Capital World Investors Boosts Stake in Clearwater Analytics

Investment firm increases holdings in data analytics company by 5.4% in Q3 2025

Mar. 13, 2026 at 8:08am

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Capital World Investors, a major institutional investor, has increased its stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 5.4% during the third quarter of 2025. The firm now owns 3,795,522 shares, or 1.30% of the company's stock, valued at $68,395,000 as of its most recent SEC filing.

Why it matters

Clearwater Analytics is a leading provider of investment portfolio accounting, reporting, and analytics software, serving a wide range of institutional investors. Capital World Investors' increased stake signals confidence in the company's growth prospects and market position within the fintech industry.

The details

According to the SEC filing, Capital World Investors acquired an additional 194,177 shares of Clearwater Analytics during the third quarter. This brings the firm's total ownership to 3,795,522 shares, or 1.30% of the company's outstanding stock. Clearwater Analytics provides cloud-based software solutions that automate complex investment data management and reporting processes for insurers, asset managers, corporations, and other institutional investors.

  • Capital World Investors increased its stake in Clearwater Analytics during the third quarter of 2025.

The players

Capital World Investors

A major institutional investment firm that manages a diversified portfolio of public equities.

Clearwater Analytics Holdings, Inc.

A leading provider of investment portfolio accounting, reporting, and analytics software, serving institutional investors.

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The takeaway

Capital World Investors' increased stake in Clearwater Analytics underscores the growing importance of data-driven solutions in the financial services industry. As institutional investors seek to optimize performance and manage risk, Clearwater's cloud-based analytics platform appears to be gaining traction among a diverse client base.