Fund shareholders of Clearwater Analytics Holdings Inc
ISIN US1851231068 · United States
- Fund shareholders
- 200
- Of which ETFs
- 52 148 other funds
- Value held
- 1.8B $ 912.9K € · 18.7M SEK
200 funds hold this company: 198 declare it in a regulatory filing, and this table serves those page by page; 2 more are read from the reports their funds publish, and are not in it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,345,476 | 221M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 6,813,918 | 161.1M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,787,076 | 160.5M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 6,443,046 | 150.7M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Nexpoint Merger Arbitrage Fund NexPoint Funds I | 3,978,350 | 94.1M $ | 6.76 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,793,758 | 89.7M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,222,807 | 76.2M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 2,943,466 | 68.8M $ | 1.40 % | as of Feb 27, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 2,758,509 | 66.8M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 2,276,381 | 53.8M $ | 0.44 % | as of Mar 31, 2026 ↗ |
| The Merger Fund Merger Fund | 2,157,153 | 51M $ | 2.07 % | as of Mar 31, 2026 ↗ |
| First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II | 1,795,770 | 42.5M $ | 2.69 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,513,408 | 35.4M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,399,725 | 32.7M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,383,072 | 32.4M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 1,334,967 | 32.3M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| iShares Expanded Tech-Software Sector ETF iShares Trust | 1,281,760 | 30.3M $ | 0.29 % | as of Mar 31, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,260,099 | 29.8M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AQR Diversified Arbitrage Fund AQR Funds | 1,033,148 | 24.4M $ | 1.06 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 786,287 | 19M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust | 700,000 | 16.9M $ | 2.97 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 612,161 | 14.8M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 590,015 | 13.8M $ | 0.24 % | as of Feb 27, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 538,009 | 12.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 453,675 | 10.7M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 424,042 | 9.9M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 406,716 | 9.5M $ | 0.21 % | as of Feb 27, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 367,512 | 8.7M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 330,069 | 8M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 303,651 | 7.2M $ | 2.23 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 291,608 | 6.9M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II | 286,980 | 6.8M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 281,690 | 6.8M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 255,841 | 6M $ | 0.42 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 235,573 | 5.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 214,022 | 5.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 212,241 | 5M $ | 0.44 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 185,439 | 4.4M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| THE ARBITRAGE FUND ARBITRAGE FUNDS | 173,724 | 4.1M $ | 0.50 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 170,112 | 4.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 169,137 | 4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 165,694 | 3.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Mast Multialternative Strategy Fund Investment Managers Series Trust III | 162,004 | 3.9M $ | 1.90 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 152,228 | 3.6M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust | 150,774 | 3.6M $ | 2.76 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 149,481 | 3.6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Expanded Tech Sector ETF iShares Trust | 146,034 | 3.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 141,888 | 3.4M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 136,536 | 3.2M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 129,287 | 3.1M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST | 126,680 | 3M $ | 0.80 % | as of Mar 31, 2026 ↗ |
| AltShares Merger Arbitrage ETF AltShares Trust | 124,638 | 2.9M $ | 2.82 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 124,083 | 2.9M $ | 0.44 % | as of Mar 31, 2026 ↗ |
| CONESTOGA SMID CAP FUND Conestoga Funds | 121,170 | 2.9M $ | 0.58 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 121,021 | 2.9M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 119,162 | 2.8M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 112,203 | 2.6M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| iShares Future Exponential Technologies ETF iShares Trust | 106,862 | 2.6M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 103,481 | 2.5M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 102,705 | 2.4M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 101,393 | 2.5M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 97,348 | 2.3M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 96,683 | 2.3M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 92,039 | 2.