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Disclosery

CWAN CLEARWATER ANALYTICS HLDGS I

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CL A (common)

317 managers (330 13F filers) reported a position in CWAN shares at 2026-03-31, 306,600,286 shares in all. 72 filers opened a position and 130 filers sold out during the quarter.

Managers
317
13F filers
330
New
72
Added
103
Reduced
113
Sold out
130
Shares held by filers
306,600,286

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Diametric Capital, LP21,500$508K0.13%-16,00013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP20,725$502K0.03%new13F-HRTimeline
Cannon Global Investment Management, LLC20,900$494K1.2%new13F-HRTimeline
Cambridge Investment Research Advisors,…20,527$485K<0.01%-92113F-HRTimeline
CWM, LLCin group CWM, LLC20,255$479K<0.01%+2,97813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC20,203$478K<0.01%-2,512,07113F-HRTimelineGroup
BLUEFIN CAPITAL MANAGEMENT, LLC20,000$473K0.46%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP19,168$453K0.04%-104,41313F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…17,598$416K<0.01%+4,45513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC17,497$414K0.05%+2,79813F-HRTimeline
Abel Hall, LLC16,929$400K0.09%new13F-HRTimeline
Yorktown Management & Research Co Inc16,700$395K0.33%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC15,622$369K0.01%-2,799,52813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC15,311$362K<0.01%-1,05813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…14,977$354K<0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,141$334K<0.01%13F-HRTimelineGroup
Callan Family Office, LLC14,138$334K0.01%-5,16313F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS13,982$331K<0.01%new13F-HRTimelineGroup
IMC-Chicago, LLC13,436$318K<0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,170$311K<0.01%+70813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,888$307K<0.01%-14913F-HRTimeline
PenderFund Capital Management Ltd.12,800$303K0.05%+5,70013F-HRTimeline
BCK CAPITAL MANAGEMENT LP12,500$296K1.29%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,651$276K0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC11,403$270K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,200$264K<0.01%-62013F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …11,093$262K0.03%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,285$243K<0.01%-43,96913F-HRTimeline
Caitong International Asset Management …10,109$239K0.04%+9,11113F-HRTimeline
Murchinson Ltd.10,000$236K0.1%new13F-HRTimeline
Keebeck Wealth Management9,646$228K0.03%-17,30313F-HRTimeline
R Squared Ltd9,626$228K0.13%new13F-HRTimeline
Cetera Investment Advisers9,600$227K<0.01%-58,24113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,453$224K<0.01%-3213F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…9,018$213K<0.01%-57,32913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC8,936$211K<0.01%new13F-HRTimelineGroup
CIBC Asset Management Inc8,872$210K<0.01%013F-HRTimeline
AMALGAMATED BANK8,771$207K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV8,511$201K<0.01%013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,851$162K<0.01%-75,21413F-HRTimeline
Advisors Asset Management, Inc.5,874$139K<0.01%-7013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,383$127K<0.01%+1,39313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,298$102K<0.01%-21,31913F-HRTimelineGroup
Twin Tree Management, LP4,128$97.6K0.02%new13F-HRTimeline
GAMMA Investing LLC4,078$96.4K<0.01%+2,50013F-HRTimeline
Covestor Ltd3,232$76K0.05%-11,75313F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC3,106$73.5K0.02%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,974$70K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,367$56K<0.01%+1,30613F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC2,149$50.8K<0.01%+713F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,057$48.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,904$45K<0.01%-7,77913F-HRTimelineGroup
