| 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% | $231,301,320 | -$23,342,111 | 10,026,065 | -9.2% | Kayne Anderson Rudnick Investment Management, LLC | 31 Mar 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.8% | $217,118,829 | 9,411,306 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 31 Dec 2024 | |||
| WASATCH ADVISORS LP | 4.3% | -33% | $214,383,212 | -$72,058,661 | 9,292,727 | -25% | WASATCH ADVISORS LP | 31 Mar 2025 |
| Galibier Purchaser, LLC | 4.4% | $184,180,106 | 7,983,533 | Galibier Purchaser, LLC | 31 Dec 2024 | |||
| WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | 1.6% | -75% | $97,574,125 | -$286,143,000 | 4,820,856 | -75% | WCAS XIII Carbon Analytics Acquisition, L.P. | 30 Jun 2025 |
As of 30 Sep 2025, 325 institutional investors reported holding 280,280,940 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 | 4,097,611 | $98,816,047 | -$16,666,276 | $24.12 | 21 |
| 2025 Q3 | 280,280,940 | $5,050,932,040 | -$93,590,334 | $18.02 | 325 |
| 2025 Q2 | 281,730,708 | $6,177,776,272 | +$988,765,560 | $21.93 | 393 |
| 2025 Q1 | 233,202,602 | $6,247,944,219 | +$254,054,624 | $26.80 | 364 |
| 2024 Q4 | 223,305,549 | $6,144,646,633 | +$650,458,508 | $27.52 | 347 |
| 2024 Q3 | 198,087,827 | $5,001,876,768 | +$215,443,357 | $25.25 | 263 |
| 2024 Q2 | 188,783,986 | $3,496,281,245 | +$280,250,764 | $18.52 | 226 |
| 2024 Q1 | 172,098,540 | $3,044,113,960 | +$362,321,912 | $17.69 | 210 |
| 2023 Q4 | 755,712 | $15,136,911 | +$13,294,813 | $20.03 | 3 |
| 2023 Q3 | 93,582,310 | $1,809,869,578 | +$108,310,671 | $19.34 | 139 |
| 2023 Q2 | 87,920,605 | $1,395,373,934 | +$159,352,838 | $15.87 | 120 |
| 2023 Q1 | 77,864,774 | $1,242,710,369 | +$258,996,932 | $15.96 | 122 |
| 2022 Q4 | 61,244,404 | $1,148,347,283 | +$53,287,179 | $18.75 | 98 |
| 2022 Q3 | 59,571,900 | $999,926,642 | +$46,116,697 | $16.79 | 85 |
| 2022 Q2 | 56,321,878 | $678,214,400 | +$5,009,242 | $12.04 | 107 |
| 2022 Q1 | 55,765,887 | $1,171,088,227 | +$119,472,182 | $21.00 | 68 |
| 2021 Q4 | 49,897,573 | $1,141,836,988 | +$275,967,265 | $22.98 | 68 |
| 2021 Q3 | 37,460,572 | $955,526,000 | +$951,684,494 | $25.61 | 80 |