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 |
| Citigroup Inc. | 0.01% | Add +58.8% | 388,094 | $9.4M |
| AQR Capital Management | 0.00% | Add +52.8% | 385,083 | $9.3M |
| Alpine Associates Management Inc. | 0.63% | New | 385,000 | $9.3M |
| Maven Securities LTD | 1.15% | New | 375,000 | $9.0M |
| HBK Investments L P | 0.11% | New | 373,303 | $9.0M |
| California Public Employees Retirement System | 0.01% | Add +30.3% | 363,465 | $8.8M |
| Summit Creek Advisors LLC | 1.37% | Reduce -4.5% | 362,151 | $8.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -83.0% | 358,205 | $8.6M |
| Neuberger Berman Group LLC | 0.01% | Add +0.0% | 352,799 | $8.5M |
| Potrero Capital Research LLC | 2.84% | New | 350,000 | $8.4M |
| Meteora Capital, LLC | 0.72% | New | 347,000 | $8.4M |
| Arnhold LLC | 0.63% | New | 346,510 | $8.4M |
| Natixis | 0.03% | New | 341,200 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -75.5% | 336,918 | $8.1M |
| Legal & General Group Plc | 0.00% | Add +11.9% | 332,979 | $8.0M |
| Rhumbline Advisers | 0.01% | Reduce -6.1% | 332,499 | $8.0M |
| Gabelli Funds LLC | 0.05% | New | 328,200 | $7.9M |
| Slotnik Capital, LLC | 2.11% | New | 320,000 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Add +8.5% | 312,628 | $7.5M |
| Carmignac Gestion | 0.09% | New | 288,126 | $6.9M |
| Granite Investment Partners, LLC | 0.41% | Reduce -8.9% | 284,213 | $6.9M |
| Ovata Capital Management Ltd | 0.83% | New | 282,380 | $6.8M |
| Centiva Capital, LP | 0.41% | New | 280,000 | $6.8M |
| California State Teachers Retirement System | 0.01% | Add +12.3% | 271,599 | $6.6M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.97% | New | 267,800 | $6.5M |
| Fred Alger Management, LLC | 0.02% | Reduce -52.9% | 260,908 | $6.3M |
| Irenic Capital Management LP | 0.83% | New | 250,000 | $6.0M |
| Picton Mahoney Asset Management | 0.07% | New | 250,000 | $6.0M |
| Chase Investment Counsel Corp. | 1.60% | New | 237,532 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +567.9% | 237,009 | $5.7M |
| Walleye Trading LLC | 0.09% | New | 226,028 | $5.5M |
| LMR Partners LLP | 0.07% | Reduce -10.0% | 225,000 | $5.4M |
| Bullseye Asset Management LLC | 2.84% | Add +10.1% | 218,699 | $5.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -52.3% | 217,100 | $5.2M |
| Vestcor Inc | 0.14% | New | 205,000 | $4.9M |
| Invesco Ltd. | 0.00% | Reduce -6.6% | 200,930 | $4.8M |
| Toronto Dominion Bank | 0.01% | Add +1999900.0% | 200,000 | $4.8M |
| Creative Planning | 0.00% | Add +302.6% | 196,157 | $4.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +34.3% | 188,245 | $4.5M |
| Gardner Lewis Asset Management L P | 1.08% | New | 176,000 | $4.2M |
| Scotia Capital Inc. | 0.02% | Add +1.1% | 166,564 | $4.0M |
| Versor Investments LP | 0.61% | New | 163,046 | $3.9M |
| Boothbay Fund Management, LLC | 0.10% | Add +790.8% | 159,620 | $3.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.2% | 159,602 | $3.8M |
| Norwood Investment Partners, LP | 4.32% | Reduce -81.4% | 159,000 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Add +6.4% | 153,995 | $3.7M |
| Sagefield Capital LP | 0.31% | New | 152,268 | $3.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +397.7% | 148,471 | $3.6M |
| Steamboat Capital Partners, LLC | 0.97% | New | 147,349 | $3.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +2.3% | 146,968 | $3.5M |
| FTV Management Company, L.P. | 0.54% | — | 146,742 | $3.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.1% | 144,445 | $3.5M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +1.8% | 141,586 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 137,408 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -77.6% | 133,000 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +13.0% | 129,642 | $3.1M |
