Clearwater Analytics (CWAN) Institutional Ownership

$18.05
+0.40 (+2.27%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Clearwater Analytics (NYSE:CWAN)

Current
Institutional Ownership
Percentage
50.10%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$786.89M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$70.94M
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CWAN Institutional Buying and Selling by Quarter

Clearwater Analytics Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024William Blair Investment Management LLC10,364,266$183.34M0.5%+42.5%4.235%
5/8/2024Russell Investments Group Ltd.107,994$1.91M0.0%-3.3%0.044%
5/7/2024 Sei Investments Co.1,586,565$28.07M0.0%+24.4%0.648%
5/7/2024Susquehanna Fundamental Investments LLC46,635$825K0.0%N/A0.019%
5/7/2024Susquehanna Portfolio Strategies LLC39,748$703K0.0%-7.2%0.016%
5/7/2024 Swiss National Bank288,300$5.10M0.0%+21.4%0.118%
5/7/2024 TimesSquare Capital Management LLC1,851,879$32.76M0.5%+5.7%0.757%
5/7/2024 Oppenheimer Asset Management Inc.117,078$2.07M0.0%-13.0%0.048%
5/6/2024 Quantbot Technologies LP22,783$403K0.0%-84.2%0.009%
5/3/2024 Essex Investment Management Co. LLC3,199$57K0.0%-28.7%0.001%
5/3/2024 Wellington Shields Capital Management LLC16,000$283K0.1%N/A0.007%
5/3/2024 Wellington Shields & Co. LLC10,000$177K0.1%N/A0.004%
5/3/2024 RiverPark Advisors LLC5,366$95K0.1%+361.0%0.002%
5/1/2024 Capstone Investment Advisors LLC68,710$1.22M0.0%+111.6%0.028%
4/30/2024 Allspring Global Investments Holdings LLC4,359,848$77.13M0.1%+28.7%1.782%
4/29/2024 Benjamin F. Edwards & Company Inc.1,947$34K0.0%+389.2%0.001%
4/26/2024 Conestoga Capital Advisors LLC6,506,247$115.10M1.7%+1.2%2.659%
4/25/2024 Equitable Trust Co.24,565$435K0.0%+22.2%0.010%
4/23/2024 Fifth Third Bancorp23,162$410K0.0%+35.5%0.009%
4/23/2024 Wesbanco Bank Inc.17,014$301K0.0%N/A0.007%
4/23/2024 Seven Grand Managers LLC150,000$2.65M1.3%-32.2%0.061%
4/23/2024 KLR Investment Advisors LLC15,642$258K0.2%-7.7%0.006%
4/22/2024 Raymond James & Associates644,001$11.39M0.0%+3.7%0.263%
4/18/2024 Wasatch Advisors LP16,391,308$289.96M1.5%+35.6%6.699%
4/18/2024 Allspring Global Investments Holdings LLC4,359,848$77.13M0.1%+28.7%1.782%
4/17/2024 Cannon Global Investment Management LLC48,500$858K2.3%N/A0.020%
4/5/2024 NBC Securities Inc.35,065$621K0.1%+53.0%0.014%
3/29/2024Kapitalo Investimentos Ltda10,552$211K0.0%N/A0.004%
3/25/2024Quadrature Capital Ltd169,619$3.40M0.1%+73.7%0.069%
3/14/2024HBK Investments L P400,000$8.01M0.0%N/A0.163%
3/11/2024Vanguard Group Inc.12,912,046$258.63M0.0%+36.6%5.277%
3/5/2024Wellington Management Group LLP2,159,700$43.26M0.0%+4.2%0.886%
2/15/2024Occudo Quantitative Strategies LP243,486$4.88M0.7%N/A0.100%
2/15/2024Osterweis Capital Management Inc.533,110$10.68M0.7%+27.6%0.219%
2/15/2024Brown Capital Management LLC3,534,992$70.81M1.1%+17.5%1.450%
2/14/2024 Wasatch Advisors LP12,087,022$242.10M1.3%+17.9%4.957%
2/14/2024Ghisallo Capital Management LLC700,000$14.02M1.4%N/A0.287%
2/14/2024Quadrature Capital Ltd169,619$3.40M0.1%+73.7%0.070%
2/14/2024CenterBook Partners LP23,750$476K0.1%N/A0.010%
2/13/2024Tower Research Capital LLC TRC2,442$49K0.0%+33.7%0.001%
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2/13/2024Capital World Investors3,051,500$61.12M0.0%+60.5%1.251%
2/13/2024Shannon River Fund Management LLC567,866$11.37M2.1%-5.9%0.233%
2/12/2024Axiom Investors LLC DE505,030$10.12M0.1%N/A0.207%
2/12/2024Evoke Wealth LLC180,179$3.61M0.1%N/A0.074%
2/12/2024 Capstone Investment Advisors LLC32,469$650K0.0%+94.1%0.013%
2/12/2024Weiss Asset Management LP40,932$820K0.0%N/A0.017%
