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Disclosery

CWAN CLEARWATER ANALYTICS HLDGS I

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CL A (common)

363 managers (371 13F filers) reported a position in CWAN shares at 2025-03-31, 236,705,022 shares in all. 67 filers opened a position and 51 filers sold out during the quarter.

Managers
363
13F filers
371
New
67
Added
145
Reduced
120
Sold out
51
Shares held by filers
236,705,022

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aigen Investment Management, LP39,807$1.07M0.17%+14,88613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…39,084$1.05M<0.01%-35,45713F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding38,231$1.02M-261,967Timeline
FourThought Financial Partners, LLC38,207$1.02M0.11%-1,09613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…38,055$1.02M<0.01%+9,89613F-HRTimeline
Atria Investments, Inc38,052$1.02M0.01%-4,68113F-HRTimeline
Barbara Oil Co.37,730$1.01M0.41%013F-HRTimeline
Handelsbanken Fonder AB37,600$1.01M<0.01%-80013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC36,343$974K<0.01%+15,37313F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…36,028$966K0.01%013F-HRTimelineGroup
COOKSON PEIRCE & CO INC33,976$911K0.05%+12,00013F-HRTimeline
Huntleigh Advisors, Inc.32,211$863K0.2%+59513F-HR/ATimeline
Elo Mutual Pension Insurance Co32,183$863K0.02%+20,42013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV31,668$849K0.1%new13F-HR/ATimeline
OFI INVEST ASSET MANAGEMENT32,001$794K0.02%+28,70113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,920$695K0.02%+6,50013F-HRTimelineGroup
Legato Capital Management LLC25,255$677K0.09%new13F-HRTimeline
Abacus FCF Advisors LLC25,140$674K0.11%+68213F-HRTimeline
OP Asset Management Ltd24,691$662K0.01%13F-HR/ATimeline
Malaga Cove Capital, LLC24,643$660K0.29%+90013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP24,420$648K<0.01%-1,24213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,800$638K<0.01%+1,90813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…23,790$638K<0.01%+3,20013F-HRTimeline
Premier Fund Managers Ltd23,585$625K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22,520$604K0.07%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT22,426$601K0.16%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD22,002$590K<0.01%+3,64313F-HRTimeline
AVIVA PLCin group AVIVA PLC21,642$580K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC20,422$547K<0.01%-713F-HRTimeline
Woodline Partners LP20,066$538K<0.01%+8,61313F-HRTimeline
Fieldview Capital Management, LLC19,720$528K0.07%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …23,119$525K0.04%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,305$517K0.01%+6,75713F-HRTimelineGroup
Dunhill Financial, LLC19,000$509K0.23%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,922$507K0.02%+21413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,354$492K<0.01%+4,83613F-HRTimelineGroup
LANARK FINANCIAL, INC.18,306$490K0.04%+18,28813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,992$482K<0.01%-5,39113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,952$481K<0.01%-3,96313F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,574$470K<0.01%-49,25513F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,593$445K<0.01%-44213F-HRTimeline
Impact Capital Partners LLC16,576$444K0.16%+1,81013F-HRTimeline
Petrus Trust Company, LTA16,465$441K0.04%+2,20213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC14,270$429K<0.01%-11,69013F-HRTimelineGroup
111 Capital15,654$420K0.08%new13F-HRTimeline
BANTAMAC CAPITAL, LLC15,645$419K0.2%+2,99113F-HRTimeline
Versor Investments LP15,500$415K0.07%new13F-HRTimeline
Cetera Investment Advisers15,423$413K<0.01%+1,18013F-HRTimeline
Yorktown Management & Research Co Inc15,250$409K0.44%new13F-HRTimeline
Papamarkou Wellner Asset Management inc.15,240$408K0.28%new13F-HRTimeline
HM PAYSON & CO15,100$405K0.01%013F-HRTimeline
Quantessence Capital LLC15,100$405K0.1%new13F-HRTimeline
Curated Wealth Partners LLC15,092$404K0.05%-91913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,977$401K<0.01%013F-HRTimeline
Quantum Private Wealth, LLC14,842$398K0.15%013F-HRTimeline
WESBANCO BANK INC14,703$394K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC14,674$393K<0.01%-88413F-HRTimeline
Orion Portfolio Solutions, LLC14,674$393K<0.01%-88413F-HR/ATimeline
XPONANCE LLC14,085$377K<0.01%+1,35413F-HRTimeline
Point72 (DIFC) Ltd13,714$368K0.04%+4,88413F-HRTimeline
CHICAGO TRUST Co NA13,475$361K0.06%new13F-HRTimeline
Henshaw Capital LLC13,434$360K0.02%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC13,426$360K<0.01%-9,31113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,238$355K<0.01%new13F-HRTimelineGroup
FCA CORP /TX13,069$350K0.11%new13F-HRTimeline
EntryPoint Capital, LLC13,043$350K0.16%013F-HRTimeline
CAXTON ASSOCIATES LLP12,735$341K0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,341$331K<0.01%+9,58913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,341$331K0.01%+45913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,704$314K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,598$311K<0.01%+79313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,020$295K<0.01%+2,00213F-HRTimeline
IHT Wealth Management, LLC10,976$294K0.01%+513F-HRTimeline
Argent Trust Co10,947$293K0.01%-2,90813F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC10,754$288K0.22%+4,99113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,562$283K<0.01%+2,14213F-HRTimeline
