Bamco Inc. NY Acquires 1.58 Million Shares of Clearwater Analytics

Institutional investor increases stake in data analytics firm by 25.9% in Q3

Mar. 15, 2026 at 8:34am

Got story updates? Submit your updates here. ›

Bamco Inc. NY, an investment management firm, has increased its holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 25.9% in the third quarter of 2026. The firm now owns 7,675,038 shares of the data analytics company, representing about 2.62% of Clearwater Analytics' total outstanding shares.

Why it matters

This acquisition signals that a major institutional investor sees significant value in Clearwater Analytics' business model and growth potential. As a leading provider of investment portfolio accounting, reporting, and analytics solutions, Clearwater Analytics has been expanding its client base of insurers, asset managers, corporations, and other institutional investors.

The details

According to a 13F filing with the SEC, Bamco Inc. NY bought an additional 1,580,323 shares of Clearwater Analytics in the third quarter, bringing its total stake in the company to 7,675,038 shares. This represents about 2.62% of Clearwater Analytics' total outstanding shares. The investment firm cited the company's strong financial performance and growth prospects as reasons for increasing its position.

  • Bamco Inc. NY increased its stake in Clearwater Analytics by 25.9% in the 3rd quarter of 2026.

The players

Bamco Inc. NY

An investment management firm that has increased its stake in Clearwater Analytics Holdings, Inc.

Clearwater Analytics Holdings, Inc.

A global provider of web-based investment portfolio accounting, reporting, and analytics solutions.

Got photos? Submit your photos here. ›

The takeaway

Bamco Inc. NY's increased investment in Clearwater Analytics suggests the data analytics firm is viewed as a promising long-term growth opportunity by a major institutional investor. This could signal increased confidence in Clearwater Analytics' ability to continue expanding its client base and market share in the institutional investment management space.