Clearwater Analytics Ownership 2024 | Who Owns Clearwater Analytics Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

50.47%

Insider Ownership

0.58%

Retail Ownership

48.94%

Institutional Holders

138.00

Clearwater Analytics Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERMIRA HOLDINGS LTD9.49%9.39%20,247,294-5,366,029-20.95%374,979,885Jun 30, 2024
VANGUARD GROUP INC8.26%0.01%17,608,1882,476,68316.37%326,103,642Jun 30, 2024
WASATCH ADVISORS LP8.24%1.74%17,575,4621,184,1547.22%325,497,556Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.33%0.51%11,374,673128,4021.14%210,658,944Jun 30, 2024
BLACKROCK INC.5.31%0.00%11,316,6587,504,937196.89%209,584,505Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4.89%0.51%10,430,79466,5280.64%193,178,305Jun 30, 2024
CONESTOGA CAPITAL ADVISORS, LLC3.13%1.85%6,671,247165,0002.54%123,551,494Jun 30, 2024
BAMCO INC /NY/2.50%0.28%5,324,656-34,516-0.64%98,612,629Jun 30, 2024
JPMORGAN CHASE & CO2.41%0.01%5,139,989-72,642-1.39%95,192,596Jun 30, 2024
ALLIANCEBERNSTEIN L.P.2.14%0.03%4,557,862477,91911.71%84,411,604Jun 30, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP2.08%0.12%4,442,462570,89414.75%82,274,396Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC2.03%0.13%4,338,151-21,697-0.50%80,342,543Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.56%0.01%3,324,6301,800,709118.16%61,585,657Jun 30, 2024
CAPITAL WORLD INVESTORS1.43%0.01%3,051,500--56,513,780Jun 30, 2024
LOOMIS SAYLES & CO L P1.39%0.08%2,966,602134,8944.76%54,942,000Jun 30, 2024
FRED ALGER MANAGEMENT, LLC1.38%0.27%2,952,634-111,624-3.64%54,682,782Jun 30, 2024
BROWN CAPITAL MANAGEMENT LLC1.38%1.10%2,942,376-240,493-7.56%54,492,804Jun 30, 2024
MORGAN STANLEY1.36%0.00%2,905,077538,91022.78%53,802,052Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.28%0.01%2,721,972118,4714.55%50,410,922Jun 30, 2024
STATE STREET CORP1.22%0.00%2,607,9141,682,597181.84%48,298,567,000Jun 30, 2024

Clearwater Analytics's largest institutional shareholder is PERMIRA HOLDINGS LTD, holding 9.49% of the company's total share outstanding, currently valued at $374.98M. The top 10 institutional shareholders own together 51.70% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERMIRA HOLDINGS LTD9.49%9.39%20,247,294-5,366,029-20.95%374,979,885Jun 30, 2024
SHANNON RIVER FUND MANAGEMENT LLC0.99%6.33%2,120,9181,075,004102.78%39,279,402Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC0.20%4.51%419,000244,000139.43%7,759,880Jun 30, 2024
CONESTOGA CAPITAL ADVISORS, LLC3.13%1.85%6,671,247165,0002.54%123,551,494Jun 30, 2024
WASATCH ADVISORS LP8.24%1.74%17,575,4621,184,1547.22%325,497,556Jun 30, 2024
SEVEN GRAND MANAGERS, LLC0.09%1.67%200,00050,00033.33%3,704,000Jun 30, 2024
BROWN CAPITAL MANAGEMENT LLC1.38%1.10%2,942,376-240,493-7.56%54,492,804Jun 30, 2024
HOOD RIVER CAPITAL MANAGEMENT LLC1.10%0.90%2,336,9132,336,913100.00%43,279,629Jun 30, 2024
SUMMIT CREEK ADVISORS LLC0.14%0.74%293,320293,320100.00%5,432,286Jun 30, 2024
GRANDEUR PEAK GLOBAL ADVISORS, LLC0.23%0.71%482,908216,48881.26%8,943,456Jun 30, 2024
BULLSEYE ASSET MANAGEMENT LLC0.04%0.69%76,00056,000280.00%1,408,000Jun 30, 2024
ADVANTAGE ALPHA CAPITAL PARTNERS LP0.07%0.64%159,551-64,842-28.90%2,954,885Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC0.85%0.53%1,810,779-41,100-2.22%33,535,627Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.33%0.51%11,374,673128,4021.14%210,658,944Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4.89%0.51%10,430,79466,5280.64%193,178,305Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC0.15%0.48%313,53488,36339.24%5,806,649Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.06%0.43%132,593132,593100.00%2,455,622Jun 30, 2024
GHISALLO CAPITAL MANAGEMENT LLC0.12%0.33%250,000250,000100.00%4,630,000Jun 30, 2024
DC INVESTMENTS MANAGEMENT, LLC0.01%0.29%18,752--347,287Jun 30, 2024
OLYMPIAD RESEARCH LP0.01%0.29%21,288-2,882-11.92%394,254Jun 30, 2024

