Clearwater Analytics HDS-ACWAN
13F holders, Q1 2025 (March 31)370holders +17
67new positions
51sold out
9famous investors
$26.79avg. 13F price*
At the end of Q1 2025, 370 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, up 17 from Q4 2024. 67 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($623.0M), BlackRock, Inc. ($461.7M) and Kayne Anderson Rudnick Investment Management LLC ($269.1M). 9 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $297.7M |
| Exits | 51 | $166.9M |
All 13F filers, Q4 2024 → Q1 2025: 37,097,060 shares bought and 24,081,768 shares sold, net +13,015,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Vanguard Group Inc. | 0.01% | Add +11.3% | 23,246,312 | $623.0M |
| BlackRock, Inc. | 0.01% | Add +14.6% | 17,228,510 | $461.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.66% | Reduce -9.0% | 10,042,284 | $269.1M |
| Wasatch Advisors LP | 1.39% | Reduce -25.2% | 9,292,727 | $249.0M |
| William Blair Investment Management, LLC | 0.67% | Reduce -6.1% | 8,839,660 | $236.9M |
| Permira Holdings LTD | 12.97% | No change | 7,983,533 | $214.0M |
| Conestoga Capital Advisors, LLC | 2.72% | Reduce -0.4% | 6,722,552 | $180.2M |
| Alliancebernstein L.P. | 0.06% | Reduce -12.0% | 6,491,382 | $174.0M |
| Wellington Management Group LLP | 0.03% | Add +7.7% | 6,412,929 | $171.9M |
| Invesco Ltd. | 0.03% | Add +34.1% | 5,706,337 | $152.9M |
| Baron Capital (BAMCO) | 0.43% | Add +1.9% | 5,428,892 | $145.5M |
| JPMorgan Chase & Co. | 0.01% | Add +17.4% | 5,414,865 | $145.1M |
| Macquarie Group Ltd. | 0.17% | Add +61.7% | 5,186,097 | $139.0M |
| Geode Capital Management, LLC | 0.01% | Add +11.7% | 4,676,806 | $125.4M |
| State Street Corp. | 0.01% | Add +0.7% | 4,489,173 | $120.3M |
| Morgan Stanley | 0.01% | Add +1.2% | 4,170,333 | $111.8M |
| Blackstone Inc. | 0.45% | New | 3,833,333 | $102.7M |
| Capital World Investors | 0.01% | Reduce -9.3% | 3,378,171 | $90.5M |
| Norges Bank | 0.01% | Add +47.0% | 3,172,645 | $85.0M |
| Loomis Sayles & Co. L P | 0.12% | Reduce -2.1% | 3,130,163 | $83.9M |
| Artisan Partners Limited Partnership | 0.12% | Reduce -25.3% | 2,743,255 | $73.5M |
| Driehaus Capital Management LLC | 0.71% | Add +23.9% | 2,742,511 | $73.5M |
| Blair William & Co. | 0.20% | Add +44.4% | 2,534,270 | $67.9M |
| Franklin Resources Inc. | 0.02% | Add +33.8% | 2,163,889 | $58.0M |
| Fuller & Thaler Asset Management, Inc. | 0.22% | New | 2,113,738 | $56.6M |
| Northern Trust Corp. | 0.01% | Add +6.8% | 2,075,355 | $55.6M |
| Brown Capital Management LLC | 1.67% | Reduce -6.2% | 2,072,731 | $55.5M |
| Ameriprise Financial Inc. | 0.01% | Add +175.4% | 2,042,023 | $54.7M |
| Nuveen, LLC | 0.02% | — | 2,010,961 | $53.9M |
| Raymond James Financial Inc. | 0.02% | Add +165.9% | 1,979,061 | $53.0M |
| Janus Henderson Group PLC | 0.03% | Reduce -5.6% | 1,995,013 | $52.9M |
| Citadel Advisors | 0.05% | Reduce -48.1% | 1,854,749 | $49.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.4% | 1,778,807 | $47.7M |
| Stephens Investment Management Group LLC | 0.67% | Add +35.5% | 1,720,243 | $46.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 1,693,532 | $45.4M |
| Fred Alger Management, LLC | 0.26% | Reduce -32.1% | 1,677,636 | $45.0M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -34.9% | 1,696,832 | $44.5M |
| Lord, Abbett & Co. LLC | 0.16% | Add +92.6% | 1,561,249 | $41.8M |
| Millennium Management | 0.04% | Add +8.6% | 1,423,156 | $38.1M |
| Brown Advisory Inc. | 0.05% | Add +15661.6% | 1,407,040 | $37.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.6% | 1,375,812 | $36.9M |
| Shannon River Fund Management LLC | 9.56% | Reduce -26.6% | 1,366,893 | $36.6M |
