CWAN — CLEARWATER ANALYTICS HLDGS I
CWAN (CLEARWATER ANALYTICS HLDGS I) is tracked on HoldingsHub across five years of quarterly 13F filings. 51 funds have reported positions historically, with the sum of their latest reported stakes valued at $4.08B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 33.31M | $803.48M | 0.01% | Hold |
| BlackRock Inc history | Q1 2026 | 28.27M | $668.59M | 0.01% | Add |
| UBS Group AG history | Q1 2026 | 14.74M | $348.67M | 0.05% | Add |
| Balyasny Asset Management history | Q1 2026 | 13.57M | $320.90M | 0.44% | Add |
| Fidelity International (FIL) history | Q1 2026 | 11.77M | $278.46M | 0.22% | Add |
| Millennium Management history | Q1 2026 | 9.29M | $219.81M | 0.10% | Add |
| Citadel Advisors history | Q1 2026 | 8.66M | $204.88M | 0.03% | Add |
| Norges Bank Investment Management history | Q4 2025 | 7.64M | $184.27M | 0.02% | Add |
| Geode Capital Management history | Q1 2026 | 6.80M | $160.88M | 0.01% | Add |
| Capital World Investors history | Q4 2025 | 5.88M | $141.89M | 0.02% | Add |
| Goldman Sachs Group history | Q1 2026 | 5.26M | $124.36M | 0.01% | Add |
| Soros Fund Management history | Q1 2026 | 2.94M | $69.56M | 0.83% | Add |
| Charles Schwab Investment Management history | Q1 2026 | 2.55M | $60.25M | 0.01% | Reduce |
| Morgan Stanley history | Q1 2026 | 2.55M | $60.24M | 0.00% | Reduce |
| Northern Trust Corp history | Q1 2026 | 2.51M | $59.30M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q1 2026 | 1.61M | $37.80M | 2.89% | Add |
| Bank of America Corp history | Q1 2026 | 1.47M | $34.73M | 0.00% | Reduce |
| Hillhouse Capital (HHLR Advisors) history | Q1 2026 | 1.37M | $32.31M | 1.93% | Hold |
| Janus Henderson Group history | Q1 2026 | 1.32M | $31.19M | 0.02% | Reduce |
| Marshall Wace history | Q1 2026 | 1.23M | $29.13M | 0.03% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 12.30M | 15.03M | 17.23M | 22.68M | 23.62M | 26.23M | 28.27M |
| UBS Group AG | 61 | 1.65K | 176 | 2.16K | 9.30K | 4.52K | 50.71K | 2.23K | 3.10K | 267.63K | 1.00M | 171.75K | 115.19K | 461.83K | 403.40K | 1.23M | 4.30M | 5.41M | 14.74M |
| Balyasny Asset Management | — | — | — | — | — | — | 26.28K | — | 18.95K | 15.38K | 385.28K | — | 3.53M | 1.63M | 442.85K | 374.16K | 187.75K | 3.49M | 13.57M |
| Fidelity International (FIL) | 418.29K | 191.32K | 167.98K | 143.75K | 145.75K | 145.75K | — | — | — | — | — | — | — | — | — | 953.13K | 2.00M | 2.29M | 11.77M |
| Millennium Management | 36.57K | — | — | 246.83K | — | 10.11K | 66.16K | 31.79K | 57.17K | 323.31K | 3.76M | 1.14M | 452.87K | 1.31M | 1.42M | 4.55M | 591.40K | 2.38M | 9.29M |
| Citadel Advisors | 258.11K | — | — | 58.76K | 11.50K | 21.71K | 149.87K | 38.34K | 265.48K | 859.79K | 271.19K | 4.10M | 366.02K | 3.66M | 1.91M | 6.80M | 549.15K | 1.79M | 8.66M |
| Geode Capital Management | — | 283.11K | 292.59K | 345.12K | 457.69K | 486.77K | 614.85K | 770.97K | 872.02K | 1.28M | 1.52M | 3.32M | 3.51M | 4.19M | 4.68M | 5.74M | 6.19M | 6.59M | 6.80M |
| Goldman Sachs Group | 176.99K | — | — | 96.25K | 235.96K | 273.45K | 367.97K | 4.61M | 178.60K | 265.44K | 1.51M | 1.32M | 1.27M | 1.80M | 1.78M | 3.13M | 2.63M | 3.29M | 5.26M |
| Soros Fund Management | — | — | — | — | — | — | — | — | — | 520.00K | — | — | — | — | — | 125.00K | — | 2.88M | 2.94M |
| Charles Schwab Investment Management | — | 161.04K | 165.08K | 191.64K | 260.18K | 271.04K | 336.88K | 415.75K | 478.39K | 699.89K | 817.54K | 1.23M | 1.30M | 1.66M | 1.69M | 2.01M | 2.43M | 2.57M | 2.55M |
| Morgan Stanley | 79.42K | 29.62K | 56.09K | 553.69K | 707.37K | 2.52M | 2.55M | 2.55M | 2.91M | 3.35M | 2.37M | 2.91M | 3.61M | 4.12M | 4.17M | 4.29M | 6.78M | 7.86M | 2.55M |
| Northern Trust Corp | — | 61.12K | 59.44K | 80.41K | 104.49K | 114.68K | 157.74K | 189.64K | 310.45K | 399.62K | 334.02K | 494.58K | 1.57M | 1.94M | 2.08M | 2.52M | 2.53M | 2.53M | 2.51M |
| JPMorgan Chase & Co | 1.56M | 2.08M | 3.55M | 4.09M | 4.30M | 4.47M | 5.59M | 5.80M | 5.72M | 4.81M | 5.21M | 5.14M | 3.03M | 4.61M | 4.30K | 5.77M | 6.85M | 60.00K | 1.61M |
| Bank of America Corp | — | 66.79K | 87.99K | 71.10K | 75.00K | 92.31K | 186.44K | 362.15K | 347.86K | 556.82K | 499.77K | 621.87K | 580.40K | 809.92K | 1.14M | 2.27M | 2.39M | 3.19M | 1.47M |
| Hillhouse Capital (HHLR Advisors) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.37M | 1.37M | 1.37M | 1.37M |
| Janus Henderson Group | 665.82K | 645.52K | 618.14K | 1.58M | 1.58M | 1.59M | 1.60M | 1.61M | 1.61M | 1.63M | 1.69M | 1.91M | 1.91M | 2.11M | 2.00M | 3.15M | 2.77M | 3.48M | 1.32M |
| Marshall Wace | — | — | — | 97.96K | 25.89K | — | 361.86K | 63.58K | — | — | 365.14K | 146.34K | — | — | — | — | 1.42M | 469.87K | 1.23M |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 977.00K |
| BNY Mellon | — | — | 612.85K | 680.75K | 654.66K | 660.28K | 539.89K | 559.52K | 588.56K | 599.80K | 576.37K | 956.53K | 711.65K | 1.04M | 1.03M | 1.45M | 1.17M | 1.25M | 968.60K |
| Wellington Management Group | 3.12M | 3.04M | 1.94M | 1.88M | 1.81M | 1.79M | 2.36M | 2.34M | 2.07M | 2.16M | 2.60M | 2.72M | 3.00M | 5.95M | 6.41M | 8.52M | 17.79M | 4.84M | 946.70K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details