| Capricorn Fund Managers Ltd | 0.72% | New | 124,611 | $3.0M |
| Capula Management Ltd | 0.02% | New | 124,360 | $3.0M |
| Dark Forest Capital Management LP | 0.14% | Add +6.2% | 123,581 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -10.8% | 123,489 | $3.0M |
| Advisors Capital Management, LLC | 0.03% | Reduce -3.5% | 120,576 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.6% | 103,546 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -19.2% | 102,588 | $2.5M |
| Voya Investment Management LLC | 0.00% | Reduce -52.5% | 101,543 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -4.2% | 100,139 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 95,117 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.7% | 93,404 | $2.3M |
| Mairs & Power Inc. | 0.02% | Reduce -1.9% | 92,510 | $2.2M |
| Formula Growth Ltd. | 0.82% | Reduce -56.1% | 87,883 | $2.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -16.8% | 84,719 | $2.0M |
| First Trust Advisors LP | 0.00% | New | 84,524 | $2.0M |
| Scholtz & Company, LLC | 0.87% | Reduce -17.8% | 83,515 | $2.0M |
| DLD Asset Management, LP | 0.69% | New | 83,300 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | Reduce -33.3% | 83,200 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -32.2% | 82,065 | $2.0M |
| Arizona State Retirement System | 0.01% | Add +7.3% | 81,701 | $2.0M |
| Rangeley Capital, LLC | 1.69% | New | 80,000 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Add +1.7% | 74,835 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.9% | 74,354 | $1.8M |
| Jain Global LLC | 0.02% | Reduce -78.2% | 73,799 | $1.8M |
| Walleye Capital LLC | 0.01% | Add +185.5% | 73,652 | $1.8M |
| Prelude Capital Management, LLC | 0.13% | New | 73,412 | $1.8M |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.4% | 73,073 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.6% | 72,420 | $1.7M |
| Select Asset Management & Trust | 0.54% | No change | 71,299 | $1.7M |
| NINE MASTS CAPITAL Ltd | 0.38% | New | 69,323 | $1.7M |
| Cim, LLC | 0.22% | Add +4.0% | 68,856 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -4.5% | 67,841 | $1.6M |
| Brevan Howard Capital Management LP | 0.03% | Add +81.0% | 66,347 | $1.6M |
| Oak Ridge Investments LLC | 0.10% | Reduce -31.4% | 65,929 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.4% | 64,157 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 62,472 | $1.5M |
| Tealwood Asset Management Inc. | 0.67% | New | 62,121 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +12.9% | 61,655 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +14.3% | 61,376 | $1.5M |
| Rice Hall James & Associates, LLC | 0.08% | New | 60,821 | $1.5M |
| Aviso Financial Inc. | 0.06% | Reduce -2.8% | 60,558 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 60,326 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.6% | 58,323 | $1.4M |
| Allianz SE | 0.02% | New | 56,100 | $1.4M |
| State of Wyoming | 0.15% | Add +216.0% | 55,591 | $1.3M |
| Fifth Lane Capital, LP | 1.58% | New | 55,000 | $1.3M |
| Scalar Gauge Management, LLC | 0.88% | New | 55,000 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | New | 54,414 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +18.4% | 54,254 | $1.3M |
| Nomura Holdings Inc. | 0.00% | New | 52,500 | $1.3M |
| Aaron Wealth Advisors LLC | 0.07% | Add +22.4% | 52,130 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -79.6% | 52,022 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +20.9% | 51,025 | $1.2M |
| Diversify Wealth Management, LLC | 0.06% | Add +3.2% | 50,705 | $1.2M |
