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Disclosery

CWAN CLEARWATER ANALYTICS HLDGS I

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CL A (common)

390 managers (399 13F filers) reported a position in CWAN shares at 2025-06-30, 281,799,574 shares in all. 76 filers opened a position and 48 filers sold out during the quarter.

Managers
390
13F filers
399
New
76
Added
200
Reduced
95
Sold out
48
Shares held by filers
281,799,574

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Atria Investments, Inc46,407$1.02M0.01%+8,35513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…45,910$1.01M<0.01%+7,85513F-HRTimeline
Aaron Wealth Advisors LLC44,688$980K0.1%new13F-HRTimeline
FourThought Financial Partners, LLC43,684$958K0.09%+5,47713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd43,131$946K0.04%-54,80813F-HRTimelineGroup
Aviso Financial Inc.41,681$914K0.04%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…40,333$885K<0.01%+1,24913F-HRTimelineGroup
Scientech Research LLC40,292$884K0.22%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC31,522$832K<0.01%+17,25213F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al37,914$831K0.01%-3,20013F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…36,028$790K<0.01%013F-HRTimelineGroup
Bayesian Capital Management, LP35,700$783K0.12%-25,10013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.35,611$781K<0.01%-233,88513F-HRTimelineGroup
JENNISON ASSOCIATES LLC34,261$751K<0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.34,062$747K0.14%+1,85113F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…33,936$744K<0.01%new13F-HR/ATimelineGroup
Malaga Cove Capital, LLC33,808$741K0.29%+9,16513F-HRTimeline
Future Fund LLC33,363$732K0.33%new13F-HRTimeline
One Capital Management, LLC33,363$732K0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,120$704K<0.01%+8,32013F-HRTimeline
Versor Investments LP32,077$703K0.12%+16,57713F-HRTimeline
OP Asset Management Ltd31,065$681K0.01%+6,37413F-HR/ATimeline
Capula Management Ltdin group Capula Management Ltd30,642$672K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CIBC WORLD MARKETS CORP30,415$667K<0.01%-11,08813F-HRTimeline
ExodusPoint Capital Management, LP30,064$659K0.01%-274,67313F-HRTimeline
Diametric Capital, LP30,000$658K0.35%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,540$648K<0.01%-22,70713F-HR/ATimelineGroup
Alliance Wealth Advisors, LLC /UT29,083$638K0.15%+6,65713F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…28,826$632K<0.01%+5,03613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,875$611K0.01%+8,57013F-HRTimelineGroup
Catalyst Funds Management Pty Ltd27,280$598K0.17%-19,52013F-HRTimeline
Premier Fund Managers Ltd26,875$591K0.02%+3,29013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,457$558K<0.01%+7,10313F-HRTimelineGroup
Blueshift Asset Management, LLC25,331$556K0.17%new13F-HRTimeline
State of Wyoming25,260$554K0.07%-16,20713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…25,203$553K0.02%+6,28113F-HRTimelineGroup
CenterBook Partners LP24,564$539K0.03%-126,68713F-HRTimeline
INCEPTIONR LLC24,369$534K0.12%new13F-HRTimeline
CHICAGO TRUST Co NA24,155$530K0.07%+10,68013F-HRTimeline
Freestone Grove Partners LP24,046$527K<0.01%new13F-HRTimeline
Nebula Research & Development LLC23,684$519K0.04%-52,55013F-HRTimeline
DC Investments Management, LLC22,672$497K0.21%new13F-HRTimeline
Driehaus Capital Management LLC22,648$497K<0.01%-2,719,86313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd22,633$496K0.01%-40,99313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD22,161$486K<0.01%+15913F-HRTimeline
Creative Planningin group Creative Planning21,910$480K<0.01%-24,86113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,078$462K<0.01%+10,51613F-HRTimeline
AVIVA PLCin group AVIVA PLC20,754$455K<0.01%-88813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,596$452K<0.01%+8,25513F-HRTimelineGroup
SG Americas Securities, LLC20,443$448K<0.01%+13,17513F-HRTimeline
Sanctuary Advisors, LLC20,259$444K<0.01%-16313F-HRTimeline
Fieldview Capital Management, LLC20,021$439K0.07%+30113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,003$439K0.01%+11,98413F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH19,528$437K<0.01%new13F-HRTimelineGroup
