Exploring Clearwater Analytics Holdings, Inc. (CWAN) Investor Profile: Who’s Buying and Why?

Exploring Clearwater Analytics Holdings, Inc. (CWAN) Investor Profile: Who’s Buying and Why?

US | Technology | Software - Application | NYSE

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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

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