Clearwater Analytics HDS-ACWAN
13F holders, Q4 2025 (December 31)384holders +55
119new positions
70sold out
7famous investors
$24.12avg. 13F price*
At the end of Q4 2025, 384 institutions reported holding Clearwater Analytics HDS-A (CWAN) in their 13F filings, up 55 from Q3 2025. 119 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($803.5M), BlackRock, Inc. ($632.7M) and T. Rowe Price Associates Inc. ($330.8M). 7 famous investors held it, including Jeff Smith (4.5% of Starboard Value's portfolio), George Soros (1.2% of Soros Fund Management's portfolio) and Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio).
- Company
- Clearwater Analytics HDS-A
- CUSIP
- 185123106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $1.3B |
| Exits | 70 | $322.6M |
All 13F filers, Q3 2025 → Q4 2025: 80,507,372 shares bought and 56,700,841 shares sold, net +23,806,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Vanguard Group Inc. | 0.01% | Add +0.1% | 33,311,706 | $803.5M |
| BlackRock, Inc. | 0.01% | Add +11.0% | 26,231,892 | $632.7M |
| T. Rowe Price Associates Inc. | 0.04% | Add +11.9% | 13,715,837 | $330.8M |
| Starboard Value | 4.55% | New | 9,959,031 | $240.2M |
| Wasatch Advisors LP | 1.21% | Reduce -8.4% | 8,430,212 | $203.3M |
| Morgan Stanley | 0.01% | Add +15.8% | 7,855,686 | $189.5M |
| Baron Capital (BAMCO) | 0.51% | Add +1.8% | 7,816,447 | $188.5M |
| Norges Bank | 0.02% | — | 7,639,740 | $184.3M |
| Geode Capital Management, LLC | 0.01% | Add +6.5% | 6,590,192 | $159.0M |
| State Street Corp. | 0.01% | Add +10.3% | 6,435,955 | $155.2M |
| HMI Capital Management, L.P. | 12.55% | Add +18.3% | 6,339,500 | $152.9M |
| Conestoga Capital Advisors, LLC | 2.48% | Reduce -9.1% | 6,097,771 | $147.1M |
| Capital World Investors | 0.02% | Add +55.0% | 5,882,816 | $141.9M |
| William Blair Investment Management, LLC | 0.40% | Reduce -31.4% | 5,880,506 | $141.8M |
| UBS Group AG | 0.03% | Add +21.5% | 5,219,896 | $125.9M |
| Wellington Management Group LLP | 0.02% | Reduce -72.8% | 4,835,344 | $116.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -33.4% | 4,564,011 | $110.1M |
| Hood River Capital Management LLC | 1.14% | Add +5.9% | 4,304,707 | $103.8M |
| Blackstone Inc. | 0.43% | No change | 4,067,360 | $98.1M |
| Keenan Capital, LLC | 16.08% | New | 3,660,973 | $88.3M |
| Stephens Investment Management Group LLC | 1.11% | Add +18.6% | 3,531,792 | $85.2M |
| Balyasny Asset Management L.P. | 0.16% | Add +1757.7% | 3,487,790 | $84.1M |
| Janus Henderson Group PLC | 0.04% | Add +25.9% | 3,482,693 | $84.0M |
| Blair William & Co. | 0.22% | Reduce -52.7% | 3,372,960 | $81.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.1% | 3,287,261 | $79.3M |
| Bank of America Corp. | 0.01% | Add +33.3% | 3,189,026 | $76.9M |
| Glazer Capital, LLC | 2.24% | New | 3,144,529 | $75.8M |
| Brown Brothers Harriman & Co. | 0.39% | Add +18.6% | 2,952,808 | $71.2M |
| Soros Fund Management | 1.25% | New | 2,879,113 | $69.4M |
| Manning & Napier Advisors LLC | 0.88% | Reduce -11.9% | 2,815,150 | $67.9M |
| TIG Advisors, LLC | 3.04% | New | 2,612,498 | $63.0M |
| Pentwater Capital Management LP | 0.45% | New | 2,600,000 | $62.7M |
| Brown Advisory Inc. | 0.09% | Add +8.0% | 2,581,022 | $62.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.7% | 2,568,147 | $61.9M |
| Principal Financial Group Inc. | 0.03% | Add +6.4% | 2,532,274 | $61.1M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 2,526,959 | $61.0M |
| KRYGER CAPITAL Ltd | 4.60% | New | 2,468,400 | $59.5M |
| Tensile Capital Management LP | 7.39% | Reduce -6.3% | 2,364,674 | $57.0M |
| FIL Ltd | 0.04% | Add +14.7% | 2,288,257 | $55.2M |
| Capital International Investors | 0.01% | New | 2,213,179 | $53.4M |
| Quinn Opportunity Partners LLC | 2.08% | New | 1,990,000 | $48.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.7% | 1,956,942 | $47.2M |
| Lead Edge Capital Management, LLC | 12.04% | No change | 1,946,446 | $46.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -30.0% | 1,684,445 | $40.6M |
