Save your place

Sign in to WhoBought

Please try again later.

Clearwater Analytics Holdings, Inc. (CWAN) institutional ownership

Latest close $24.56 Jul 1, 2026
Market cap$7.3B 52-week range SectorTechnology
Funds holding · Q1 2026
415
reported CWAN position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $221M
176 buyers · 239 sellers

Clearwater Analytics Holdings, Inc. (CWAN) price and institutional activity

Dates

Q1 2026

$3.2B bought by 176 investors
Hbk Investments L P$320MUBS Group AG$225M +174 more
$3.4B sold by 239 investors
T. Rowe Price Associates-$316MWasatch Advisors LP-$199M +237 more
Bought Sold Totals per quarter; hover a bar for the names.

Clearwater Analytics Holdings, Inc. (CWAN) institutional activity · 415

Investor Type Est. change Change Δ Own Date
Hbk Investments L P · Added +$320M
Change +13.5M Date Q1 2026
Hbk Investments L P Added· Q1 2026 +$320M +13.5M Q1 2026
T. Rowe Price Associates · Reduced −$316M
Change −13.4M Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −$316M −13.4M Q1 2026
UBS Group AG · Added +$225M
Change +9.5M Date Q1 2026
UBS Group AG Added· Q1 2026 +$225M +9.5M Q1 2026
Fil Ltd · Added +$224M
Change +9.5M Date Q1 2026
Fil Ltd Added· Q1 2026 +$224M +9.5M Q1 2026
Pentwater Capital Management LP · Added +$208M
Change +8.8M Date Q1 2026
Pentwater Capital Management LP Added· Q1 2026 +$208M +8.8M Q1 2026
Wasatch Advisors LP · Exited −$199M
Change −8.4M Δ Own −100.0% Date Q1 2026
Wasatch Advisors LP Exited· Q1 2026 −$199M −8.4M −100.0% Q1 2026
Millennium Management LLC · Added +$185M
Change +7.8M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$185M +7.8M Q1 2026
Bamco Inc · Reduced −$181M
Change −7.7M Date Q1 2026
Bamco Inc Reduced· Q1 2026 −$181M −7.7M Q1 2026
Norges · Exited −$181M
Change −7.6M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$181M −7.6M −100.0% Q1 2026
Citadel Advisors LLC Added· Q1 2026 +$173M +7.3M +638.3% Q1 2026
Hmi Capital Management, L.P. · Exited −$150M
Change −6.3M Δ Own −100.0% Date Q1 2026
Hmi Capital Management, L.P. Exited· Q1 2026 −$150M −6.3M −100.0% Q1 2026
Capital World Investors · Exited −$139M
Change −5.9M Δ Own −100.0% Date Q1 2026
Capital World Investors Exited· Q1 2026 −$139M −5.9M −100.0% Q1 2026
William Blair Investment Management, LLC · Exited −$139M
Change −5.9M Δ Own −100.0% Date Q1 2026
William Blair Investment Management, LLC Exited· Q1 2026 −$139M −5.9M −100.0% Q1 2026
Conestoga Capital Advisors, LLC · Reduced −$129M
Change −5.5M Date Q1 2026
Conestoga Capital Advisors, LLC Reduced· Q1 2026 −$129M −5.5M Q1 2026
Morgan Stanley · Reduced −$126M
Change −5.3M Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −$126M −5.3M Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 415

Famous investor activity in Clearwater Analytics Holdings, Inc. (CWAN)

