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; 330 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.
13F holders, Q4 2021
Institutional positions in Clearwater Analytics Holdings, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 69
- −9 vs. Q3 2021
- Shares held
- 49.9M
- +12.6M (+33.8%) vs. Q3 2021
- Total value
- $1.14B
- +$190.9M (+20.1%) vs. Q3 2021
- New holders
- 33
- 18 more added
- Sold out
- 42
- 11 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CWAN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3 | $21.7K |
| Q1 2026 | 330 | $7.25B |
| Q4 2025 | 384 | $7.55B |
| Q3 2025 | 329 | $5.05B |
| Q2 2025 | 398 | $6.18B |
| Q1 2025 | 370 | $6.34B |
| Q4 2024 | 353 | $6.15B |
| Q3 2024 | 266 | $5.00B |
| Q2 2024 | 229 | $3.50B |
| Q1 2024 | 211 | $3.08B |
| Q4 2023 | 201 | $3.07B |
| Q3 2023 | 139 | $1.81B |
| Q2 2023 | 121 | $1.40B |
| Q1 2023 | 122 | $1.24B |
| Q4 2022 | 99 | $1.15B |
| Q3 2022 | 88 | $1.01B |
| Q2 2022 | 112 | $678.4M |
| Q1 2022 | 69 | $1.17B |
| Q4 2021 | 69 | $1.14B |
| Q3 2021 | 80 | $955.5M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dragoneer Investment Group, LLC | 11,828,717 | $271.8M | 3.12% | +8,828,717+294.3% | Added |
| Durable Capital Partners LP | 8,037,371 | $179.9M | 1.41% | +1,000,000+14.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,537,018 | $127.2M | 0.29% | −396,130−6.7% | Reduced |
| Wasatch Advisors Inc | 3,062,167 | $70.4M | 0.29% | +2,369,786+342.3% | Added |
| Wellington Management Group LLP | 3,036,492 | $69.8M | 0.01% | −81,757−2.6% | Reduced |
| Bamco Inc | 2,821,802 | $64.8M | 0.14% | +850,573+43.1% | Added |
| Vanguard Group Inc | 2,638,106 | $60.6M | 0.00% | +537,813+25.6% | Added |
| JPMorgan Chase & Co | 2,078,188 | $47.8M | 0.01% | +515,909+33.0% | Added |
| Price T Rowe Associates Inc | 2,012,244 | $46.2M | 0.00% | +12,244+0.6% | Added |
| Eaton Vance Management | 1,441,182 | $33.1M | 0.04% | +1,441,182 | New |
| FMR LLC | 774,800 | $17.8M | 0.00% | −415,279−34.9% | Reduced |
| Foxhaven Asset Management, LP | 650,000 | $14.9M | 0.43% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 645,519 | $14.8M | 0.01% | −20,296−3.0% | Reduced |
| Blackstone Group Inc. | 523,870 | $12.0M | 0.03% | +25,489+5.1% | Added |
| TimesSquare Capital Management, LLC | 516,100 | $11.9M | 0.11% | +316,100+158.1% | Added |
| Wells Fargo & Company | 492,034 | $11.3M | 0.00% | +437,366+800.0% | Added |
| BlackRock Inc. | 449,623 | $10.3M | 0.00% | +449,623 | New |
| Norges Bank | 416,287 | $9.57M | 0.00% | −33,713−7.5% | Reduced |
| UBS Asset Management Americas Inc | 290,600 | $6.68M | 0.00% | −9,400−3.1% | Reduced |
| Geode Capital Management, LLC | 283,107 | $6.50M | 0.00% | +283,107 | New |
| SEI Investments Co | 273,232 | $6.28M | 0.01% | +162,251+146.2% | Added |
| Ghisallo Capital Management LLC | 250,000 | $5.75M | 0.29% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 200,000 | $4.60M | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 196,329 | $4.51M | 0.00% | +196,329 | New |
| FIL Ltd | 191,319 | $4.40M | 0.00% | −226,969−54.3% | Reduced |
| Charles Schwab Investment Management Inc | 161,040 | $3.70M | 0.00% | +161,040 | New |
| Caas Capital Management LP | 103,966 | $2.39M | 0.22% | −46,034−30.7% | Reduced |
| State Street Corp | 99,100 | $2.28M | 0.00% | +99,100 | New |
| M&T Bank Corp | 82,084 | $1.89M | 0.01% | +82,084 | New |
| Regions Financial Corp | 76,414 | $1.76M | 0.01% | +76,414 | New |
| Laurion Capital Management LP | 75,000 | $1.72M | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 66,792 | $1.53M | 0.00% | +66,792 | New |
| Northern Trust Corp | 61,119 | $1.41M | 0.00% | +61,119 | New |
