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Clearwater Analytics Holdings, Inc.

CWAN Technology
$24.36 $-0.04 (-0.14%)
Market Cap: $7.27 B
Gurus Holding
5
Popularity Rank
#1682
% of Shares Held
1.16%
Net Activity (Q1 2026)
-$65.46 M

Guru Ownership Trend

Guru Analysis for Clearwater Analytics Holdings, Inc. (CWAN)

Clearwater Analytics Holdings, Inc. (CWAN), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $84.01 M.

Top institutional holders include George Soros and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $65.46 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who opened a new position. Conversely, Manning & Napier Group reduced exposure by 99.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.34 M
Total Buy Value
New Buys 1
Additions 1
-$70.79 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Clearwater Analytics Holdings, Inc. (CWAN)

Major holders include George Soros ($69.56 M), Cliff Asness ($7.16 M), Joel Greenblatt ($3.86 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.45 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $65.46 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CWAN. The total reported sell value was $70.79 M.

Yes, 1 managers opened new positions in CWAN, and 1 increased their existing holdings. The total reported buy value was $5.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.76% Add 2.2% 2,941,405 $69.56 M Q1 2026
0.00% Reduce -21.4% 302,752 $7.16 M Q1 2026
0.01% New Buy 163,309 $3.86 M Q1 2026
0.01% Reduce -40.6% 25,000 $591,250 Q1 2026
0.01% Reduce -99.5% 15,622 $369,460 Q1 2026
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