CWAN
Clearwater Analytics Holdings, Inc.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 8Q | $23 | $24 | +4% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 8Q | $23 | $24 | +4% |
| Millennium Management | Q3 2024(8Q snapshot) | 8Q | $23 | $24 | +4% |
| AQR Capital Management | Q1 2025(8Q snapshot) | 6Q | $27 | $24 | -9% |
| Soros Fund Management re-entered | Q3 2025(8Q snapshot) | 4Q | $19 | $24 | +26% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q3 2024 | Q1 2026 | → $23 | +5% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | → $19 | -18% |
| Point72 Asset Management 2× in & out | Q1 2025 | Q4 2025 | → $19 | -28% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Clearwater Analytics Holdings, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 25, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-283304Jun 25, 2026
- Form 40001193125-26-283303Jun 25, 2026
- Form 40001193125-26-283300Jun 25, 2026
- Form 40001193125-26-283293Jun 25, 2026
- Form 40001193125-26-283289Jun 25, 2026
- Form 40001193125-26-283287Jun 25, 2026
- Form 40001193125-26-283285Jun 25, 2026
- Form 40001193125-26-283279Jun 25, 2026
- Form 40001193125-26-283277Jun 25, 2026
- Form 40001193125-26-283273Jun 25, 2026
- Form 40001193125-26-283269Jun 25, 2026
- Form 40001193125-26-274464Jun 17, 2026
- Form 40001193125-26-273176Jun 16, 2026
- Form 40001879939-26-000022Jun 9, 2026
- Form 40001193125-26-252177Jun 1, 2026
Fundamentals
XBRL · Clearwater Analytics Holdings, Inc.Annual figures sourced directly from Clearwater Analytics Holdings, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Clearwater Analytics Holdings, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 25, 2026
- 8-KMaterial eventJun 22, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 10-K/AAnnual report (amended)Apr 1, 2026
- 10-KAnnual reportFeb 18, 2026
- 8-KMaterial eventFeb 18, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventJan 23, 2026
- DEF 14AProxy statementDec 22, 2025
- 8-KCURRENT REPORTDec 22, 2025
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventSep 3, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | open | $23 | $24 | +6% |
| Soros Fund Management | Q1 2026 | open | $23 | $24 | +5% |
| Soros Fund Management | Q3 2025 | Q4 2025 | $19 | $19 | -1% |
| AQR Capital Management | Q1 2025 | open | $27 | $24 | -9% |
| Point72 Asset Management | Q1 2025 | Q4 2025 | $27 | $19 | -28% |
| Citadel Advisors | Q3 2024 | open | $23 | $24 | +4% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $23 | $19 | -18% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $23 | $19 | -18% |
| Millennium Management | Q3 2024 | open | $23 | $24 | +4% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $23 | $30 | +30% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | $22 | $23 | +5% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.