Clearwater Analytics HDS-ACWAN
13F holders, Q3 2025 (September 30)329holders −69
44new positions
108sold out
6famous investors
$18.03avg. 13F price*
At the end of Q3 2025, 329 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, down 69 from Q2 2025. 44 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($599.4M), BlackRock, Inc. ($425.7M) and Wellington Management Group LLP ($320.6M). 6 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Clearwater Analytics HDS-A
- CUSIP
- 185123106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $224.4M |
| Exits | 108 | $323.1M |
All 13F filers, Q2 2025 → Q3 2025: 67,791,721 shares bought and 64,271,478 shares sold, net +3,520,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Vanguard Group Inc. | 0.01% | Add +21.9% | 33,261,349 | $599.4M |
| BlackRock, Inc. | 0.01% | Add +4.2% | 23,623,170 | $425.7M |
| Wellington Management Group LLP | 0.06% | Add +108.7% | 17,793,701 | $320.6M |
| T. Rowe Price Associates Inc. | 0.02% | Add +358.9% | 12,256,687 | $220.9M |
| Wasatch Advisors LP | 0.89% | Reduce -3.8% | 9,208,212 | $165.9M |
| William Blair Investment Management, LLC | 0.40% | Reduce -2.7% | 8,576,372 | $154.5M |
| Baron Capital (BAMCO) | 0.37% | Add +25.9% | 7,675,038 | $138.3M |
| Blair William & Co. | 0.34% | Add +83.5% | 7,134,647 | $128.6M |
| JPMorgan Chase & Co. | 0.01% | Add +18.7% | 6,853,859 | $123.5M |
| Morgan Stanley | 0.01% | Add +58.2% | 6,780,915 | $122.2M |
| Conestoga Capital Advisors, LLC | 1.94% | Add +0.3% | 6,710,904 | $120.9M |
| Geode Capital Management, LLC | 0.01% | Add +7.9% | 6,190,611 | $111.6M |
| State Street Corp. | 0.00% | Add +6.2% | 5,835,498 | $105.2M |
| HMI Capital Management, L.P. | 5.58% | New | 5,361,200 | $96.6M |
| Macquarie Group Ltd. | 0.10% | Reduce -8.0% | 4,929,493 | $88.8M |
| UBS Group AG | 0.02% | Add +249.3% | 4,297,683 | $77.4M |
| Blackstone Inc. | 0.31% | No change | 4,067,360 | $73.3M |
| Hood River Capital Management LLC | 0.86% | Reduce -10.1% | 4,064,898 | $73.2M |
| Capital World Investors | 0.01% | Add +5.4% | 3,795,522 | $68.4M |
| Manning & Napier Advisors LLC | 0.74% | Add +4.8% | 3,194,969 | $58.1M |
| Stephens Investment Management Group LLC | 0.70% | Add +30.3% | 2,978,574 | $53.7M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +3586.6% | 2,950,971 | $53.2M |
| Janus Henderson Group PLC | 0.02% | Reduce -12.2% | 2,766,841 | $49.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.0% | 2,628,093 | $47.4M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 2,525,282 | $45.5M |
| Tensile Capital Management LP | 5.68% | Add +85.9% | 2,524,672 | $45.5M |
| Brown Capital Management LLC | 1.86% | Reduce -21.5% | 2,510,792 | $45.2M |
| Brown Brothers Harriman & Co. | 0.27% | New | 2,490,801 | $44.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +20.7% | 2,430,900 | $43.8M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 2,407,912 | $43.4M |
| Bank of America Corp. | 0.00% | Add +5.3% | 2,392,784 | $43.1M |
| Brown Advisory Inc. | 0.06% | Add +45.5% | 2,390,040 | $43.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -22.4% | 2,384,372 | $43.0M |
| Principal Financial Group Inc. | 0.02% | Add +76.9% | 2,380,238 | $42.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +6.1% | 2,407,283 | $42.8M |
| Qube Research & Technologies Ltd | 0.05% | Add +102.1% | 2,104,922 | $37.9M |
| FIL Ltd | 0.03% | Add +109.3% | 1,995,367 | $36.0M |
| Lead Edge Capital Management, LLC | 9.27% | Add +72.7% | 1,946,446 | $35.1M |
| Sei Investments Co. | 0.03% | Reduce -7.9% | 1,644,056 | $29.6M |
| Nuveen, LLC | 0.01% | Reduce -24.2% | 1,609,271 | $29.0M |
| Riverbridge Partners LLC | 0.45% | Reduce -8.8% | 1,468,140 | $26.5M |
| Marshall Wace, LLP | 0.03% | New | 1,424,833 | $25.7M |
| TimesSquare Capital Management, LLC | 0.36% | Add +1.3% | 1,378,204 | $24.8M |
