Clearwater Analytics Ownership | Who Owns Clearwater Analytics?
Clearwater Analytics Ownership Summary
Clearwater Analytics is owned by 98.28% institutional investors, 1.17% insiders, and 0.55% retail investors. 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 2.59% of its assets in Clearwater Analytics shares.
CWAN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Clearwater Analytics | 98.28% | 1.17% | 0.55% |
| Sector | Technology Stocks | 38.56% | 12.67% | 48.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 20.88M | 9.53% | $574.61M |
| Blackrock funding, inc. /de | 15.03M | 6.86% | $413.59M |
| Wasatch advisors lp | 12.42M | 5.67% | $341.69M |
| Blackrock | 11.32M | 5.31% | $209.58M |
| Kayne anderson rudnick investment management | 11.04M | 5.04% | $303.68M |
| William blair investment management | 9.41M | 4.30% | $259.00M |
| Permira | 7.98M | 3.65% | $219.71M |
| Alliancebernstein | 7.37M | 3.37% | $202.93M |
| Conestoga capital advisors | 6.75M | 3.08% | $185.78M |
| Wellington management group llp | 5.95M | 2.72% | $163.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Permira | 7.98M | 9.34% | $219.71M |
| Shannon river fund management | 1.86M | 7.57% | $51.26M |
| Scalar gauge management | 587.00K | 7.46% | $16.15M |
| Conestoga capital advisors | 6.75M | 2.46% | $185.78M |
| Moody aldrich partners | 386.42K | 1.97% | $10.63M |
| Seven grand managers | 135.00K | 1.70% | $3.72M |
| Wasatch advisors lp | 12.42M | 1.69% | $341.69M |
| Bullseye asset management | 112.18K | 1.45% | $3.09M |
| Brown capital management | 2.21M | 1.41% | $60.83M |
| Sandia investment management lp | 25.00K | 1.30% | $688.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 11.32M | 0.00% | 7.50M |
| Wellington management group llp | 5.95M | 0.03% | 2.95M |
| Alliancebernstein | 7.37M | 0.07% | 2.93M |
| Blackrock funding, inc. /de | 15.03M | 0.01% | 2.73M |
| Vanguard group | 20.88M | 0.01% | 2.46M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Permira | 7.98M | 9.34% | -10.54M |
| Wasatch advisors lp | 12.42M | 1.69% | -5.72M |
| Balyasny asset management | 1.63M | 0.07% | -1.91M |
| Champlain investment partners | - | - | -1.82M |
| Hood river capital management | - | - | -1.59M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.16M | 0.01% | 2.16M | $59.40M |
| Franklin resources | 1.62M | 0.01% | 1.62M | $44.51M |
| Voloridge investment management | 1.06M | 0.10% | 1.06M | $29.12M |
| Arrowstreet capital, limited partnership | 935.77K | 0.02% | 935.77K | $25.75M |
| Lord, abbett | 810.66K | 0.07% | 810.66K | $22.31M |
Sold Out
| Holder | Change |
|---|---|
| Hexagon capital partners | -3.00 |
| Gradient investments | -10.00 |
| Stephens consulting | -27.00 |
| Capital performance advisors llp | -29.00 |
| Continuum advisory | -29.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 374 | 6.55% | 233,238,823 | 4.47% | 98 | 0.95% | 217 | -10.70% | 118 | 63.89% |
| Dec 31, 2024 | 341 | 28.20% | 222,196,641 | 12.19% | 101 | 1.24% | 237 | 46.30% | 71 | -2.74% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 7.00M | 2.59% | 530.48K |
| Vanguard Small Cap Index | 5.49M | 2.03% | 364.13K |
| iShares Russell 2000 ETF | 5.07M | 1.87% | 2.48K |
| Vanguard Information Technology ETF | 3.91M | 1.44% | 435.14K |
| Conestoga Small Cap Investors | 3.87M | 1.43% | -168.10K |
| American Funds SMALLCAP World A | 3.38M | 1.39% | -344.28K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.45M | 1.28% | 165.18K |
| Invesco OFI Small Cap Growth | 2.78M | 1.15% | 583.49K |
| Vanguard Small Cap Growth Index Inv | 3.06M | 1.13% | 181.92K |
| JPM Small Cap Equity-MA | 2.45M | 1.12% | 2.42M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2025 | CORBET KATHLEEN A | - | Sell | $298.95K |
| May 15, 2025 | Cox James S | Chief Financial Officer | Sell | $119.52K |
| May 15, 2025 | Cox James S | Chief Financial Officer | Sell | $327.48K |
| May 13, 2025 | Sahai Sandeep | Chief Executive Officer | Sell | $1.21M |
| Apr 15, 2025 | Cox James S | Chief Financial Officer | Sell | $316.76K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 7 |
| 2025 Q1 | - | 29 |
| 2024 Q4 | - | 15 |
| 2024 Q3 | - | 18 |
| 2024 Q2 | - | 13 |
CWAN Ownership FAQ
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