| DRW Securities, LLC | 0.09% | New | 50,000 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 50,000 | $1.2M |
| Twin Securities, Inc. | 0.46% | New | 49,314 | $1.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +2.6% | 46,633 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +168.9% | 46,078 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -71.8% | 45,415 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +28.3% | 44,848 | $1.1M |
| Paradiem, LLC | 0.26% | Reduce -0.3% | 44,252 | $1.1M |
| Zions Bancorporation, National Association | 0.05% | Reduce -9.6% | 43,580 | $1.1M |
| Bank of Montreal | 0.00% | Add +16.7% | 43,496 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +17.4% | 43,391 | $1.0M |
| VARCOV Co. | 0.41% | — | 43,174 | $1.0M |
| Moore Capital Management, LP | 0.02% | New | 42,118 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.4% | 39,495 | $953K |
| Wolverine Asset Management LLC | 0.05% | New | 37,600 | $907K |
| Glenmede Trust Co. NA | 0.00% | — | 37,560 | $906K |
| Diametric Capital, LP | 0.24% | New | 37,500 | $905K |
| HM Payson & Co. | 0.01% | Add +41.0% | 37,500 | $905K |
| Keybank National Association | 0.00% | Add +4.1% | 35,270 | $851K |
| Laurion Capital Management LP | 0.06% | New | 35,066 | $846K |
| PEAK6 LLC | 0.02% | New | 34,915 | $842K |
| XTX Topco Ltd | 0.02% | Reduce -15.1% | 33,414 | $806K |
| Shay Capital LLC | 0.12% | New | 30,000 | $724K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 30,000 | $724K |
| Natixis Advisors, LLC | 0.00% | Reduce -57.3% | 29,485 | $711K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 28,826 | $695K |
| Emerald Advisers, LLC | 0.02% | Reduce -97.3% | 27,720 | $669K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -1.0% | 27,199 | $656K |
| Freestone Grove Partners LP | 0.00% | Add +12.9% | 27,143 | $655K |
| Keebeck Wealth Management | 0.07% | Add +66.1% | 26,949 | $650K |
| Mariner, LLC | 0.00% | Add +121.9% | 26,409 | $637K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.6% | 25,617 | $618K |
| Catalyst Funds Management Pty Ltd | 0.14% | No change | 25,280 | $610K |
| STRS Ohio | 0.00% | Reduce -19.3% | 25,100 | $605K |
| CHICAGO TRUST Co NA | 0.09% | Reduce -26.4% | 23,905 | $577K |
| Grandeur Peak Global Advisors, LLC | 0.08% | Reduce -95.4% | 23,903 | $577K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +9.9% | 22,663 | $547K |
| MML Investors Services, LLC | 0.00% | Reduce -19.6% | 22,498 | $543K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -28.0% | 22,394 | $540K |
| Xponance LLC | 0.00% | Add +13.4% | 22,019 | $531K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 21,448 | $517K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 20,555 | $496K |
| Round Rock Advisors LLC | 0.07% | New | 20,262 | $489K |
| Connable Office Inc. | 0.04% | Add +56.8% | 20,154 | $486K |
| Bluefin Capital Management, LLC | 0.14% | New | 20,000 | $482K |
| One68 Global Capital, LLC | 5.68% | New | 20,000 | $482K |
| Callan Family Office, LLC | 0.01% | New | 19,301 | $466K |
| Dunhill Financial, LLC | 0.14% | Add +0.0% | 19,005 | $458K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -33.0% | 18,508 | $449K |
| Cibc World Markets Corp. | 0.00% | — | 18,470 | $445K |
| Yarbrough Capital, LLC | 0.01% | No change | 17,616 | $425K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.3% | 17,505 | $422K |
| Cwm, LLC | 0.00% | Add +83.9% | 17,277 | $417K |
| Prudential Financial Inc. | 0.00% | Reduce -47.0% | 17,137 | $413K |
| FMR LLC | 0.00% | Add +131.3% | 17,126 | $413K |
| Yorktown Management & Research Co Inc | 0.32% | New | 16,700 | $403K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,599 | $400K |
| Vident Advisory, LLC | 0.00% | Reduce -1.9% | 16,369 | $395K |