| Royal Bank of Canada | 0.00% | Add +53.1% | 1,375,472 | $24.8M |
| HHLR Advisors, LTD. | 0.60% | No change | 1,365,971 | $24.6M |
| Silvercrest Asset Management Group LLC | 0.14% | Reduce -0.8% | 1,210,842 | $21.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.0% | 1,174,522 | $21.2M |
| Jane Street Group, LLC | 0.02% | Add +89.7% | 1,120,677 | $20.2M |
| Sea Cliff Partners Management, LP | 7.60% | Add +86.7% | 1,101,680 | $19.9M |
| Emerald Advisers, LLC | 0.59% | Reduce -4.4% | 1,025,414 | $18.5M |
| Warburg Pincus LLC | 1.31% | No change | 977,455 | $17.6M |
| Palisade Capital Management, LP | 0.53% | Add +71.8% | 954,765 | $17.2M |
| Franklin Resources Inc. | 0.00% | Reduce -8.2% | 939,240 | $16.9M |
| Deutsche Bank AG | 0.01% | Add +31.4% | 871,463 | $15.7M |
| Norwood Investment Partners, LP | 13.23% | Add +21.6% | 853,531 | $15.4M |
| Jennison Associates LLC | 0.01% | Add +2319.3% | 828,878 | $14.9M |
| Ashford Capital Management Inc. | 1.56% | Reduce -15.0% | 777,719 | $14.0M |
| Barclays PLC | 0.00% | Add +10.9% | 726,441 | $13.1M |
| Congress Asset Management Co. | 0.08% | Add +11.1% | 706,930 | $12.7M |
| Clearbridge Investments, LLC | 0.01% | Reduce -31.5% | 689,842 | $12.4M |
| Deepwater Asset Management, LLC | 4.88% | New | 680,652 | $12.3M |
| Shannon River Fund Management LLC | 1.97% | Add +1.6% | 677,693 | $12.2M |
| Capital Fund Management S.A. | 0.11% | Add +22.3% | 634,259 | $11.4M |
| WCM Investment Management, LLC | 0.02% | New | 619,140 | $11.3M |
| Comerica Bank | 0.04% | Reduce -6.0% | 612,535 | $11.0M |
| Squarepoint Ops LLC | 0.02% | Reduce -53.1% | 592,872 | $10.7M |
| Emerald Mutual Fund Advisers Trust | 0.55% | Add +2.3% | 592,802 | $10.7M |
| Millennium Management | 0.01% | Reduce -87.0% | 591,397 | $10.7M |
| Sone Capital Management, LLC | 0.89% | Add +186.2% | 587,131 | $10.6M |
| Peregrine Capital Management LLC | 0.31% | Add +54.5% | 565,278 | $10.2M |
| Fred Alger Management, LLC | 0.04% | Reduce -67.7% | 553,720 | $10.0M |
| Pier Capital, LLC | 1.53% | Add +87.8% | 542,523 | $9.8M |
| Ensign Peak Advisors, Inc | 0.02% | Add +762.1% | 518,536 | $9.3M |
| Grandeur Peak Global Advisors, LLC | 1.25% | Add +19.3% | 517,668 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.2% | 509,972 | $9.2M |
| Burkehill Global Management, LP | 0.53% | Reduce -49.7% | 505,548 | $9.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -41.5% | 504,453 | $9.1M |
| Seven Grand Managers, LLC | 0.73% | Reduce -25.1% | 500,000 | $9.0M |
| Swiss National Bank | 0.01% | Add +11.3% | 498,796 | $9.0M |
| Artisan Partners Limited Partnership | 0.01% | Reduce -72.7% | 483,792 | $8.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -23.4% | 455,251 | $8.2M |
| Osterweis Capital Management Inc. | 0.47% | Add +10.9% | 446,490 | $8.0M |
| Renaissance Group LLC | 0.30% | Add +54.5% | 446,289 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -41.7% | 444,007 | $8.0M |
| Kornitzer Capital Management Inc. | 0.16% | Add +0.6% | 430,350 | $7.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -75.7% | 398,795 | $7.2M |
| Segall Bryant & Hamill, LLC | 0.09% | Add +2.5% | 394,353 | $7.1M |
| Summit Creek Advisors LLC | 1.00% | Add +14.7% | 379,156 | $6.8M |
| TFJ Management, LLC | 4.33% | New | 357,043 | $6.4M |
| Rhumbline Advisers | 0.01% | Reduce -2.1% | 354,138 | $6.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -26.2% | 352,739 | $6.4M |
| Moody Aldrich Partners LLC | 1.17% | Reduce -16.6% | 342,713 | $6.2M |
| Curi Capital, LLC | 0.11% | Reduce -4.3% | 340,031 | $6.1M |
| Jain Global LLC | 0.08% | Reduce -67.4% | 338,612 | $6.1M |
| Algert Global LLC | 0.10% | Reduce -17.3% | 337,810 | $6.1M |
| Wells Fargo & Company | 0.00% | Reduce -73.9% | 324,432 | $5.8M |
| Granite Investment Partners, LLC | 0.32% | Add +18.3% | 312,068 | $5.6M |