| New York State Common Retirement Fund | 0.05% | Reduce -2.9% | 1,365,651 | $36.6M |
| Renaissance Technologies | 0.06% | Reduce -9.9% | 1,359,100 | $36.4M |
| D. E. Shaw & Co. | 0.05% | Reduce -8.5% | 1,356,159 | $36.3M |
| Susquehanna International Group, LLP | 0.05% | Add +20.3% | 1,201,518 | $32.2M |
| Sei Investments Co. | 0.04% | Reduce -24.6% | 1,184,575 | $31.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +26.3% | 1,181,599 | $31.7M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,160,942 | $31.1M |
| Bank of America Corp. | 0.00% | Add +41.4% | 1,144,831 | $30.7M |
| TimesSquare Capital Management, LLC | 0.48% | Reduce -35.2% | 1,102,500 | $29.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 1,028,830 | $27.6M |
| Clearbridge Investments, LLC | 0.02% | Add +80.6% | 1,015,893 | $27.2M |
| Silvercrest Asset Management Group LLC | 0.18% | Reduce -23.5% | 924,100 | $24.8M |
| Zevenbergen Capital Investments LLC | 0.59% | Add +48.6% | 909,429 | $24.4M |
| Cubist Systematic Strategies, LLC | 0.30% | Reduce -21.7% | 864,694 | $23.2M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -7.9% | 789,284 | $21.2M |
| FMR LLC | 0.00% | Add +1687.3% | 782,357 | $21.0M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -29.0% | 751,042 | $20.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +1024.2% | 693,600 | $18.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +258.3% | 693,196 | $18.6M |
| Science & Technology Partners, L.P. | 7.24% | New | 681,771 | $18.3M |
| Scalar Gauge Management, LLC | 10.88% | Add +13.1% | 663,595 | $17.8M |
| Comerica Bank | 0.07% | Add +20.9% | 652,370 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | New | 630,396 | $16.9M |
| Ashford Capital Management Inc. | 1.93% | Add +98.6% | 558,409 | $15.0M |
| Squarepoint Ops LLC | 0.04% | Add +841.1% | 553,462 | $14.8M |
| Next Century Growth Investors LLC | 1.26% | Add +113.4% | 526,761 | $14.1M |
| Algert Global LLC | 0.33% | Add +25.4% | 498,609 | $13.4M |
| Emerald Advisers, LLC | 0.60% | Add +20.3% | 497,965 | $13.3M |
| Palisade Capital Management, LP | 0.43% | Reduce -0.9% | 493,882 | $13.2M |
| Royal Bank of Canada | 0.00% | Add +5.9% | 491,562 | $13.2M |
| Axiom Investors LLC | 0.12% | Reduce -35.1% | 483,725 | $13.0M |
| Congress Asset Management Co. | 0.09% | New | 466,154 | $12.5M |
| Neuberger Berman Group LLC | 0.01% | New | 466,090 | $12.5M |
| Man Group plc | 0.04% | Add +91.6% | 460,104 | $12.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.5% | 459,292 | $12.3M |
| BNP Paribas Financial Markets | 0.01% | Add +107.1% | 446,233 | $12.0M |
| Swiss National Bank | 0.01% | Add +6.9% | 414,100 | $11.1M |
| UBS Group AG | 0.00% | Reduce -12.7% | 403,397 | $10.8M |
| Kornitzer Capital Management Inc. | 0.22% | No change | 401,365 | $10.8M |
| Tudor Investment Corporation | 0.10% | Add +211.1% | 400,939 | $10.7M |
| Grandeur Peak Global Advisors, LLC | 1.15% | Reduce -9.1% | 388,603 | $10.4M |
| Moody Aldrich Partners LLC | 2.12% | Reduce -2.1% | 378,420 | $10.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +19.3% | 371,810 | $10.0M |
| Barclays PLC | 0.00% | Reduce -5.6% | 371,678 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.3% | 366,188 | $9.8M |
| Jain Global LLC | 0.20% | Reduce -4.5% | 355,031 | $9.5M |
| Summit Creek Advisors LLC | 1.35% | Add +20.9% | 344,770 | $9.2M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -78.9% | 342,852 | $9.2M |
| Curi Capital, LLC | 0.22% | Add +57.1% | 337,153 | $9.0M |
| Osterweis Capital Management Inc. | 0.61% | Reduce -4.4% | 336,195 | $9.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -24.6% | 323,628 | $8.7M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -2.8% | 319,493 | $8.6M |
