Skip to content
Disclosery

CWAN CLEARWATER ANALYTICS HLDGS I

Follow

CL A (common)

371 managers (384 13F filers) reported a position in CWAN shares at 2025-12-31, 312,965,009 shares in all. 120 filers opened a position and 71 filers sold out during the quarter.

Managers
371
13F filers
384
New
120
Added
130
Reduced
104
Sold out
71
Shares held by filers
312,965,009

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Aaron Wealth Advisors LLC52,130$1.26M0.07%+9,52513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP52,022$1.25M<0.01%-203,48413F-HRTimelineGroup
ProShare Advisors LLC51,025$1.23M<0.01%+8,81613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…50,000$1.21M0.01%new13F-HRTimeline
DRW Securities, LLC50,000$1.21M0.09%new13F-HRTimeline
Twin Securities, Inc.49,314$1.19M0.46%new13F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…46,633$1.12M0.01%+1,18613F-HRTimelineGroup
IEQ CAPITAL, LLC46,078$1.11M<0.01%+28,94013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,848$1.08M<0.01%+9,89013F-HR/ATimelineGroup
Paradiem, LLC44,252$1.07M0.26%-13813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…43,580$1.05M0.05%-4,60413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43,496$1.05M<0.01%+6,22713F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…43,391$1.05M<0.01%+6,42613F-HRTimelineGroup
VARCOV Co.43,174$1.04M0.41%13F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP42,118$1.02M0.02%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD39,495$953K<0.01%-4,10413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC37,600$907K0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA37,560$906K<0.01%13F-HRTimelineGroup
HM PAYSON & CO37,500$904K0.01%+10,90013F-HRTimeline
Diametric Capital, LP37,500$904K0.24%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…35,270$851K<0.01%+1,39513F-HRTimelineGroup
Laurion Capital Management LP35,066$846K0.06%new13F-HR/ATimeline
PEAK6 LLCin group PEAK6 LLC34,915$842K0.02%new13F-HR/ATimelineGroup
XTX Topco Ltdin group XTX Topco Ltd33,414$806K0.02%-5,95013F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)30,000$724K<0.01%new13F-HRTimeline
Shay Capital LLC30,000$724K0.12%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…28,826$695K<0.01%013F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding27,720$669K-1,590,496Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…27,199$656K0.01%-27513F-HRTimelineGroup
Freestone Grove Partners LP27,143$655K<0.01%+3,09713F-HRTimeline
Keebeck Wealth Management26,949$650K0.08%+10,72213F-HRTimeline
Mariner, LLCin group Mariner, LLC26,409$637K<0.01%+14,50813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,617$618K<0.01%-7,89613F-HRTimelineGroup
Catalyst Funds Management Pty Ltd25,280$610K0.14%013F-HRTimeline
STRS OHIO25,100$605K<0.01%-6,00013F-HRTimeline
CHICAGO TRUST Co NA23,905$577K0.09%-8,56513F-HRTimeline
Grandeur Peak Global Advisors, LLC23,903$577K0.08%-493,76513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…22,663$547K0.02%+2,04013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,498$543K<0.01%-5,47413F-HRTimeline
Alliance Wealth Advisors, LLC /UT22,394$540K0.12%-8,69713F-HRTimeline
XPONANCE LLC22,019$531K<0.01%+2,59813F-HRTimeline
Cambridge Investment Research Advisors,…21,448$517K<0.01%new13F-HRTimeline
Round Rock Advisors LLC20,262$489K0.07%new13F-HR/ATimeline
CONNABLE OFFICE INC20,154$486K0.04%+7,30213F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC20,000$482K0.14%new13F-HRTimeline
One68 Global Capital, LLC20,000$482K5.68%new13F-HRTimeline
Callan Family Office, LLC19,301$466K0.01%new13F-HRTimeline
Dunhill Financial, LLC19,005$458K0.11%+513F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding18,955$457K+18,470Timeline