Clearwater Analytics Holdings, Inc. (CWAN) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Cox James S. · Officer 10 operations -$28M
Price $12.15–$24.55 Qty -1.2M Owned 406K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Cox James S. Officer 10 operations $12.15–$24.55 -1.2M -$28M 406K Jun 25, 2026 Jun 25, 2026
Cox James S. · Officer 2 operations $2.7M
Price $24.55 Qty 110K Owned 92K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Cox James S. Officer 2 operations $24.55 110K $2.7M 92K Jun 25, 2026 Jun 25, 2026
Erickson Scott Stanley · Officer 12 operations -$24M
Price $12.15–$24.55 Qty -1.1M Owned 280K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Erickson Scott Stanley Officer 12 operations $12.15–$24.55 -1.1M -$24M 280K Jun 25, 2026 Jun 25, 2026
Erickson Scott Stanley · Officer 2 operations $1.9M
Price $24.55 Qty 79K Owned 60K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Erickson Scott Stanley Officer 2 operations $24.55 79K $1.9M 60K Jun 25, 2026 Jun 25, 2026
Sahai Sandeep · Director 10 operations -$98M
Price $12.15–$24.55 Qty -4.3M Owned 1.3M Trade date Jun 25, 2026 Filed date Jun 25, 2026
Sahai Sandeep Director 10 operations $12.15–$24.55 -4.3M -$98M 1.3M Jun 25, 2026 Jun 25, 2026
Sahai Sandeep · Director 2 operations $8.1M
Price $24.55 Qty 332K Owned 258K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Sahai Sandeep Director 2 operations $24.55 332K $8.1M 258K Jun 25, 2026 Jun 25, 2026
Sethi Subi · Officer 9 operations -$22M
Price $20.15–$24.55 Qty -919K Owned 35K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Sethi Subi Officer 9 operations $20.15–$24.55 -919K -$22M 35K Jun 25, 2026 Jun 25, 2026
Sethi Subi · Officer 2 operations $3.4M
Price $24.55 Qty 137K Owned 92K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Sethi Subi Officer 2 operations $24.55 137K $3.4M 92K Jun 25, 2026 Jun 25, 2026
Das Souvik · Officer 8 operations -$15M
Price $6.71–$24.55 Qty -794K Owned 264K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Das Souvik Officer 8 operations $6.71–$24.55 -794K -$15M 264K Jun 25, 2026 Jun 25, 2026
Das Souvik · Officer 2 operations $2.2M
Price $24.55 Qty 88K Owned 60K Trade date Jun 25, 2026 Filed date Jun 25, 2026
Das Souvik Officer 2 operations $24.55 88K $2.2M 60K Jun 25, 2026 Jun 25, 2026
Aigrain Jacques · Director 4 operations -$1.6M
Price $5.87–$24.55 Qty -106K Owned 0 Trade date Jun 25, 2026 Filed date Jun 25, 2026
Aigrain Jacques Director 4 operations $5.87–$24.55 -106K -$1.6M 0 Jun 25, 2026 Jun 25, 2026
Jones Lisa · Director 2 operations -$1.0M
Price $24.55 Qty -42K Owned 0 Trade date Jun 25, 2026 Filed date Jun 25, 2026
Jones Lisa Director 2 operations $24.55 -42K -$1.0M 0 Jun 25, 2026 Jun 25, 2026
Lee Eric J. · Director 3 operations -220K
Owned 0 Trade date Jun 25, 2026 Filed date Jun 25, 2026
Lee Eric J. Director 3 operations -220K 0 Jun 25, 2026 Jun 25, 2026
Lee Eric J. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$13M
Price $24.55 Qty -531K Owned 0 ΔOwn −100.0% Trade date Jun 25, 2026 Filed date Jun 25, 2026
Lee Eric J. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $24.55 -531K -$13M 0 −100.0% Jun 25, 2026 Jun 25, 2026
Nieuweweme Bas · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$410K
Price $24.55 Qty -17K Owned 0 Trade date Jun 25, 2026 Filed date Jun 25, 2026
Nieuweweme Bas Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $24.55 -17K -$410K 0 Jun 25, 2026 Jun 25, 2026
15 of 62
15 of 62 Sign in to continue to older insider transactions.

Clearwater Analytics Holdings, Inc. (CWAN) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Wcas Xiii Carbon Analytics Acquisition, L.P. 65.3M
% of shares outstanding 26.9% Filing date Feb 14, 2024
Wcas Xiii Carbon Analytics Acquisition, L.P. 65.3M 26.9% Feb 14, 2024
Vanguard Group Inc 18.4M
% of shares outstanding 11.5% Filing date Nov 12, 2024
Vanguard Group Inc 18.4M 11.5% Nov 12, 2024
Wasatch Advisors LP
% of shares outstanding 11.2% Filing date Mar 8, 2024
Wasatch Advisors LP 11.2% Mar 8, 2024
Galibier Purchaser, LLC 18.5M
% of shares outstanding 10.3% Filing date Nov 12, 2024
Galibier Purchaser, LLC 18.5M 10.3% Nov 12, 2024
Blackrock, Inc. 12.3M
% of shares outstanding 7.7% Filing date Nov 8, 2024
Blackrock, Inc. 12.3M 7.7% Nov 8, 2024
Conestoga Capital Advisors, LLC 6.8M
% of shares outstanding 7.6% Filing date Jan 5, 2024
Conestoga Capital Advisors, LLC 6.8M 7.6% Jan 5, 2024
Kayne Anderson Rudnick Investment Management LLC 11.3M
% of shares outstanding 7.0% Filing date Nov 13, 2024
Kayne Anderson Rudnick Investment Management LLC 11.3M 7.0% Nov 13, 2024
Vanguard Portfolio Management LLC 18.5M
% of shares outstanding 6.3% Filing date Apr 29, 2026
Vanguard Portfolio Management LLC 18.5M 6.3% Apr 29, 2026
8 of 18

Clearwater Analytics Holdings, Inc. (CWAN) ownership FAQ

Who owns CWAN?

415 reporting institutions disclosed CWAN position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.