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Chase Growth Fund Advisors Series Trust | 90,730 | 2.1M $ | 2.16 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 88,874 | 2.1M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 88,198 | 2.1M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 85,305 | 2M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 84,408 | 2M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 83,200 | 18.7M SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 83,077 | 2M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 76,680 | 1.8M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 74,822 | 1.8M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 74,183 | 1.8M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 72,189 | 1.7M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 65,667 | 1.6M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 62,519 | 1.5M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Global Multi-Strategy Fund Principal Funds, Inc | 61,130 | 1.4M $ | 0.27 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 55,688 | 1.3M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 54,951 | 1.3M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 53,235 | 1.3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 52,734 | 1.3M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| JNL/Westchester Capital Event Driven Fund JNL Series Trust | 51,718 | 1.2M $ | 2.54 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 50,442 | 1.2M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| RBC SMID Cap Growth Fund RBC Funds Trust | 47,540 | 1.1M $ | 1.02 % | as of Mar 31, 2026 ↗ |
| AB All Market Total Return Portfolio AB PORTFOLIOS | 46,488 | 1.1M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 44,158 | 1M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 43,905 | 1M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 43,654 | 1.1M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 43,356 | 1M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 39,073 | 924.1K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 37,736 | 892.5K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 36,269 | 877.7K $ | 0.31 % | as of Apr 30, 2026 ↗ |
| First Trust Merger Arbitrage ETF First Trust Exchange-Traded Fund III | 35,111 | 849.7K $ | 3.39 % | as of Apr 30, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 33,989 | 803.8K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 33,877 | 801.2K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 33,427 | 790.5K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 32,255 | 780.6K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 30,363 | 718.1K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 30,115 | 712.2K $ | 1.35 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Nexpoint Merger Arbitrage Fund NexPoint Funds I | 6.76 % | as of Mar 31, 2026 ↗ |
| Calamos Merger Arbitrage Fund CALAMOS INVESTMENT TRUST/IL | 4.23 % | as of Apr 30, 2026 ↗ |
| First Trust Merger Arbitrage ETF First Trust Exchange-Traded Fund III | 3.39 % | as of Apr 30, 2026 ↗ |
| Comstock Capital Value Fund Comstock Funds, Inc. | 3.22 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust | 2.97 % | as of Apr 30, 2026 ↗ |
| AltShares Merger Arbitrage ETF AltShares Trust | 2.82 % | as of Feb 28, 2026 ↗ |
| Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust | 2.76 % | as of Mar 31, 2026 ↗ |
| First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II | 2.69 % | as of Mar 31, 2026 ↗ |
| JNL/Westchester Capital Event Driven Fund JNL Series Trust | 2.54 % | as of Mar 31, 2026 ↗ |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 2.23 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 196 | -88 | 75,292,026 | -34.7 % |
| 2026Q1 | 284 | -55 | 115,368,551 | -12.8 % |
| 2025Q4 | 339 | -74 | 132,299,628 | +4.3 % |
| 2025Q3 | 413 | +17 | 126,786,404 | +13.6 % |
| 2025Q2 | 396 | +51 | 111,647,666 | +4.6 % |
| 2025Q1 | 345 | +65 | 106,788,507 | +15.1 % |
| 2024Q4 | 280 | +83 | 92,766,734 | +16.0 % |
| 2024Q3 | 197 | +38 | 79,952,605 | +9.4 % |
| 2024Q2 | 159 | +13 | 73,068,857 | +10.4 % |
| 2024Q1 | 146 | +30 | 66,180,411 | +33.2 % |
| 2023Q4 | 116 | 49,679,494 |
Institutional managers
318 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 28,270,108 | 668.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 14,735,354 | 348.5M $ | as of Mar 31, 2026 |
| HBK INVESTMENTS L P | 13,875,000 | 328.1M $ | as of Mar 31, 2026 |
| FIL Ltd | 11,774,123 | 278.5M $ | as of Mar 31, 2026 |
| Pentwater Capital Management LP | 11,385,000 | 269.3M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 9,294,096 | 219.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 8,441,416 | 199.6M $ | as of Mar 31, 2026 |
| GLAZER CAPITAL, LLC | 7,819,776 | 184.9K $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 7,313,635 | 173M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,894,143 | 163M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 6,801,369 | 160.9M $ | as of Mar 31, 2026 |
| Starboard Value LP | 5,459,031 | 129.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 5,258,445 | 124.4M $ | as of Mar 31, 2026 |
| TIG Advisors, LLC | 5,017,185 | 118.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,443,464 | 104.6M $ | as of Mar 31, 2026 |
| Blackstone Inc. | 4,067,360 | 96.2M $ | as of Mar 31, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 4,004,230 | 94.7M $ | as of Mar 31, 2026 |
| Kryger Capital LLC | 3,817,188 | 90.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 3,625,230 | 85.7M $ | as of Mar 31, 2026 |
| Polar Asset Management Partners Inc. | 3,622,500 | 85.7M $ | as of Mar 31, 2026 |
| Man Group plc | 3,577,912 | 84.6M $ | as of Mar 31, 2026 |
| AQR Arbitrage LLC | 3,295,740 | 77.9M $ | as of Mar 31, 2026 |
| SOROS FUND MANAGEMENT LLC | 2,941,405 | 69.6M $ | as of Mar 31, 2026 |
| Verition Fund Management LLC | 2,855,891 | 67.5M $ | as of Mar 31, 2026 |
| Capula Management Ltd | 2,677,322 | 63.3M $ | as of Mar 31, 2026 |
Declared shareholders of Clearwater Analytics Holdings Inc
2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.29 % | 18,536,479 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.19 % | 15,300,956 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Clearwater Analytics Holdings Inc". https://titelia.com/en/stocks/clearwater-analytics-holdings-inc-US1851231068