| Third View Private Wealth, LLC | 0.05% | — | 16,142 | $389K |
| Portside Wealth Group, LLC | 0.05% | Add +0.1% | 15,901 | $384K |
| Amundi | 0.00% | New | 15,650 | $377K |
| Mackenzie Financial Corp. | 0.00% | Add +3.6% | 15,466 | $372K |
| Fca Corp. | 0.10% | Reduce -1.5% | 15,215 | $367K |
| Covestor Ltd | 0.19% | Add +145.2% | 14,985 | $362K |
| FNY Investment Advisers, LLC | 0.10% | Add +339.8% | 15,000 | $361K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,977 | $361K |
| Two Sigma Securities, LLC | 0.05% | New | 14,699 | $355K |
| Fifth Third Bancorp | 0.00% | Reduce -2.3% | 14,056 | $339K |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.9% | 13,833 | $334K |
| Stephens Inc. | 0.00% | Reduce -3.3% | 13,730 | $331K |
| Swiss Life Asset Management Ltd | 0.00% | Add +12.4% | 13,143 | $317K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,037 | $314K |
| Norden Group LLC | 0.03% | New | 12,990 | $313K |
| Levin Capital Strategies, L.P. | 0.03% | New | 12,716 | $307K |
| Lazard Asset Management LLC | 0.00% | Reduce -45.7% | 12,462 | $301K |
| Bessemer Group Inc. | 0.00% | Add +1.1% | 11,820 | $285K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.5% | 11,114 | $268K |
| Park Avenue Securities LLC | 0.00% | Reduce -31.5% | 11,113 | $268K |
| Atria Investments, Inc | 0.00% | New | 10,112 | $244K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.6% | 10,061 | $243K |
| Fortress Investment Group LLC | 0.06% | New | 10,000 | $241K |
| US Bancorp \de | 0.00% | Reduce -58.7% | 9,683 | $234K |
| Guggenheim Capital LLC | 0.00% | New | 9,485 | $229K |
| Larry Mathis Financial Planning, LLC | 0.20% | — | 9,463 | $228K |
| Snowden Capital Advisors LLC | 0.01% | New | 9,351 | $226K |
| First Bank & Trust | 0.04% | New | 9,227 | $223K |
| Trust Point Inc. | 0.02% | New | 9,146 | $221K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 8,943 | $216K |
| CIBC Asset Management Inc | 0.00% | New | 8,872 | $214K |
| Amalgamated Bank | 0.00% | Add +36.0% | 8,771 | $212K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +80.6% | 8,694 | $210K |
| KBC Group NV | 0.00% | Add +33.2% | 8,511 | $205K |
| Evolutionary Tree Capital Management, LLC | 0.24% | New | 8,414 | $203K |
| PenderFund Capital Management Ltd. | 0.07% | New | 7,100 | $171K |
| Premier Fund Managers Ltd | 0.01% | Reduce -74.9% | 6,747 | $163K |
| Advisors Asset Management, Inc. | 0.00% | Add +32.4% | 5,944 | $143K |
| Assetmark, Inc. | 0.00% | Reduce -21.8% | 5,864 | $141K |
| Hilltop National Bank | 0.03% | No change | 5,533 | $133K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.5% | 4,548 | $110K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +55.7% | 3,990 | $96K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.4% | 3,546 | $86K |
| Banque Cantonale Vaudoise | 0.00% | New | 2,974 | $72K |
| Kemnay Advisory Services Inc. | 0.01% | New | 2,491 | $60K |
| Essex Investment Management Co. LLC | 0.01% | Add +27.2% | 2,298 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Add +109.1% | 2,269 | $55K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -70.4% | 2,142 | $52K |
| Arcadia Investment Management Corp. | 0.01% | No change | 2,057 | $50K |
| Danske Bank A/S | 0.00% | No change | 2,000 | $48K |
| Global Retirement Partners, LLC | 0.00% | Add +8927.3% | 1,986 | $48K |
| AlphaQuest LLC | 0.00% | Add +94.5% | 1,914 | $46K |
| Canada Pension Plan Investment Board | 0.00% | New | 1,900 | $46K |
| GAMMA Investing LLC | 0.00% | Add +241.6% | 1,578 | $38K |
| Private Trust Co. NA | 0.00% | Add +643.3% | 1,546 | $37K |
| SBI Securities Co., Ltd. | 0.00% | Add +627.5% | 1,375 | $33K |
