Who owns CWAN (CWAN)
Which tracked institutional funds hold CWAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CWAN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
116 tracked funds added or opened CWAN while 171 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CWAN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes CWAN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CWAN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 326 tracked filers holding CWAN, 182 increased or opened the position and 254 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CWAN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 55
- VANGUARD PORTFOLIO MANAGEMENT LLC$433M
- VANGUARD CAPITAL MANAGEMENT LLC$310M
- Kryger Capital LLC$90M
- Westchester Capital Management, LLC$62M
- VANGUARD FIDUCIARY TRUST CO$47M
- Birnam Oak Advisors, LP$41M
Full exits 87
- VANGUARD GROUP INC$793M
- WASATCH ADVISORS LP$203M
- HMI Capital Management, L.P.$153M
- Capital World Investors$142M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$142M
- Hood River Capital Management LLC$104M
Largest adds
- HBK INVESTMENTS L P$319M
- FIL Ltd$223M
- UBS Group AG$223M
- Pentwater Capital Management LP$207M
- MILLENNIUM MANAGEMENT LLC$184M
- CITADEL ADVISORS LLC$172M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$323M
- BAMCO INC /NY/$185M
- BlackRock, Inc.$143M
- Conestoga Capital Advisors, LLC$132M
- MORGAN STANLEY$129M
- Starboard Value LP$111M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 20,726,830 | $490M | 5.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 18,293,833 | $433M | 4.9% | 2026-Q1 |
| UBS Group AG added | 14,735,354 | $348M | 3.9% | 2026-Q1 |
| HBK INVESTMENTS L P added | 13,875,000 | $328M | 3.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 13,097,435 | $310M | 3.5% | 2026-Q1 |
| FIL Ltd added | 11,774,123 | $278M | 3.1% | 2026-Q1 |
| Pentwater Capital Management LP added | 11,385,000 | $269M | 3.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 9,294,096 | $220M | 2.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 8,441,416 | $200M | 2.2% | 2026-Q1 |
| GLAZER CAPITAL, LLC added | 7,819,776 | $185M | 2.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 7,313,635 | $173M | 1.9% | 2026-Q1 |
| STATE STREET CORP added | 6,894,143 | $163M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,801,369 | $161M | 1.8% | 2026-Q1 |
| Starboard Value LP trimmed | 5,459,031 | $129M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 5,258,445 | $124M | 1.4% | 2026-Q1 |
| TIG Advisors, LLC added | 5,017,185 | $119M | 1.3% | 2026-Q1 |
| Blackstone Inc. | 4,067,360 | $96M | 1.1% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. added | 4,004,230 | $95M | 1.1% | 2026-Q1 |
| Kryger Capital LLC new | 3,817,188 | $90M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 3,625,230 | $86M | 1.0% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 3,622,500 | $86M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 3,172,645 | $85M | 1.0% | 2026-Q1 |
| Man Group plc added | 3,577,912 | $85M | 1.0% | 2026-Q1 |
| AQR Arbitrage LLC added | 3,295,740 | $78M | 0.9% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC added | 2,941,405 | $70M | 0.8% | 2026-Q1 |
| Verition Fund Management LLC added | 2,855,891 | $68M | 0.8% | 2026-Q1 |
| Capula Management Ltd added | 2,677,322 | $63M | 0.7% | 2026-Q1 |
| Westchester Capital Management, LLC new | 2,617,694 | $62M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,547,602 | $60M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,546,987 | $60M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 2,507,427 | $59M | 0.7% | 2026-Q1 |
| Melqart Asset Management (UK) Ltd added | 2,265,906 | $54M | 0.6% | 2026-Q1 |
| First Trust Capital Management L.P. added | 2,154,188 | $51M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,000,277 | $47M | 0.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,851,536 | $45M | 0.5% | 2026-Q1 |
| CAXTON ASSOCIATES LLP added | 1,790,121 | $42M | 0.5% | 2026-Q1 |
| Birnam Oak Advisors, LP new | 1,719,139 | $41M | 0.5% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 1,605,137 | $38M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,605,137 | $38M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,530,460 | $36M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,468,417 | $35M | 0.4% | 2026-Q1 |
| LMR Partners LLP added | 1,452,700 | $34M | 0.4% | 2026-Q1 |
