CWAN
Clearwater Analytics Holdings, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | -103 | 711 | $16,815 | — | −103 |
| Q1 2026 | 107 | -8 | 167.04M | $3.95B | +9 | −18 |
| Q4 2025 | 115 | +2 | 203.65M | $4.91B | +4 | −1 |
| Q3 2025 | 16 | -5 | 128.46M | $2.31B | +1 | −7 |
| Q2 2025 | 19 | +1 | 94.63M | $2.08B | +1 | — |
| Q1 2025 | 15 | 0 | 30.62M | $820.59M | — | — |
| Q4 2024 | 15 | +5 | 30.09M | $828.12M | +5 | — |
| Q3 2024 | 9 | -3 | 11.73M | $296.26M | — | −3 |
| Q2 2024 | 12 | — | 15.01M | $277.99M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 5.95M | +98.2% | $163.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 5.95M | +98.2% | $163.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 5.95M | +98.2% | $163.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 5.95M | +98.2% | $163.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 4.46M | — | $122.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 4.19M | +19.2% | $115.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 4.19M | +19.2% | $115.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Capital World Investors ✦ | 3.72M | 0.0% | $102.44M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 3.57M | +1103.3% | $98.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 3.57M | +1103.3% | $98.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 2.16M | Nuevo | $59.40M | 0.0% | New | 1 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 1.51M | +394.4% | $41.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.48M | +369.7% | $40.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 1.48M | +369.7% | $40.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Millennium Management ✦ | 1.31M | +189.4% | $36.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 935.77K | Nuevo | $25.75M | 0.0% | New | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 429.14K | +1881.8% | $11.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 193.49K | +90.7% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 193.49K | +90.7% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 94.40K | Nuevo | $2.60M | 0.0% | New | 1 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 75.11K | Nuevo | $2.07M | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 11.79K | Nuevo | $324,323 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 11.79K | Nuevo | $324,323 | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 11.79K | Nuevo | $324,323 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $59.40M | 0.0% |
| Arrowstreet Capital | $25.75M | 0.0% |
| Gotham Asset Management | $2.60M | 0.0% |
| Point72 Asset Management | $2.07M | 0.0% |
| AQR Capital Management | $324,323 | 0.0% |
| AQR Capital Management | $324,323 | 0.0% |
| AQR Capital Management | $324,323 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 325 tenedores, 294.40M acciones, $6.72B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.