The largest Clearwater Analytics shareholder by % of total assets is PERMIRA HOLDINGS LTD. The company owns 20.25M shares of Clearwater Analytics (CWAN), representing 9.39% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.5.31%0.00%11,316,6587,504,937196.89%209,584,505Jun 30, 2024
VANGUARD GROUP INC8.26%0.01%17,608,1882,476,68316.37%326,103,642Jun 30, 2024
HOOD RIVER CAPITAL MANAGEMENT LLC1.10%0.90%2,336,9132,336,913100.00%43,279,629Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.56%0.01%3,324,6301,800,709118.16%61,585,657Jun 30, 2024
STATE STREET CORP1.22%0.00%2,607,9141,682,597181.84%48,298,567,000Jun 30, 2024
WASATCH ADVISORS LP8.24%1.74%17,575,4621,184,1547.22%325,497,556Jun 30, 2024
SHANNON RIVER FUND MANAGEMENT LLC0.99%6.33%2,120,9181,075,004102.78%39,279,402Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.32%0.00%676,545676,545100.00%12,529,613Jun 30, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP2.08%0.12%4,442,462570,89414.75%82,274,396Jun 30, 2024
MORGAN STANLEY1.36%0.00%2,905,077538,91022.78%53,802,052Jun 30, 2024
ALLIANCEBERNSTEIN L.P.2.14%0.03%4,557,862477,91911.71%84,411,604Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP0.20%0.22%436,488436,488100.00%8,083,758Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.58%0.00%1,234,465416,92751.00%22,862,292Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.45%0.00%956,527380,15465.96%17,714,881Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND0.68%0.04%1,442,020301,11226.39%26,706,000Jun 30, 2024
SUMMIT CREEK ADVISORS LLC0.14%0.74%293,320293,320100.00%5,432,286Jun 30, 2024
TWINBEECH CAPITAL LP0.13%0.10%284,760284,760100.00%5,273,755Jun 30, 2024
GHISALLO CAPITAL MANAGEMENT LLC0.12%0.33%250,000250,000100.00%4,630,000Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC0.20%4.51%419,000244,000139.43%7,759,880Jun 30, 2024
SEI INVESTMENTS CO0.85%0.05%1,821,874235,30914.83%33,741,046,000Jun 30, 2024

As of Jun 30 2024, Clearwater Analytics's largest institutional buyer is BLACKROCK INC.. The company purchased 7.50M stocks of CWAN, valued at $209.58M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERMIRA HOLDINGS LTD9.49%9.39%20,247,294-5,366,029-20.95%374,979,885Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.53%0.01%1,136,608-2,620,351-69.75%21,049,980Jun 30, 2024
UBS GROUP AG0.08%0.00%171,749-831,953-82.89%3,180,791Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.02%0.00%46,767-772,134-94.29%866,125Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.10%0.01%208,800-664,300-76.09%3,866,976Jun 30, 2024
WEISS ASSET MANAGEMENT LP----600,200-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.20%0.01%428,803-499,384-53.80%7,941,431Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----385,283-100.00%-Jun 30, 2024
HRT FINANCIAL LP----351,676-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.00%21,199-325,705-93.89%392,598Jun 30, 2024
BROWN CAPITAL MANAGEMENT LLC1.38%1.10%2,942,376-240,493-7.56%54,492,804Jun 30, 2024
MARSHALL WACE, LLP0.07%0.00%146,344-218,799-59.92%2,710,290Jun 30, 2024
D. E. SHAW & CO., INC.0.03%0.00%60,090-206,606-77.47%1,112,867Jun 30, 2024
ELEMENT CAPITAL MANAGEMENT LLC----203,870-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC0.62%0.00%1,317,898-191,050-12.66%24,407,471Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----157,802-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----125,900-100.00%-Jun 30, 2024
FRED ALGER MANAGEMENT, LLC1.38%0.27%2,952,634-111,624-3.64%54,682,782Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.17%0.03%370,594-98,802-21.05%6,863,401Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.02%0.00%38,257-96,791-71.67%708,519Jun 30, 2024