| Signaturefd, LLC | 0.00% | Add +4.5% | 1,370 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.4% | 1,305 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +211.1% | 1,061 | $26K |
| Allworth Financial LP | 0.00% | Add +1.9% | 1,006 | $24K |
| DV Trading LLC | 0.00% | — | 1,000 | $24K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 998 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.7% | 946 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 847 | $20K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,094 | $20K |
| Lanark Financial, Inc. | 0.00% | Add +10.7% | 819 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +77.7% | 771 | $19K |
| Park Place Capital Corp | 0.00% | No change | 753 | $18K |
| First Horizon Corp. | 0.00% | Reduce -9.5% | 685 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +53.8% | 626 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 600 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.0% | 598 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 485 | $12K |
| Rothschild Investment LLC | 0.00% | Add +84.5% | 452 | $11K |
| Optiver Holding B.V. | 0.00% | Reduce -41.9% | 443 | $11K |
| NewEdge Advisors, LLC | 0.00% | Add +166.7% | 400 | $10K |
| Essential Partners LLC | 0.00% | Reduce -9.1% | 398 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -96.9% | 389 | $9K |
| SageView Advisory Group, LLC | 0.00% | New | 380 | $9K |
| Larson Financial Group LLC | 0.00% | Add +128.2% | 356 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 338 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +200.9% | 319 | $8K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.4% | 275 | $7K |
| Clearstead Advisors, LLC | 0.00% | Reduce -62.5% | 252 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.0% | 229 | $6K |
| IFP Advisors, Inc | 0.00% | Add +35.5% | 225 | $5K |
| Huntington National Bank | 0.00% | Reduce -36.2% | 190 | $5K |
| Fortitude Family Office, LLC | 0.00% | New | 156 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 150 | $4K |
| Adirondack Trust Co. | 0.00% | New | 140 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +137.5% | 133 | $3K |
| True Wealth Design, LLC | 0.00% | New | 126 | $3K |
| Marquette Asset Management, LLC | 0.00% | Add +32.9% | 101 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Add +295.2% | 83 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -56.6% | 62 | $1K |
| Crewe Advisors LLC | 0.00% | New | 59 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 54 | $1K |
| Bellevue Asset Management, LLC | 0.00% | New | 53 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 50 | $1K |
| Kilter Group LLC | 0.00% | New | 45 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 29 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -72.7% | 41 | $989 |
| Rossby Financial, LCC | 0.00% | New | 40 | $965 |
| Quaker Wealth Management, LLC | 0.00% | New | 32 | $772 |
| TD Private Client Wealth LLC | 0.00% | New | 30 | $724 |
| Manchester Capital Management LLC | 0.00% | New | 29 | $700 |
| CVA Family Office, LLC | 0.00% | New | 29 | $699 |
| Torren Management, LLC | 0.00% | — | 28 | $675 |
| CENTRAL TRUST Co | 0.00% | New | 26 | $628 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -16.7% | 25 | $603 |
| Principia Wealth Advisory, LLC | 0.00% | New | 23 | $555 |
| Optima Capital LLC | 0.00% | New | 23 | $555 |
| AdvisorNet Financial, Inc | 0.00% | New | 20 | $482 |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 14 | $338 |
| WPG Advisers, LLC | 0.00% | Reduce -92.0% | 12 | $289 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $72 |
"% of holder's portfolio" is CWAN's weight in each manager's 13F, not the share of Clearwater Analytics HDS-A the manager owns.