Clearwater Analytics Ownership | Who Owns Clearwater Analytics?


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Clearwater Analytics Ownership Summary


Clearwater Analytics is owned by 101.46% institutional investors, 1.24% insiders. Vanguard group is the largest institutional shareholder, holding 9.53% of CWAN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.34% of its assets in Clearwater Analytics shares.

CWAN Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockClearwater Analytics101.46%1.24%-2.70%
SectorTechnology Stocks 44.47%12.07%43.46%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group20.88M9.53%$574.61M
Blackrock funding, inc. /de15.03M6.86%$413.59M
Wasatch advisors lp12.42M5.67%$341.69M
Blackrock11.32M5.31%$209.58M
Kayne anderson rudnick investment management11.04M5.04%$303.68M
William blair investment management9.41M4.30%$259.00M
Permira7.98M3.65%$219.71M
Alliancebernstein7.37M3.37%$202.93M
Conestoga capital advisors6.75M3.08%$185.78M
Wellington management group llp5.95M2.72%$163.87M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Permira7.98M9.34%$219.71M
Shannon river fund management1.86M7.57%$51.26M
Scalar gauge management587.00K7.46%$16.15M
Conestoga capital advisors6.75M2.46%$185.78M
Moody aldrich partners386.42K1.97%$10.63M
Seven grand managers135.00K1.70%$3.72M
Wasatch advisors lp12.42M1.69%$341.69M
Bullseye asset management112.18K1.45%$3.09M
Brown capital management2.21M1.41%$60.83M
Sandia investment management lp25.00K1.30%$688.00K

Top Buyers

HolderShares% AssetsChange
Blackrock11.32M0.00%7.50M
Wellington management group llp5.95M0.03%2.95M
Alliancebernstein7.37M0.07%2.93M
Blackrock funding, inc. /de15.03M0.01%2.73M
Vanguard group20.88M0.01%2.46M

Top Sellers

HolderShares% AssetsChange
Permira7.98M9.34%-10.54M
Wasatch advisors lp12.42M1.69%-5.72M
Balyasny asset management1.63M0.07%-1.91M
Hood river capital management1.59M0.65%-1.67M
William blair investment management9.41M0.63%-971.88K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.16M0.01%2.16M$59.40M
Franklin resources1.62M0.01%1.62M$44.51M
Voloridge investment management1.06M0.10%1.06M$29.12M
Arrowstreet capital, limited partnership935.77K0.02%935.77K$25.75M
Lord, abbett810.66K0.07%810.66K$22.31M

Sold Out

HolderChange
Hexagon capital partners-3.00
Gradient investments-10.00
Stephens consulting-27.00
Capital performance advisors llp-29.00
Migdal insurance & financial-38.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202434128.20%222,196,64112.19%1011.24%23746.30%71-2.74%
Sep 30, 202426314.85%198,014,7944.88%901.15%15912.77%738.96%
Jun 30, 20242297.01%188,792,9088.60%881.17%141-2.76%6742.55%
Mar 31, 20242144.90%173,838,62713.49%871.51%145-9.94%4762.07%
Dec 31, 202320440.69%153,168,93120.67%751.85%16165.98%29-14.71%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv5.58M2.34%3.35K
iShares Russell 2000 ETF4.92M2.03%-42.63K
Vanguard Small Cap Index4.53M1.90%3.73K
Conestoga Small Cap Investors4.04M1.67%-
American Funds SMALLCAP World A3.72M1.63%-
Wasatch Core Growth3.73M1.58%-2.25M
Vanguard Information Technology ETF3.47M1.45%9.31K
Vanguard Institutional Extnd Mkt Idx Tr2.99M1.25%923.00
JPM Small Cap Equity-MA2.45M1.12%2.42M
JPM US Small Cap Core-Composite2.45M1.12%-145.07K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 17, 2025CORBET KATHLEEN A-Sell$199.26K
Mar 17, 2025Cox James S Chief Financial OfficerSell$133.00K
Mar 17, 2025Cox James S Chief Financial OfficerSell$364.13K
Mar 13, 2025Sahai Sandeep Chief Executive OfficerSell$1.33M
Mar 10, 2025Erickson Scott Stanley Chief Revenue OfficerSell$114.49K

Insider Transactions Trends


DateBuySell
2025 Q1-29
2024 Q4-15
2024 Q3-18
2024 Q2-13
2024 Q1-6

CWAN Ownership FAQ


Who owns the most shares of Clearwater Analytics?

Clearwater Analytics’s largest shareholders are Vanguard group (20.88M shares, 9.53%), Blackrock funding, inc. /de (15.03M shares, 6.86%), and Wasatch advisors lp (12.42M shares, 5.67%). Together, they hold 22.07% 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 9.34% of its assets in 7.98M Clearwater Analytics shares, valued at 219.71M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Clearwater Analytics shares, with 2.34% of its total shares outstanding invested in 5.58M Clearwater Analytics shares.

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