| Engineers Gate Manager LP | 0.14% | Reduce -1.8% | 315,061 | $8.4M |
| Legal & General Group Plc | 0.00% | Add +63.7% | 307,822 | $8.2M |
| ExodusPoint Capital Management, LP | 0.11% | New | 304,737 | $8.2M |
| Pier Capital, LLC | 1.36% | Add +136.0% | 303,474 | $8.1M |
| Burkehill Global Management, LP | 0.60% | No change | 300,000 | $8.0M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -3.4% | 297,535 | $8.0M |
| Jump Financial, LLC | 0.12% | Reduce -24.7% | 294,246 | $7.9M |
| Jefferies Financial Group Inc. | 0.14% | Reduce -61.1% | 286,970 | $7.7M |
| Emerald Mutual Fund Advisers Trust | 0.54% | Add +10.7% | 272,437 | $7.3M |
| Federated Hermes, Inc. | 0.02% | Reduce -20.7% | 269,496 | $7.2M |
| Rhumbline Advisers | 0.01% | Add +10.0% | 259,291 | $6.9M |
| J. Goldman & Co LP | 0.24% | New | 255,139 | $6.8M |
| Voya Investment Management LLC | 0.01% | Reduce -0.5% | 247,295 | $6.6M |
| Deutsche Bank AG | 0.00% | Reduce -46.4% | 245,597 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +46.0% | 233,342 | $6.3M |
| First Trust Advisors LP | 0.01% | Reduce -13.4% | 231,648 | $6.2M |
| 1832 Asset Management L.P. | 0.01% | New | 223,400 | $6.0M |
| Aquatic Capital Management LLC | 0.15% | Add +105.5% | 214,738 | $5.8M |
| Verition Fund Management LLC | 0.03% | Add +33.5% | 211,615 | $5.7M |
| Thornburg Investment Management Inc. | 0.08% | Reduce -10.3% | 204,536 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +7.3% | 196,119 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +62.3% | 195,084 | $5.2M |
| Capital Fund Management S.A. | 0.07% | Add +18.8% | 192,624 | $5.2M |
| Citigroup Inc. | 0.00% | Add +7.3% | 187,250 | $5.0M |
| Castleark Management LLC | 0.17% | New | 186,000 | $5.0M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +59.9% | 182,650 | $4.9M |
| Quantbot Technologies LP | 0.16% | Reduce -29.1% | 181,861 | $4.9M |
| LMR Partners LLP | 0.13% | New | 180,000 | $4.8M |
| CenterBook Partners LP | 0.26% | New | 151,251 | $4.1M |
| Hillsdale Investment Management Inc. | 0.20% | New | 149,150 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +92.9% | 141,514 | $3.8M |
| Granite Investment Partners, LLC | 0.19% | Reduce -38.9% | 141,337 | $3.8M |
| Victory Capital Management Inc. | 0.00% | Add +523.2% | 137,108 | $3.7M |
| Lisanti Capital Growth, LLC | 1.07% | New | 134,035 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Add +33.9% | 133,876 | $3.6M |
| Regions Financial Corp. | 0.03% | Reduce -3.1% | 133,418 | $3.6M |
| AQR Capital Management | 0.00% | Add +1027.1% | 132,828 | $3.6M |
| PDT Partners, LLC | 0.25% | Add +28.3% | 131,970 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -42.4% | 128,934 | $3.5M |
| Royce & Associates LP | 0.04% | Add +44.9% | 126,030 | $3.4M |
| Polen Capital Management LLC | 0.01% | Reduce -10.8% | 124,892 | $3.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 124,889 | $3.3M |
| Bullseye Asset Management LLC | 1.65% | Add +1.8% | 114,181 | $3.1M |
| HSBC Holdings PLC | 0.00% | Add +433.6% | 114,680 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +9.4% | 111,373 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +23.9% | 110,532 | $3.0M |
| Point72 Asset Management | 0.01% | Add +46.1% | 109,763 | $2.9M |
| CW Advisors, LLC | 0.04% | New | 109,614 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Add +1.4% | 109,017 | $2.9M |
| LPL Financial LLC | 0.00% | Add +25.8% | 115,179 | $2.9M |
| Intech Investment Management LLC | 0.03% | Add +53.9% | 107,436 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Add +31.5% | 105,849 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -44.2% | 105,532 | $2.8M |