Sterling Capital Management LLC1,809$42.8K<0.01%-73,02613F-HRTimeline
Hilltop National Bank1,634$38.6K0.01%-3,89913F-HRTimeline
Allworth Financial LP1,624$38.4K<0.01%+61813F-HRTimeline
Farther Finance Advisors, LLC1,499$35.7K<0.01%-77013F-HRTimeline
SBI Securities Co., Ltd.1,116$26.4K<0.01%-25913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,094$25.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,007$23.8K<0.01%-43,84113F-HRTimelineGroup
Versant Capital Management, Inc909$21.5K<0.01%+63413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.819$19.4K<0.01%+37613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.699$16.6K<0.01%-136,70913F-HRTimelineGroup
SIGNATUREFD, LLC663$15.7K<0.01%-70713F-HRTimeline
Destiny Wealth Partners, LLC625$14.8K<0.01%new13F-HRTimeline
Essential Partners LLC617$14.6K<0.01%+21913F-HRTimeline
WHITTIER TRUST CO518$12.4K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC520$12.3K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP507$11.9K<0.01%+18813F-HRTimelineGroup
Salomon & Ludwin, LLC485$11.5K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC476$11.3K<0.01%+2413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.440$10.4K<0.01%+10213F-HRTimeline
Steward Partners Investment Advisory, L…436$10.3K<0.01%-16213F-HRTimeline
FIRST HORIZON CORP429$10.1K<0.01%-25613F-HRTimeline
Allianz SEgroup of 2 filers holding416$9.84K-101,099Timeline
NewEdge Advisors, LLC400$9.46K<0.01%013F-HR/ATimeline
Larson Financial Group LLC361$8.54K<0.01%+513F-HRTimeline
TimesSquare Capital Management, LLC292$6.91K<0.01%-1,293,51513F-HRTimeline
IFP Advisors, Inc229$5.42K<0.01%+413F-HRTimeline
Smartleaf Asset Management LLC219$5.16K<0.01%-40713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…214$5.06K<0.01%-1513F-HRTimelineGroup
Bare Financial Services, Inc189$4.47K<0.01%+5613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC156$3.69K<0.01%-5,70813F-HRTimelineGroup
Fortitude Family Office, LLC156$3.69K<0.01%013F-HRTimeline
Sound Income Strategies, LLC150$3.57K<0.01%013F-HRTimeline
Richardson Capital Management LLC144$3.41K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC143$3.38K<0.01%+8113F-HRTimeline
Parkside Financial Bank & Trust140$3.31K<0.01%-4,40813F-HRTimeline
True Wealth Design, LLC126$2.98K<0.01%013F-HRTimeline
DANSKE BANK A/S100$2.37K<0.01%-1,90013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO97$2.29K<0.01%-2,952,71113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC93$2.2K<0.01%+6313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC83$1.99K<0.01%-1,22213F-HRTimeline
Sunbelt Securities, Inc.83$1.96K<0.01%013F-HRTimeline
Marquette Asset Management, LLC78$1.84K<0.01%-2313F-HRTimeline
Physician Wealth Advisors, Inc.68$1.61K<0.01%-87813F-HRTimeline
Parallel Advisors, LLC66$1.56K<0.01%-3,48013F-HR/ATimeline
Kilter Group LLC49$1.16K<0.01%+413F-HRTimeline
Rossby Financial, LCC46$1.09K<0.01%+613F-HRTimeline
Quaker Wealth Management, LLC32$757<0.01%013F-HRTimeline
Manchester Capital Management LLC29$686<0.01%013F-HRTimeline
CVA Family Office, LLC29$686<0.01%013F-HRTimeline
Torren Management, LLC28$662<0.01%013F-HRTimeline
CENTRAL TRUST Co26$615<0.01%013F-HRTimeline
Bell Investment Advisors, Inc25$592<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC23$544<0.01%013F-HRTimeline
MAI Capital Management21$497<0.01%new13F-HRTimeline
Advisory Services Network, LLC21$497<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc20$473<0.01%013F-HRTimeline
American Capital Advisory, LLC15$355<0.01%new13F-HRTimeline
WPG Advisers, LLC12$284<0.01%013F-HRTimeline
Hughes Financial Services, LLC11$260<0.01%+813F-HRTimeline
TopTier Wealth Management, LLC11$260<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC9$218<0.01%new13F-HRTimeline
Dunhill Financial, LLC5$122<0.01%-19,00013F-HRTimeline
Cassaday & Co Wealth Management LLC3$71<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2$48<0.01%-18813F-HRTimelineGroup
Keating Financial Advisory Services, In…1$24<0.01%new13F-HRTimeline