Clearwater Analytics Holdings, Inc. (CWAN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

258,375,000Shares Outstanding

9,017,956Shares held by institutions

$206,781,731Value of institutional holdings

115.91%Institutional ownership %

20.85%Shares Changed QoQ

366No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) currently has 366 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Clearwater Analytics Holdings owned by institutions changed from 108.6% in September 2025 to 115.9% in December 2025, marking a slight up trend.
On a quarter-over-quarter basis, institutional holdings shifted by 20.85%, with a year-over-year an increase of 4.87% in the count of filers.
Among the 366 institutional holders of Clearwater Analytics Holdings, 250 added to their stakes while 97 trimmed their positions and 19 held steady.
The total number of shares held by institutions in Clearwater Analytics Holdings increased to 299.47Mn as of December 2025, a net change of up by 51.68Mn shares quarter on quarter, and up 75.72Mn shares year over year.
VANGUARD GROUP INC's holding of 33.31Mn shares as of December 31, 2025 makes it the primary institutional investor in Clearwater Analytics Holdings, owning 12.89% of the stock.
Among the most significant buyers of Clearwater Analytics Holdings during December 2025 were Starboard Value LP (9.96Mn), NORGES BANK (7.64Mn), Keenan Capital, LLC (3.66Mn), BALYASNY ASSET MANAGEMENT L.P. (3.30Mn), GLAZER CAPITAL, LLC (3.14Mn).
Leading sellers of Clearwater Analytics Holdings stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (12.96Mn), BLAIR WILLIAM & CO/IL (3.76Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (2.70Mn), JPMORGAN CHASE & CO (2.29Mn), Qube Research & Technologies Ltd (1.75Mn).
The top 10 institutional holders of Clearwater Analytics Holdings for the quarter ending December 2025 included VANGUARD GROUP INC (33.31Mn), BlackRock, Inc. (26.23Mn), Starboard Value LP (9.96Mn), WASATCH ADVISORS LP (8.43Mn), MORGAN STANLEY (7.86Mn), BAMCO INC /NY/ (7.82Mn), NORGES BANK (7.64Mn), GEODE CAPITAL MANAGEMENT, LLC (6.59Mn), STATE STREET CORP (6.44Mn), HMI Capital Management, L.P. (6.34Mn).

366 Institutional Holders

9,017,956 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	33,311,706	50,357	0.15%	$803,478,350.00
BlackRock, Inc.	31 Dec, 2025	26,231,892	2,608,722	11.04%	$632,713,235.00
Starboard Value LP	31 Dec, 2025	9,959,031	9,959,031	0.00%	$240,211,828.00
WASATCH ADVISORS LP	31 Dec, 2025	8,430,212	-778,000	-8.45%	$203,336,713.00
MORGAN STANLEY	31 Dec, 2025	7,855,686	1,074,771	15.85%	$189,479,186.00
BAMCO INC /NY/	31 Dec, 2025	7,816,447	141,409	1.84%	$188,532,702.00
NORGES BANK	31 Dec, 2025	7,639,740	7,639,740	0.00%	$184,270,529.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	6,590,192	399,581	6.45%	$158,984,166.00
STATE STREET CORP	31 Dec, 2025	6,435,955	600,457	10.29%	$155,235,235.00
HMI Capital Management, L.P.	31 Dec, 2025	6,339,500	978,300	18.25%	$152,908,740.00
Conestoga Capital Advisors, LLC	31 Dec, 2025	6,097,771	-613,133	-9.14%	$147,078,237.00
Capital World Investors	31 Dec, 2025	5,882,816	2,087,294	54.99%	$141,893,522.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	5,880,506	-2,695,866	-31.43%	$141,837,805.00
UBS Group AG	31 Dec, 2025	5,414,896	1,117,213	26.00%	$130,607,292.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	4,835,344	-12,958,357	-72.83%	$116,628,497.00
JPMORGAN CHASE & CO	31 Dec, 2025	4,564,011	-2,289,848	-33.41%	$110,083,946.00
Hood River Capital Management LLC	31 Dec, 2025	4,304,707	239,809	5.90%	$103,829,533.00
Blackstone Inc.	31 Dec, 2025	4,067,360	0	0.00%	$98,104,723.00
Keenan Capital, LLC	31 Dec, 2025	3,660,973	3,660,973	0.00%	$88,302,669.00
Stephens Investment Management Group LLC	31 Dec, 2025	3,531,792	553,218	18.57%	$85,186,823.00

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