Clearwater Analytics Holdings, Inc. — Institutional Ownership

Which tracked institutions hold CWAN, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

27
Funds holding
$1346168382
Total value held
Buying
16 added/new · 11 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $668588055 28270108 +2038216 +7.77%
2 State Street Corp $163046482 6894143 +458188 +7.12%
3 Goldman Sachs Group Inc $124362213 5258445 +1971184 +59.96%
4 Blackstone Inc. $96193064 4067360 +4067360 NEW BUY
5 Morgan Stanley $60236310 2546987 -5308699 -67.58%
6 Northern Trust Corp $59300649 2507427 -19532 -0.77%
7 Jpmorgan Chase & Co $37800976 1605137 -2958874 -64.83%
8 Bank Of America Corp /De/ $34728062 1468417 -1720609 -53.95%
9 Janus Henderson Group Plc $31185320 1318897 +1318897 NEW BUY
10 Franklin Resources Inc $11827622 500111 -22117 -4.24%
11 Toronto Dominion Bank $11768240 497600 +497600 NEW BUY
12 Wells Fargo & Company/Mn $11413061 473178 +148746 +45.85%
13 Citigroup Inc $9360827 388094 +143753 +58.83%
14 Invesco Ltd. $4846431 200930 -14293 -6.64%
15 Fifth Third Bancorp $3710527 156894 +142838 +1016.21%
16 Barclays Plc $3658749 154704 +154704 NEW BUY
17 Royal Bank Of Canada $2445000 103396 +103396 NEW BUY
18 Galaxy Digital Inc. $2365000 100000 +100000 NEW BUY
19 Nomura Holdings Inc $2343313 99083 +99083 NEW BUY
20 Sei Investments Co $1700000 71883 +71883 NEW BUY
21 Truist Financial Corp $1357061 57381 -2945 -4.88%
22 Raymond James Financial Inc $1310599 55417 -1901525 -97.17%
23 Prudential Financial Inc $1035090 43767 +26630 +155.39%
24 Bank Of Montreal /Can/ $961254 40645 +40645 NEW BUY
25 Principal Financial Group Inc $477801 20203 -2512071 -99.20%
26 Pnc Financial Services Group, Inc. $101647 4298 -21319 -83.22%
27 Us Bancorp \De\ $45029 1904 -7779 -80.34%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.