Clearwater Analytics Holdings Inc (CWAN) Ownership

16.41 ↓0.17 (-1.03%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Warburg Pincus LLC is the biggest individual institutional holder of Clearwater Analytics Holdings Inc (CWAN), owning a total of 33.2 million shares. Combined, the top 38 institutional holders of CWAN own 85.42% of the company with a total of 179.2 million shares.

In the latest ownership report on December 31st 2023, the top 38 institutional holders increased their combined ownership of CWAN by 53.2 million shares. 18 institutions bought 54,571,822 total additional shares and increased their ownership by an average of 46.84%. However 4 institutions sold 1,352,654 total shares and decreased their ownership by an average of 7.21%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Clearwater Analytics Holdings increased by a net total of 53,219,168 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Permira Holdings Ltd	12.039%	0.000%	25,613,323	25,613,323	2023-12-31
Vanguard Group Inc	6.069%	36.623%	12,912,046	3,461,158	2023-12-31
Wasatch Advisors Inc.	5.681%	17.860%	12,087,022	1,831,571	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	5.175%	85.556%	11,009,200	5,076,125	2023-12-31
William Blair Investment Management, LLC	3.419%	0.000%	7,273,914	7,273,914	2023-12-31
Conestoga Capital Advisors, LLC	3.021%	0.781%	6,426,367	49,805	2023-12-31
JPMorgan Chase & Co	2.259%	-16.024%	4,805,134	-916,873	2023-12-31
BAMCO Inc	1.926%	-0.073%	4,097,022	-2,977	2023-12-31
Brown Capital Management, LLC	1.662%	17.544%	3,534,992	527,622	2023-12-31
Allspring Global Investments Holdings, LLC	1.592%	65.094%	3,387,928	1,335,802	2023-12-31
Morgan Stanley - Brokerage Accounts	1.573%	14.917%	3,346,299	434,383	2023-12-31
BlackRock Inc	1.532%	76.945%	3,258,974	1,417,170	2023-12-31
Artisan Partners Limited Partnership	1.488%	-3.344%	3,165,579	-109,525	2023-12-31
Fred Alger Management, LLC	1.468%	-9.383%	3,122,149	-323,279	2023-12-31
Capital World Investors	1.434%	60.524%	3,051,500	1,150,538	2023-12-31
AllianceBernstein L.P.	1.357%	0.000%	2,887,008	2,887,008	2023-12-31
Loomis, Sayles & Company LP	1.286%	171.264%	2,735,902	1,727,326	2023-12-31
Wellington Management Company LLP	1.015%	4.220%	2,159,700	87,455	2023-12-31
TimesSquare Capital Management, LLC	0.823%	118.328%	1,751,540	949,290	2023-12-31
Amvescap Plc.	0.820%	0.509%	1,744,161	8,834	2023-12-31
HHG PLC	0.789%	1.251%	1,633,265	20,186	2023-12-31
Brown Advisory Holdings Inc	0.550%	171.722%	1,139,777	720,312	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Warburg Pincus LLC	16.044%	0.000%	33,222,826	0	2023-09-30
Permira Holdings Ltd	12.039%	0.000%	25,613,323	25,613,323	2023-12-31
Vanguard Group Inc	6.069%	36.623%	12,912,046	3,461,158	2023-12-31
Wasatch Advisors Inc.	5.681%	17.860%	12,087,022	1,831,571	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	5.175%	85.556%	11,009,200	5,076,125	2023-12-31
William Blair Investment Management, LLC	3.419%	0.000%	7,273,914	7,273,914	2023-12-31
Conestoga Capital Advisors, LLC	3.021%	0.781%	6,426,367	49,805	2023-12-31
Durable Capital Partners LP	3.068%	-17.124%	6,352,149	-1,312,452	2023-09-30
JPMorgan Chase & Co	2.259%	-16.024%	4,805,134	-916,873	2023-12-31
Goldman Sachs Group Inc	2.282%	1,153.070%	4,610,888	4,242,921	2023-06-30
BAMCO Inc	1.926%	-0.073%	4,097,022	-2,977	2023-12-31
Brown Capital Management, LLC	1.662%	17.544%	3,534,992	527,622	2023-12-31
Allspring Global Investments Holdings, LLC	1.592%	65.094%	3,387,928	1,335,802	2023-12-31
Morgan Stanley - Brokerage Accounts	1.573%	14.917%	3,346,299	434,383	2023-12-31
BlackRock Inc	1.532%	76.945%	3,258,974	1,417,170	2023-12-31
Artisan Partners Limited Partnership	1.488%	-3.344%	3,165,579	-109,525	2023-12-31
Fred Alger Management, LLC	1.468%	-9.383%	3,122,149	-323,279	2023-12-31
Capital World Investors	1.434%	60.524%	3,051,500	1,150,538	2023-12-31
AllianceBernstein L.P.	1.357%	0.000%	2,887,008	2,887,008	2023-12-31
Loomis, Sayles & Company LP	1.286%	171.264%	2,735,902	1,727,326	2023-12-31
Dragoneer Investment Group, LLC	1.214%	0.000%	2,514,083	0	2023-09-30
Wellington Management Company LLP	1.015%	4.220%	2,159,700	87,455	2023-12-31
T. Rowe Price Associates, Inc.	1.075%	1.244%	2,034,757	25,006	2022-06-30
T. Rowe Price Investment Management,Inc.	0.991%	0.426%	1,954,998	8,284	2022-12-31
TimesSquare Capital Management, LLC	0.823%	118.328%	1,751,540	949,290	2023-12-31
Amvescap Plc.	0.820%	0.509%	1,744,161	8,834	2023-12-31
Eaton Vance Management	0.897%	8.095%	1,725,311	129,198	2022-09-30
HHG PLC	0.789%	1.251%	1,633,265	20,186	2023-12-31
Brown Advisory Holdings Inc	0.550%	171.722%	1,139,777	720,312	2023-12-31
SEI Investments Co	0.542%	19.439%	1,122,209	182,644	2023-09-30
Brookfield Corp	0.423%	118.810%	850,000	461,535	2023-03-31
Bank of New York Mellon Corp	0.335%	0.858%	660,276	5,617	2022-12-31
SEVEN GRAND MANAGERS, LLC	0.288%	0.000%	568,049	568,049	2023-03-31
Wells Fargo & Co	0.286%	10.824%	563,530	55,038	2023-03-31
New York State Common Retirement Fund	0.276%	48.403%	545,093	177,787	2023-03-31
UBS Asset Mgmt Americas Inc	0.274%	122.451%	526,214	289,661	2022-12-31
Geode Capital Management, LLC	0.242%	32.615%	457,687	112,563	2022-09-30
Brookfield Asset Management Inc	0.205%	0.000%	388,465	388,465	2022-06-30