| Monashee Investment Management LLC | 0.34% | New | 105,000 | $2.8M |
| Oak Ridge Investments LLC | 0.23% | New | 101,914 | $2.7M |
| Qsemble Capital Management, LP | 0.29% | Reduce -41.4% | 100,612 | $2.7M |
| Seven Grand Managers, LLC | 0.63% | Reduce -25.9% | 100,000 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -22.8% | 99,274 | $2.7M |
| XTX Topco Ltd | 0.13% | New | 97,939 | $2.6M |
| Mairs & Power Inc. | 0.03% | Add +59.8% | 94,010 | $2.5M |
| Corebridge Financial, Inc. | 0.01% | Add +3.1% | 91,633 | $2.5M |
| Townsquare Capital LLC | 0.03% | Add +107.5% | 89,084 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.8% | 89,014 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +15.7% | 88,848 | $2.4M |
| Sciencast Management LP | 0.54% | Add +72.2% | 87,074 | $2.3M |
| Evolutionary Tree Capital Management, LLC | 2.63% | New | 84,535 | $2.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -46.1% | 81,706 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.2% | 79,415 | $2.1M |
| Nebula Research & Development LLC | 0.19% | Reduce -8.6% | 76,234 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.3% | 75,786 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +48.6% | 75,604 | $2.0M |
| Redwood Investments, LLC | 0.75% | Add +0.8% | 74,651 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | Reduce -3.9% | 72,430 | $1.9M |
| Select Asset Management & Trust | 0.77% | New | 71,299 | $1.9M |
| American Century Companies Inc. | 0.00% | New | 69,396 | $1.9M |
| Danske Bank A/S | 0.01% | Reduce -4.3% | 66,692 | $1.8M |
| Graham Capital Management, L.P. | 0.08% | Add +337.7% | 65,873 | $1.8M |
| Alberta Investment Management Corp | 0.01% | Reduce -0.3% | 63,934 | $1.7M |
| Quadrature Capital Ltd | 0.04% | Reduce -28.1% | 63,626 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 62,178 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +7.3% | 61,299 | $1.6M |
| Bayesian Capital Management, LP | 0.27% | New | 60,800 | $1.6M |
| Cim, LLC | 0.24% | Add +0.1% | 60,777 | $1.6M |
| EFG Asset Management (North America) Corp. | 0.27% | New | 59,570 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | No change | 56,504 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -28.8% | 57,736 | $1.5M |
| Fox Run Management, L.L.C. | 0.23% | Add +78.9% | 56,490 | $1.5M |
| Cinctive Capital Management LP | 0.12% | New | 56,048 | $1.5M |
| Gotham Asset Management | 0.01% | Reduce -42.8% | 54,042 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -42.9% | 52,815 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -23.0% | 52,247 | $1.4M |
| Zions Bancorporation, National Association | 0.09% | — | 51,783 | $1.4M |
| &partners | 0.01% | Add +4.6% | 52,241 | $1.4M |
| STRS Ohio | 0.01% | Add +0.8% | 51,100 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -53.7% | 50,079 | $1.3M |
| Fortress Investment Group LLC | 0.23% | Reduce -4.2% | 47,906 | $1.3M |
| Acadian Asset Management LLC | 0.00% | New | 47,437 | $1.3M |
| Dark Forest Capital Management LP | 0.06% | Reduce -60.3% | 47,224 | $1.3M |
| Catalyst Funds Management Pty Ltd | 0.33% | New | 46,800 | $1.3M |
| Creative Planning | 0.00% | Add +40.4% | 46,771 | $1.3M |
| Centiva Capital, LP | 0.07% | Reduce -43.5% | 46,420 | $1.2M |
| Nicholas Investment Partners, LP | 0.14% | New | 45,441 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Add +148.0% | 41,503 | $1.1M |
| State of Wyoming | 0.15% | Reduce -24.8% | 41,467 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.2% | 41,300 | $1.1M |
