Brown Brothers Harriman & Co. Buys New Position in Clearwater Analytics Holdings, Inc.

The investment firm acquired over 2.4 million shares of the financial software company in the third quarter.

Mar. 14, 2026 at 7:35am

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Brown Brothers Harriman & Co. acquired a new position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) during the 3rd quarter, according to the company's recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,490,801 shares of the company's stock, valued at approximately $44,884,000, making it a significant new investor in the financial software firm.

Why it matters

The acquisition of a large stake in Clearwater Analytics by a major investment firm like Brown Brothers Harriman & Co. signals confidence in the company's growth potential and future prospects. As a leading provider of investment portfolio accounting and analytics software, Clearwater Analytics has been expanding its client base among institutional investors like insurers, asset managers, and government entities.

The details

According to the 13F filing, Brown Brothers Harriman & Co. now owns about 0.85% of Clearwater Analytics' outstanding shares. The investment firm's new position in the company was one of several large investor moves in Clearwater Analytics stock during the third quarter, with other hedge funds and institutional investors also taking new or increased stakes.

  • Brown Brothers Harriman & Co. acquired the 2,490,801 shares of Clearwater Analytics in the third quarter of 2026.

The players

Brown Brothers Harriman & Co.

A private investment firm that provides wealth management, investment management, and custody services to individuals, families, and institutions.

Clearwater Analytics Holdings, Inc.

A global provider of web-based investment portfolio accounting, reporting, and analytics solutions for institutional investors such as insurers, asset managers, corporations, and government entities.

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The takeaway

The acquisition of a significant stake in Clearwater Analytics by a respected investment firm like Brown Brothers Harriman & Co. underscores the company's position as a leading provider of financial software and analytics solutions to the institutional investment market. This move signals confidence in Clearwater Analytics' growth prospects and ability to continue expanding its client base.