Mutual Fund Ownership

Wasatch Core Growth is the biggest individual fund holder of Clearwater Analytics Holdings Inc (CWAN), owning a total of 4.3 million shares. Combined, the top 30 mutual fund holders of CWAN own 31.40% of the company with a total of 66.3 million shares.

In the latest ownership report on March 31st 2024, the top 30 fund holders increased their combined ownership of CWAN by 2 million shares. 4 funds bought 2,200,000 total additional shares and increased their ownership by an average of 37.00%. However 2 funds sold 239,147 total shares and decreased their ownership by an average of 4.45%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Clearwater Analytics Holdings increased by a net total of 1,960,853 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
JPM US Small Cap Core-Composite	1.218%	-1.844%	2,590,407	-48,663	2024-03-31
Alger Small Cap Focus Composite	1.179%	-7.056%	2,509,271	-190,484	2024-03-31
Baron Opp. Small Cap Growth Strategy	1.081%	39.394%	2,300,000	650,000	2024-03-31
Baron Small Cap Retail	1.081%	39.394%	2,300,000	650,000	2024-03-31
Baron Discovery Institutional	0.823%	34.615%	1,750,000	450,000	2024-03-31
Baron Discovery Strategy	0.823%	34.615%	1,750,000	450,000	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wasatch Core Growth	2.039%	1.501%	4,338,133	64,152	2023-12-31
Vanguard Total Stock Mkt Idx Inv	1.854%	-0.258%	3,944,541	-10,218	2024-02-29
Conestoga Small Cap Investors	1.844%	1.113%	3,922,038	43,175	2024-02-29
Vanguard Small Cap Index	1.525%	0.932%	3,243,725	29,965	2024-02-29
American Funds SMALLCAP World A	1.434%	60.524%	3,051,500	1,150,538	2023-12-31
Wasatch Small Cap Growth Investor	1.360%	58.449%	2,892,685	1,067,058	2023-12-31
Alger Small Cap Focus I	1.269%	-3.062%	2,699,755	-85,276	2024-01-31
JPMorgan Small Cap Equity A	1.218%	-1.844%	2,590,407	-48,663	2024-02-29
JPM US Small Cap Core-Composite	1.218%	-1.844%	2,590,407	-48,663	2024-03-31
Alger Small Cap Focus Composite	1.179%	-7.056%	2,509,271	-190,484	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.141%	162.898%	2,317,534	1,436,000	2023-03-31
Baron Opp. Small Cap Growth Strategy	1.081%	39.394%	2,300,000	650,000	2024-03-31
Baron Small Cap Retail	1.081%	39.394%	2,300,000	650,000	2024-03-31
AB Small Cap Growth A	1.035%	6.360%	2,202,565	131,705	2024-02-29
Virtus KAR Small-Cap Core I	0.910%	110.063%	1,936,525	1,014,647	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	0.883%	0.072%	1,878,982	1,346	2024-02-29
Vanguard Information Technology ETF	0.874%	1.871%	1,859,715	34,151	2024-02-29
Vanguard Small Cap Growth Index Inv	0.856%	1.688%	1,820,680	30,223	2024-02-29
Calvert US Small-Cap SMA	0.893%	30.171%	1,762,046	408,403	2023-03-31
Baron Discovery Institutional	0.823%	34.615%	1,750,000	450,000	2024-03-31
Baron Discovery Strategy	0.823%	34.615%	1,750,000	450,000	2024-03-31
Calvert US Small-Cap Strategy	0.810%	-7.821%	1,723,336	-146,218	2023-12-31
Calvert Small-Cap A	0.819%	-8.092%	1,723,336	-151,734	2023-12-31
Brown Capital Mgmt Small Co Inv	0.788%	52.533%	1,676,363	577,349	2023-09-30
UBS: US Equity Small Cap Growth	0.746%	26.979%	1,588,041	337,412	2023-12-31
Conestoga Small Cap Growth	0.748%	5.604%	1,585,044	84,110	2023-12-31
Janus Henderson US SMID Cap Growth	0.705%	0.000%	1,460,677	0	2023-09-30
Janus Henderson Triton D	0.705%	0.000%	1,460,677	0	2023-09-30
Vanguard Extended Market Index Investor	0.374%	1.041%	718,634	7,401	2023-02-28
JNL Multi-Manager Small Cap Growth A	0.367%	-2.183%	694,701	-15,500	2022-09-30