Clearwater Analytics Holdings, Inc. (CWAN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

251,430,769Shares Outstanding

6,286Shares held by institutions

$151,681Value of institutional holdings

0.42%Institutional ownership %

19.65%Shares Changed QoQ

11No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Clearwater Analytics Holdings, Inc. (NYSE:CWAN) includes 11 filers as of the latest reporting cycle ending December 2025.

The percentage of Clearwater Analytics Holdings owned by institutions changed from 111.6% in September 2025 to 0.4% in December 2025, marking a slight down trend.
Quarterly data indicates a 19.65% shift in institutional share volume, and the annual owner count reflects a decrease of 96.85%.
Of these 11 institutional investors, 5 increased their holdings in Clearwater Analytics Holdings, while 4 of them reduced positions, and 2 investors maintained their exposure.
The total number of shares held by institutions in Clearwater Analytics Holdings increased to 1.05Mn as of December 2025, a net change of up by 172.48K shares quarter on quarter, and down 222.70Mn shares year over year.
As of December 31, 2025, CONGRESS ASSET MANAGEMENT CO held Clearwater Analytics Holdings's largest shareholding position with over 839.50K shares, representing 0.33% of total outstanding shares.
Among the most significant buyers of Clearwater Analytics Holdings during December 2025 were CONGRESS ASSET MANAGEMENT CO (132.57K), TEALWOOD ASSET MANAGEMENT INC (62.12K), GAMMA Investing LLC (1.12K), ADIRONDACK TRUST CO (140), True Wealth Design, LLC (126).
Leading sellers of Clearwater Analytics Holdings stock in December 2025 included SG Americas Securities, LLC (17.05K), PARK AVENUE SECURITIES LLC (5.11K), Versant Capital Management, Inc (1.29K), Paradiem, LLC (138).
The top 10 institutional holders of Clearwater Analytics Holdings for the quarter ending December 2025 included CONGRESS ASSET MANAGEMENT CO (839.50K), SG Americas Securities, LLC (84.72K), TEALWOOD ASSET MANAGEMENT INC (62.12K), Paradiem, LLC (44.25K), PARK AVENUE SECURITIES LLC (11.11K), Hilltop National Bank (5.53K), GAMMA Investing LLC (1.58K), Park Place Capital Corp (753), Versant Capital Management, Inc (275), ADIRONDACK TRUST CO (140).

326 Institutional Holders

6,286 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	30 Sep, 2025	33,261,349	5,967,798	21.87%	$599,369,510.00
BlackRock, Inc.	30 Sep, 2025	23,623,170	946,631	4.17%	$425,689,523.00
WELLINGTON MANAGEMENT GROUP LLP	30 Sep, 2025	17,793,701	9,268,950	108.73%	$320,642,492.00
PRICE T ROWE ASSOCIATES INC /MD/	30 Sep, 2025	12,256,687	9,585,788	358.90%	$220,867.00
WASATCH ADVISORS LP	30 Sep, 2025	9,208,212	-359,179	-3.75%	$165,931,980.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	30 Sep, 2025	8,576,372	-236,504	-2.68%	$154,546,223.00
BAMCO INC /NY/	30 Sep, 2025	7,675,038	1,580,323	25.93%	$138,304,185.00
BLAIR WILLIAM & CO/IL	30 Sep, 2025	7,134,647	3,245,986	83.47%	$128,566,339.00
JPMORGAN CHASE & CO	30 Sep, 2025	6,853,859	1,079,574	18.70%	$123,506,539.00
MORGAN STANLEY	30 Sep, 2025	6,780,915	2,495,524	58.23%	$122,192,132.00
Conestoga Capital Advisors, LLC	30 Sep, 2025	6,710,904	20,257	0.30%	$120,930,490.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	6,190,611	453,370	7.90%	$111,571,848.00
STATE STREET CORP	30 Sep, 2025	5,835,498	341,762	6.22%	$105,155,674.00
HMI Capital Management, L.P.	30 Sep, 2025	5,361,200	5,361,200	0.00%	$96,608,824.00
MACQUARIE GROUP LTD	30 Sep, 2025	4,929,493	-427,547	-7.98%	$88,829,000.00
UBS Group AG	30 Sep, 2025	4,297,683	3,067,164	249.26%	$77,444,248.00
Blackstone Inc.	30 Sep, 2025	4,067,360	0	0.00%	$73,293,827.00
Hood River Capital Management LLC	30 Sep, 2025	4,064,898	-454,236	-10.05%	$73,249,462.00
Capital World Investors	30 Sep, 2025	3,795,522	194,177	5.39%	$68,395,306.00
MANNING & NAPIER ADVISORS LLC	30 Sep, 2025	3,194,969	145,013	4.75%	$58,148,436.00

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Clearwater Analytics Holdings, Inc. (CWAN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

326 Institutional Holders

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