CWAN Institutional Ownership & Shareholders
CLEARWATER ANALYTICS HDS-A (CWAN) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $218.38M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
O'Connor Alternative Investments Llc is currently the largest disclosed institutional shareholder of CWAN tracked by InsiderSet, reporting ownership valued at approximately $151.59M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $157.42M, representing an estimated gain of +3.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CWAN value among the investors covered in this analysis. Major shareholders include O'Connor Alternative Investments Llc, Janus Henderson Group Plc, Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, and several other long-term asset managers with concentrated positions in CLEARWATER ANALYTICS HDS-A (CWAN).
This page ranks the largest institutional CWAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$218.38M
Largest Holder
O'Connor Alternative Investments Llc
Largest Position
$151.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| O'Connor Alternative Investments Llc | 20.45% | 6,409,535 | $151,585,502 | $157,418,180 | +$5,832,678 | +3.85% | |
| Janus Henderson Group Plc | 0.02% | 1,318,897 | $31,185,320 | $32,392,110 | +$1,206,790 | +3.87% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 570,645 | $13,495,754 | $14,015,041 | +$519,287 | +3.85% | |
| Cibra Capital Ltd | 5.23% | 458,424 | $10,841,728 | $11,258,893 | +$417,165 | +3.85% | |
| Neuberger Berman Group Llc | 0.01% | 352,799 | $8,509,512 | $8,664,743 | +$155,231 | +1.82% | |
| Pathstone Holdings, Llc | 0.01% | 81,116 | $1,918,403 | $1,992,209 | +$73,806 | +3.85% | |
| Cwm, Llc | 0.00% | 20,255 | $479,031 | $497,463 | +$18,432 | +3.85% | |
| Bck Capital Management Lp | 1.29% | 12,500 | $295,625 | $307,000 | +$11,375 | +3.85% | |
| Arcadia Investment Management Corp/Mi | 0.01% | 2,057 | $48,649 | $50,520 | +$1,871 | +3.85% | |
| Barclays Plc | 0.00% | 711 | $16,815 | $17,462 | +$647 | +3.85% | |
| Bare Financial Services, Inc | 0.00% | 189 | $4,470 | $4,642 | +$172 | +3.84% | |
| Sunbelt Securities, Inc. | 0.00% | 83 | $1,963 | $2,038 | +$75 | +3.85% | |
| Huntington National Bank | 0.00% | 1 | $25 | $25 | -$0 | -1.76% |
Frequently asked questions about CWAN
Who are the largest institutional holders of CWAN?
The largest institutional holders of CWAN reported in the latest SEC Form 13F filings include O'Connor Alternative Investments Llc, Janus Henderson Group Plc, Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Cibra Capital Ltd, and Neuberger Berman Group Llc. InsiderSet ranks institutional holders by their latest reported CWAN position.
What is CWAN institutional ownership?
This page tracks CWAN positions reported by institutional investment managers through SEC Form 13F. CLEARWATER ANALYTICS HDS-A (CWAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CWAN?
InsiderSet currently tracks 13 institutional managers reporting CWAN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CWAN shareholders.
How much CWAN stock do institutions own?
Institutional investment managers disclosed approximately $218.38M in CWAN holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CWAN institutional ownership last updated?
The latest CWAN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CWAN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CWAN position after the reporting date.
Are institutions buying or selling CWAN?
Institutional buying and selling can be analyzed by comparing CWAN positions across consecutive 13F reporting periods. InsiderSet's CWAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CWAN ownership changes.
How has CWAN institutional ownership changed over time?
InsiderSet tracks CWAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.