As of Jun 30 2024, Clearwater Analytics's biggest institutional seller is PERMIRA HOLDINGS LTD. The company sold -5.37M shares of CWAN, valued at $374.98M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HOOD RIVER CAPITAL MANAGEMENT LLC1.10%0.90%2,336,9132,336,913100.00%43,279,629Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.32%0.00%676,545676,545100.00%12,529,613Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP0.20%0.22%436,488436,488100.00%8,083,758Jun 30, 2024
SUMMIT CREEK ADVISORS LLC0.14%0.74%293,320293,320100.00%5,432,286Jun 30, 2024
TWINBEECH CAPITAL LP0.13%0.10%284,760284,760100.00%5,273,755Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.0.08%0.01%168,420168,420100.00%3,119,138Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP0.07%0.14%157,831157,831100.00%2,923,030Jun 30, 2024
NORGES BANK0.07%0.00%141,315141,315100.00%2,617,154Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.06%0.43%132,593132,593100.00%2,455,622Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.01%75,32775,327100.00%1,395,809Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC0.02%0.00%35,40435,404100.00%655,682Jun 30, 2024
ATRIA INVESTMENTS, INC0.02%0.01%34,68234,682100.00%642,311Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC0.01%0.09%28,48128,481100.00%527,468Jun 30, 2024
STRS OHIO0.01%0.00%25,90025,900100.00%479,668,000Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.01%0.07%21,77821,778100.00%403,329Jun 30, 2024
SHEETS SMITH WEALTH MANAGEMENT0.01%0.05%20,85720,857100.00%386,272Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.01%0.00%19,14419,144100.00%355,000Jun 30, 2024
SCIENTECH RESEARCH LLC0.01%0.07%18,98818,988100.00%351,658Jun 30, 2024
HANDELSBANKEN FONDER AB0.01%0.00%18,50018,500100.00%343,000Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO0.01%0.00%14,97714,977100.00%277,000Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.0.01%0.01%13,71713,717100.00%254,039Jun 30, 2024
NVERSES CAPITAL, LLC0.01%0.13%11,60011,600100.00%214,832Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.00%0.00%8,5008,500100.00%157,420Jun 30, 2024
AMUNDI0.00%0.00%8,3518,351100.00%155,412Jun 30, 2024
AMALGAMATED BANK0.00%0.00%4,8444,844100.00%90,000Jun 30, 2024
KBC GROUP NV0.00%0.00%4,0384,038100.00%75,000Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC0.00%0.00%1,4311,431100.00%26,245Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC0.00%0.00%1,2851,285100.00%23,798Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%691691100.00%12,798Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST0.00%0.00%372372100.00%6,890Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.00%293293100.00%6,130Jun 30, 2024
LINDBROOK CAPITAL, LLC0.00%0.00%177177100.00%3,278Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%168168100.00%3,111Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%7979100.00%1,463Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%6262100.00%1,149Jun 30, 2024
BELL INVESTMENT ADVISORS, INC-0.00%3030100.00%556Jun 30, 2024
STEPHENS CONSULTING, LLC-0.00%2727100.00%501Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.-0.00%2525100.00%463Jun 30, 2024
ROTHSCHILD INVESTMENT LLC--2020100.00%370Jun 30, 2024
QUADRANT CAPITAL GROUP LLC--88100.00%149Jun 30, 2024
HEXAGON CAPITAL PARTNERS LLC--33100.00%56Jun 30, 2024