| Calamos Advisors LLC new | 1,377,682 | $33M | 0.4% | 2026-Q1 |
| HHLR ADVISORS, LTD. | 1,365,971 | $32M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 1,318,897 | $31M | 0.4% | 2026-Q1 |
| Woodline Partners LP added | 1,290,000 | $31M | 0.3% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 1,265,435 | $30M | 0.3% | 2026-Q1 |
| Capital International Investors trimmed | 1,260,099 | $30M | 0.3% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,258,900 | $30M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,231,836 | $29M | 0.3% | 2026-Q1 |
| Twin Securities, Inc. added | 1,164,090 | $28M | 0.3% | 2026-Q1 |
| Decagon Asset Management LLP new | 1,139,167 | $27M | 0.3% | 2026-Q1 |
| WARBURG PINCUS LLC | 977,455 | $23M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board new | 977,000 | $23M | 0.3% | 2026-Q1 |
| SYQUANT CAPITAL SAS new | 974,549 | $23M | 0.3% | 2026-Q1 |
| Fort Baker Capital Management LP trimmed | 970,611 | $23M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 968,604 | $23M | 0.3% | 2026-Q1 |
| Keenan Capital, LLC trimmed | 960,212 | $23M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC added | 940,350 | $22M | 0.3% | 2026-Q1 |
| METEORA CAPITAL, LLC added | 938,659 | $22M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 935,000 | $22M | 0.2% | 2026-Q1 |
| Sand Grove Capital Management LLP new | 930,959 | $22M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 920,728 | $22M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 905,918 | $21M | 0.2% | 2026-Q1 |
| Tensile Capital Management LP trimmed | 879,674 | $21M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 861,932 | $20M | 0.2% | 2026-Q1 |
| Weiss Asset Management LP added | 843,439 | $20M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 827,246 | $20M | 0.2% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 782,340 | $19M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 762,870 | $18M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 32,879,067 | $793M | 8.9% | 2025-Q4 stale |
| Permira Holdings LTD | 7,983,533 | $214M | 2.4% | 2025-Q1 stale |
| WASATCH ADVISORS LP trimmed | 8,430,212 | $203M | 2.3% | 2025-Q4 stale |
| HMI Capital Management, L.P. added | 6,339,500 | $153M | 1.7% | 2025-Q4 stale |
| Capital World Investors added | 5,882,816 | $142M | 1.6% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 5,880,506 | $142M | 1.6% | 2025-Q4 stale |
| Hood River Capital Management LLC added | 4,304,707 | $104M | 1.2% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 4,929,493 | $89M | 1.0% | 2025-Q3 stale |
| Stephens Investment Management Group LLC added | 3,531,792 | $85M | 1.0% | 2025-Q4 stale |
| BROWN ADVISORY INC added | 2,581,022 | $62M | 0.7% | 2025-Q4 stale |
| KRYGER CAPITAL Ltd new | 2,468,400 | $60M | 0.7% | 2025-Q4 stale |
| LOOMIS SAYLES & CO L P trimmed | 2,645,199 | $58M | 0.7% | 2025-Q2 stale |
| T. Rowe Price Investment Management, Inc. added | 2,950,971 | $53M | 0.6% | 2025-Q3 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,336,475 | $51M | 0.6% | 2025-Q2 stale |
| Lead Edge Capital Management, LLC | 1,946,446 | $47M | 0.5% | 2025-Q4 stale |
| LORD, ABBETT & CO. LLC added | 1,561,249 | $42M | 0.5% | 2025-Q1 stale |
| Allspring Global Investments Holdings, LLC trimmed | 1,684,445 | $41M | 0.5% | 2025-Q4 stale |
| JENNISON ASSOCIATES LLC added | 1,501,384 | $36M | 0.4% | 2025-Q4 stale |
| RIVERBRIDGE PARTNERS LLC trimmed | 1,298,714 | $31M | 0.4% | 2025-Q4 stale |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC added | 1,366,580 | $30M | 0.3% | 2025-Q2 stale |
| Shannon River Fund Management LLC added | 1,236,412 | $30M | 0.3% | 2025-Q4 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 1,232,987 | $30M | 0.3% | 2025-Q4 stale |
| Clearbridge Investments, LLC added | 1,039,953 | $25M | 0.3% | 2025-Q4 stale |
| PALISADE CAPITAL MANAGEMENT, LP added | 1,017,690 | $25M | 0.3% | 2025-Q4 stale |
| JUPITER ASSET MANAGEMENT LTD new | 988,538 | $22M | 0.2% | 2025-Q2 stale |
| CONGRESS ASSET MANAGEMENT CO added | 839,499 | $20M | 0.2% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 751,042 | $20M | 0.2% | 2025-Q1 stale |
| Sea Cliff Partners Management, LP added | 1,101,680 | $20M | 0.2% | 2025-Q3 stale |
| Science & Technology Partners, L.P. new | 681,771 | $18M | 0.2% | 2025-Q1 stale |
| COMERICA BANK added | 731,343 | $18M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.