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, Q1 2022
Institutional positions in Clearwater Analytics Holdings, Inc. as of Mar 31, 2022. 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
- 0 vs. Q4 2021
- Shares held
- 55.8M
- +5.87M (+11.8%) vs. Q4 2021
- Total value
- $1.17B
- +$29.2M (+2.6%) vs. Q4 2021
- New holders
- 18
- 28 more added
- Sold out
- 18
- 19 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dragoneer Investment Group, LLC | 12,030,026 | $252.6M | 3.22% | +201,309+1.7% | Added |
| Durable Capital Partners LP | 8,945,959 | $187.9M | 1.65% | +908,588+11.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,886,377 | $123.6M | 0.33% | +349,359+6.3% | Added |
| Bamco Inc | 3,873,722 | $81.3M | 0.20% | +1,051,920+37.3% | Added |
| Fred Alger Management, LLC | 3,816,918 | $80.2M | 0.26% | +3,816,918 | New |
| JPMorgan Chase & Co | 3,545,266 | $74.5M | 0.01% | +1,467,078+70.6% | Added |
| Wasatch Advisors Inc | 3,240,235 | $68.0M | 0.33% | +178,068+5.8% | Added |
| Vanguard Group Inc | 2,621,402 | $55.0M | 0.00% | −16,704−0.6% | Reduced |
| Price T Rowe Associates Inc | 2,009,751 | $42.2M | 0.00% | −2,493−0.1% | Reduced |
| Wellington Management Group LLP | 1,940,680 | $40.8M | 0.01% | −1,095,812−36.1% | Reduced |
| Eaton Vance Management | 1,598,264 | $33.6M | 0.04% | +157,082+10.9% | Added |
| FMR LLC | 777,600 | $16.3M | 0.00% | +2,800+0.4% | Added |
| Wells Fargo & Company | 656,450 | $13.8M | 0.00% | +164,416+33.4% | Added |
| Janus Henderson Group PLC | 618,140 | $13.0M | 0.01% | −27,379−4.2% | Reduced |
| Bank of New York Mellon Corp | 612,851 | $12.9M | 0.00% | +612,851 | New |
| BlackRock Inc. | 470,328 | $9.88M | 0.00% | +20,705+4.6% | Added |
| Norges Bank | 391,287 | $8.22M | 0.00% | −25,000−6.0% | Reduced |
| Geode Capital Management, LLC | 292,594 | $6.14M | 0.00% | +9,487+3.4% | Added |
| UBS Asset Management Americas Inc | 270,200 | $5.67M | 0.00% | −20,400−7.0% | Reduced |
| SEI Investments Co | 270,146 | $5.67M | 0.01% | −3,086−1.1% | Reduced |
| TimesSquare Capital Management, LLC | 264,800 | $5.56M | 0.06% | −251,300−48.7% | Reduced |
| State Street Corp | 199,387 | $4.19M | 0.00% | +100,287+101.2% | Added |
| FIL Ltd | 167,980 | $3.53M | 0.00% | −23,339−12.2% | Reduced |
| Charles Schwab Investment Management Inc | 165,076 | $3.47M | 0.00% | +4,036+2.5% | Added |
| Ghisallo Capital Management LLC | 125,000 | $2.63M | 0.28% | −125,000−50.0% | Reduced |
| Stifel Financial Corp | 91,525 | $1.92M | 0.00% | +46,493+103.2% | Added |
| Bank of America Corp | 87,991 | $1.85M | 0.00% | +21,199+31.7% | Added |
| Regions Financial Corp | 80,920 | $1.70M | 0.01% | +4,506+5.9% | Added |
| Royal Bank of Canada | 73,140 | $1.54M | 0.00% | +70,251+2,431.7% | Added |
| Northern Trust Corp | 59,442 | $1.25M | 0.00% | −1,677−2.7% | Reduced |
| Morgan Stanley | 56,086 | $1.18M | 0.00% | +26,464+89.3% | Added |
| Seven Grand Managers, LLC | 50,000 | $1.05M | 0.91% | +10,000+25.0% | Added |
| Oppenheimer Asset Management Inc. | 46,266 | $972.0K | 0.01% | +8,327+21.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 37,122 | $780.0K | 0.01% | −2,894−7.2% | Reduced |
| Envestnet Asset Management Inc | 34,500 | $725.0K | 0.00% | +21,475+164.9% | Added |
| TD Asset Management Inc | 33,088 | $695.0K | 0.00% | −11,274−25.4% | Reduced |
| First Republic Investment Management, Inc. | 30,154 | $633.0K | 0.00% | +30,154 | New |
| Cna Financial Corp | 27,324 | $574.0K | 0.18% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 25,423 | $534.0K | 0.02% | +199+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 25,170 | $529.0K | 0.03% | −54−0.2% | Reduced |
| Jeneq Management, LP | 24,600 | $517.0K | 0.13% | +24,600 | New |
| Gsa Capital Partners LLP | 20,675 | $434.0K | 0.06% | +20,675 | New |
| TownSquare Capital, LLC | 20,586 | $432.0K | 0.01% | +1,597+8.4% | Added |
| Laurion Capital Management LP | 17,175 | $361.0K | 0.01% | −57,825−77.1% | Reduced |
| Jane Street Group, LLC | 17,132 | $360.0K | 0.00% | −787−4.4% | Reduced |
| Cubist Systematic Strategies, LLC | 13,120 | $276.0K | 0.00% | +13,120 | New |
| State of Tennessee, Treasury Department | 11,500 | $242.0K | 0.00% | +2,620+29.5% | Added |
| Truist Financial Corp | 11,016 | $231.0K | 0.00% | +11,016 | New |
| CIBC Asset Management Inc | 10,044 | $211.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 9,784 | $206.0K | 0.00% | +1,984+25.4% | Added |
| Barclays PLC | 9,802 | $206.0K | 0.00% | +9,802 | New |
| Parametric Portfolio Associates LLC | 9,731 | $204.0K | 0.00% | +9,731 | New |
| Renaissance Technologies LLC | 9,700 | $204.0K | 0.00% | +9,700 | New |
| Dark Forest Capital Management LP | 8,866 | $186.0K | 0.04% | +8,866 | New |
| Advisor Group Holdings, Inc. | 6,823 | $143.0K | 0.00% | +1,029+17.8% | Added |
| Citigroup Inc | 6,821 | $143.0K | 0.00% | +6,821 | New |
| Steward Partners Investment Advisory, LLC | 2,744 | $58.0K | 0.00% | +300+12.3% | Added |
| Captrust Financial Advisors | 2,663 | $56.0K | 0.00% | +695+35.3% | Added |
| Deutsche Bank AG | 1,125 | $24.0K | 0.00% | +1,125 | New |
| IFP Advisors, Inc | 825 | $21.0K | 0.00% | +825 | New |
| Wolff Wiese Magana LLC | 793 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 721 | $15.0K | 0.00% | −4,301−85.6% | Reduced |
| FourThought Financial, LLC | 616 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 264 | $6.00K | 0.00% | +264 | New |
| Prospera Financial Services Inc | 220 | $5.00K | 0.00% | +220 | New |
| UBS Group AG | 176 | $4.00K | 0.00% | −1,472−89.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 200 | $4.00K | 0.00% | −77−27.8% | Reduced |
| The PNC Financial Services Group, Inc. | 195 | $4.00K | 0.00% | +195 | New |
| TCWP LLC | 205 | $4.00K | 0.00% | +205 | New |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −523,870−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −196,329−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −103,966−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −82,084−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −23,684−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,378−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,503−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −9,041−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,977−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,965−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −46−100.0% | Sold out |