| Bosman Wealth Management, LLC | 1.12% | New | 41,225 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.16% | Add +43.0% | 41,146 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 41,114 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.8% | 40,716 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -19.6% | 40,492 | $1.1M |
| Aigen Investment Management, LP | 0.17% | Add +59.7% | 39,807 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -47.6% | 39,084 | $1.0M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -2.8% | 38,207 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +35.1% | 38,055 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -10.9% | 38,052 | $1.0M |
| Barbara Oil Co. | 0.41% | No change | 37,730 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | Reduce -2.1% | 37,600 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +73.3% | 36,343 | $974K |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 36,028 | $966K |
| Cookson Peirce & Co. Inc. | 0.05% | Add +54.6% | 33,976 | $911K |
| Walleye Capital LLC | 0.01% | Reduce -88.8% | 33,740 | $904K |
| Huntleigh Advisors, Inc. | 0.14% | Add +1.9% | 32,211 | $863K |
| Elo Mutual Pension Insurance Co | 0.02% | Add +173.6% | 32,183 | $863K |
| Azzad Asset Management Inc. | 0.10% | New | 31,668 | $849K |
| Ofi Invest Asset Management | 0.02% | Add +869.7% | 32,001 | $794K |
| Spire Wealth Management | 0.02% | Add +33.5% | 25,920 | $695K |
| Legato Capital Management LLC | 0.09% | New | 25,255 | $677K |
| Abacus FCF Advisors LLC | 0.11% | Add +2.8% | 25,140 | $674K |
| OP Asset Management Ltd | 0.01% | — | 24,691 | $662K |
| Malaga Cove Capital, LLC | 0.29% | Add +3.8% | 24,643 | $660K |
| Schroder Investment Management Group | 0.00% | Reduce -4.8% | 24,420 | $648K |
| Captrust Financial Advisors | 0.00% | Add +8.7% | 23,800 | $638K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +15.5% | 23,790 | $638K |
| Premier Fund Managers Ltd | 0.02% | No change | 23,585 | $625K |
| Toth Financial Advisory Corp. | 0.07% | New | 22,520 | $604K |
| Alliance Wealth Advisors, LLC | 0.16% | New | 22,426 | $601K |
| State of Wisconsin Investment Board | 0.00% | Add +19.8% | 22,002 | $590K |
| Aviva PLC | 0.00% | New | 21,642 | $580K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.0% | 20,422 | $547K |
| Woodline Partners LP | 0.00% | Add +75.2% | 20,066 | $538K |
| Fieldview Capital Management, LLC | 0.07% | New | 19,720 | $528K |
| Diversify Wealth Management, LLC | 0.04% | New | 23,119 | $525K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -19.1% | 19,536 | $524K |
| Park Avenue Securities LLC | 0.01% | Add +53.9% | 19,305 | $517K |
| Dunhill Financial, LLC | 0.23% | No change | 19,000 | $509K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.1% | 18,922 | $507K |
| US Bancorp \de | 0.00% | Add +35.8% | 18,354 | $492K |
| Lanark Financial, Inc. | 0.04% | — | 18,306 | $490K |
| Fifth Third Bancorp | 0.00% | Reduce -23.1% | 17,992 | $482K |
| Truist Financial Corp. | 0.00% | Reduce -18.1% | 17,952 | $481K |
| Lazard Asset Management LLC | 0.00% | Reduce -73.7% | 17,574 | $470K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.6% | 16,593 | $445K |
| Impact Capital Partners LLC | 0.16% | Add +12.3% | 16,576 | $444K |
| Petrus Trust Company, LTA | 0.04% | Add +15.4% | 16,465 | $441K |
| Prudential Financial Inc. | 0.00% | Reduce -45.0% | 14,270 | $429K |
| 111 Capital | 0.08% | New | 15,654 | $420K |
| Bantamac Capital, LLC | 0.20% | Add +23.6% | 15,645 | $419K |
| Versor Investments LP | 0.07% | New | 15,500 | $415K |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 15,423 | $413K |
| Yorktown Management & Research Co Inc | 0.44% | New | 15,250 | $409K |
| Papamarkou Wellner Asset Management inc. | 0.28% | New | 15,240 | $408K |
| Quantessence Capital LLC | 0.10% | New | 15,100 | $405K |
| HM Payson & Co. | 0.01% | No change | 15,100 | $405K |
| Curated Wealth Partners LLC | 0.05% | Reduce -5.7% | 15,092 | $404K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,977 | $401K |
| Quantum Private Wealth, LLC | 0.15% | No change | 14,842 | $398K |
| Wesbanco Bank Inc. | 0.01% | No change | 14,703 | $394K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.7% | 14,674 | $393K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.7% | 14,674 | $393K |
| Xponance LLC | 0.00% | Add +10.6% | 14,085 | $377K |
| Point72 (DIFC) Ltd | 0.04% | Add +55.3% | 13,714 | $368K |
| CHICAGO TRUST Co NA | 0.07% | New | 13,475 | $361K |
| Henshaw Capital LLC | 0.02% | No change | 13,434 | $360K |
| Magnetar Financial LLC | 0.01% | Reduce -41.0% | 13,426 | $360K |
| Keybank National Association | 0.00% | New | 13,238 | $355K |
| Fca Corp. | 0.11% | New | 13,069 | $350K |
| EntryPoint Capital, LLC | 0.16% | No change | 13,043 | $350K |
| Caxton Associates LLP | 0.01% | — | 12,735 | $341K |
| PNC Financial Services Group, Inc. | 0.00% | Add +348.4% | 12,341 | $331K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.9% | 12,341 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,704 | $314K |
| Cerity Partners LLC | 0.00% | Add +7.3% | 11,598 | $311K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.2% | 11,020 | $295K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 10,976 | $294K |
| Argent Trust Co | 0.01% | Reduce -21.0% | 10,947 | $293K |
| RiverPark Advisors, LLC | 0.25% | Add +86.6% | 10,754 | $288K |
| MML Investors Services, LLC | 0.00% | Add +25.4% | 10,562 | $283K |
| D.A. Davidson & Co. | 0.00% | No change | 10,545 | $283K |
| Point72 Hong Kong Ltd | 0.02% | New | 10,494 | $281K |
| Mackenzie Financial Corp. | 0.00% | Reduce -5.2% | 10,428 | $279K |
| Sandia Investment Management LP | 0.79% | Reduce -60.0% | 10,000 | $268K |
| Callan Family Office, LLC | 0.02% | Reduce -43.1% | 9,381 | $251K |
| KBC Group NV | 0.00% | Add +2.6% | 9,279 | $249K |
| M&T Bank Corp | 0.00% | Reduce -88.5% | 8,672 | $233K |
| Norden Group LLC | 0.03% | New | 8,674 | $232K |
| Prelude Capital Management, LLC | 0.02% | Reduce -31.5% | 8,149 | $218K |
| Lindenwold Advisors, INC | 0.12% | Reduce -14.9% | 8,080 | $217K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -18.4% | 8,019 | $215K |
| Connable Office Inc. | 0.02% | No change | 7,943 | $213K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.3% | 7,941 | $213K |
| Amundi | 0.00% | Reduce -12.7% | 8,452 | $212K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,756 | $208K |
| Mariner, LLC | 0.00% | Reduce -11.4% | 7,705 | $206K |
| Portside Wealth Group, LLC | 0.03% | New | 7,675 | $206K |
| Marco Investment Management LLC | 0.02% | No change | 7,555 | $202K |
| SG Americas Securities, LLC | 0.00% | Add +31.3% | 7,268 | $195K |
| AlphaQuest LLC | 0.02% | Reduce -52.3% | 7,202 | $193K |
| Amalgamated Bank | 0.00% | Add +5.7% | 6,447 | $173K |
| Advisors Asset Management, Inc. | 0.00% | Add +3.7% | 4,769 | $128K |
| Walleye Trading LLC | 0.00% | New | 4,491 | $120K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -98.4% | 4,300 | $115K |
| Assetmark, Inc. | 0.00% | Reduce -7.0% | 3,739 | $100K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -31.8% | 3,517 | $94K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 3,137 | $84K |
| Cwm, LLC | 0.00% | Add +714.6% | 3,071 | $82K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -7.9% | 2,098 | $56K |
