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 |
|---|---|---|---|---|---|
| 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 |
| Prospera Financial Services Inc | 220 | $5.00K | 0.00% | +220 | New |
| FinTrust Capital Advisors, LLC | 264 | $6.00K | 0.00% | +264 | New |
| FourThought Financial, LLC | 616 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 721 | $15.0K | 0.00% | −4,301−85.6% | Reduced |
| Wolff Wiese Magana LLC | 793 | $17.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 825 | $21.0K | 0.00% | +825 | New |
| Deutsche Bank AG | 1,125 | $24.0K | 0.00% | +1,125 | New |
| Captrust Financial Advisors | 2,663 | $56.0K | 0.00% | +695+35.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,744 | $58.0K | 0.00% | +300+12.3% | Added |
| 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 |
| Dark Forest Capital Management LP | 8,866 | $186.0K | 0.04% | +8,866 | 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 |
| 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 |
| CIBC Asset Management Inc | 10,044 | $211.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,016 | $231.0K | 0.00% | +11,016 | New |
| State of Tennessee, Treasury Department | 11,500 | $242.0K | 0.00% | +2,620+29.5% | Added |
| Cubist Systematic Strategies, LLC | 13,120 | $276.0K | 0.00% | +13,120 | New |
| Jane Street Group, LLC | 17,132 | $360.0K | 0.00% | −787−4.4% | Reduced |
| Laurion Capital Management LP | 17,175 | $361.0K | 0.01% | −57,825−77.1% | Reduced |
| TownSquare Capital, LLC | 20,586 | $432.0K | 0.01% | +1,597+8.4% | Added |
| Gsa Capital Partners LLP | 20,675 | $434.0K | 0.06% | +20,675 | New |
| Jeneq Management, LP | 24,600 | $517.0K | 0.13% | +24,600 | New |
| Vestmark Advisory Solutions, Inc. | 25,170 | $529.0K | 0.03% | −54−0.2% | Reduced |
| NewEdge Wealth, LLC | 25,423 | $534.0K | 0.02% | +199+0.8% | Added |
| Cna Financial Corp | 27,324 | $574.0K | 0.18% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 30,154 | $633.0K | 0.00% | +30,154 | New |
| TD Asset Management Inc | 33,088 | $695.0K | 0.00% | −11,274−25.4% | Reduced |
| Envestnet Asset Management Inc | 34,500 | $725.0K | 0.00% | +21,475+164.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 37,122 | $780.0K | 0.01% | −2,894−7.2% | Reduced |
| Oppenheimer Asset Management Inc. | 46,266 | $972.0K | 0.01% | +8,327+21.9% | Added |
| Seven Grand Managers, LLC | 50,000 | $1.05M | 0.91% | +10,000+25.0% | Added |
| Morgan Stanley | 56,086 | $1.18M | 0.00% | +26,464+89.3% | Added |
| Northern Trust Corp | 59,442 | $1.25M | 0.00% | −1,677−2.7% | Reduced |
| Royal Bank of Canada | 73,140 | $1.54M | 0.00% | +70,251+2,431.7% | Added |
| Regions Financial Corp | 80,920 | $1.70M | 0.01% | +4,506+5.9% | Added |
| Bank of America Corp | 87,991 | $1.85M | 0.00% | +21,199+31.7% | Added |
| Stifel Financial Corp | 91,525 | $1.92M | 0.00% | +46,493+103.2% | Added |
| Ghisallo Capital Management LLC | 125,000 | $2.63M | 0.28% | −125,000−50.0% | Reduced |
| Charles Schwab Investment Management Inc | 165,076 | $3.47M | 0.00% | +4,036+2.5% | Added |
| FIL Ltd | 167,980 | $3.53M | 0.00% | −23,339−12.2% | Reduced |
| State Street Corp | 199,387 | $4.19M | 0.00% | +100,287+101.2% | Added |
| TimesSquare Capital Management, LLC | 264,800 | $5.56M | 0.06% | −251,300−48.7% | Reduced |
| SEI Investments Co | 270,146 | $5.67M | 0.01% | −3,086−1.1% | Reduced |
| UBS Asset Management Americas Inc | 270,200 | $5.67M | 0.00% | −20,400−7.0% | Reduced |
| Geode Capital Management, LLC | 292,594 | $6.14M | 0.00% | +9,487+3.4% | Added |
| Norges Bank | 391,287 | $8.22M | 0.00% | −25,000−6.0% | Reduced |
| BlackRock Inc. | 470,328 | $9.88M | 0.00% | +20,705+4.6% | Added |
| Bank of New York Mellon Corp | 612,851 | $12.9M | 0.00% | +612,851 | New |
| Janus Henderson Group PLC | 618,140 | $13.0M | 0.01% | −27,379−4.2% | Reduced |
| Wells Fargo & Company | 656,450 | $13.8M | 0.00% | +164,416+33.4% | Added |
| FMR LLC | 777,600 | $16.3M | 0.00% | +2,800+0.4% | Added |
| Eaton Vance Management | 1,598,264 | $33.6M | 0.04% | +157,082+10.9% | Added |
| Wellington Management Group LLP | 1,940,680 | $40.8M | 0.01% | −1,095,812−36.1% | Reduced |
| Price T Rowe Associates Inc | 2,009,751 | $42.2M | 0.00% | −2,493−0.1% | Reduced |
| Vanguard Group Inc | 2,621,402 | $55.0M | 0.00% | −16,704−0.6% | Reduced |
| Wasatch Advisors Inc | 3,240,235 | $68.0M | 0.33% | +178,068+5.8% | Added |
| JPMorgan Chase & Co | 3,545,266 | $74.5M | 0.01% | +1,467,078+70.6% | Added |
| Fred Alger Management, LLC | 3,816,918 | $80.2M | 0.26% | +3,816,918 | New |
| Bamco Inc | 3,873,722 | $81.3M | 0.20% | +1,051,920+37.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,886,377 | $123.6M | 0.33% | +349,359+6.3% | Added |
| Durable Capital Partners LP | 8,945,959 | $187.9M | 1.65% | +908,588+11.3% | Added |
| Dragoneer Investment Group, LLC | 12,030,026 | $252.6M | 3.22% | +201,309+1.7% | Added |
| 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 |