Clearwater Analytics's largest new institutional shareholder by number of shares is HOOD RIVER CAPITAL MANAGEMENT LLC, purchased 2.34M shares, valued at $43.28M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WEISS ASSET MANAGEMENT LP----600,200-100.00%-Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----385,283-100.00%-Jun 30, 2024
HRT FINANCIAL LP----351,676-100.00%-Jun 30, 2024
ELEMENT CAPITAL MANAGEMENT LLC----203,870-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----157,802-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----125,900-100.00%-Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC----89,050-100.00%-Jun 30, 2024
PDT PARTNERS, LLC----78,227-100.00%-Jun 30, 2024
FIRST TRUST ADVISORS LP----65,215-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----54,828-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----49,384-100.00%-Jun 30, 2024
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC----48,500-100.00%-Jun 30, 2024
EISLER CAPITAL (US) LLC----40,993-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----37,772-100.00%-Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----37,304-100.00%-Jun 30, 2024
ARTAL GROUP S.A.----25,000-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----24,280-100.00%-Jun 30, 2024
POLYMER CAPITAL MANAGEMENT (HK) LTD----22,520-100.00%-Jun 30, 2024
GREENLAND CAPITAL MANAGEMENT LP----19,942-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----18,465-100.00%-Jun 30, 2024
CTC ALTERNATIVE STRATEGIES, LTD.----16,700-100.00%-Jun 30, 2024
CURATED WEALTH PARTNERS LLC----14,718-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----14,700-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----13,471-100.00%-Jun 30, 2024
OMERS ADMINISTRATION CORP----12,600-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----12,168-100.00%-Jun 30, 2024
CERITY PARTNERS LLC----10,545-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----2,296-100.00%-Jun 30, 2024
COLONIAL TRUST CO / SC----721-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----700-100.00%-Jun 30, 2024
GRADIENT INVESTMENTS LLC----10-100.00%-Jun 30, 2024

Clearwater Analytics's largest sold out institutional shareholder by shares sold is WEISS ASSET MANAGEMENT LP, sold -0.60M shares, valued at -, as of undefined.