| Legal & General Group Plc | 0.00% | Reduce -13.8% | 297,459 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -95.2% | 288,236 | $5.2M |
| California Public Employees Retirement System | 0.00% | New | 279,020 | $5.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -13.2% | 255,506 | $4.6M |
| AQR Capital Management | 0.00% | Add +33.0% | 252,053 | $4.5M |
| LMR Partners LLP | 0.09% | Reduce -37.5% | 250,000 | $4.5M |
| FTV Management Company, L.P. | 100.00% | No change | 246,742 | $4.4M |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 244,341 | $4.4M |
| California State Teachers Retirement System | 0.00% | Add +4.7% | 241,820 | $4.4M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +29.4% | 237,525 | $4.3M |
| Axiom Investors LLC | 0.03% | Add +27.7% | 226,393 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -96.5% | 226,307 | $4.1M |
| Forge First Asset Management Inc. | 1.81% | New | 215,400 | $3.9M |
| Invesco Ltd. | 0.00% | Reduce -95.1% | 215,223 | $3.9M |
| Voya Investment Management LLC | 0.00% | Reduce -17.3% | 213,651 | $3.8M |
| Formula Growth Ltd. | 1.28% | Add +185.7% | 200,000 | $3.6M |
| Bullseye Asset Management LLC | 1.88% | Add +7.4% | 198,699 | $3.6M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -49.8% | 187,753 | $3.4M |
| Thornburg Investment Management Inc. | 0.04% | Reduce -2.7% | 181,830 | $3.3M |
| Scotia Capital Inc. | 0.01% | New | 164,739 | $3.0M |
| Advantage Alpha Capital Partners LP | 0.89% | Add +114.8% | 163,645 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.4% | 162,939 | $2.9M |
| Allianz Asset Management GmbH | 0.00% | Reduce -84.2% | 160,936 | $2.9M |
| Nicholas Investment Partners, LP | 0.25% | Add +49.0% | 160,669 | $2.9M |
| Verition Fund Management LLC | 0.02% | Reduce -29.3% | 153,296 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.3% | 151,669 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.8% | 144,722 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +148.9% | 143,704 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +1849.5% | 141,455 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -28.7% | 140,200 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.5% | 140,107 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.7% | 139,145 | $2.5M |
| Intech Investment Management LLC | 0.02% | Reduce -12.0% | 138,450 | $2.5M |
| Tudor Investment Corporation | 0.02% | Reduce -90.8% | 132,772 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -4.5% | 126,896 | $2.3M |
| Focus Partners Wealth | 0.00% | New | 17,436 | $2.3M |
| Advisors Capital Management, LLC | 0.03% | New | 124,906 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +120.7% | 124,700 | $2.2M |
| Holocene Advisors, LP | 0.01% | Add +111.2% | 123,351 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 121,053 | $2.2M |
| Dark Forest Capital Management LP | 0.08% | Add +141.2% | 116,386 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 114,683 | $2.1M |
| Jump Financial, LLC | 0.03% | Reduce -84.9% | 113,600 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +379.4% | 113,058 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +27.8% | 108,524 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -22.0% | 104,478 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +397.8% | 101,773 | $1.8M |
| Scholtz & Company, LLC | 0.80% | Reduce -2.2% | 101,611 | $1.8M |
| TD Asset Management Inc | 0.00% | New | 100,426 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -15.3% | 97,971 | $1.8M |
| Oak Ridge Investments LLC | 0.11% | Reduce -0.8% | 96,115 | $1.7M |
| Mairs & Power Inc. | 0.02% | Add +0.1% | 94,275 | $1.7M |
| Magnetar Financial LLC | 0.01% | Add +493.8% | 87,990 | $1.6M |
| Nellore Capital Management LLC | 0.17% | Reduce -25.7% | 85,110 | $1.5M |
