Clearwater Analytics Holdings, Inc. (CWAN) Bundle
Who Invests in Clearwater Analytics Holdings, Inc. (CWAN) and Why?
Investor Profile and Investment Landscape for CWAN
As of Q4 2023, the investor composition for the company reveals a nuanced breakdown of investment interests.
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 72.4% | 38,562,000 |
| Mutual Funds | 18.6% | 9,890,000 |
| Hedge Funds | 6.2% | 3,300,000 |
| Retail Investors | 2.8% | 1,490,000 |
Key Institutional Investors
- Vanguard Group: 12.3% ownership
- BlackRock Inc.: 9.7% ownership
- Fidelity Management: 7.5% ownership
Investment Motivations
Primary investment drivers include:
- Software-as-a-Service (SaaS) growth potential
- Consistent revenue expansion
- Strong enterprise client base
Financial Performance Metrics
| Metric | 2023 Value | Year-over-Year Growth |
|---|---|---|
| Annual Revenue | $293.4 million | 22.6% |
| Net Income | $42.1 million | 18.3% |
| Gross Margin | 74.2% | +2.1 percentage points |
Investment Strategy Distribution
- Long-term Hold Strategy: 65.3%
- Growth Investment: 22.7%
- Short-term Trading: 12%
Institutional Ownership and Major Shareholders of Clearwater Analytics Holdings, Inc. (CWAN)
Investor Profile and Investment Landscape for CWAN
As of Q4 2023, the investor composition for the company reveals a nuanced breakdown of investment interests.
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 72.4% | 38,562,000 |
| Mutual Funds | 18.6% | 9,890,000 |
| Hedge Funds | 6.2% | 3,300,000 |
| Retail Investors | 2.8% | 1,490,000 |
Key Institutional Investors
- Vanguard Group: 12.3% ownership
- BlackRock Inc.: 9.7% ownership
- Fidelity Management: 7.5% ownership
Investment Motivations
Primary investment drivers include:
- Software-as-a-Service (SaaS) growth potential
- Consistent revenue expansion
- Strong enterprise client base
Financial Performance Metrics
| Metric | 2023 Value | Year-over-Year Growth |
|---|---|---|
| Annual Revenue | $293.4 million | 22.6% |
| Net Income | $42.1 million | 18.3% |
| Gross Margin | 74.2% | +2.1 percentage points |
Investment Strategy Distribution
- Long-term Hold Strategy: 65.3%
- Growth Investment: 22.7%
- Short-term Trading: 12%
Key Investors and Their Influence on Clearwater Analytics Holdings, Inc. (CWAN)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 88.7%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 5,421,867 | 12.4% |
| BlackRock Inc | 4,893,215 | 11.2% |
| Capital World Investors | 3,672,441 | 8.3% |
| Fidelity Management & Research | 2,985,632 | 6.8% |
Recent Ownership Changes
- Institutional investors increased holdings by 4.2% in last quarter
- Net institutional buying volume: $347 million
- Total number of institutional investors: 437
Institutional Investor Impact
Institutional investors control $43.6 billion in total market capitalization for the company.
Market Impact and Investor Sentiment of Clearwater Analytics Holdings, Inc. (CWAN)
Key Investors and Their Impact on CWAN Stock
As of Q4 2023, the company's institutional investor ownership stands at 89.7%, with significant stakes held by prominent investment firms.
| Investor | Shares Owned | Percentage |
|---|---|---|
| Silver Lake Group | 8,350,000 | 23.4% |
| Dragoneer Investment Group | 5,720,000 | 16.1% |
| Tiger Global Management | 4,215,000 | 11.8% |
Investor Influence Dynamics
- Silver Lake Group led a $380 million investment round in 2022
- Dragoneer Investment Group participated in strategic financing
- Tiger Global has been consistently increasing its stake
Recent investor transactions reveal significant movements:
- Q4 2023 saw $42.5 million in new institutional investments
- Insider ownership represents 12.3% of total shares
- Institutional investors added 1.2 million shares during last quarter
Investor Impact Metrics
| Metric | Value |
|---|---|
| Total Institutional Investors | 187 |
| Quarterly Investment Change | +3.6% |
| Average Investor Holding Period | 2.7 years |
Clearwater Analytics Holdings, Inc. (CWAN) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.