2 tracked superinvestors hold CLEARWATER ANALYTICS HLDGS I (CWAN), worth $199M combined, led by Jeff Smith. Smart money is trimming CWAN as of the latest 13F filings.
Current price
$24.56
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performance measurement, compliance monitoring, and risk…
Market cap
$7.2B
P/E
-173.07
Div yield
0.0%
Revenue YoY
61.9%
Analyst target
$25
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$199M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing CWAN: 1 funds trimmed versus 0 adding.
CLEARWATER ANALYTICS HLDGS I (CWAN) is held by 2 tracked funds worth $199M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Jeff Smith at 2.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2.9% | $129M | |
| Held | 1% | $70M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own CWAN?
2 tracked funds hold CLEARWATER ANALYTICS HLDGS I (CWAN), the largest being Jeff Smith (Starboard Value) at 2.9% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CWAN?
In the most recent 13F quarter, 0 tracked funds added or opened CWAN and 1 trimmed it.
How much CWAN do tracked funds hold?
Combined disclosed long exposure to CWAN across tracked superinvestors is $199M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.