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Disclosery

CWAN CLEARWATER ANALYTICS HLDGS I

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CL A (common)

345 managers (354 13F filers) reported a position in CWAN shares at 2024-12-31, 223,388,002 shares in all. 91 filers opened a position and 17 filers sold out during the quarter.

Managers
345
13F filers
354
New
91
Added
141
Reduced
72
Sold out
17
Shares held by filers
223,388,002

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Abacus FCF Advisors LLC24,458$673K0.09%new13F-HRTimeline
Malaga Cove Capital, LLC23,743$653K0.26%+6,21013F-HRTimeline
Premier Fund Managers Ltd23,585$653K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,383$644K<0.01%-1,09013F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC22,737$626K0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC22,188$614K0.01%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC22,001$605K<0.01%+4,57813F-HRTimeline
COOKSON PEIRCE & CO INC21,976$605K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,915$603K<0.01%+1,20913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS21,892$602K<0.01%+7,57313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,493$590K<0.01%+3,38213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT21,145$582K0.07%+28813F-HRTimeline
Sanctuary Advisors, LLC20,429$582K<0.01%-69713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC20,970$577K<0.01%+6,71013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…20,590$567K<0.01%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC20,293$558K0.13%new13F-HRTimeline
Unique Wealth Strategies, LLC19,682$542K0.24%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,420$534K0.02%new13F-HRTimelineGroup
Dunhill Financial, LLC19,000$523K0.24%013F-HRTimeline
DC Investments Management, LLC18,752$516K0.34%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,708$515K0.02%+3,33613F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD18,359$505K<0.01%+5,28713F-HRTimeline
DIVERSIFIED TRUST CO18,304$504K0.01%-2,16013F-HRTimeline
GTS SECURITIES LLC17,389$479K0.02%new13F-HRTimeline
Bryce Point Capital, LLC17,154$472K0.14%13F-HRTimeline
Steward Partners Investment Advisory, L…17,035$469K<0.01%+50213F-HRTimeline
CIBC WORLD MARKETS CORP16,735$461K<0.01%new13F-HRTimeline
Callan Family Office, LLC16,480$454K0.03%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd16,336$450K0.03%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC16,046$442K0.01%new13F-HRTimeline
Curated Wealth Partners LLC16,011$441K0.05%-1,85913F-HRTimeline
Scientech Research LLC15,808$435K0.12%new13F-HRTimeline
Orion Porfolio Solutions, LLC15,558$428K<0.01%+1,84713F-HRTimeline
Orion Portfolio Solutions, LLC15,558$428K<0.01%+1,84713F-HRTimeline
HM PAYSON & CO15,100$416K0.01%013F-HRTimeline
AlphaQuest LLC15,097$415K0.06%+13,21113F-HRTimeline
Graham Capital Management, L.P.15,050$414K0.01%new13F-HRTimeline
Clare Market Investments LLC15,000$413K0.1%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,977$412K<0.01%013F-HRTimeline
Olympiad Research LP14,879$409K0.43%new13F-HRTimeline
Quantum Private Wealth, LLC14,842$408K0.13%013F-HRTimeline
Impact Capital Partners LLC14,766$406K0.14%13F-HRTimeline
WESBANCO BANK INC14,703$405K0.01%-2,31113F-HRTimeline
Petrus Trust Company, LTA14,263$393K0.04%-4,65913F-HRTimeline
Cetera Investment Advisers14,243$392K<0.01%+5,37913F-HRTimeline
Argent Trust Co13,855$381K0.02%-17713F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC13,595$374K0.12%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,518$372K<0.01%-11,63513F-HRTimelineGroup
Henshaw Capital LLC13,434$370K0.02%013F-HRTimeline
EntryPoint Capital, LLC13,043$359K0.15%new13F-HRTimeline
XPONANCE LLC12,731$350K<0.01%+2,71513F-HRTimeline
BANTAMAC CAPITAL, LLC12,654$348K0.16%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,548$345K<0.01%new13F-HRTimelineGroup
MIG Capital, LLC11,961$329K0.03%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC11,903$328K0.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,882$327K0.01%+13313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,785$324K<0.01%new13F-HRTimelineGroup
Elo Mutual Pension Insurance Co11,763$324K0.01%new13F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP11,613$320K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Woodline Partners LP11,453$315K<0.01%new13F-HRTimeline
TWINBEECH CAPITAL LP11,311$311K0.01%new13F-HRTimeline
MACKENZIE FINANCIAL CORP10,996$303K<0.01%+1,96013F-HR/ATimeline
IHT Wealth Management, LLC10,971$302K0.01%-44513F-HRTimeline
D.A. DAVIDSON & CO.10,545$290K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC10,482$288K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,805$273K<0.01%-9113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,830$271K0.01%+7,36913F-HRTimelineGroup
Amundiin group Amundi9,686$264K<0.01%+5013F-HRTimelineGroup
