Clearwater Analytics Ownership | Who Owns Clearwater Analytics?
Clearwater Analytics Ownership Summary
Clearwater Analytics is owned by 103.53% institutional investors, 0.86% insiders. Vanguard group is the largest institutional shareholder, holding 12.29% of CWAN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.61% of its assets in Clearwater Analytics shares.
CWAN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Clearwater Analytics | 103.53% | 0.86% | -4.39% |
| Sector | Technology Stocks | 50.63% | 12.54% | 36.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 33.26M | 12.29% | $599.37M |
| Blackrock funding, inc. /de | 23.62M | 8.73% | $425.69M |
| Wellington management group llp | 17.79M | 6.57% | $320.64M |
| Blackrock | 11.32M | 5.31% | $209.58M |
| Price t rowe associates inc /md/ | 12.26M | 4.53% | $220.87M |
| Wasatch advisors lp | 9.21M | 3.40% | $165.93M |
| William blair investment management | 8.58M | 3.17% | $154.55M |
| Bamco inc /ny/ | 7.68M | 2.84% | $138.30M |
| Blair william & co/il | 7.13M | 2.64% | $128.57M |
| Jpmorgan chase | 6.85M | 2.53% | $123.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ftv management company | 246.74K | 100.00% | $4.45M |
| Norwood investment partners, lp | 853.53K | 13.23% | $15.38M |
| Lead edge capital management | 1.95M | 9.27% | $35.07M |
| Sea cliff partners management, lp | 1.10M | 7.60% | $19.85M |
| Tensile capital management lp | 2.52M | 5.68% | $45.49M |
| Hmi capital management | 5.36M | 5.58% | $96.61M |
| Deepwater asset management | 680.65K | 4.88% | $12.27M |
| Tfj management | 357.04K | 4.33% | $6.43M |
| Shannon river fund management | 677.69K | 1.97% | $12.21M |
| Conestoga capital advisors | 6.71M | 1.94% | $120.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 12.26M | 0.02% | 9.59M |
| Wellington management group llp | 17.79M | 0.06% | 9.27M |
| Blackrock | 11.32M | 0.00% | 7.50M |
| Vanguard group | 33.26M | 0.01% | 5.97M |
| Hmi capital management | 5.36M | 5.58% | 5.36M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kayne anderson rudnick investment management | 5.80K | 0.00% | -9.76M |
| Permira | - | - | -7.98M |
| Alliancebernstein | 288.24K | 0.00% | -5.73M |
| Invesco | 215.22K | 0.00% | -4.21M |
| Loomis sayles & co l p | - | - | -2.65M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hmi capital management | 5.36M | 5.58% | 5.36M | $96.61M |
| Brown brothers harriman | 2.49M | 0.27% | 2.49M | $44.88M |
| Norges bank | 2.16M | 0.01% | 2.16M | $59.40M |
| Marshall wace, llp | 1.42M | 0.03% | 1.42M | $25.68M |
| Deepwater asset management | 680.65K | 4.88% | 680.65K | $12.27M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -3.00 |
| Hexagon capital partners | -3.00 |
| Gradient investments | -10.00 |
| Southstate | -21.00 |
| Arlington trust | -21.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 7.61M | 2.61% | -160.85K |
| iShares Russell 2000 ETF | 5.94M | 2.03% | - |
| Vanguard Small Cap Index | 5.87M | 2.01% | -36.60K |
| Vanguard Information Technology ETF | 4.00M | 1.37% | 40.74K |
| American Funds SMALLCAP World A | 3.59M | 1.33% | 210.10K |
| Conestoga Small Cap Investors | 3.82M | 1.31% | - |
| Vanguard Small Cap Growth Index Inv | 3.31M | 1.13% | -8.03K |
| JPM Small Cap Equity-MA | 2.45M | 1.12% | 2.42M |
| JPM US Small Cap Core-Composite | 2.45M | 1.12% | -145.07K |
| Baron Small Cap Retail | 3.00M | 1.11% | 500.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2025 | Cox James S | Chief Financial Officer | Sell | $653.40K |
| Nov 17, 2025 | Cox James S | Chief Financial Officer | Sell | $98.87K |
| Nov 17, 2025 | Cox James S | Chief Financial Officer | Sell | $96.29K |
| Nov 17, 2025 | Cox James S | Chief Financial Officer | Sell | $27.45K |
| Nov 12, 2025 | Das Souvik | Chief Technology Officer | Sell | $203.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 8 |
| 2025 Q3 | - | 23 |
| 2025 Q2 | - | 21 |
| 2025 Q1 | - | 29 |
| 2024 Q4 | - | 15 |
CWAN Ownership FAQ
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