Clearwater Analytics Ownership | Who Owns Clearwater Analytics?

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Clearwater Analytics Ownership Summary

Clearwater Analytics is owned by 90.41% institutional investors, 0.54% insiders, and 9.05% retail investors. Permira is the largest institutional shareholder, holding 9.49% of CWAN shares. Wasatch Core Growth is the top mutual fund, with 2.73% of its assets in Clearwater Analytics shares.

CWAN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Clearwater Analytics	90.41%	0.54%	9.05%
Sector	Technology Stocks	54.48%	11.33%	34.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Permira	20.25M	9.49%	$374.98M
Vanguard group	17.61M	8.26%	$326.10M
Wasatch advisors lp	17.58M	8.24%	$325.50M
Kayne anderson rudnick investment management	11.37M	5.33%	$210.66M
Blackrock	11.32M	5.31%	$209.58M
William blair investment management	10.43M	4.89%	$193.18M
Conestoga capital advisors	6.67M	3.13%	$123.55M
Bamco inc /ny/	5.32M	2.50%	$98.61M
Jpmorgan chase	5.14M	2.41%	$95.19M
Alliancebernstein	4.56M	2.14%	$84.41M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Permira	20.25M	9.39%	$374.98M
Shannon river fund management	2.12M	6.33%	$39.28M
Scalar gauge management	419.00K	4.51%	$7.76M
Conestoga capital advisors	6.67M	1.85%	$123.55M
Wasatch advisors lp	17.58M	1.74%	$325.50M
Seven grand managers	200.00K	1.67%	$3.70M
Brown capital management	2.94M	1.10%	$54.49M
Hood river capital management	2.34M	0.90%	$43.28M
Summit creek advisors	293.32K	0.74%	$5.43M
Grandeur peak global advisors	482.91K	0.71%	$8.94M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	11.32M	0.00%	7.50M
Vanguard group	17.61M	0.01%	2.48M
Hood river capital management	2.34M	0.90%	2.34M
Geode capital management	3.32M	0.01%	1.80M
State street	2.61M	0.00%	1.68M

Top Sellers

Holder	Shares	% Assets	Change
Permira	20.25M	9.39%	-5.37M
Millennium management	1.14M	0.01%	-2.62M
Ubs group	171.75K	0.00%	-831.95K
Voya investment management	46.77K	0.00%	-772.13K
Renaissance	208.80K	0.01%	-664.30K

New Positions

Holder	Shares	% Assets	Change	Value
Hood river capital management	2.34M	0.90%	2.34M	$43.28M
Nuveen asset management	676.54K	0.00%	676.54K	$12.53M
Palisade capital management, lp	436.49K	0.22%	436.49K	$8.08M
Summit creek advisors	293.32K	0.74%	293.32K	$5.43M
Capital fund management	168.42K	0.01%	168.42K	$3.12M

Sold Out

Holder	Change
Hexagon capital partners	-3.00
Quadrant capital group	-8.00
Gradient investments	-10.00
Stephens consulting	-27.00
Opal wealth advisors	-62.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	263	14.85%	198,014,794	4.88%	90	1.15%	159	12.77%	73	8.96%
Jun 30, 2024	229	7.01%	188,792,908	8.60%	88	1.17%	141	-2.76%	67	42.55%
Mar 31, 2024	214	4.90%	173,838,627	13.49%	87	1.51%	145	-9.94%	47	62.07%
Dec 31, 2023	204	40.69%	153,168,931	20.67%	75	1.85%	161	65.98%	29	-14.71%
Sep 30, 2023	145	15.08%	126,928,674	4.69%	64	1.62%	97	16.87%	34	36.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Wasatch Core Growth	5.98M	2.73%	132.11K
Vanguard Total Stock Mkt Idx Inv	4.98M	2.27%	-23.80K
Conestoga Small Cap Investors	4.04M	1.84%	115.40K
Vanguard Small Cap Index	4.02M	1.83%	7.88K
iShares Russell 2000 ETF	3.91M	1.78%	-8.78K
American Funds SMALLCAP World A	3.72M	1.70%	670.95K
Wasatch Small Cap Growth Investor	3.44M	1.57%	-137.87K
Vanguard Information Technology ETF	3.31M	1.51%	15.05K
Baron Small Cap Retail	2.50M	1.14%	-
Baron Opp. Small Cap Growth Strategy	2.50M	1.14%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	Cox James S	Chief Financial Officer	Sell	$148.25K
Dec 16, 2024	Cox James S	Chief Financial Officer	Sell	$406.24K
Dec 10, 2024	Erickson Scott Stanley	Chief Revenue Officer	Sell	$113.07K
Dec 09, 2024	Sahai Sandeep	Chief Executive Officer	Sell	$4.03M
Dec 04, 2024	WCAS XIII CARBON ANALYTICS ACQUISITION, L.P.	-	Sell	$311.37M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	15
2024 Q3	-	18
2024 Q2	-	13
2024 Q1	-	6
2023 Q4	-	16

CWAN Ownership FAQ

Who owns the most shares of Clearwater Analytics?

Clearwater Analytics’s largest shareholders are Permira (20.25M shares, 9.49%), Vanguard group (17.61M shares, 8.26%), and Wasatch advisors lp (17.58M shares, 8.24%). Together, they hold 25.99% of Clearwater Analytics’s total shares outstanding.

Does Blackrock own Clearwater Analytics?

Yes, BlackRock owns 5.31% of Clearwater Analytics, totaling 11.32M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 209.58M$. In the last quarter, BlackRock increased its holdings by 7.5M shares, a 196.89% change.

Who is Clearwater Analytics’s biggest shareholder by percentage of total assets invested?

Permira is Clearwater Analytics’s biggest shareholder by percentage of total assets invested, with 9.39% of its assets in 20.25M Clearwater Analytics shares, valued at 374.98M$.

Who is the top mutual fund holder of Clearwater Analytics shares?

Wasatch Core Growth is the top mutual fund holder of Clearwater Analytics shares, with 2.73% of its total shares outstanding invested in 5.98M Clearwater Analytics shares.

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