Lindenwold Advisors, INC9,495$261K0.14%+3513F-HRTimeline
Kolinsky Wealth Management, LLC9,192$253K0.15%013F-HRTimeline
KBC Group NVin group KBC Group NV9,045$249K<0.01%+5,00713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,018$248K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,927$246K<0.01%-913,49213F-HRTimelineGroup
Point72 (DIFC) Ltd8,830$243K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC8,701$239K<0.01%new13F-HRTimelineGroup
Diametric Capital, LP8,606$237K0.16%new13F-HRTimeline
MML INVESTORS SERVICES, LLC8,420$232K<0.01%new13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP8,272$228K0.09%new13F-HRTimeline
CONNABLE OFFICE INC7,943$219K0.02%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC7,555$208K0.02%new13F-HRTimeline
Headlands Technologies LLC6,403$176K0.02%new13F-HRTimeline
AMALGAMATED BANK6,098$168K<0.01%+1,25413F-HRTimeline
Comprehensive Financial Planning, Inc./…6,085$167K0.14%13F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC5,763$159K0.13%-13513F-HRTimelineGroup
SG Americas Securities, LLC5,537$152K<0.01%-62513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,158$142K<0.01%+52113F-HRTimeline
Advisors Asset Management, Inc.4,600$127K<0.01%+1,02613F-HR/ATimeline
Kapitalo Investimentos Ltda4,408$121K0.08%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4,213$116K0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…4,200$116K0.03%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,021$111K<0.01%new13F-HRTimelineGroup
Hilltop National Bank3,697$102K0.03%-34113F-HRTimeline
Caitong International Asset Management …3,316$91.3K0.09%13F-HR/ATimeline
OFI INVEST ASSET MANAGEMENT3,300$87.7K<0.01%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,128$86.1K<0.01%+1,98713F-HRTimeline
Aster Capital Management (DIFC) Ltd2,979$82K0.03%new13F-HRTimeline
R Squared Ltd2,901$79.8K0.08%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,752$75.7K<0.01%-3013F-HRTimelineGroup
Gen-Wealth Partners Inc2,700$74.3K0.03%013F-HRTimeline
Financial Management Professionals, Inc.2,278$62.7K0.01%-1313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,057$56.6K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,771$48.7K<0.01%013F-HRTimeline
IFP Advisors, Inc1,455$40.3K<0.01%-513F-HRTimeline
Farther Finance Advisors, LLC1,295$35.6K<0.01%-9413F-HRTimeline
GAMMA Investing LLC1,284$35.3K<0.01%+46813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,209$33.3K<0.01%-42,09613F-HR/ATimelineGroup
Eagle Bay Advisors LLC1,207$33.2K0.02%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,166$32.1K0.01%-1,64313F-HRTimeline
Parkside Financial Bank & Trust950$26.1K<0.01%+27013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…847$23.6K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC784$21.6K<0.01%-27013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP603$16.6K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA602$16.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC571$15.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT558$15.4K<0.01%-80613F-HRTimeline
WPG Advisers, LLC453$12.5K0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC377$10K<0.01%+17013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.358$10K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK341$9.38K<0.01%-913F-HRTimelineGroup
TFC Financial Management, Inc.324$8.92K<0.01%+9913F-HRTimeline
SBI Securities Co., Ltd.312$8.59K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…302$8.31K<0.01%+10213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB300$8.26K<0.01%new13F-HRTimeline
MCF Advisors LLC245$6.74K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.243$6.69K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.242$6.66K<0.01%+3313F-HRTimeline
Federation des caisses Desjardins du Qu…200$5.5K<0.01%013F-HRTimeline
Quarry LP194$5.34K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC175$4.82K<0.01%+3013F-HRTimeline
Iron Horse Wealth Management, LLC149$4.1K<0.01%013F-HRTimeline
Avior Wealth Management, LLC148$4.07K<0.01%-3213F-HRTimeline
Private Wealth Management Group, LLC143$3.94K<0.01%013F-HRTimeline
Allworth Financial LP129$3.67K<0.01%-2513F-HRTimeline
Lindbrook Capital, LLC122$3.36K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC113$3.11K<0.01%new13F-HRTimeline
Parallel Advisors, LLC91$2.5K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…68$1.87K<0.01%+4713F-HRTimelineGroup
Bell Investment Advisors, Inc30$826<0.01%013F-HRTimeline
Continuum Advisory, LLC29$798<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.25$692<0.01%013F-HRTimeline
Versant Capital Management, Inc20$550<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.18$5100.05%-25,07313F-HRTimeline
Covestor Ltd10$00%+313F-HRTimelineValue filed as zero, left out of ratios.
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …7$00%-3113F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.