Clearwater Analytics Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
CONESTOGA FUNDS3.43%4,312,40861,5451.45%Mar 31, 2024
ALGER FUNDS2.89%2,775,828-184,881-6.24%Jan 31, 2024
TAX MANAGED SMALL CAP PORTFOLIO1.57%82,462-25,943-23.93%Jan 31, 2024
WASATCH FUNDS TRUST1.00%9,264,2722,033,45428.12%Mar 31, 2024
Brown Capital Management Mutual Funds0.73%2,196,534520,17131.03%Dec 31, 2023
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.62%4,355,0001,100,00033.79%Mar 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.55%514,074514,074-Jan 31, 2024
Manager Directed Portfolios0.55%90,119--Jan 31, 2024
ALLSPRING VARIABLE TRUST0.45%279,807-18,800-6.30%Mar 31, 2024
Voya EQUITY TRUST0.28%417,030417,030-Feb 29, 2024
Voya VARIABLE PRODUCTS TRUST0.28%100,87126,17935.05%Mar 31, 2024
VIRTUS EQUITY TRUST0.24%1,947,670-6,654-0.34%Mar 28, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.14%500,587--Mar 31, 2024
CALVERT IMPACT FUND INC0.13%1,469,964-253,372-14.70%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.11%55,784--Mar 31, 2024
ALGER INSTITUTIONAL FUNDS0.08%21,28321,283-Jan 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.08%428,300--Feb 29, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.07%560,279--Mar 31, 2024
MERIDIAN FUND INC0.07%160,386--Mar 28, 2024
AB CAP FUND, INC.0.06%2,070,8602,050,89110270.37%Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.05%231,505--Mar 28, 2024
ALGER PORTFOLIOS0.04%16,34116,341-Dec 31, 2023
SMALLCAP WORLD FUND INC0.04%3,051,500--Mar 31, 2024
BUFFALO FUNDS0.04%285,510285,510-Mar 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.04%68,073-19,185-21.99%Mar 31, 2024
VANGUARD INDEX FUNDS0.03%12,517,382-179,506-1.41%Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.02%270,301--Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.02%669,192-46,565-6.51%Mar 31, 2024
WILLIAM BLAIR FUNDS0.02%1,972,172613,60145.17%Mar 31, 2024
Innovator ETFs Trust0.02%79,494--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%64,475-59,422-47.96%Jan 31, 2024
FIDELITY COVINGTON TRUST0.01%279,895105,35960.37%Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS V0.01%836,711504,985152.23%Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%2,4092,409-Mar 28, 2024
Brown Advisory Funds0.01%389,549--Mar 31, 2024
FIDELITY MT VERNON STREET TRUST0.01%255,856--Feb 29, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.01%155,510-16,276-9.47%Jan 31, 2024
VANGUARD WORLD FUND0.01%1,957,963-327,824-14.34%Feb 29, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.01%35,81410,99944.32%Mar 31, 2024
FundVantage Trust0.01%117,2909970.86%Jan 31, 2024
UBS FUNDS0.01%32,666-49,026-60.01%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%63,193--Mar 31, 2024
OPTIMUM FUND TRUST0.01%279,539--Mar 28, 2024
Segall Bryant & Hamill Trust0.01%115,18059,234105.88%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,125,081199,51921.56%Feb 29, 2024
HARTFORD SERIES FUND INC0.01%223,92661,00437.44%Mar 31, 2024
STEWARD FUNDS, INC.0.01%12,1912,60027.11%Jan 31, 2024
AMG FUNDS0.00%146,50017,50013.57%Mar 28, 2024
JANUS INVESTMENT FUND0.00%1,460,677--Dec 31, 2023
Columbia Funds Variable Series Trust II0.00%140,484-50,274-26.35%Mar 31, 2024
Calvert Management Series0.00%32,499-3,259-9.11%Mar 31, 2024
MML SERIES INVESTMENT FUND0.00%28,6264,90020.65%Dec 31, 2023
ALLSPRING MASTER TRUST0.00%195,456-39,374-16.77%Feb 29, 2024
FIDELITY SECURITIES FUND0.00%272,898--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%90,3196,0207.14%Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%381,200114,40042.88%Mar 31, 2024
ALLSPRING FUNDS TRUST0.00%1,057,691268,39534.00%Mar 31, 2024
JPMorgan Trust I0.00%2,647,549--Jan 31, 2024
Voya INVESTORS TRUST0.00%107,8472,5602.43%Mar 31, 2024
BARON SELECT FUNDS0.00%19,869-131-0.66%Mar 31, 2024
OHIO NATIONAL FUND INC0.00%35,2259,69237.96%Mar 31, 2024
MAINSTAY VP FUNDS TRUST0.00%213,939101,98391.09%Mar 31, 2024
MORGAN STANLEY INSTITUTIONAL FUND INC0.00%105,318--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%56,20416,66342.14%Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.00%113,129--Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%666,643120,39522.04%Feb 29, 2024
LITMAN GREGORY FUNDS TRUST0.00%64,56264,562-Mar 31, 2024
ARTISAN PARTNERS FUNDS INC0.00%1,472,478170,03313.05%Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%21,31812,200133.80%Mar 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%13,016--Feb 29, 2024
PFS FUNDS0.00%11,50011,500-Feb 29, 2024
NORTHERN LIGHTS FUND TRUST III0.00%8,800--Jan 31, 2024
Blackstone Alternative Investment Funds0.00%89,17689,176-Mar 31, 2024
Fidelity Rutland Square Trust II0.00%754,91428,4223.91%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%7,4122,67756.54%Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%79,36410,46315.19%Jan 31, 2024
THRIVENT SERIES FUND INC0.00%40,70540,705-Mar 28, 2024
LOOMIS SAYLES FUNDS II0.00%974,190-46,727-4.58%Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.00%544--Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%34,565--Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%96,53020,06226.24%Jan 31, 2024
RUSSELL INVESTMENT CO0.00%78,19426,75852.02%Jan 31, 2024
WisdomTree Trust0.00%534,20015,8553.06%Mar 31, 2024
NORTHERN FUNDS0.00%34,500--Mar 28, 2024
Voya PARTNERS INC0.00%18,500--Mar 31, 2024
LORD ABBETT SERIES FUND INC0.00%14,232--Mar 31, 2024
ETF Series Solutions0.00%4,55062615.95%Jan 31, 2024
Brighthouse Funds Trust II0.00%182,898-7,423-3.90%Mar 31, 2024
BNY Mellon ETF Trust0.00%4,5254,525-Jan 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%15,18115,181-Mar 31, 2024
THORNBURG INVESTMENT TRUST0.00%331,28579,70731.68%Mar 31, 2024
BAIRD FUNDS INC0.00%180,269--Mar 31, 2024
CARILLON SERIES TRUST0.00%8,357--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%375,000110,00041.51%Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%66,52018,11637.43%Jan 31, 2024
RIVERPARK FUNDS TRUST0.00%1,1641,164-Dec 31, 2023
JPMORGAN TRUST II0.00%136,318--Feb 29, 2024
LAZARD FUNDS INC0.00%4,708-178-3.64%Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%100,60117,00020.33%Dec 31, 2023
COLUMBIA FUNDS SERIES TRUST I0.00%378,68071,02023.08%Feb 29, 2024