Yarbrough Capital, LLC17,616$425K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,505$422K<0.01%-145,43413F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,277$417K<0.01%+7,88213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC17,137$413K<0.01%-15,17013F-HRTimelineGroup
FMR LLCin group FMR LLC17,126$413K<0.01%+9,72113F-HRTimelineGroup
Yorktown Management & Research Co Inc16,700$403K0.32%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,599$400K<0.01%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC16,369$395K<0.01%-32513F-HRTimelineGroup
Third View Private Wealth, LLC16,142$389K0.05%13F-HRTimeline
Portside Wealth Group, LLC15,901$384K0.05%+1413F-HRTimeline
Amundiin group Amundi15,650$377K<0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP15,466$372K<0.01%+54513F-HRTimeline
FCA CORP /TX15,215$367K0.1%-22613F-HRTimeline
Covestor Ltd14,985$362K0.19%+8,87413F-HRTimeline
FNY Investment Advisers, LLC15,000$361K0.1%+11,58913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,977$361K<0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC14,699$355K0.05%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,056$339K<0.01%-33113F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,833$334K<0.01%-2,43213F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…13,143$317K<0.01%+1,45013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,037$314K<0.01%new13F-HRTimeline
NORDEN GROUP LLC12,990$313K0.03%new13F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.12,716$307K0.03%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,462$301K<0.01%-10,50613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC11,820$285K<0.01%+12513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,114$268K<0.01%-52713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,113$268K<0.01%-5,11013F-HRTimelineGroup
Atria Investments, Inc10,112$244K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC10,061$243K0.01%-48313F-HRTimeline
Fortress Investment Group LLCin group Fortress Investment Group LLC10,000$241K0.06%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,683$234K<0.01%-13,76313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,485$229K<0.01%new13F-HRTimelineGroup
Larry Mathis Financial Planning, LLC9,463$228K0.2%13F-HRTimeline
Snowden Capital Advisors LLC9,351$226K0.01%new13F-HRTimeline
First Bank & Trust9,227$223K0.04%new13F-HRTimeline
TRUST POINT INC.9,146$221K0.02%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.8,943$216K<0.01%new13F-HRTimeline
CIBC Asset Management Inc8,872$214K<0.01%new13F-HRTimeline
AMALGAMATED BANK8,771$212K<0.01%+2,32413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,694$210K0.01%+3,88013F-HRTimelineGroup
KBC Group NVin group KBC Group NV8,511$205K<0.01%+2,12113F-HRTimelineGroup
Evolutionary Tree Capital Management, L…8,414$203K0.24%new13F-HRTimeline
PenderFund Capital Management Ltd.7,100$171K0.03%new13F-HRTimeline
Premier Fund Managers Ltd6,747$163K0.01%-20,12813F-HRTimeline
Advisors Asset Management, Inc.5,944$143K<0.01%+1,45313F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC5,864$141K<0.01%-1,63713F-HRTimelineGroup
Hilltop National Bank5,533$133K0.03%013F-HRTimeline
Parkside Financial Bank & Trust4,548$110K0.01%-2413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …3,990$96K<0.01%+1,42813F-HRTimelineGroup
Parallel Advisors, LLC3,546$85.5K<0.01%-1,70013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,974$72K<0.01%new13F-HRTimelineGroup
Kemnay Advisory Services Inc.2,491$60.1K0.01%new13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,298$55.4K0.01%+49213F-HRTimeline
Farther Finance Advisors, LLC2,269$54.7K<0.01%+1,18413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,142$51.7K<0.01%-5,09013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,057$49.6K0.01%013F-HRTimeline
DANSKE BANK A/S2,000$48.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,986$47.9K<0.01%+1,96413F-HRTimeline
