Clearwater Analytics Ownership | Who Owns Clearwater Analytics?

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Clearwater Analytics Ownership Summary

Clearwater Analytics is owned by 23.15% institutional investors, 1.17% insiders, and 75.68% retail investors. Vanguard group is the largest institutional shareholder, holding 11.57% of CWAN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Clearwater Analytics shares.

CWAN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Clearwater Analytics	23.15%	1.17%	75.68%
Sector	Technology Stocks	37.01%	14.89%	48.10%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	33.31M	11.57%	$803.48M
Blackrock funding, inc. /de	28.27M	9.80%	$668.59M
Blackrock	11.32M	5.31%	$209.58M
Ubs group	14.74M	5.11%	$348.49M
Hbk investments l p	13.88M	4.81%	$328.14M
Fil	11.77M	4.08%	$278.46M
Pentwater capital management lp	11.38M	3.94%	$269.26M
Millennium management	9.29M	3.22%	$219.81M
Citadel advisors	8.44M	2.92%	$199.64M
Glazer capital	7.82M	2.71%	$184.94M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Twin securities	1.16M	13.36%	$27.53M
Birnam oak advisors, lp	1.72M	9.23%	$40.66M
Sea cliff partners management, lp	1.10M	7.60%	$19.85M
Decagon asset management llp	1.14M	6.98%	$26.94M
Warburg pincus	977.46K	6.73%	$23.12M
Nexpoint asset management	4.00M	6.35%	$94.70M
Vazirani asset management	110.60K	6.03%	$2.62M
Tig advisors	5.02M	5.49%	$118.66M
Melqart asset management (uk)	2.27M	5.28%	$53.59M
Cibra capital	458.42K	5.23%	$10.84M

Top Buyers

Holder	Shares	% Assets	Change
Hbk investments l p	13.88M	3.33%	13.50M
Ubs group	14.74M	0.05%	9.52M
Fil	11.77M	0.22%	9.49M
Pentwater capital management lp	11.38M	1.40%	8.79M
Millennium management	9.29M	0.09%	7.80M

Top Sellers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	349.73K	0.00%	-13.37M
Wasatch advisors lp	-	-	-8.43M
Permira	-	-	-7.98M
Bamco inc /ny/	154.86K	0.01%	-7.66M
Hmi capital management	-	-	-6.34M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	7.64M	0.02%	7.64M	$184.27M
Westchester capital management	2.62M	2.80%	2.62M	$61.91M
Vanguard fiduciary trust	2.00M	0.01%	2.00M	$47.31M
Birnam oak advisors, lp	1.72M	9.23%	1.72M	$40.66M
Highbridge capital management	1.61M	1.23%	1.61M	$37.80M

Sold Out

Holder	Change
Twin peaks wealth advisors	-3.00
Hexagon capital partners	-3.00
Gradient investments	-10.00
Massmutual trust co fsb/adv	-17.00
Atlantic union bankshares	-19.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	145	-65.80%	66,817,602	-78.56%	23	0.20%	64	-75.85%	52	-50.94%
Dec 31, 2025	324	-6.09%	231,736,841	-17.33%	80	0.85%	200	6.95%	84	-30.00%
Sep 30, 2025	332	-15.95%	280,187,155	7.29%	103	1.11%	183	-32.72%	113	22.83%
Jun 30, 2025	397	5.59%	280,651,316	20.95%	103	1.08%	274	23.98%	91	-21.55%
Mar 31, 2025	374	6.55%	233,238,823	4.47%	98	0.95%	217	-10.70%	118	63.89%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	9.35M	3.15%	234.90K
Vanguard Small Cap Index	6.80M	2.29%	251.72K
iShares Russell 2000 ETF	6.56M	2.21%	55.27K
T. Rowe Price US Mid-Cap Value Equity	6.25M	2.12%	2.08M
T. Rowe Price Mid-Cap Value	6.25M	2.12%	-560.40K
Vanguard Information Technology ETF	5.98M	2.02%	-7.74K
T. Rowe Price U.S. Mid-Cap Val Eq Tr-D	3.84M	1.30%	1.30M
Vanguard Small Cap Growth Index Inv	3.80M	1.28%	169.17K
JPM US Small Cap Core-Composite	2.45M	1.12%	-145.07K
JPM Small Cap Equity-MA	2.45M	1.12%	2.42M

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 08, 2026	Das Souvik	Chief Technology Officer	Sell	$243.36K
Apr 15, 2026	Cox James S	Chief Financial Officer	Sell	$33.80K
Apr 15, 2026	Cox James S	Chief Financial Officer	Sell	$117.23K
Apr 15, 2026	Cox James S	Chief Financial Officer	Sell	$178.73K
Apr 15, 2026	Cox James S	Chief Financial Officer	Sell	$120.36K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	5
2026 Q1	-	54
2025 Q4	-	23
2025 Q3	-	23
2025 Q2	-	21

CWAN Ownership FAQ

Who owns the most shares of Clearwater Analytics?

Clearwater Analytics’s largest shareholders are Vanguard group (33.31M shares, 11.57%), Blackrock funding, inc. /de (28.27M shares, 9.80%), and Blackrock (11.32M shares, 5.31%). Together, they hold 26.67% 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?

Twin securities is Clearwater Analytics’s biggest shareholder by percentage of total assets invested, with 13.36% of its assets in 1.16M Clearwater Analytics shares, valued at 27.53M$.

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 3.15% of its total shares outstanding invested in 9.35M Clearwater Analytics shares.

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