Tealwood Asset Management Invests $1.5M in Clearwater Analytics

New stake acquired in financial analytics firm during Q4 2025

Mar. 21, 2026 at 11:18am

Tealwood Asset Management Inc. acquired a new stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 62,121 shares of the company's stock, valued at approximately $1,498,000.

Why it matters

Clearwater Analytics is a leading provider of investment portfolio accounting, reporting, and analytics solutions, serving institutional investors like insurers, asset managers, and corporations. This new investment by Tealwood Asset Management signals continued institutional interest and confidence in Clearwater's business model and growth potential.

The details

Other institutional investors have also recently bought and sold shares of Clearwater Analytics. GAMMA Investing LLC lifted its position in the company by 241.6% in the fourth quarter, while FNY Investment Advisers LLC increased its stake by 409.9% in the third quarter. Swiss Life Asset Management Ltd and CIBC Bancorp USA Inc. also acquired new positions in Clearwater Analytics during this time period.

  • Tealwood Asset Management acquired the new stake in Clearwater Analytics during the 4th quarter of 2025.
  • The disclosure of the investment was made on March 21, 2026.

The players

Tealwood Asset Management Inc.

An investment management firm that acquired a new stake in Clearwater Analytics Holdings, Inc.

Clearwater Analytics Holdings, Inc.

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

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The takeaway

This investment by Tealwood Asset Management underscores the institutional appeal of Clearwater Analytics' financial analytics and reporting platform, which has attracted a growing client base of major institutional investors.