D.A. DAVIDSON & CO.10,545$283K<0.01%013F-HRTimeline
Point72 Hong Kong Ltd10,494$281K0.02%new13F-HRTimeline
MACKENZIE FINANCIAL CORP10,428$279K<0.01%-56813F-HRTimeline
Sandia Investment Management LP10,000$268K0.78%-15,00013F-HRTimeline
Callan Family Office, LLC9,381$251K0.02%-7,09913F-HRTimeline
KBC Group NVin group KBC Group NV9,279$249K<0.01%+23413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp8,672$233K<0.01%-66,72613F-HRTimelineGroup
NORDEN GROUP LLC8,674$232K0.03%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC8,149$218K0.02%-3,75413F-HRTimeline
Lindenwold Advisors, INC8,080$217K0.12%-1,41513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,019$215K0.01%-1,81113F-HRTimelineGroup
CONNABLE OFFICE INC7,943$213K0.02%013F-HRTimeline
Amundiin group Amundi8,452$212K<0.01%-1,23413F-HRTimelineGroup
Integrated Wealth Concepts LLC7,756$208K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,705$206K<0.01%-99613F-HRTimelineGroup
Portside Wealth Group, LLC7,675$206K0.03%new13F-HR/ATimeline
MARCO INVESTMENT MANAGEMENT LLC7,555$202K0.02%013F-HRTimeline
SG Americas Securities, LLC7,268$195K<0.01%+1,73113F-HRTimeline
AlphaQuest LLC7,202$193K0.02%-7,89513F-HRTimeline
AMALGAMATED BANK6,447$173K<0.01%+34913F-HRTimeline
Advisors Asset Management, Inc.4,769$128K<0.01%+16913F-HR/ATimeline
CANADA PENSION PLAN INVESTMENT BOARD4,300$115K<0.01%-259,70013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,739$100K<0.01%-28213F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC3,517$94.3K<0.01%-1,64113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,137$84.1K<0.01%+913F-HRTimeline
CWM, LLCin group CWM, LLC3,071$82K<0.01%+2,69413F-HRTimelineGroup
Financial Management Professionals, Inc.2,098$56.2K0.01%-18013F-HRTimeline
Quarry LP2,094$56.1K0.01%+1,90013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,057$55.1K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,771$47.4K<0.01%013F-HRTimeline
NVWM, LLC1,700$45.6K0.01%new13F-HRTimeline
IFP Advisors, Inc1,455$39.3K<0.01%013F-HRTimeline
GAMMA Investing LLC1,315$35.2K<0.01%+3113F-HR/ATimeline
Farther Finance Advisors, LLC1,293$33.9K<0.01%-213F-HRTimeline
Headlands Technologies LLC1,201$32.2K<0.01%-5,20213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,173$31.4K<0.01%new13F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC1,166$31.2K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT873$23.4K<0.01%+31513F-HRTimeline
Clearstead Advisors, LLC871$23.3K<0.01%+8713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC837$23K<0.01%-28,01213F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…847$22.7K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.789$21.1K<0.01%-42013F-HRTimelineGroup
Parkside Financial Bank & Trust768$20.6K<0.01%-18213F-HRTimeline
Geneos Wealth Management Inc.242$19.5K<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP700$18.6K<0.01%+9713F-HR/ATimelineGroup
SIGNATUREFD, LLC606$16.2K<0.01%+3513F-HRTimeline
MCF Advisors LLC560$15K<0.01%+31513F-HRTimeline
WPG Advisers, LLC530$14.2K0.01%+7713F-HRTimeline
Wilmington Savings Fund Society, FSB500$13.4K<0.01%+20013F-HRTimeline
PRIVATE TRUST CO NA455$12.2K<0.01%-14713F-HRTimeline
Covestor Ltd447$12K0.01%+43713F-HRTimeline
First Horizon Advisors, Inc.402$10.8K<0.01%+15913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.485$10.8K<0.01%-74,67013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…363$9.73K<0.01%+6113F-HRTimelineGroup
Rise Advisors, LLC358$9.59K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.324$8.68K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.288$8K<0.01%-7013F-HRTimelineGroup
SBI Securities Co., Ltd.293$7.85K<0.01%-1913F-HRTimeline
ROTHSCHILD INVESTMENT LLC280$7.5K<0.01%+10513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK237$6.35K<0.01%-10413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…200$5.36K<0.01%013F-HRTimeline
Lindbrook Capital, LLC188$5.04K<0.01%+6613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC160$4.29K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…160$4.29K<0.01%+9213F-HRTimelineGroup
Allworth Financial LP179$4.07K<0.01%+5013F-HRTimeline
Iron Horse Wealth Management, LLC149$3.99K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc145$3.89K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC143$3.83K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC133$3.56K<0.01%new13F-HRTimeline
Caitong International Asset Management …131$3.51K<0.01%-3,18513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC124$3.32K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC100$2.68K<0.01%new13F-HRTimeline
Parallel Advisors, LLC100$2.68K<0.01%+913F-HRTimeline
Brooklyn Investment Group70$1.88K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV69$1.85K<0.01%new13F-HRTimeline
Arax Advisory Partners46$1.23K<0.01%new13F-HRTimeline
Stephens Consulting, LLC45$1.21K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC39$1.04K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc30$804<0.01%013F-HRTimeline
Larson Financial Group LLC27$724<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.25$670<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB22$590<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp21$563<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc20$536<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.18$482<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC2$54<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.