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 |
|---|---|---|---|---|---|
| State of Wyoming | 46 | $1.00K | 0.00% | +46 | New |
| Confluence Wealth Services, Inc. | 142 | $3.00K | 0.00% | +142 | New |
| Northwestern Mutual Wealth Management Co | 277 | $6.00K | 0.00% | +277 | New |
| CWM, LLC | 446 | $10.0K | 0.00% | +446 | New |
| Eagle Bay Advisors LLC | 566 | $13.0K | 0.01% | +566 | New |
| FourThought Financial, LLC | 616 | $14.0K | 0.00% | +616 | New |
| Wolff Wiese Magana LLC | 793 | $18.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 1,648 | $37.0K | 0.00% | +1,587+2,601.6% | Added |
| Captrust Financial Advisors | 1,968 | $45.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,444 | $56.0K | 0.00% | +2,444 | New |
| Royal Bank of Canada | 2,889 | $66.0K | 0.00% | +1,401+94.2% | Added |
| Tower Research Capital LLC (TRC) | 5,022 | $115.0K | 0.00% | +3,694+278.2% | Added |
| Advisor Group Holdings, Inc. | 5,794 | $133.0K | 0.00% | +5,694+5,694.0% | Added |
| HM Payson & Co | 7,800 | $179.0K | 0.00% | +7,800 | New |
| State of Tennessee, Treasury Department | 8,880 | $204.0K | 0.00% | +8,880 | 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 |
| Gyon Technologies Capital Management, LP | 9,041 | $208.0K | 0.04% | +9,041 | New |
| Woodline Partners LP | 10,000 | $230.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,044 | $231.0K | 0.00% | +10,044 | New |
| Blueshift Asset Management, LLC | 10,503 | $241.0K | 0.02% | +10,503 | New |
| Envestnet Asset Management Inc | 13,025 | $299.0K | 0.00% | +13,025 | New |
| ExodusPoint Capital Management, LP | 17,378 | $399.0K | 0.00% | −7,428−29.9% | Reduced |
| Jane Street Group, LLC | 17,919 | $412.0K | 0.00% | +1,443+8.8% | Added |
| TownSquare Capital, LLC | 18,989 | $436.0K | 0.01% | +18,989 | New |
| Allstate Corp | 23,684 | $544.0K | 0.01% | +5,281+28.7% | Added |
| G2 Investment Partners Management LLC | 25,000 | $575.0K | 0.10% | +25,000 | 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 |
| Cna Financial Corp | 27,324 | $628.0K | 0.16% | +27,324 | New |
| Morgan Stanley | 29,622 | $681.0K | 0.00% | −49,800−62.7% | Reduced |
| Oppenheimer Asset Management Inc. | 37,939 | $872.0K | 0.01% | +37,939 | New |
| B. Metzler seel. Sohn & Co. AG | 40,016 | $898.0K | 0.01% | +40,016 | New |
| Seven Grand Managers, LLC | 40,000 | $919.0K | 0.88% | +40,000 | New |
| TD Asset Management Inc | 44,362 | $1.02M | 0.00% | +23,431+111.9% | Added |
| Stifel Financial Corp | 45,032 | $1.03M | 0.00% | +45,032 | New |
| Northern Trust Corp | 61,119 | $1.41M | 0.00% | +61,119 | New |
| Bank of America Corp | 66,792 | $1.53M | 0.00% | +66,792 | New |
| Laurion Capital Management LP | 75,000 | $1.72M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 76,414 | $1.76M | 0.01% | +76,414 | New |
| M&T Bank Corp | 82,084 | $1.89M | 0.01% | +82,084 | New |
| State Street Corp | 99,100 | $2.28M | 0.00% | +99,100 | New |
| Caas Capital Management LP | 103,966 | $2.39M | 0.22% | −46,034−30.7% | Reduced |
| Charles Schwab Investment Management Inc | 161,040 | $3.70M | 0.00% | +161,040 | New |
| FIL Ltd | 191,319 | $4.40M | 0.00% | −226,969−54.3% | Reduced |
| Raymond James & Associates | 196,329 | $4.51M | 0.00% | +196,329 | New |
| Teacher Retirement System of Texas | 200,000 | $4.60M | 0.02% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 250,000 | $5.75M | 0.29% | 00.0% | Unchanged |
| SEI Investments Co | 273,232 | $6.28M | 0.01% | +162,251+146.2% | Added |
| Geode Capital Management, LLC | 283,107 | $6.50M | 0.00% | +283,107 | New |
| UBS Asset Management Americas Inc | 290,600 | $6.68M | 0.00% | −9,400−3.1% | Reduced |
| Norges Bank | 416,287 | $9.57M | 0.00% | −33,713−7.5% | Reduced |
| BlackRock Inc. | 449,623 | $10.3M | 0.00% | +449,623 | New |
| Wells Fargo & Company | 492,034 | $11.3M | 0.00% | +437,366+800.0% | Added |
| TimesSquare Capital Management, LLC | 516,100 | $11.9M | 0.11% | +316,100+158.1% | Added |
| Blackstone Group Inc. | 523,870 | $12.0M | 0.03% | +25,489+5.1% | Added |
| Janus Henderson Group PLC | 645,519 | $14.8M | 0.01% | −20,296−3.0% | Reduced |
| Foxhaven Asset Management, LP | 650,000 | $14.9M | 0.43% | 00.0% | Unchanged |
| FMR LLC | 774,800 | $17.8M | 0.00% | −415,279−34.9% | Reduced |
| Eaton Vance Management | 1,441,182 | $33.1M | 0.04% | +1,441,182 | New |
| Price T Rowe Associates Inc | 2,012,244 | $46.2M | 0.00% | +12,244+0.6% | Added |
| JPMorgan Chase & Co | 2,078,188 | $47.8M | 0.01% | +515,909+33.0% | Added |
| Vanguard Group Inc | 2,638,106 | $60.6M | 0.00% | +537,813+25.6% | Added |
| Bamco Inc | 2,821,802 | $64.8M | 0.14% | +850,573+43.1% | Added |
| Wellington Management Group LLP | 3,036,492 | $69.8M | 0.01% | −81,757−2.6% | Reduced |
| Wasatch Advisors Inc | 3,062,167 | $70.4M | 0.29% | +2,369,786+342.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,537,018 | $127.2M | 0.29% | −396,130−6.7% | Reduced |
| Durable Capital Partners LP | 8,037,371 | $179.9M | 1.41% | +1,000,000+14.2% | Added |
| Dragoneer Investment Group, LLC | 11,828,717 | $271.8M | 3.12% | +8,828,717+294.3% | Added |
| 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 |