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, Q2 2022
Institutional positions in Clearwater Analytics Holdings, Inc. as of Jun 30, 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
- 112
- +44 vs. Q1 2022
- Shares held
- 56.3M
- +583.2K (+1.0%) vs. Q1 2022
- Total value
- $678.4M
- −$492.5M (−42.1%) vs. Q1 2022
- New holders
- 50
- 33 more added
- Sold out
- 6
- 20 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Durable Capital Partners LP | 9,675,988 | $116.5M | 1.34% | +730,029+8.2% | Added |
| Dragoneer Investment Group, LLC | 5,939,817 | $71.5M | 1.83% | −6,090,209−50.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,665,011 | $68.2M | 0.22% | −221,366−3.8% | Reduced |
| Fred Alger Management, LLC | 4,412,250 | $53.1M | 0.25% | +595,332+15.6% | Added |
| JPMorgan Chase & Co | 4,086,124 | $49.2M | 0.01% | +540,858+15.3% | Added |
| Wasatch Advisors Inc | 3,876,296 | $46.7M | 0.30% | +636,061+19.6% | Added |
| Bamco Inc | 3,761,776 | $45.3M | 0.15% | −111,946−2.9% | Reduced |
| Price T Rowe Associates Inc | 2,034,757 | $24.5M | 0.00% | +25,006+1.2% | Added |
| Vanguard Group Inc | 1,894,727 | $22.8M | 0.00% | −726,675−27.7% | Reduced |
| Wellington Management Group LLP | 1,880,858 | $22.6M | 0.00% | −59,822−3.1% | Reduced |
| Eaton Vance Management | 1,596,113 | $19.2M | 0.03% | −2,151−0.1% | Reduced |
| Janus Henderson Group PLC | 1,583,224 | $19.1M | 0.01% | +965,084+156.1% | Added |
| Conestoga Capital Advisors, LLC | 1,579,915 | $19.0M | 0.35% | +1,579,915 | New |
| Bank of New York Mellon Corp | 680,751 | $8.20M | 0.00% | +67,900+11.1% | Added |
| BlackRock Inc. | 662,443 | $7.98M | 0.00% | +192,115+40.8% | Added |
| Wells Fargo & Company | 582,675 | $7.01M | 0.00% | −73,775−11.2% | Reduced |
| Morgan Stanley | 553,693 | $6.67M | 0.00% | +497,607+887.2% | Added |
| Norges Bank | 391,287 | $4.71M | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 388,465 | $4.68M | 0.02% | +388,465 | New |
| SEI Investments Co | 385,297 | $4.64M | 0.01% | +115,151+42.6% | Added |
| Geode Capital Management, LLC | 345,124 | $4.16M | 0.00% | +52,530+18.0% | Added |
| UBS Asset Management Americas Inc | 261,400 | $3.15M | 0.00% | −8,800−3.3% | Reduced |
| TimesSquare Capital Management, LLC | 257,300 | $3.10M | 0.04% | −7,500−2.8% | Reduced |
| Millennium Management LLC | 246,826 | $2.97M | 0.00% | +246,826 | New |
| State Street Corp | 223,209 | $2.69M | 0.00% | +23,822+11.9% | Added |
| Charles Schwab Investment Management Inc | 191,642 | $2.31M | 0.00% | +26,566+16.1% | Added |
| Renaissance Technologies LLC | 190,700 | $2.30M | 0.00% | +181,000+1,866.0% | Added |
| HRT Financial LP | 173,641 | $2.09M | 0.02% | +173,641 | New |
| Royal Bank of Canada | 157,757 | $1.90M | 0.00% | +84,617+115.7% | Added |
| FIL Ltd | 143,746 | $1.73M | 0.00% | −24,234−14.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 139,320 | $1.68M | 0.00% | +139,320 | New |
| FMR LLC | 136,700 | $1.65M | 0.00% | −640,900−82.4% | Reduced |
| Comerica Bank | 116,276 | $1.50M | 0.01% | +116,276 | New |
| Cubist Systematic Strategies, LLC | 122,091 | $1.47M | 0.01% | +108,971+830.6% | Added |
| Marshall Wace, LLP | 97,963 | $1.18M | 0.00% | +97,963 | New |
| Goldman Sachs Group Inc | 96,250 | $1.16M | 0.00% | +96,250 | New |
| Stifel Financial Corp | 91,660 | $1.10M | 0.00% | +135+0.1% | Added |
| Northern Trust Corp | 80,413 | $968.0K | 0.00% | +20,971+35.3% | Added |
| Ameriprise Financial Inc | 78,352 | $944.0K | 0.00% | +78,352 | New |
| M&T Bank Corp | 78,246 | $942.0K | 0.00% | +78,246 | New |
| Regions Financial Corp | 75,758 | $912.0K | 0.01% | −5,162−6.4% | Reduced |
| Bank of America Corp | 71,098 | $856.0K | 0.00% | −16,893−19.2% | Reduced |
| Raymond James & Associates | 69,325 | $835.0K | 0.00% | +69,325 | New |
| Ghisallo Capital Management LLC | 62,500 | $753.0K | 0.09% | −62,500−50.0% | Reduced |
| ExodusPoint Capital Management, LP | 57,682 | $694.0K | 0.01% | +57,682 | New |
| Swiss National Bank | 56,900 | $685.0K | 0.00% | +56,900 | New |