Clearwater Analytics's largest mutual fund holder by % of total assets is "CONESTOGA FUNDS", owning 4.31M shares, compromising 3.43% of its total assets.

Clearwater Analytics Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24138-35.51%
31 Mar, 242144.90%
31 Dec, 2320441.67%
30 Sep, 2314415.20%
30 Jun, 23125-
31 Mar, 2312521.36%
31 Dec, 2210311.96%
30 Sep, 2292-20.00%
30 Jun, 2211564.29%
31 Mar, 22701.45%
31 Dec, 2169-13.75%
30 Sep, 2180-

As of 30 Jun 24, 138 institutions are holding Clearwater Analytics's shares, representing a decrease of -35.51% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24107,632,893-38.08%
31 Mar, 24173,838,62713.49%
31 Dec, 23153,168,93120.79%
30 Sep, 23126,805,1754.61%
30 Jun, 23121,220,8859.12%
31 Mar, 23111,087,60017.27%
31 Dec, 2294,724,2901.29%
30 Sep, 2293,515,0724.41%
30 Jun, 2289,563,0020.64%
31 Mar, 2288,989,53878.34%
31 Dec, 2149,899,22133.20%
30 Sep, 2137,460,572-

Clearwater Analytics (CWAN) has 107.63M shares outstanding as of 30 Jun 24, down -38.08% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2450.47%0.67%
31 Mar, 2487.05%1.51%
31 Dec, 2375.98%1.85%
30 Sep, 2364.03%1.62%
30 Jun, 2362.81%1.90%
31 Mar, 2357.56%2.32%
31 Dec, 2249.85%2.01%
30 Sep, 2249.79%2.14%
30 Jun, 2248.21%1.94%
31 Mar, 2249.85%6.32%
31 Dec, 2128.08%6.30%
30 Sep, 2121.11%-

As of 30 Jun 24, Clearwater Analytics is held by 50.47% institutional shareholders, representing a 0.67% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2486-40.69%
31 Mar, 24145-10.49%
31 Dec, 2316268.75%
30 Sep, 239615.66%
30 Jun, 2383-14.43%
31 Mar, 239746.97%
31 Dec, 226626.92%
30 Sep, 2252-37.35%
30 Jun, 228376.60%
31 Mar, 2247-7.84%
31 Dec, 2151-36.25%
30 Sep, 2180-

86 institutional shareholders have increased their position in CWAN stock as of 30 Jun 24 compared to 145 in the previous quarter (a -40.69% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2435-25.53%
31 Mar, 244767.86%
31 Dec, 2328-17.65%
30 Sep, 233441.67%
30 Jun, 232426.32%
31 Mar, 2319-24.00%
31 Dec, 2225-7.41%
30 Sep, 222735.00%
30 Jun, 22205.26%
31 Mar, 221972.73%
31 Dec, 2111-
30 Sep, 21--