| Renaissance Technologies | 0.00% | Add +447.0% | 81,499 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | Reduce -6.1% | 79,603 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +11.2% | 76,109 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Add +38.3% | 73,609 | $1.3M |
| Barbara Oil Co. | 0.49% | No change | 72,370 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | New | 72,027 | $1.3M |
| Select Asset Management & Trust | 0.40% | No change | 71,299 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +52.8% | 71,010 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +364.0% | 69,260 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +14.0% | 68,993 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +22.8% | 68,284 | $1.2M |
| Cim, LLC | 0.16% | Add +0.8% | 66,184 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +247.2% | 62,551 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -18.1% | 62,472 | $1.1M |
| Aviso Financial Inc. | 0.05% | Add +49.5% | 62,303 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -74.5% | 58,564 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +405.3% | 54,625 | $984K |
| KLP Kapitalforvaltning As | 0.00% | Add +10.1% | 53,676 | $967K |
| Future Fund LLC | 0.34% | Add +60.8% | 53,649 | $967K |
| One Capital Management, LLC | 0.03% | Add +60.8% | 53,649 | $967K |
| Morningstar Investment Management LLC | 0.04% | New | 53,554 | $965K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -5.7% | 52,936 | $954K |
| Diversify Wealth Management, LLC | 0.05% | Add +4.3% | 49,151 | $892K |
| Malaga Cove Capital, LLC | 0.32% | Add +45.7% | 49,249 | $887K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.3% | 48,787 | $879K |
| Creative Planning | 0.00% | Add +122.4% | 48,726 | $878K |
| Zions Bancorporation, National Association | 0.04% | Reduce -13.5% | 48,184 | $868K |
| Captrust Financial Advisors | 0.00% | Add +42.7% | 45,826 | $826K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +26.1% | 45,447 | $819K |
| Paradiem, LLC | 0.19% | New | 44,390 | $800K |
| State of Wisconsin Investment Board | 0.00% | Add +96.7% | 43,599 | $786K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -4.7% | 42,605 | $768K |
| ProShare Advisors LLC | 0.00% | Reduce -16.5% | 42,209 | $761K |
| XTX Topco Ltd | 0.04% | Reduce -8.7% | 39,364 | $709K |
| Scientech Research LLC | 0.24% | Reduce -3.7% | 38,801 | $699K |
| Bank of Montreal | 0.00% | New | 37,269 | $672K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.3% | 36,965 | $666K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -47.8% | 36,645 | $660K |
| Stifel Financial Corp. | 0.00% | Reduce -68.9% | 35,485 | $639K |
| Rockefeller Capital Management L.P. | 0.00% | Add +147.0% | 34,958 | $630K |
| Keybank National Association | 0.00% | Add +92.6% | 33,875 | $610K |
| PNC Financial Services Group, Inc. | 0.00% | Add +62.7% | 33,513 | $604K |
| CHICAGO TRUST Co NA | 0.08% | Add +34.4% | 32,470 | $585K |
| Prudential Financial Inc. | 0.00% | Add +2.5% | 32,307 | $582K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -16.6% | 31,614 | $570K |
| STRS Ohio | 0.00% | Reduce -53.4% | 31,100 | $560K |
| Alliance Wealth Advisors, LLC | 0.13% | Add +6.9% | 31,091 | $560K |
| Bayesian Capital Management, LP | 0.11% | Reduce -16.0% | 30,000 | $541K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 29,829 | $538K |
| CenterBook Partners LP | 0.03% | Add +20.3% | 29,558 | $533K |
| Qsemble Capital Management, LP | 0.05% | Add +199.4% | 29,337 | $529K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,826 | $519K |
| MML Investors Services, LLC | 0.00% | Add +32.7% | 27,972 | $504K |
| Diversify Advisory Services, LLC | 0.02% | Add +12.6% | 27,635 | $502K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +252.7% | 27,474 | $495K |
| Premier Fund Managers Ltd | 0.02% | No change | 26,875 | $489K |
| Azzad Asset Management Inc. | 0.05% | Reduce -48.1% | 27,012 | $487K |