| Envestnet Asset Management Inc | 54,946 | $662.0K | 0.00% | +20,446+59.3% | Added |
| D. E. Shaw & Co., Inc. | 51,846 | $624.0K | 0.00% | +51,846 | New |
| Jump Financial, LLC | 50,219 | $604.0K | 0.03% | +50,219 | New |
| Oppenheimer Asset Management Inc. | 47,435 | $571.0K | 0.01% | +1,169+2.5% | Added |
| First Republic Investment Management, Inc. | 44,769 | $539.0K | 0.00% | +14,615+48.5% | Added |
| Occudo Quantitative Strategies LP | 44,482 | $536.0K | 0.04% | +44,482 | New |
| Squarepoint Ops LLC | 43,897 | $529.0K | 0.00% | +43,897 | New |
| Ergoteles LLC | 42,000 | $506.0K | 0.02% | +42,000 | New |
| B. Metzler seel. Sohn & Co. AG | 40,719 | $490.0K | 0.01% | +3,597+9.7% | Added |
| NewEdge Wealth, LLC | 35,755 | $430.0K | 0.02% | +10,332+40.6% | Added |
| Graham Capital Management, L.P. | 33,839 | $407.0K | 0.02% | +33,839 | New |
| Schonfeld Strategic Advisors LLC | 33,758 | $406.0K | 0.00% | +33,758 | New |
| Vetamer Capital Management, L.P. | 32,206 | $388.0K | 0.34% | +32,206 | New |
| Vestmark Advisory Solutions, Inc. | 31,548 | $380.0K | 0.02% | +6,378+25.3% | Added |
| TD Asset Management Inc | 31,460 | $379.0K | 0.00% | −1,628−4.9% | Reduced |
| PDT Partners, LLC | 31,343 | $377.0K | 0.03% | +31,343 | New |
| LPL Financial LLC | 27,709 | $334.0K | 0.00% | +27,709 | New |
| Cna Financial Corp | 27,324 | $329.0K | 0.12% | 00.0% | Unchanged |
| Trexquant Investment LP | 27,333 | $329.0K | 0.01% | +27,333 | New |
| Jane Street Group, LLC | 25,649 | $309.0K | 0.00% | +8,517+49.7% | Added |
| Gsa Capital Partners LLP | 25,299 | $305.0K | 0.05% | +4,624+22.4% | Added |
| Citadel Advisors LLC | 23,162 | $279.0K | 0.00% | +23,162 | New |
| Truist Financial Corp | 22,351 | $269.0K | 0.00% | +11,335+102.9% | Added |
| California State Teachers Retirement System | 20,488 | $247.0K | 0.00% | +20,488 | New |
| TownSquare Capital, LLC | 20,117 | $242.0K | 0.01% | −469−2.3% | Reduced |
| Versor Investments LP | 18,600 | $224.0K | 0.01% | +18,600 | New |
| Blueshift Asset Management, LLC | 17,795 | $214.0K | 0.04% | +17,795 | New |
| Salem Investment Counselors Inc | 17,500 | $211.0K | 0.01% | +17,500 | New |
| CenterBook Partners LP | 17,372 | $209.0K | 0.04% | +17,372 | New |
| Credit Suisse AG | 16,671 | $201.0K | 0.00% | +16,671 | New |
| Voloridge Investment Management, LLC | 14,745 | $178.0K | 0.00% | +14,745 | New |
| Susquehanna International Group, LLP | 13,826 | $166.0K | 0.00% | +13,826 | New |
| State of Tennessee, Treasury Department | 11,500 | $138.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,470 | $126.0K | 0.01% | +10,470 | New |
| Quantbot Technologies LP | 9,822 | $118.0K | 0.01% | +9,822 | New |
| Advisor Group Holdings, Inc. | 9,703 | $117.0K | 0.00% | +2,880+42.2% | Added |
| Barclays PLC | 9,026 | $109.0K | 0.00% | −776−7.9% | Reduced |
| HM Payson & Co | 7,000 | $84.0K | 0.00% | −2,784−28.5% | Reduced |
| Citigroup Inc | 6,661 | $80.0K | 0.00% | −160−2.3% | Reduced |
| Legal & General Group Plc | 6,009 | $73.0K | 0.00% | +6,009 | New |
| Captrust Financial Advisors | 4,717 | $57.0K | 0.00% | +2,054+77.1% | Added |
| Tower Research Capital LLC (TRC) | 3,631 | $44.0K | 0.00% | +2,910+403.6% | Added |
| State of Wyoming | 3,178 | $38.0K | 0.02% | +3,178 | New |
| Steward Partners Investment Advisory, LLC | 2,744 | $33.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,381 | $29.0K | 0.00% | +2,381 | New |
| UBS Group AG | 2,163 | $26.0K | 0.00% | +1,987+1,129.0% | Added |
| Altshuler Shaham Ltd | 2,114 | $25.0K | 0.00% | +2,114 | New |
| IFP Advisors, Inc | 825 | $21.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,125 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 793 | $10.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 674 | $9.00K | 0.00% | +410+155.3% | Added |
| Dark Forest Capital Management LP | 660 | $8.00K | 0.00% | −8,206−92.6% | Reduced |
| The PNC Financial Services Group, Inc. | 611 | $8.00K | 0.00% | +416+213.3% | Added |
| Venture Visionary Partners LLC | 636 | $7.66K | 0.00% | +636 | New |