Woodline Partners LP19,892$436K<0.01%-17413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC19,913$435K<0.01%+2,33913F-HRTimelineGroup
XPONANCE LLC19,233$422K<0.01%+5,14813F-HRTimeline
Dunhill Financial, LLC19,000$417K0.12%013F-HRTimeline
Keebeck Wealth Management18,589$408K0.05%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,018$395K<0.01%+6613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…17,588$386K<0.01%+4,35013F-HRTimelineGroup
Henshaw Capital LLC17,103$375K0.01%+3,66913F-HRTimeline
Steward Partners Investment Advisory, L…16,571$363K<0.01%-2213F-HRTimeline
Impact Capital Partners LLC16,407$360K0.12%-16913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,294$357K<0.01%-1,69813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.15,913$349K<0.01%new13F-HRTimeline
Eisler Capital Management Ltd.15,552$341K0.01%new13F-HRTimeline
Yorktown Management & Research Co Inc15,250$334K0.32%013F-HRTimeline
Papamarkou Wellner Asset Management inc.15,240$334K0.22%013F-HRTimeline
Curated Wealth Partners LLC15,183$333K0.04%+9113F-HRTimeline
HM PAYSON & CO15,100$331K0.01%013F-HRTimeline
Fortress Investment Group LLCin group Fortress Investment Group LLC15,000$329K0.05%-32,90613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,977$328K<0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC14,928$327K<0.01%+25413F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC14,899$327K<0.01%-1,344,20113F-HRTimeline
Quantum Private Wealth, LLC14,842$325K0.11%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC14,819$325K<0.01%+1,39313F-HRTimelineGroup
WESBANCO BANK INC14,703$322K0.01%013F-HRTimeline
Corton Capital Inc.14,695$322K0.38%new13F-HRTimeline
Legato Capital Management LLC14,162$311K0.04%-11,09313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,155$310K<0.01%new13F-HR/ATimelineGroup
AXQ CAPITAL, LP13,963$306K0.1%new13F-HRTimeline
FCA CORP /TX13,768$302K0.09%+69913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC13,724$301K<0.01%-55,67213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp13,164$289K<0.01%+4,49213F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP13,011$285K<0.01%-11,40913F-HRTimeline
Financiere des Professionnels - Fonds d…12,932$284K0.02%new13F-HR/ATimeline
CONNABLE OFFICE INC12,852$282K0.03%+4,90913F-HRTimeline
NORDEN GROUP LLC12,474$274K0.03%+3,80013F-HRTimeline
World Investment Advisors12,398$272K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,394$272K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,121$266K0.01%-22013F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC12,017$264K0.03%+3,86813F-HRTimeline
Dakota Wealth Management11,882$261K0.01%new13F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC11,785$258K<0.01%-113,10713F-HRTimeline
MACKENZIE FINANCIAL CORP11,723$257K<0.01%+1,29513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,450$254K<0.01%-25413F-HRTimeline
Argent Trust Co11,161$245K0.01%+21413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…11,000$241K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC10,971$241K0.01%-513F-HRTimeline
Quantinno Capital Management LP10,810$237K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.10,545$231K<0.01%013F-HRTimeline
Hardy Reed LLC10,464$229K0.02%new13F-HRTimeline
CAXTON ASSOCIATES LLP10,340$227K0.01%-2,39513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,137$222K<0.01%-1,46113F-HRTimelineGroup
Cannon Global Investment Management, LLC10,000$219K0.6%new13F-HRTimeline
Qsemble Capital Management, LP9,797$215K0.02%-90,81513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp9,750$214K0.03%new13F-HRTimelineGroup
Portside Wealth Group, LLC9,710$213K0.03%+2,03513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,477$208K<0.01%new13F-HRTimelineGroup
PharVision Advisers, LLC9,260$203K0.29%new13F-HRTimeline
Integrated Wealth Concepts LLC9,200$202K<0.01%+1,44413F-HRTimeline
Parkside Financial Bank & Trust8,955$196K0.02%+8,18713F-HRTimeline
Aster Capital Management (DIFC) Ltd7,838$172K0.04%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,789$171K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,256$160K<0.01%+6,46713F-HR/ATimelineGroup
AMALGAMATED BANK6,447$141K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV6,390$140K<0.01%-2,88913F-HRTimelineGroup
RiverPark Advisors, LLCin group RiverPark Advisors, LLC5,425$119K0.07%-5,32913F-HRTimelineGroup
Hilltop National Bank4,914$108K0.03%13F-HRTimeline