2/12/2024Olympiad Research LP18,224$365K0.3%N/A0.007%
2/12/2024Steward Partners Investment Advisory LLC19,798$397K0.0%+65.8%0.008%
2/12/2024Artisan Partners Limited Partnership3,165,579$63.41M0.1%-3.3%1.298%
2/9/2024Aigen Investment Management LP39,500$791K0.1%+125.3%0.016%
2/9/2024Trexquant Investment LP218,729$4.38M0.1%+177.2%0.090%
2/9/2024Corient Private Wealth LLC31,304$627K0.0%N/A0.013%
2/9/2024D.A. Davidson & CO.10,545$211K0.0%N/A0.004%
2/9/2024Wells Fargo & Company MN1,192,215$23.88M0.0%+109.2%0.489%
2/9/2024Hillsdale Investment Management Inc.28,700$575K0.0%N/A0.012%
2/9/2024Dynamic Technology Lab Private Ltd13,584$272K0.0%N/A0.006%
2/8/2024 Brown Advisory Inc.1,139,777$22.83M0.0%+171.7%0.467%
2/8/2024Eagle Bay Advisors LLC1,773$36K0.0%+213.3%0.001%
2/8/2024 KLR Investment Advisors LLC16,939$339K0.2%+5.0%0.007%
2/8/2024Thornburg Investment Management Inc.251,578$5.04M0.1%+81.2%0.103%
2/8/2024 Essex Investment Management Co. LLC4,486$90K0.0%N/A0.002%
2/7/2024 Principal Financial Group Inc.397,941$7.97M0.0%+280.5%0.163%
2/7/2024 Seven Grand Managers LLC221,401$4.44M4.2%N/A0.091%
2/7/2024Jump Financial LLC190,254$3.81M0.1%+106.9%0.078%
2/7/2024Versor Investments LP23,434$469K0.1%N/A0.010%
2/7/2024 TimesSquare Capital Management LLC1,751,540$35.08M0.5%+118.3%0.718%
2/6/2024Charles Schwab Investment Management Inc.699,887$14.02M0.0%+46.3%0.287%
2/6/2024 Apollon Wealth Management LLC13,670$274K0.0%N/A0.006%
2/6/2024Vestmark Advisory Solutions Inc.65,216$1.31M0.1%+79.3%0.027%
2/6/2024 M&T Bank Corp78,235$1.57M0.0%-24.5%0.032%
2/6/2024 Merit Financial Group LLC19,443$389K0.0%N/A0.008%
2/6/2024 Natixis Advisors L.P.44,198$885K0.0%+1.4%0.018%
2/6/2024 Swiss National Bank237,500$4.76M0.0%+37.3%0.097%
2/5/2024 Victory Capital Management Inc.14,374$288K0.0%N/A0.006%
2/5/2024Russell Investments Group Ltd.111,671$2.24M0.0%+25.8%0.046%
2/2/2024Truist Financial Corp19,469$390K0.0%N/A0.008%
2/1/2024 New York State Common Retirement Fund899,101$18.01M0.0%-0.2%0.369%
1/30/2024 Quantum Private Wealth LLC15,507$311K0.1%N/A0.006%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank21,424$429K0.0%+13.3%0.009%
1/29/2024 NewEdge Wealth LLC65,216$1.31M0.0%+79.3%0.027%
1/26/2024 Conestoga Capital Advisors LLC6,426,367$128.72M1.9%+0.8%2.635%
1/25/2024 Allspring Global Investments Holdings LLC3,387,928$67.86M0.1%+65.1%1.389%
1/24/2024 Asset Management One Co. Ltd.6,683$134K0.0%N/A0.003%
1/24/2024 Arizona State Retirement System33,666$674K0.0%+50.3%0.014%
1/19/2024 Fifth Third Bancorp17,096$342K0.0%+649.8%0.007%
1/18/2024 Ellsworth Advisors LLC19,763$396K0.1%N/A0.008%
1/16/2024 Raymond James & Associates621,031$12.44M0.0%+42.1%0.255%
1/9/2024 Curated Wealth Partners LLC14,924$299K0.0%N/A0.006%
12/19/2023Public Employees Retirement System of Ohio131,903$2.55M0.0%N/A0.054%
12/18/2023Vanguard Group Inc.9,450,888$182.78M0.0%+13.8%3.876%
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12/6/2023Citigroup Inc.32,298$625K0.0%+55.5%0.013%
12/1/2023Wellington Management Group LLP2,072,245$40.08M0.0%-11.6%0.850%
11/21/2023Comerica Bank468,413$9.06M0.0%N/A0.192%
11/17/2023 TimesSquare Capital Management LLC802,250$15.52M0.2%+322.2%0.329%
11/16/2023Penserra Capital Management LLC87,834$1.70M0.0%N/A0.036%
11/15/2023 GSA Capital Partners LLP120,137$2.32M0.2%+93.4%0.049%
11/15/2023 Sei Investments Co.1,122,209$21.70M0.0%+19.4%0.460%
11/15/2023JPMorgan Chase & Co.5,722,007$110.66M0.0%-1.4%2.346%
11/15/2023Advantage Alpha Capital Partners LP221,194$4.28M0.9%-25.7%0.091%
11/14/2023Quadrature Capital Ltd97,655$1.89M0.0%+174.5%0.040%
(Data available from 1/1/2016 forward)

CWAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWAN shares?

During the previous two years, 130 institutional investors and hedge funds held shares of Clearwater Analytics. The most heavily invested institutionals were Warburg Pincus LLC ($697.68M), Wasatch Advisors LP ($289.96M), Vanguard Group Inc. ($258.63M), William Blair Investment Management LLC ($183.34M), Durable Capital Partners LP ($121.64M), Conestoga Capital Advisors LLC ($115.10M), and Kayne Anderson Rudnick Investment Management LLC ($114.75M).Learn more on CWAN's institutional investors.

What percentage of Clearwater Analytics stock is owned by institutional investors?

50.10% of Clearwater Analytics stock is owned by institutional investors. Learn more on CWAN's institutional investor holdings.

Which institutional investors have been buying Clearwater Analytics stock?

Of the 122 institutional investors that purchased Clearwater Analytics stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Warburg Pincus LLC ($33.22M), Wasatch Advisors LP ($7.29M), Conestoga Capital Advisors LLC ($6.52M), Allspring Global Investments Holdings LLC ($5.94M), Vanguard Group Inc. ($4.61M), Artisan Partners Limited Partnership ($3.37M), and William Blair Investment Management LLC ($3.09M).

How much institutional buying is happening at Clearwater Analytics?

Institutional investors have bought a total of 89,375,748 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

Which Clearwater Analytics major shareholders have been selling company stock?

Of the 37 institutional investors that sold Clearwater Analytics stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Durable Capital Partners LP ($1.16M), Fred Alger Management LLC ($1.13M), Seven Grand Managers LLC ($542.90K), Wellington Management Group LLP ($271.50K), Kayne Anderson Rudnick Investment Management LLC ($261.80K), Artisan Partners Limited Partnership ($207.95K), and Bamco Inc. NY ($195.68K).

How much institutional selling is happening at Clearwater Analytics?

Institutional investors have sold a total of 4,910,227 shares in the last 24 months. This volume of shares sold represents approximately $85.10M in transactions.


This page (NYSE:CWAN) was last updated on 5/9/2024 by MarketBeat.com Staff

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