| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 6.2% | $320,642,492 | 17,793,701 | Wellington Management Group LLP | 30 Sep 2025 | |||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.6% | -18% | $227,992,718 | -$23,008,218 | 10,026,065 | -9.2% | Kayne Anderson Rudnick Investment Management, LLC | 31 Mar 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.8% | $214,013,098 | 9,411,306 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 31 Dec 2024 | |||
| WASATCH ADVISORS LP | 4.3% | -33% | $211,316,612 | -$71,027,912 | 9,292,727 | -25% | WASATCH ADVISORS LP | 31 Mar 2025 |
| Galibier Purchaser, LLC | 4.4% | $181,545,540 | 7,983,533 | Galibier Purchaser, LLC | 31 Dec 2024 | |||
| WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | 1.6% | -75% | $107,264,046 | -$314,559,375 | 4,820,856 | -75% | WCAS XIII Carbon Analytics Acquisition, L.P. | 30 Jun 2025 |
As of 30 Sep 2025, 325 institutional investors reported holding 280,276,946 shares of Clearwater Analytics Holdings, Inc. - Common Stock (CWAN). This represents 98% of the company’s total 286,995,177 outstanding shares.
The largest institutional shareholders of Clearwater Analytics Holdings, Inc. - Common Stock (CWAN) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12% | 33,261,349 | +22% | 0.01% | $599,369,510 |
| BlackRock, Inc. | 8.2% | 23,623,170 | +4.2% | 0.01% | $425,689,523 |
| WELLINGTON MANAGEMENT GROUP LLP | 6.2% | 17,793,701 | +109% | 0.06% | $320,642,492 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.3% | 12,256,687 | +359% | 0.02% | $220,867,000 |
| WASATCH ADVISORS LP | 3.2% | 9,208,212 | -3.8% | 0.89% | $165,931,980 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3% | 8,576,372 | -2.7% | 0.4% | $154,546,223 |
| BAMCO INC /NY/ | 2.7% | 7,675,038 | +26% | 0.37% | $138,304,185 |
| BLAIR WILLIAM & CO/IL | 2.5% | 7,134,647 | +83% | 0.34% | $128,566,339 |
| JPMORGAN CHASE & CO | 2.4% | 6,853,859 | +19% | 0.01% | $123,506,539 |
| MORGAN STANLEY | 2.4% | 6,780,915 | +58% | 0.01% | $122,192,132 |
| Conestoga Capital Advisors, LLC | 2.3% | 6,710,904 | +0.3% | 1.9% | $120,930,490 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 6,190,611 | +7.9% | 0.01% | $111,571,848 |
| STATE STREET CORP | 2% | 5,835,498 | +6.2% | 0% | $105,155,674 |
| HMI Capital Management, L.P. | 1.9% | 5,361,200 | 5.6% | $96,608,824 | |
| MACQUARIE GROUP LTD | 1.7% | 4,929,493 | -8% | 0.1% | $88,829,000 |
| UBS Group AG | 1.5% | 4,297,683 | +249% | 0.02% | $77,444,248 |
| Blackstone Inc. | 1.4% | 4,067,360 | 0% | 0.31% | $73,293,827 |
| Hood River Capital Management LLC | 1.4% | 4,064,898 | -10% | 0.86% | $73,249,462 |
| Capital World Investors | 1.3% | 3,795,522 | +5.4% | 0.01% | $68,395,306 |
| MANNING & NAPIER ADVISORS LLC | 1.1% | 3,194,969 | +4.8% | 0.74% | $58,148,436 |
| Stephens Investment Management Group LLC | 1% | 2,978,574 | +30% | 0.7% | $53,673,903 |
| T. Rowe Price Investment Management, Inc. | 1% | 2,950,971 | +3587% | 0.03% | $53,177,000 |
| JANUS HENDERSON GROUP PLC | 0.96% | 2,766,841 | -12% | 0.02% | $49,859,027 |
| GOLDMAN SACHS GROUP INC | 0.92% | 2,628,093 | -16% | 0.01% | $47,358,236 |
| NORTHERN TRUST CORP | 0.88% | 2,525,282 | +0.11% | 0.01% | $45,505,582 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,306,953 | $103,864,601 | -$16,614,007 | $24.12 | 30 |
| 2025 Q3 | 280,276,946 | $5,050,859,920 | -$93,777,454 | $18.02 | 325 |
| 2025 Q2 | 281,730,708 | $6,177,776,272 | +$988,765,481 | $21.93 | 393 |
| 2025 Q1 | 233,269,294 | $6,249,732,011 | +$254,054,733 | $26.80 | 365 |
| 2024 Q4 | 223,285,218 | $6,144,169,901 | +$649,507,774 | $27.52 | 348 |
| 2024 Q3 | 198,101,538 | $5,002,223,208 | +$215,789,547 | $25.25 | 263 |
| 2024 Q2 | 188,825,174 | $3,497,044,257 | +$280,046,725 | $18.52 | 227 |
| 2024 Q1 | 173,885,634 | $3,075,727,623 | +$353,672,621 | $17.69 | 210 |
| 2023 Q4 | 153,070,723 | $3,065,760,415 | +$675,558,372 | $20.03 | 201 |
| 2023 Q3 | 93,705,809 | $1,812,257,621 | +$119,421,200 | $19.34 | 138 |
| 2023 Q2 | 87,939,204 | $1,395,669,013 | +$159,703,468 | $15.87 | 121 |
| 2023 Q1 | 77,864,774 | $1,242,710,053 | +$258,998,018 | $15.96 | 122 |
| 2022 Q4 | 61,501,390 | $1,153,165,271 | +$55,097,852 | $18.75 | 99 |
| 2022 Q3 | 60,279,801 | $1,011,811,642 | +$48,885,337 | $16.79 | 87 |
| 2022 Q2 | 56,339,062 | $678,421,400 | +$6,190,332 | $12.04 | 109 |
| 2022 Q1 | 55,765,887 | $1,171,088,227 | +$119,495,332 | $21.00 | 68 |
| 2021 Q4 | 49,899,160 | $1,141,872,988 | +$275,967,505 | $22.98 | 69 |
| 2021 Q3 | 37,460,511 | $955,524,000 | +$955,523,995 | $25.61 | 79 |