NV | 0.00% | Add +124.0% | 9,045 | $249K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 9,018 | $248K |
| Brown Advisory Inc. | 0.00% | Reduce -99.0% | 8,927 | $246K |
| Point72 (DIFC) Ltd | 0.02% | New | 8,830 | $243K |
| Mariner, LLC | 0.00% | New | 8,701 | $239K |
| Diametric Capital, LP | 0.16% | New | 8,606 | $237K |
| MML Investors Services, LLC | 0.00% | New | 8,420 | $232K |
| Stevens Capital Management LP | 0.09% | New | 8,272 | $228K |
| Stephens Inc. | 0.00% | New | 7,977 | $220K |
| Connable Office Inc. | 0.02% | No change | 7,943 | $219K |
| Marco Investment Management LLC | 0.02% | New | 7,555 | $208K |
| Headlands Technologies LLC | 0.02% | New | 6,403 | $176K |
| Amalgamated Bank | 0.00% | Add +25.9% | 6,098 | $168K |
| Comprehensive Financial Planning, Inc. | 0.14% | — | 6,085 | $167K |
| RiverPark Advisors, LLC | 0.13% | Reduce -2.3% | 5,763 | $159K |
| SG Americas Securities, LLC | 0.00% | Reduce -10.1% | 5,537 | $152K |
| Exchange Traded Concepts, LLC | 0.00% | Add +11.2% | 5,158 | $142K |
| Advisors Asset Management, Inc. | 0.00% | Add +28.7% | 4,600 | $127K |
| Kapitalo Investimentos Ltda | 0.08% | New | 4,408 | $121K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 4,213 | $116K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 4,200 | $116K |
| Assetmark, Inc. | 0.00% | New | 4,021 | $111K |
| Hilltop National Bank | 0.03% | Reduce -8.4% | 3,697 | $102K |
| Caitong International Asset Management Co., Ltd | 0.09% | — | 3,316 | $91K |
| Ofi Invest Asset Management | 0.00% | — | 3,300 | $88K |
| Nisa Investment Advisors, LLC | 0.00% | Add +174.2% | 3,128 | $86K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 2,979 | $82K |
| R Squared Ltd | 0.08% | — | 2,901 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 2,752 | $76K |
| Gen-Wealth Partners Inc | 0.03% | No change | 2,700 | $74K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 2,278 | $63K |
| Arcadia Investment Management Corp. | 0.01% | New | 2,057 | $57K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,771 | $49K |
| IFP Advisors, Inc | 0.00% | Reduce -0.3% | 1,455 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.8% | 1,295 | $36K |
| GAMMA Investing LLC | 0.00% | Add +57.4% | 1,284 | $35K |
| Osaic Holdings, Inc. | 0.00% | Reduce -97.2% | 1,209 | $33K |
| Eagle Bay Advisors LLC | 0.02% | No change | 1,207 | $33K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -58.5% | 1,166 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +39.7% | 950 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 847 | $24K |
| Clearstead Advisors, LLC | 0.00% | Reduce -25.6% | 784 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 603 | $17K |
| Private Trust Co. NA | 0.00% | No change | 602 | $17K |
| Signaturefd, LLC | 0.00% | No change | 571 | $16K |
| Hollencrest Capital Management | 0.00% | Reduce -59.1% | 558 | $15K |
| WPG Advisers, LLC | 0.01% | — | 453 | $12K |
| CI Investments Inc. | 0.00% | New | 358 | $10K |
| Cwm, LLC | 0.00% | Add +82.1% | 377 | $10K |
| Huntington National Bank | 0.00% | Reduce -2.6% | 341 | $9K |
| TFC Financial Management, Inc. | 0.00% | Add +44.0% | 324 | $9K |
| SBI Securities Co., Ltd. | 0.00% | — | 312 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +51.0% | 302 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 300 | $8K |
| MCF Advisors LLC | 0.00% | No change | 245 | $7K |
| First Horizon Advisors, Inc. | 0.00% | New | 243 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +15.8% | 242 | $7K |
| Principal Securities, Inc. | 0.00% | Add +348.9% | 211 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $6K |
| Quarry LP | 0.00% | New | 194 | $5K |
| Rothschild Investment LLC | 0.00% | Add +20.7% | 175 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 149 | $4K |
| Avior Wealth Management, LLC | 0.00% | Reduce -17.8% | 148 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 143 | $4K |
| Allworth Financial LP | 0.00% | Reduce -16.2% | 129 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 122 | $3K |
| Quadrant Capital Group LLC | 0.00% | New | 113 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 91 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +223.8% | 68 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $826 |
| Continuum Advisory, LLC | 0.00% | No change | 29 | $798 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 25 | $692 |
| Versant Capital Management, Inc | 0.00% | No change | 20 | $550 |
| Lanark Financial, Inc. | 0.05% | — | 18 | $510 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -81.6% | 7 | $0 |
| Covestor Ltd | 0.00% | Add +42.9% | 10 | $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.