| Nomura Asset Management International Inc. | 0.06% | — | 1,679,040 | $40.5M |
| Sei Investments Co. | 0.04% | Reduce -4.9% | 1,563,699 | $37.7M |
| Fort Baker Capital Management LP | 5.07% | New | 1,529,288 | $36.9M |
| Jennison Associates LLC | 0.02% | Add +81.1% | 1,501,384 | $36.2M |
| Millennium Management | 0.03% | Add +152.4% | 1,492,701 | $36.0M |
| Nexpoint Asset Management, L.P. | 2.52% | New | 1,492,220 | $36.0M |
| First Trust Capital Management L.P. | 2.16% | New | 1,479,650 | $35.7M |
| Polar Asset Management Partners Inc. | 0.88% | New | 1,422,500 | $34.3M |
| Davidson Kempner Capital Management LP | 0.69% | New | 1,397,033 | $33.7M |
| Verition Fund Management LLC | 0.19% | Add +794.8% | 1,371,724 | $33.1M |
| HHLR Advisors, LTD. | 1.06% | No change | 1,365,971 | $32.9M |
| AQR Arbitrage LLC | 0.86% | New | 1,320,128 | $31.8M |
| Riverbridge Partners LLC | 0.59% | Reduce -11.5% | 1,298,714 | $31.3M |
| TimesSquare Capital Management, LLC | 0.47% | Reduce -6.1% | 1,293,807 | $31.2M |
| Brown Capital Management LLC | 2.51% | Reduce -49.6% | 1,266,310 | $30.5M |
| Bank of New York Mellon Corp | 0.01% | Add +6.7% | 1,253,572 | $30.2M |
| Shannon River Fund Management LLC | 4.68% | Add +82.4% | 1,236,412 | $29.8M |
| Silvercrest Asset Management Group LLC | 0.20% | Add +1.8% | 1,232,987 | $29.7M |
| Citadel Advisors | 0.02% | Add +405.2% | 1,143,324 | $27.6M |
| Nuveen, LLC | 0.01% | Reduce -29.6% | 1,133,646 | $27.3M |
| Woodline Partners LP | 0.11% | Add +4075.7% | 1,124,932 | $27.1M |
| Clearbridge Investments, LLC | 0.02% | Add +50.8% | 1,039,953 | $25.1M |
| Palisade Capital Management, LP | 0.82% | Add +6.6% | 1,017,690 | $24.5M |
| Warburg Pincus LLC | 2.39% | No change | 977,455 | $23.6M |
| Water Island Capital LLC | 2.78% | New | 875,632 | $21.1M |
| Congress Asset Management Co. | 0.14% | Add +18.8% | 839,499 | $20.2M |
| Melqart Asset Management (UK) Ltd | 1.86% | New | 769,361 | $18.6M |
| Comerica Bank | 0.07% | Add +19.4% | 731,343 | $17.6M |
| Man Group plc | 0.03% | New | 691,278 | $16.7M |
| TFJ Management, LLC | 11.86% | Add +91.3% | 683,114 | $16.5M |
| Pier Capital, LLC | 2.63% | Add +25.7% | 681,972 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -71.6% | 677,495 | $16.3M |
| Deutsche Bank AG | 0.01% | Reduce -23.3% | 668,200 | $16.1M |
| Peregrine Capital Management LLC | 0.45% | Add +7.4% | 607,253 | $14.6M |
| Swedbank AB | 0.01% | New | 600,000 | $14.5M |
| Alberta Investment Management Corp | 0.09% | New | 574,200 | $13.8M |
| Swiss National Bank | 0.01% | Add +13.8% | 567,696 | $13.7M |
| Caxton Associates LLP | 0.27% | New | 562,698 | $13.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.5% | 539,407 | $13.0M |
| Franklin Resources Inc. | 0.00% | Reduce -44.4% | 522,228 | $12.6M |
| Ashford Capital Management Inc. | 1.38% | Reduce -34.2% | 511,779 | $12.3M |
| Caption Management, LLC | 0.54% | New | 489,635 | $11.8M |
| Wells Fargo & Company | 0.00% | Add +45.9% | 473,178 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 469,886 | $11.3M |
| Marshall Wace, LLP | 0.01% | Reduce -67.0% | 469,869 | $11.3M |
| Barclays PLC | 0.00% | Reduce -39.6% | 438,639 | $10.6M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -15.5% | 437,932 | $10.6M |
| WCM Investment Management, LLC | 0.02% | Reduce -30.2% | 432,025 | $10.4M |
| Kornitzer Capital Management Inc. | 0.22% | No change | 430,350 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Add +6.7% | 425,411 | $10.3M |
| Ardmore Road Asset Management LP | 0.77% | New | 421,242 | $10.2M |
| Renaissance Group LLC | 0.40% | Reduce -6.4% | 417,761 | $10.1M |
| Curi Capital, LLC | 0.17% | Add +21.9% | 414,346 | $10.0M |
| Segall Bryant & Hamill, LLC | 0.13% | Add +4.7% | 412,927 | $10.0M |
| ExodusPoint Capital Management, LP | 0.11% | New | 394,445 | $9.5M |
| Beryl Capital Management LLC | 0.95% | New | 389,023 | $9.4M |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.