35 institutional shareholders have reduced their position in CWAN stock as of 30 Jun 24 compared to 47 in the previous quarter (a -25.53% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24138-35.51%107,632,893-38.08%50.47%0.67%86-40.69%35-25.53%
31 Mar, 242144.90%173,838,62713.49%87.05%1.51%145-10.49%4767.86%
31 Dec, 2320441.67%153,168,93120.79%75.98%1.85%16268.75%28-17.65%
30 Sep, 2314415.20%126,805,1754.61%64.03%1.62%9615.66%3441.67%
30 Jun, 23125-121,220,8859.12%62.81%1.90%83-14.43%2426.32%
31 Mar, 2312521.36%111,087,60017.27%57.56%2.32%9746.97%19-24.00%
31 Dec, 2210311.96%94,724,2901.29%49.85%2.01%6626.92%25-7.41%
30 Sep, 2292-20.00%93,515,0724.41%49.79%2.14%52-37.35%2735.00%
30 Jun, 2211564.29%89,563,0020.64%48.21%1.94%8376.60%205.26%
31 Mar, 22701.45%88,989,53878.34%49.85%6.32%47-7.84%1972.73%
31 Dec, 2169-13.75%49,899,22133.20%28.08%6.30%51-36.25%11-
30 Sep, 2180-37,460,572-21.11%-80---

Clearwater Analytics Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024WARBURG PINCUS LLCdirector, 10 percent owner S-SaleSell9,000,000$22.41$201.69M-
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerS-SaleSell3,890$22.55$87.72K4,844
Aug 12, 2024AIGRAIN JACQUESdirector-S-SaleSell25,000$22.35$558.85K12,628
Aug 02, 2024Cox James Sofficer Chief Financial OfficerS-SaleSell14,850$22.02$327.04K232,503
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerS-SaleSell3,890$19.50$75.86K4,844
Jul 16, 2024Das Souvikofficer Chief Technology OfficerS-SaleSell25,000$18.92$473.02K10,453

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024WARBURG PINCUS LLCdirector, 10 percent owner M-ExemptSell9,000,000--9,192,059
Aug 12, 2024WARBURG PINCUS LLCdirector, 10 percent owner S-SaleSell9,000,000$22.41$201.69M-
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerM-ExemptSell9,661$4.00$38.64K222,701
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerF-InKindSell5,771$22.55$130.14K8,734
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerS-SaleSell3,890$22.55$87.72K4,844
Aug 12, 2024AIGRAIN JACQUESdirector-S-SaleSell25,000$22.35$558.85K12,628
Aug 02, 2024Cox James Sofficer Chief Financial OfficerF-InKindSell22,778$22.02$501.63K247,353
Aug 02, 2024Cox James Sofficer Chief Financial OfficerS-SaleSell14,850$22.02$327.04K232,503
Aug 02, 2024Cox James Sofficer Chief Financial OfficerM-ExemptSell37,628$4.40$165.56K175,878
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerM-ExemptSell9,998$4.00$39.99K232,362
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerF-InKindSell6,108$19.50$119.11K8,734
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerS-SaleSell3,890$19.50$75.86K4,844
Jul 16, 2024Das Souvikofficer Chief Technology OfficerS-SaleSell25,000$18.92$473.02K10,453
Jul 16, 2024Cox James Sofficer Chief Financial OfficerF-InKindSell10,140$18.92$191.85K243,678

