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. This table lists the 198 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 30,105 | 728.5K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 29,794 | 704.6K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 29,658 | 701.4K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 29,268 | 692.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 24,113 | 570.3K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 23,806 | 563K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 23,156 | 541.6K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 23,063 | 545.4K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 22,663 | 536K $ | 0.44 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 22,367 | 523.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 22,078 | 534.3K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 22,047 | 515.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 21,941 | 518.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| The Merger Fund VL Merger Fund VL | 21,351 | 505K $ | 2.10 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 21,069 | 498.3K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 20,655 | 488.5K $ | 0.43 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 20,000 | 473K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 19,370 | 458.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 19,268 | 455.7K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 19,207 | 454.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 19,207 | 449.3K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 18,783 | 454.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,757 | 443.6K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 17,614 | 426.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 17,284 | 404.3K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 17,281 | 408.7K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 17,223 | 402.8K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 16,700 | 404.1K $ | 0.33 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 14,014 | 339.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Comstock Capital Value Fund Comstock Funds, Inc. | 14,000 | 331.1K $ | 3.22 % | as of Mar 31, 2026 ↗ |
| Water Island Event-Driven Fund ARBITRAGE FUNDS | 13,202 | 308.8K $ | 0.62 % | as of Feb 28, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 13,007 | 307.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| AAM Transformers ETF ETF Series Solutions | 12,849 | 310.9K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 12,300 | 290.9K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 12,100 | 283K $ | 0.18 % | as of Feb 28, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 12,019 | 284.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 11,793 | 285.4K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 11,649 | 272.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 11,403 | 269.7K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Multimanager Technology Portfolio EQ Advisors Trust | 10,784 | 255K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 10,397 | 251.6K $ | 0.31 % | as of Apr 30, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 9,760 | 236.2K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 9,438 | 220.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 8,934 | 211.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| The Gabelli ABC Fund Gabelli Investor Funds Inc | 8,000 | 189.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 7,600 | 179.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 7,567 | 179K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 7,398 | 179K $ | 0.23 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 7,089 | 171.6K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 6,880 | 162.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 6,631 | 156.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 6,579 | 153.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 5,964 | 141K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 5,878 | 139K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 5,784 | 140K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 5,335 | 126.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 4,852 | 114.7K $ | 0.45 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,642 | 108.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 4,637 | 112.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 4,545 | 107.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 4,441 | 103.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Calamos Merger Arbitrage Fund CALAMOS INVESTMENT TRUST/IL | 4,324 | 104.6K $ | 4.23 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 4,125 | 97.6K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust | 4,000 | 94.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. | 4,000 | 94.6K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 3,886 | 91.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,515 | 83.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 3,147 | 76.2K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 3,055 | 71.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 3,044 | 72K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AltShares Event-Driven ETF AltShares Trust | 2,829 | 66.2K $ | 0.62 % | as of Feb 28, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 2,459 | 58.2K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 2,160 | 51.1K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 2,097 | 49.6K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,980 | 47.9K $ | 0.31 % | as of Apr 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,841 | 43.5K $ | 0.59 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,571 | 38K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 1,368 | 32.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,351 | 32K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Indexperts Gorilla Aggressive Growth ETF SPINNAKER ETF SERIES | 1,241 | 30K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,094 | 25.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,026 | 24.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 934 | 22.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 828 | 20K $ | 0.26 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 705 | 16.7K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Franklin Exponential Data ETF Franklin Templeton ETF Trust | 705 | 16.7K $ | 0.53 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 629 | 14.9K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 538 | 12.7K $ | 0.63 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 509 | 12.3K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 480 | 11.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 445 | 10.5K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 376 | 8.9K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 321 | 7.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 286 | 6.7K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 90 | 2.1K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 73 | 1.7K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 42 | 982.4 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 912.9K € | 0.97 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 table shows the 25 largest.
| 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
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| 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