As of the latest SEC filings, CLEARWATER ANALYTICS HOLDINGS INC (CWAN) is held by 246 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $221,020,507.40 in market value, representing 0.01% of its portfolio.
Funds holding CLEARWATER ANALYTICS HOLDINGS INC (CWAN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CWAN
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $221,020,507.40 | 9,345,476 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.22% | $161,149,160.70 | 6,813,918 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.10% | $160,514,347.40 | 6,787,076 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.12% | $150,702,845.94 | 6,443,046 | Feb 28, 2026 | Apr 28, 2026 |
|
HMEAX
Nexpoint Merger Arbitrage Fund
|
MF | Independent / Boutique | 6.76% | $94,087,977.50 | 3,978,350 | Mar 31, 2026 | Jun 1, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.23% | $89,722,376.70 | 3,793,758 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $76,219,385.55 | 3,222,807 | Mar 31, 2026 | May 28, 2026 |
|
BILPX
BlackRock Event Driven Equity Fund
|
MF | BlackRock / iShares | 1.40% | $68,847,669.74 | 2,943,466 | Feb 27, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.21% | $66,755,917.80 | 2,758,509 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.44% | $53,836,410.65 | 2,276,381 | Mar 31, 2026 | May 28, 2026 |
|
MERIX
The Merger Fund
|
MF | Independent / Boutique | 2.07% | $51,016,668.45 | 2,157,153 | Mar 31, 2026 | May 29, 2026 |
|
VARAX
First Trust Merger Arbitrage Fund
|
MF | Independent / Boutique | 2.69% | $42,469,960.50 | 1,795,770 | Mar 31, 2026 | May 22, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.09% | $35,398,613.12 | 1,513,408 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.16% | $32,739,567.75 | 1,399,725 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.21% | $32,350,054.08 | 1,383,072 | Feb 28, 2026 | Apr 28, 2026 |
|
CVSCX
Calamos Market Neutral Income Fund
|
MF | Calamos | 0.18% | $32,306,201.40 | 1,334,967 | Apr 30, 2026 | Jun 26, 2026 |
|
IGV
iShares Expanded Tech-Software Sector ETF
|
ETF | BlackRock / iShares | 0.29% | $30,313,624.00 | 1,281,760 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.04% | $29,801,341.35 | 1,260,099 | Mar 31, 2026 | May 28, 2026 |
|
ADANX
AQR Diversified Arbitrage Fund
|
MF | Independent / Boutique | 1.06% | $24,433,950.20 | 1,033,148 | Mar 31, 2026 | May 22, 2026 |
|
FTEC
Fidelity MSCI Information Technology Index ETF
|
ETF | Fidelity | 0.11% | $19,028,145.40 | 786,287 | Apr 30, 2026 | Jun 23, 2026 |
|
FMADX
Fidelity SAI Merger Arbitrage Fund
|
MF | Fidelity | 2.97% | $16,940,000.00 | 700,000 | Apr 30, 2026 | Jun 26, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.20% | $14,814,296.20 | 612,161 | Apr 30, 2026 | Jun 25, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.24% | $13,800,450.85 | 590,015 | Feb 27, 2026 | Apr 23, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.01% | $12,584,030.51 | 538,009 | Feb 28, 2026 | Apr 24, 2026 |
|
RPIFX
T. Rowe Price Institutional Floating Rate Fund
|
MF | T. Rowe Price | 0.25% | $12,418,563.81 | 12,439,338 | Feb 28, 2026 | Apr 27, 2026 |
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