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Wellington discloses 1.7% Clearwater Analytics (NYSE: CWAN) stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Clearwater Analytics Holdings, Inc. received an amended Schedule 13G from Wellington-related entities reporting their ownership in the company’s common stock. Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP report beneficial ownership of 4,835,344 shares, representing about 1.68–1.7% of the outstanding class.

All reported shares are held with shared voting power of 3,851,097 shares and shared dispositive power of 4,835,344 shares, with no sole voting or dispositive power. The securities are owned of record by clients of Wellington investment advisers, each client holding less than five percent of the class. The filing certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Clearwater Analytics.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What ownership stake does Wellington report in Clearwater Analytics (CWAN)?

Wellington-affiliated entities report beneficial ownership of 4,835,344 Clearwater Analytics common shares, representing about 1.68–1.7% of the outstanding class. This stake is disclosed on an amended Schedule 13G filed for the event dated 12/31/2025.

Which Wellington entities are reporting ownership in Clearwater Analytics (CWAN)?

The filing lists three reporting persons: Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. These entities sit atop a structure of investment advisers whose clients own the Clearwater Analytics common shares of record.

How much voting and dispositive power does Wellington have over CWAN shares?

The Wellington entities report 0 shares with sole voting or dispositive power. They report shared voting power over 3,851,097 shares and shared dispositive power over 4,835,344 shares, indicating decisions are made collectively for their advisory clients.

Do Wellington’s clients individually own more than 5% of Clearwater Analytics stock?

No client is known to have rights over more than 5% of Clearwater Analytics’ common stock. The filing states the securities are owned of record by various advisory clients, each below the five-percent threshold for this class of securities.

Is Wellington seeking to influence control of Clearwater Analytics (CWAN)?

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Clearwater Analytics, nor in connection with any control-related transaction.

Who ultimately benefits from the CWAN shares reported by Wellington?

The filing explains that the reported Clearwater Analytics shares are owned of record by clients of Wellington investment advisers. Those clients have the right to receive dividends and sale proceeds from the securities, rather than the Wellington entities themselves.
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