| Woodline Partners LP | 0.00% | Add +35.4% | 26,940 | $485K |
| HM Payson & Co. | 0.01% | Add +76.2% | 26,600 | $479K |
| FORA Capital, LLC | 0.08% | Reduce -54.2% | 26,593 | $479K |
| CIBC Bancorp USA Inc. | 0.00% | — | 26,314 | $474K |
| Legato Capital Management LLC | 0.05% | Add +84.3% | 26,096 | $470K |
| Walleye Capital LLC | 0.00% | Reduce -61.4% | 25,800 | $465K |
| Catalyst Funds Management Pty Ltd | 0.07% | Reduce -7.3% | 25,280 | $456K |
| Freestone Grove Partners LP | 0.00% | No change | 24,046 | $433K |
| US Bancorp \de | 0.00% | Reduce -7.9% | 23,446 | $422K |
| Lazard Asset Management LLC | 0.00% | Add +15.3% | 22,968 | $414K |
| DC Investments Management, LLC | 0.17% | No change | 22,672 | $409K |
| Belvedere Trading LLC | 0.03% | New | 22,663 | $408K |
| Sender Co & Partners, Inc. | 0.15% | New | 21,589 | $389K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 20,623 | $372K |
| Xponance LLC | 0.00% | Add +1.0% | 19,421 | $350K |
| Dunhill Financial, LLC | 0.12% | No change | 19,000 | $342K |
| IMC-Chicago, LLC | 0.01% | New | 18,907 | $341K |
| Boothbay Fund Management, LLC | 0.01% | New | 17,918 | $323K |
| Yarbrough Capital, LLC | 0.01% | New | 17,616 | $317K |
| State of Wyoming | 0.04% | Reduce -30.4% | 17,593 | $317K |
| Ieq Capital, LLC | 0.00% | New | 17,138 | $309K |
| Group One Trading LLC | 0.01% | New | 16,974 | $306K |
| Vident Advisory, LLC | 0.00% | Add +76.2% | 16,694 | $301K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6675.6% | 16,668 | $300K |
| Vontobel Holding Ltd. | 0.00% | New | 16,265 | $293K |
| Keebeck Wealth Management | 0.03% | Reduce -12.7% | 16,227 | $292K |
| Park Avenue Securities LLC | 0.00% | Reduce -41.8% | 16,223 | $292K |
| PDT Partners, LLC | 0.02% | Reduce -90.5% | 15,968 | $288K |
| Portside Wealth Group, LLC | 0.04% | Add +63.6% | 15,887 | $286K |
| Fca Corp. | 0.08% | Add +12.2% | 15,441 | $278K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 15,298 | $276K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,977 | $270K |
| 111 Capital | 0.05% | New | 14,960 | $270K |
| Mackenzie Financial Corp. | 0.00% | Add +27.3% | 14,921 | $269K |
| Harbour Capital Advisors, LLC | 0.05% | New | 14,925 | $264K |
| Fifth Third Bancorp | 0.00% | Reduce -11.7% | 14,387 | $259K |
| Stephens Inc. | 0.00% | Add +30.0% | 14,193 | $256K |
| Capstone Investment Advisors, LLC | 0.00% | Add +25.1% | 13,757 | $248K |
| Twin Tree Management, LP | 0.01% | New | 12,935 | $233K |
| Connable Office Inc. | 0.02% | No change | 12,852 | $232K |
| Regions Financial Corp. | 0.00% | Reduce -90.7% | 12,643 | $228K |
| Henshaw Capital LLC | 0.01% | Reduce -26.6% | 12,554 | $226K |
| Arax Advisory Partners | 0.00% | Add +6221.3% | 12,453 | $224K |
| Mariner, LLC | 0.00% | New | 11,901 | $214K |
| Bessemer Group Inc. | 0.00% | Add +657.0% | 11,695 | $211K |
| Swiss Life Asset Management Ltd | 0.00% | New | 11,693 | $211K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.1% | 11,641 | $210K |
| National Philanthropic Trust | 0.00% | New | 11,204 | $202K |
| IHT Wealth Management, LLC | 0.00% | Reduce -3.9% | 10,544 | $190K |
| Bridgefront Capital, LLC | 0.06% | New | 10,529 | $190K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -84.0% | 10,508 | $189K |
| Cwm, LLC | 0.00% | Add +206.3% | 9,395 | $169K |
| Westpac Banking Corp. | 0.01% | New | 8,053 | $145K |
| Assetmark, Inc. | 0.00% | Add +114.5% | 7,501 | $135K |
| FMR LLC | 0.00% | Reduce -99.2% | 7,405 | $133K |
| Nisa Investment Advisors, LLC | 0.00% | Add +68.7% | 7,232 | $130K |
| Amalgamated Bank | 0.00% | No change | 6,447 | $116K |
| KBC Group NV | 0.00% | No change | 6,390 | $115K |
| Covestor Ltd | 0.06% | Add +39.4% | 6,111 | $110K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -99.9% | 5,797 | $104K |
| Hilltop National Bank | 0.02% | Add +12.6% | 5,533 | $100K |
