CWAN · Application · 185123106
Clearwater Analytics
Q4 2023 · compared with Q3 2023
- Tracked value
- $1.9B
- Tracked filers
- 69
1 filing is from the same family as a larger report and is left out of the total.
Quarter history
Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.
- Q2 20261 filer$17K—
- Q1 202689 filers$3.9B—
- Q4 2025103 filers$4.7B—
- Q3 2025101 filers$3.3B—
- Q2 2025112 filers$4.4B—
- Q1 2025103 filers$4.4B—
- Q4 202499 filers$4.3B—
- Q3 202485 filers$3.4B—
- Q2 202470 filers$2.3B—
- Q1 202469 filers$2.0B—
- Q4 202369 filers$1.9B—
- Q3 202356 filers$1.4B—
- Q2 202353 filers$1.1B—
- Q1 202349 filers$994M—
- Q4 202252 filers$966M—
- Q3 202247 filers$743M—
- Q2 202249 filers$559M—
- Q1 202231 filers$995M—
- Q4 202125 filers$913M—
- Q3 202135 filers$732M—
Who owns it
- Wasatch AdvisorsGeneralist · 9.6% of their software12,087,022 shares$242M—
- Kayne Anderson Rudnick Investment ManagementGeneralist · 4.2% of their software11,009,200 shares$221M—
- William Blair Investment ManagementGeneralist · 2.7% of their software7,273,914 shares$146MNew
- Conestoga Capital AdvisorsGeneralist · 10.1% of their software6,426,367 shares$129MFlat
- JPMorgan ChaseGeneralist · 0.1% of their software4,805,134 shares$96.2M—
- BamcoGeneralist · 1.2% of their software4,097,022 shares$82.1MFlat
- Allspring Global Investments HoldingsGeneralist · 1.1% of their software3,387,928 shares$67.9M—
- Morgan StanleyGeneralist · 0.1% of their software3,346,299 shares$67.0M—
- BlackRockPassive · 0.0% of their software3,258,974 shares$65.3M—
- Artisan Partners Limited PartnershipGeneralist · 0.7% of their software3,165,579 shares$63.4M—
- Fred Alger ManagementGeneralist · 1.6% of their software3,122,149 shares$62.5M—
- Capital World InvestorsGeneralist · 0.1% of their software3,051,500 shares$61.1M—
- AlliancebernsteinGeneralist · 0.1% of their software2,887,008 shares$57.8MNew
- Loomis Sayles & CO L PGeneralist · 0.5% of their software2,735,902 shares$54.8M—
- Wellington Management GroupGeneralist · 0.1% of their software2,159,700 shares$43.3M—
- InvescoPassive · 0.1% of their software1,744,161 shares$34.9MFlat
- GeodePassive · 0.0% of their software1,280,940 shares$25.7M—
- Sei Investments COGeneralist · 0.4% of their software1,275,066 shares$25.5M—
- Wells FargoGeneralist · 0.1% of their software1,192,215 shares$23.9M—
- Brown AdvisoryGeneralist · 0.1% of their software1,139,777 shares$22.8M—
- Renaissance TechnologiesGeneralist · 0.3% of their software1,052,000 shares$21.1M—
- New York State Common Retirement FundGeneralist · 0.2% of their software899,101 shares$18.0MFlat
- Dragoneer Investment GroupCrossover · 0.8% of their software893,361 shares$17.9M—
- Citadel AdvisorsGeneralist · 0.2% of their software804,492 shares$16.1M—
- Durable Capital PartnersSpecialist · 0.3% of their software796,686 shares$16.0M—
- State StreetPassive · 0.0% of their software750,754 shares$15.0M—
- Charles Schwab Investment ManagementPassive · 0.0% of their software699,887 shares$14.0M—
- Two Sigma InvestmentsGeneralist · 0.3% of their software699,215 shares$14.0M—
- UBS Asset ManagementGeneralist · 0.0% of their software681,664 shares · Not in the total$13.7M—
- Bank of New York MellonPassive · 0.0% of their software599,804 shares$12.0M—
- AmeripriseGeneralist · 0.0% of their software582,815 shares$11.7M—
- Bank of AmericaGeneralist · 0.0% of their software556,815 shares$11.2M—
- Voya Investment ManagementGeneralist · 0.1% of their software526,335 shares$10.5MNew
- Soros Fund ManagementGeneralist · 7.8% of their software520,000 shares$10.4MNew
- Royal Bank of CanadaGeneralist · 0.0% of their software459,594 shares$9.2M—
- Northern TrustPassive · 0.0% of their software399,625 shares$8.0M—
- Principal Financial GroupGeneralist · 0.0% of their software397,941 shares$8.0M—
- D. E. ShawGeneralist · 0.1% of their software350,999 shares$7.0M—
- Deutsche BankGeneralist · 0.0% of their software328,070 shares$6.6MNew
- Millennium ManagementGeneralist · 0.1% of their software323,309 shares$6.5M—
- UBS GroupGeneralist · 0.0% of their software267,633 shares$5.4M—
- Goldman SachsGeneralist · 0.0% of their software265,439 shares$5.3M—
- Swiss National BankGeneralist · 0.0% of their software237,500 shares$4.8M—
- First Trust AdvisorsGeneralist · 0.0% of their software189,119 shares$3.8M—
- Envestnet Asset ManagementGeneralist · 0.0% of their software181,099 shares$3.6M—
- BarclaysGeneralist · 0.0% of their software169,720 shares$3.4M—
- Stifel FinancialGeneralist · 0.0% of their software140,988 shares$2.8M—
- Legal & GeneralPassive · 0.0% of their software112,908 shares$2.3M—
- Russell Investments GroupGeneralist · 0.0% of their software111,671 shares$2.2M—
- California State Teachers Retirement SystemGeneralist · 0.0% of their software107,370 shares$2.2M—
- Jane Street GroupGeneralist · 0.0% of their software79,545 shares$1.6MNew
- Susquehanna International GroupGeneralist · 0.0% of their software69,521 shares$1.4M—
- LPl FinancialGeneralist · 0.0% of their software50,353 shares$1.0M—
- Norges BankGeneralist · 0.0% of their software37,361 shares$748KNew
- Corient Private WealthGeneralist · 0.0% of their software31,304 shares$627KNew
- Blair William & Co/ilGeneralist · 0.0% of their software22,039 shares$441KNew
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software21,424 shares$429K—
- Fifth Third BancorpGeneralist · 0.0% of their software17,096 shares$342K—
- Squarepoint OpsGeneralist · 0.0% of their software16,541 shares$331KNew
- Balyasny Asset ManagementGeneralist · 0.0% of their software15,384 shares$308K—
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software15,300 shares$306KNew
- Point72 Asset ManagementGeneralist · 0.0% of their software14,800 shares$296KNew
- Victory Capital ManagementGeneralist · 0.0% of their software14,374 shares$288KNew
- CitigroupGeneralist · 0.0% of their software10,533 shares$211K—
- Lazard Asset ManagementGeneralist · 0.0% of their software10,441 shares$209K—
- Rhumbline AdvisersGeneralist · 0.0% of their software2,248 shares$45KFlat
- US Bancorp deGeneralist · 0.0% of their software1,485 shares$30K—
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,460 shares$29K—
- FidelityGeneralist · 0.0% of their software825 shares$17K—
- Migdal Insurance & Financial HoldingsGeneralist · 0.0% of their software246 shares$5K—