AlphaQuest LLC1,914$46.2K<0.01%+93013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,900$45.8K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,578$38.1K<0.01%+1,11613F-HRTimeline
PRIVATE TRUST CO NA1,546$37.3K<0.01%+1,33813F-HRTimeline
SBI Securities Co., Ltd.1,375$33.2K<0.01%+1,18613F-HRTimeline
SIGNATUREFD, LLC1,370$33K<0.01%+5913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,305$31.4K<0.01%-1913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,061$25.6K<0.01%+72013F-HRTimelineGroup
Allworth Financial LP1,006$24.3K<0.01%+1913F-HRTimeline
DV Trading LLC1,000$24.1K<0.01%13F-HRTimeline
Caitong International Asset Management …998$24.1K0.01%new13F-HR/ATimeline
Physician Wealth Advisors, Inc.946$22.8K<0.01%+6813F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…847$20.4K<0.01%013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC1,094$19.9K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.819$19.8K<0.01%+7913F-HRTimeline
HARBOUR INVESTMENTS, INC.771$18.6K<0.01%+33713F-HRTimeline
Park Place Capital Corp753$18.2K<0.01%013F-HRTimeline
FIRST HORIZON CORP685$16.5K<0.01%-7213F-HRTimeline
Smartleaf Asset Management LLC626$15.1K<0.01%+21913F-HRTimeline
Wilmington Savings Fund Society, FSB600$14.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…598$14.4K<0.01%-3813F-HRTimeline
ROTHSCHILD INVESTMENT LLC452$10.9K<0.01%+20713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.443$10.7K<0.01%-31913F-HRTimelineGroup
NewEdge Advisors, LLC400$9.65K<0.01%+25013F-HRTimeline
Essential Partners LLC398$9.6K<0.01%-4013F-HRTimeline
Arax Advisory Partners389$9.38K<0.01%-12,06413F-HRTimeline
SageView Advisory Group, LLC380$9.17K<0.01%new13F-HRTimeline
Larson Financial Group LLC356$8.59K<0.01%+20013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.338$8.15K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP319$7.69K<0.01%+21313F-HRTimelineGroup
Versant Capital Management, Inc275$6.63K<0.01%-1,29013F-HRTimeline
Clearstead Advisors, LLC252$6.08K<0.01%-42013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…229$5.52K<0.01%+1513F-HR/ATimelineGroup
IFP Advisors, Inc225$5.43K<0.01%+5913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK190$4.58K<0.01%-10813F-HRTimelineGroup
Fortitude Family Office, LLC156$3.76K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC150$3.64K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO140$3.38K<0.01%new13F-HRTimeline
Bare Financial Services, Inc133$3.21K<0.01%+7713F-HRTimeline
True Wealth Design, LLC126$3.04K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC101$2.44K<0.01%+2513F-HRTimeline
Sunbelt Securities, Inc.83$2K<0.01%+6213F-HRTimeline
Private Wealth Management Group, LLC62$1.5K<0.01%-8113F-HRTimeline
Crewe Advisors LLC59$1.42K<0.01%new13F-HRTimeline
Bogart Wealth, LLC54$1.3K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC53$1.28K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC50$1.21K<0.01%013F-HRTimeline
Kilter Group LLC45$1.09K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.29$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rakuten Securities, Inc.in group Rakuten Group, Inc.41$989<0.01%-10913F-HRTimelineGroup
Rossby Financial, LCC40$965<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC32$772<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC30$724<0.01%new13F-HRTimeline
Manchester Capital Management LLC29$700<0.01%new13F-HRTimeline
CVA Family Office, LLC29$699<0.01%new13F-HRTimeline
Torren Management, LLC28$675<0.01%13F-HRTimeline
CENTRAL TRUST Co26$628<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc25$603<0.01%-513F-HRTimeline
Principia Wealth Advisory, LLC23$555<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC23$555<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc20$482<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC14$338<0.01%13F-HRTimeline
WPG Advisers, LLC12$289<0.01%-13713F-HRTimeline
Hughes Financial Services, LLC3$72<0.01%new13F-HRTimeline