| Stifel Financial Corp | 45,032 | $1.03M | 0.00% | +45,032 | New |
| TD Asset Management Inc | 44,362 | $1.02M | 0.00% | +23,431+111.9% | Added |
| Seven Grand Managers, LLC | 40,000 | $919.0K | 0.88% | +40,000 | New |
| B. Metzler seel. Sohn & Co. AG | 40,016 | $898.0K | 0.01% | +40,016 | New |
| Oppenheimer Asset Management Inc. | 37,939 | $872.0K | 0.01% | +37,939 | New |
| Morgan Stanley | 29,622 | $681.0K | 0.00% | −49,800−62.7% | Reduced |
| Cna Financial Corp | 27,324 | $628.0K | 0.16% | +27,324 | New |
| Vestmark Advisory Solutions, Inc. | 25,224 | $580.0K | 0.03% | +25,224 | New |
| NewEdge Wealth, LLC | 25,224 | $580.0K | 0.02% | +25,224 | New |
| G2 Investment Partners Management LLC | 25,000 | $575.0K | 0.10% | +25,000 | New |
| Allstate Corp | 23,684 | $544.0K | 0.01% | +5,281+28.7% | Added |
| TownSquare Capital, LLC | 18,989 | $436.0K | 0.01% | +18,989 | New |
| Jane Street Group, LLC | 17,919 | $412.0K | 0.00% | +1,443+8.8% | Added |
| ExodusPoint Capital Management, LP | 17,378 | $399.0K | 0.00% | −7,428−29.9% | Reduced |
| Envestnet Asset Management Inc | 13,025 | $299.0K | 0.00% | +13,025 | New |
| Blueshift Asset Management, LLC | 10,503 | $241.0K | 0.02% | +10,503 | New |
| CIBC Asset Management Inc | 10,044 | $231.0K | 0.00% | +10,044 | New |
| Woodline Partners LP | 10,000 | $230.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 9,041 | $208.0K | 0.04% | +9,041 | New |
| Boothbay Fund Management, LLC | 8,977 | $206.0K | 0.01% | −10,549−54.0% | Reduced |
| XTX Topco Ltd | 8,965 | $206.0K | 0.12% | +8,965 | New |
| State of Tennessee, Treasury Department | 8,880 | $204.0K | 0.00% | +8,880 | New |
| HM Payson & Co | 7,800 | $179.0K | 0.00% | +7,800 | New |
| Advisor Group Holdings, Inc. | 5,794 | $133.0K | 0.00% | +5,694+5,694.0% | Added |
| Tower Research Capital LLC (TRC) | 5,022 | $115.0K | 0.00% | +3,694+278.2% | Added |
| Royal Bank of Canada | 2,889 | $66.0K | 0.00% | +1,401+94.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,444 | $56.0K | 0.00% | +2,444 | New |
| Captrust Financial Advisors | 1,968 | $45.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,648 | $37.0K | 0.00% | +1,587+2,601.6% | Added |
| Wolff Wiese Magana LLC | 793 | $18.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 616 | $14.0K | 0.00% | +616 | New |
| Eagle Bay Advisors LLC | 566 | $13.0K | 0.01% | +566 | New |
| CWM, LLC | 446 | $10.0K | 0.00% | +446 | New |
| Northwestern Mutual Wealth Management Co | 277 | $6.00K | 0.00% | +277 | New |
| Confluence Wealth Services, Inc. | 142 | $3.00K | 0.00% | +142 | New |
| State of Wyoming | 46 | $1.00K | 0.00% | +46 | New |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −544,434−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −258,110−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −249,512−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −201,900−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −176,993−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −163,959−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −135,174−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −129,260−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −99,300−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −88,920−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −84,532−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −76,577−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −68,562−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −65,288−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −51,500−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −43,089−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −36,573−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |