Clearwater Analytics Holdings, Inc.
Clearwater Analytics Holdings, Inc. (CWAN) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CWAN · as of Sep 30, 2024
Ownership Breakdown
271
Institutional Holders
▲ 39 vs Q2
$5.00B
Total Inst. Value
▲ $1.51B vs Q2
297.38M
Shares Outstanding
freeFloat 95.96%
198.18M
13F Shares Held
▲ 9.28M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CWAN largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PERMIRA HOLDINGS LTD services-prepackaged software | 18.52M | 8.46% | 8.46% | $467.61B | Nov 14, 2024 | ▼ 1.73M |
VANGUARD GROUP INC services-prepackaged software | 18.42M | 8.41% | 8.41% | $465.20B | Nov 13, 2024 | ▲ 815.6K |
WASATCH ADVISORS LP services-prepackaged software | 18.14M | 8.28% | 8.28% | $457.91B | Nov 14, 2024 | ▲ 559.6K |
BLACKROCK, INC. services-prepackaged software | 12.30M | 5.62% | 5.62% | $310.66B | Nov 13, 2024 | NEW |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC services-prepackaged software | 11.30M | 5.16% | 5.16% | $285.31B | Nov 13, 2024 | ▼ 75.1K |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC services-prepackaged software | 10.38M | 4.74% | 4.74% | $262.18B | Nov 8, 2024 | ▼ 47.6K |
CONESTOGA CAPITAL ADVISORS, LLC services-prepackaged software | 6.78M | 3.10% | 3.10% | $171.16B | Oct 28, 2024 | ▲ 107.2K |
BAMCO INC /NY/ services-prepackaged software | 5.33M | 2.43% | 2.43% | $134.50B | Nov 14, 2024 | ▲ 1.9K |
ARTISAN PARTNERS LIMITED PARTNERSHIP services-prepackaged software | 4.52M | 2.06% | 2.06% | $114.10B | Nov 12, 2024 | ▲ 76.5K |
ALLIANCEBERNSTEIN L.P. services-prepackaged software | 4.44M | 2.03% | 2.03% | $112.17B | Nov 14, 2024 | ▼ 115.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
29
Increased
+14.81M shares4
New Positions
first time holders17
Decreased
−8.04M shares0
Sold Out
fully exitedNet shares change (top 50)
+6.77M
+14.81M / −8.04M
Net new holders
+16
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CWAN insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
3
Buy transactions
11
Sell transactions
0.27
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
MACKESY D SCOTT director | May 28, 2026 | C-Conversion | 292,180 | — | — | 633.9K | Form 4 ↗ |
MACKESY D SCOTT director | May 28, 2026 | C-Conversion | 292,180 | — | — | 0 | Form 4 ↗ |
MACKESY D SCOTT director | May 28, 2026 | C-Conversion | 292,180 | — | — | 0 | Form 4 ↗ |
Das Souvik Chief Technology Officer | May 8, 2026 | Sale | 10,000 | $24.34 | $243.4K | 190.1K | Form 4 ↗ |
Cox James S Chief Financial Officer | Apr 15, 2026 | Sale | 7,425 | $24.07 | $178.7K | 515.0K | Form 4 ↗ |
Cox James S Chief Financial Officer | Apr 15, 2026 | Sale | 4,870 | $24.07 | $117.2K | 510.1K | Form 4 ↗ |
Cox James S Chief Financial Officer | Apr 15, 2026 | Tax Withhold | 2,387 | $24.06 | $57.4K | 507.7K | Form 4 ↗ |
Cox James S Chief Financial Officer | Apr 15, 2026 | Tax Withhold | 8,271 | $24.07 | $199.1K | 499.4K | Form 4 ↗ |
Cox James S Chief Financial Officer | Apr 15, 2026 | Tax Withhold | 12,610 | $24.07 | $303.5K | 486.8K | Form 4 ↗ |
Cox James S Chief Financial Officer | Apr 15, 2026 | Sale | 1,405 | $24.06 | $33.8K | 485.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Clearwater Analytics Holdings, Inc. (CWAN) is primarily owned by institutional investors, who hold approximately 66.6% of total shares outstanding. Company insiders own approximately 4.04%, while retail and public investors account for the remaining 29.31%.
The largest institutional shareholder of Clearwater Analytics Holdings, Inc. is PERMIRA HOLDINGS LTD, holding approximately 18.52 million shares — equal to 8.46% of outstanding shares — as of September 30, 2024.
A total of 271 institutional investors currently hold CWAN stock, with a combined institutional value of approximately $5.00 billion as of the most recent 13F filing period.
Frequently asked questions
CWAN ownershipClearwater Analytics Holdings, Inc. (CWAN) is primarily owned by institutional investors, who hold approximately 66.6% of shares. The largest shareholder is PERMIRA HOLDINGS LTD with a 8.46% stake. Company insiders hold 4.04%. Data sourced from SEC Form 13F as of September 30, 2024.