| Quarry LP | 0.01% | Add +979.4% | 2,094 | $56K |
| Arcadia Investment Management Corp. | 0.01% | No change | 2,057 | $55K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,771 | $47K |
| Nvwm, LLC | 0.01% | New | 1,700 | $46K |
| IFP Advisors, Inc | 0.00% | No change | 1,455 | $39K |
| GAMMA Investing LLC | 0.00% | Add +2.4% | 1,315 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 1,293 | $34K |
| Headlands Technologies LLC | 0.00% | Reduce -81.2% | 1,201 | $32K |
| Optiver Holding B.V. | 0.00% | New | 1,173 | $31K |
| Essex Investment Management Co. LLC | 0.01% | No change | 1,166 | $31K |
| Hollencrest Capital Management | 0.00% | Add +56.5% | 873 | $23K |
| Clearstead Advisors, LLC | 0.00% | Add +11.1% | 871 | $23K |
| Bessemer Group Inc. | 0.00% | Reduce -97.1% | 837 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 847 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.7% | 789 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -19.2% | 768 | $21K |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 700 | $19K |
| Signaturefd, LLC | 0.00% | Add +6.1% | 606 | $16K |
| MCF Advisors LLC | 0.00% | Add +128.6% | 560 | $15K |
| WPG Advisers, LLC | 0.01% | Add +17.0% | 530 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +66.7% | 500 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -24.4% | 455 | $12K |
| Covestor Ltd | 0.01% | Add +4370.0% | 447 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Add +65.4% | 402 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.3% | 485 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.2% | 363 | $10K |
| Rise Advisors, LLC | 0.00% | New | 358 | $10K |
| TFC Financial Management, Inc. | 0.00% | No change | 324 | $9K |
| CI Investments Inc. | 0.00% | Reduce -19.6% | 288 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.1% | 293 | $8K |
| Rothschild Investment LLC | 0.00% | Add +60.0% | 280 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 242 | $6K |
| Huntington National Bank | 0.00% | Reduce -30.5% | 237 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 211 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $5K |
| Lindbrook Capital, LLC | 0.00% | Add +54.1% | 188 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 160 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +135.3% | 160 | $4K |
| Allworth Financial LP | 0.00% | Add +38.8% | 179 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 149 | $4K |
| AdvisorNet Financial, Inc | 0.00% | New | 145 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 143 | $4K |
| TD Private Client Wealth LLC | 0.00% | New | 133 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.0% | 131 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 124 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +9.9% | 100 | $3K |
| NewEdge Advisors, LLC | 0.00% | New | 100 | $3K |
| Brooklyn Investment Group | 0.00% | New | 70 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 69 | $2K |
| Arax Advisory Partners | 0.00% | New | 46 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 45 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 39 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $804 |
| Larson Financial Group LLC | 0.00% | New | 27 | $724 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 25 | $670 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 22 | $590 |
| SouthState Bank Corp | 0.00% | New | 21 | $563 |
| Versant Capital Management, Inc | 0.00% | No change | 20 | $536 |
| Rakuten Securities, Inc. | 0.00% | New | 18 | $482 |
| True Wealth Design, LLC | 0.00% | New | 2 | $54 |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.