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Clearwater Analytics Holdings, Inc.

CWANDelisted Jun 25, 2026
Industry
Services-Prepackaged Software
SEC CIK
0001866368

Clearwater Analytics Holdings, Inc. was delisted on Jun 25, 2026; its insiders filed their last Form 4 on Jun 25, 2026; 331 institutions reported holding it in 13F filings for Q1 2026, worth $7.25B in total; 3 superinvestors held it, including Starboard Value and Soros Fund Management.

Key figures

Market cap
–
Not available
Insider buys
0
Open market, last 90 days
Insider sells
0
Open market, last 90 days
13F holders
331
Q1 2026, −49 vs. previous quarter
13F value
$7.25B
Reported value at the end of Q1 2026
Superinvestors holding
3
At the end of Q1 2026

From SEC filings, in USD.

Revenue, FY2025
$731.4M
+61.9% year over year
Net income, FY2025
-$38.8M
−109.1% year over year
Free cash flow, FY2025
$164.3M
+138.0% year over year
Revenue, Q1 FY2026
$221.2M
+74.4% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Net loss for FY2025: $38.8M (5.3% of revenue).

Short interest

See short data

From FINRA, settlement date Jun 15, 2026.

Short interest
22.6M
Shares sold short
Change
+630.4K
+2.9% vs. previous
Days to cover
6.64
At average daily volume

Superinvestors holding CWAN, Q1 2026

Go to the superinvestors tab

3 superinvestors report holding Clearwater Analytics Holdings, Inc. on Form 13F. Percentages are the stock's share of each portfolio.

Starboard Value

Jeff Smith

2.8%

Clearwater Analytics Holdings, Inc.'s share of the portfolio

Shares
5,459,031
Value
$129.1M

Soros Fund Management

George Soros

1.0%

Clearwater Analytics Holdings, Inc.'s share of the portfolio

Shares
2,941,405
Value
$69.6M
Other superinvestors holding CWAN (part 1)
SuperinvestorWeightValue
HHLR Advisors (Hillhouse)1.9%$32.3M

Latest insider trades

See all insider trades

Open-market purchases and sales by Clearwater Analytics Holdings, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jun 17, 2026 (view filing)Jun 152 daysMackesy D ScottDirectorSSaleClass A Common Stock−633.9K$24.30−$15.4M−100.0%0 after
Jun 9, 2026 (view filing)Jun 81 dayDas SouvikChief Technology OfficerSSaleClass A Common Stock−10.0K$24.35−$243.5K−5.3%180.1K after10b5-1
May 11, 2026 (view filing)May 83 daysDas SouvikChief Technology OfficerSSaleClass A Common Stock−10.0K$24.34−$243.4K−5.0%190.1K after10b5-1
Apr 16, 2026 (view filing)Apr 151 dayCox James SChief Financial OfficerSSaleClass A Common Stock−18.7K$24.07−$450.1K−3.7%480.4K after4 lots10b5-1
Apr 13, 2026 (view filing)Apr 85 daysLateDas SouvikChief Technology OfficerSSaleClass A Common Stock−10.0K$24.01−$240.1K−4.8%200.1K after10b5-1
Apr 2, 2026 (view filing)Mar 312 daysSethi SubiChief Client OfficerSSaleClass A Common Stock−19.9K$23.80−$472.6K−4.9%388.3K after3 lots
Apr 2, 2026 (view filing)Mar 312 daysDas SouvikChief Technology OfficerSSaleClass A Common Stock−14.7K$23.80−$349.5K−6.5%210.1K after3 lots
Apr 2, 2026 (view filing)Mar 312 daysErickson Scott StanleyChief Revenue OfficerSSaleClass A Common Stock−18.8K$23.80−$447.2K−10.8%155.1K after3 lots
Apr 2, 2026 (view filing)Mar 312 daysSahai SandeepChief Executive OfficerSSaleClass A Common Stock−52.0K$23.80−$1.24M−3.5%1.42M after3 lots
Apr 2, 2026 (view filing)Mar 312 daysCox James SChief Financial OfficerSSaleClass A Common Stock−21.6K$23.80−$514.8K−4.3%485.4K after3 lots

Top 10 13F holders, Q1 2026

See all 331 holders

The largest institutional positions in Clearwater Analytics Holdings, Inc. at the end of Q1 2026; share changes are against Q4 2025.

Institutions holding CWAN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.28,270,108$668.6M0.01%+2,038,216+7.8%Added
Vanguard Portfolio Management LLC18,293,833$432.6M0.02%+18,293,833New
UBS Group AG14,735,354$348.5M0.06%+9,515,458+182.3%Added
HBK Investments L P13,875,000$328.1M4.13%+13,501,697+3,616.8%Added
Vanguard Capital Management LLC13,097,435$309.8M0.01%+13,097,435New
FIL Ltd11,774,123$278.5M0.22%+9,485,866+414.5%Added
Pentwater Capital Management LP11,385,000$269.3M1.91%+8,785,000+337.9%Added
Millennium Management LLC9,294,096$219.8M0.16%+7,801,395+522.6%Added
Citadel Advisors LLC8,441,416$199.6M0.14%+7,298,092+638.3%Added
Glazer Capital, LLC7,819,776$184.9M3.93%+4,675,247+148.7%Added

Holders of 5% or more of CWAN

See all 2 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Clearwater Analytics Holdings, Inc..

Largest holders of CWAN from 13D and 13G filings
HolderLatest formStakeChangeFirst filedLatest filingFiling
Vanguard Portfolio Management LLC13G6.29%18.5M sharesNewApr 29, 20261 filingApr 29, 2026SEC
Vanguard Capital Management LLC13G5.19%15.3M sharesNewApr 29, 20261 filingApr 29, 2026SEC