Covestor Ltd4,383$96K0.06%+3,93613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,288$94K<0.01%+1,15113F-HRTimeline
Advisors Asset Management, Inc.4,131$90.6K<0.01%-63813F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC3,817$83.7K<0.01%+30013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,497$76.7K<0.01%-24213F-HRTimelineGroup
Quarry LP3,266$71.6K0.02%+1,17213F-HRTimeline
CWM, LLCin group CWM, LLC3,067$67K<0.01%-413F-HRTimelineGroup
LANARK FINANCIAL, INC.2,996$65K0.01%-15,31013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,638$57.8K<0.01%+86713F-HRTimeline
AlphaQuest LLC2,338$51.3K0.01%-4,86413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,334$51K<0.01%new13F-HRTimelineGroup
DANSKE BANK A/S2,240$49.1K<0.01%-64,45213F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,057$45.1K0.01%013F-HRTimeline
NVWM, LLC1,700$37.3K0.01%013F-HRTimeline
IFP Advisors, Inc1,588$35.7K<0.01%+13313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,545$35K<0.01%+70813F-HRTimelineGroup
First Horizon Advisors, Inc.1,523$33.4K<0.01%+1,12113F-HRTimeline
Clearstead Advisors, LLC1,294$28.4K<0.01%+42313F-HRTimeline
GAMMA Investing LLC1,174$25.7K<0.01%-14113F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,166$25.6K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,129$25K<0.01%+84113F-HRTimelineGroup
Park Place Capital Corp1,052$23K0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,009$22.1K0.01%+99113F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB1,000$21.9K<0.01%+50013F-HRTimeline
Physician Wealth Advisors, Inc.855$18.8K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…847$18.6K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.795$17.4K<0.01%-1,30313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP696$15.3K<0.01%-413F-HRTimelineGroup
FNY Investment Advisers, LLC669$14K0.01%new13F-HRTimeline
SIGNATUREFD, LLC636$13.9K<0.01%+3013F-HRTimeline
SBI Securities Co., Ltd.609$13.4K<0.01%+31613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.606$13.3K<0.01%-56713F-HRTimelineGroup
Versant Capital Management, Inc541$11.9K<0.01%+52113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.485$10.6K<0.01%013F-HRTimelineGroup
Matrix Trust Co471$10K<0.01%new13F-HRTimeline
Allworth Financial LP404$8.86K<0.01%+22513F-HRTimeline
PRIVATE TRUST CO NA401$8.79K<0.01%-5413F-HRTimeline
Essential Partners LLC393$8.62K<0.01%13F-HRTimeline
Rise Advisors, LLC358$7.85K<0.01%013F-HRTimeline
MCF Advisors LLC349$7.65K<0.01%-21113F-HRTimeline
ROTHSCHILD INVESTMENT LLC330$7.24K<0.01%+5013F-HRTimeline
TFC Financial Management, Inc.324$7.11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.323$7.08K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK298$6.54K<0.01%+6113F-HRTimelineGroup
Farther Finance Advisors, LLC294$6.45K<0.01%-99913F-HRTimeline
WPG Advisers, LLC255$5.59K<0.01%-27513F-HRTimeline
Federation des caisses Desjardins du Qu…246$5.39K<0.01%+4613F-HRTimeline
Larson Financial Group LLC234$5.13K<0.01%+20713F-HRTimeline
Geneos Wealth Management Inc.215$4.71K<0.01%-2713F-HRTimeline
Riggs Asset Managment Co. Inc.205$4.5K<0.01%+18013F-HRTimeline
Arax Advisory Partners197$4.32K<0.01%+15113F-HRTimeline
Caitong International Asset Management …159$3.49K<0.01%+2813F-HRTimeline
Iron Horse Wealth Management, LLC149$3.27K<0.01%013F-HRTimeline
Kilter Group LLC144$3.16K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC143$3.14K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…130$2.85K<0.01%-3013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…113$2.48K<0.01%-25013F-HRTimelineGroup
NewEdge Advisors, LLC100$2.19K<0.01%013F-HRTimeline
Brooklyn Investment Group78$1.71K<0.01%+813F-HR/ATimeline
Bare Financial Services, Inc53$1.16K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc52$1.14K<0.01%+2213F-HRTimeline
Financial Network Wealth Advisors LLC50$1.1K<0.01%+1113F-HRTimeline
True Wealth Design, LLC25$549<0.01%+2313F-HRTimeline
Global Retirement Partners, LLC23$504<0.01%13F-HRTimeline
Fortitude Family Office, LLC22$482<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC21$461<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB6$132<0.01%-1613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3$57<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …6$00%new13F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.