| Parallel Advisors, LLC | 0.00% | New | 5,246 | $95K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.9% | 4,814 | $87K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -48.9% | 4,572 | $82K |
| Advisors Asset Management, Inc. | 0.00% | Add +8.7% | 4,491 | $81K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Reduce -43.1% | 4,457 | $80K |
| FNY Investment Advisers, LLC | 0.02% | Add +409.9% | 3,411 | $61K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +9.8% | 2,562 | $46K |
| Arcadia Investment Management Corp. | 0.01% | No change | 2,057 | $37K |
| Danske Bank A/S | 0.00% | Reduce -10.7% | 2,000 | $36K |
| Essex Investment Management Co. LLC | 0.01% | Add +54.9% | 1,806 | $33K |
| Nvwm, LLC | 0.01% | No change | 1,700 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +189.3% | 1,565 | $28K |
| Signaturefd, LLC | 0.00% | Add +106.1% | 1,311 | $24K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -49.8% | 1,324 | $23K |
| Principal Securities, Inc. | 0.00% | Reduce -40.1% | 1,201 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +269.1% | 1,085 | $20K |
| CI Investments Inc. | 0.00% | Reduce -9.4% | 1,023 | $18K |
| Allworth Financial LP | 0.00% | Add +144.3% | 987 | $18K |
| AlphaQuest LLC | 0.00% | Reduce -57.9% | 984 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.7% | 878 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 847 | $15K |
| Optiver Holding B.V. | 0.00% | Add +25.7% | 762 | $14K |
| First Horizon Corp. | 0.00% | — | 757 | $14K |
| Park Place Capital Corp | 0.00% | Reduce -28.4% | 753 | $14K |
| Lanark Financial, Inc. | 0.00% | Reduce -75.3% | 740 | $13K |
| Clearstead Advisors, LLC | 0.00% | Reduce -48.1% | 672 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -96.2% | 636 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -40.0% | 600 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 485 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -60.6% | 462 | $8K |
| Essential Partners LLC | 0.00% | Add +11.4% | 438 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +34.4% | 434 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 407 | $7K |
| Rise Advisors, LLC | 0.00% | No change | 358 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +162.3% | 341 | $6K |
| Huntington National Bank | 0.00% | No change | 298 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -25.8% | 245 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89.4% | 214 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -48.1% | 208 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -69.0% | 189 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -89.5% | 166 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -33.3% | 156 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -85.1% | 150 | $3K |
| NewEdge Advisors, LLC | 0.00% | Add +50.0% | 150 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 150 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -41.6% | 149 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 143 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -84.8% | 106 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 76 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 61 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +5.7% | 56 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 29 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 50 | $901 |
| Wealthspire Advisors, LLC | 0.00% | New | 34 | $613 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -42.3% | 30 | $541 |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.3% | 22 | $396 |
| Sunbelt Securities, Inc. | 0.00% | New | 21 | $378 |
| Atlantic Union Bankshares Corp | 0.00% | New | 19 | $343 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +183.3% | 17 | $306 |
| Toronto Dominion Bank | 0.00% | New | 10 | $180 |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.