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024WARBURG PINCUS LLCdirector, 10 percent owner M-ExemptSell9,000,000--9,192,059
Aug 12, 2024WARBURG PINCUS LLCdirector, 10 percent owner M-ExemptBuy9,000,000--9,000,000
Aug 12, 2024WARBURG PINCUS LLCdirector, 10 percent owner S-SaleSell9,000,000$22.41$201.69M-
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerM-ExemptSell9,661$4.00$38.64K222,701
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerM-ExemptBuy9,661$4.00$38.64K14,505
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerF-InKindSell5,771$22.55$130.14K8,734
Aug 12, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerS-SaleSell3,890$22.55$87.72K4,844
Aug 12, 2024AIGRAIN JACQUESdirector-S-SaleSell25,000$22.35$558.85K12,628
Aug 02, 2024Cox James Sofficer Chief Financial OfficerM-ExemptBuy37,628$4.40$165.56K270,131
Aug 02, 2024Cox James Sofficer Chief Financial OfficerF-InKindSell22,778$22.02$501.63K247,353
Aug 02, 2024Cox James Sofficer Chief Financial OfficerS-SaleSell14,850$22.02$327.04K232,503
Aug 02, 2024Cox James Sofficer Chief Financial OfficerM-ExemptSell37,628$4.40$165.56K175,878
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerM-ExemptSell9,998$4.00$39.99K232,362
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerM-ExemptBuy9,998$4.00$39.99K14,842
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerF-InKindSell6,108$19.50$119.11K8,734
Jul 17, 2024Erickson Scott Stanleyofficer Chief Revenue OfficerS-SaleSell3,890$19.50$75.86K4,844
Jul 16, 2024Das Souvikofficer Chief Technology OfficerS-SaleSell25,000$18.92$473.02K10,453
Jul 16, 2024Cox James Sofficer Chief Financial OfficerM-ExemptBuy16,315$4.40$71.79K253,818
Jul 16, 2024Cox James Sofficer Chief Financial OfficerF-InKindSell10,140$18.92$191.85K243,678
Jul 16, 2024Cox James Sofficer Chief Financial OfficerM-ExemptBuy265$4.40$1.17K237,768

The last insider sell of Clearwater Analytics's stock was made by WARBURG PINCUS LLC on Aug 12 2024, selling 9,000,000 shares at - per share (valued at -).

Clearwater Analytics Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202461931.58%
Q2 2024214645.65%
Q1 2024366159.02%
Q4 2023174537.78%
Q3 2023123237.50%
Q2 2023125621.43%
Q1 20234611440.35%
Q4 2022428151.85%
Q3 20221333.33%
Q2 2022154375.00%
Q1 202223--
Q4 202113--
Q3 2021213265.63%

6 total buy trades, and 19 total sell trades (buy/sell ratio of 0.32%) were made by Clearwater Analytics's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-8-
Q2 2024-13-
Q1 2024-6-
Q4 2023-16-
Q3 2023-14-
Q2 2023-45-
Q1 2023-57-
Q4 2022-36-
Q3 2022---
Q2 20228--
Q1 202219--
Q4 202113--
Q3 202110--

As of Q3 2024, Insider owners conducted 0 open market buy trades and 8 open market sell trades of Clearwater Analytics's stocks.

Clearwater Analytics Peer Ownership


TickerCompany
PCTYPaylocity Holding Corporation
CVTCvent Holding Corp.
PYCRPaycor HCM, Inc.
PCORProcore Technologies, Inc.
ONTFON24, Inc.
ENVEnvestnet, Inc.
ENFNEnfusion, Inc.
DSGXThe Descartes Systems Group Inc.
EXFYExpensify, Inc.
ALKTAlkami Technology, Inc.

CWAN Ownership FAQ


Clearwater Analytics is owned by institutional shareholders (50.47%), insiders (0.58%), and public (48.94%). The largest institutional shareholder of Clearwater Analytics is PERMIRA HOLDINGS LTD (9.49% of total shares) and the top mutual fund owner is CONESTOGA FUNDS (3.43% of total shares).

Clearwater Analytics's major institutional shareholders are PERMIRA HOLDINGS LTD, VANGUARD GROUP INC, WASATCH ADVISORS LP, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, and BLACKROCK INC.. The top five shareholders own together 36.63% of the company's share outstanding.

As of Jun 2024, there are 138 institutional shareholders of Clearwater Analytics.

PERMIRA HOLDINGS LTD owns 20.25M shares of Clearwater Analytics, representing 9.49% of the company's total shares outstanding, valued at $374.98M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 17.61M shares of Clearwater Analytics (CWAN), compromising 8.26% of the company, valued at $326.1M.

WASATCH ADVISORS LP is the third largest holder of Clearwater Analytics. The company owns 17.58M of the company's shares outstanding (worth $325.5M).