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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Bartlett & Co. Wealth Management LLC | 131 | $1.58K | 0.00% | +131 | New |
| Northwestern Mutual Wealth Management Co | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $2.00K | 0.00% | +131 | New |
| Migdal Insurance & Financial Holdings Ltd. | 226 | $3.00K | 0.00% | +226 | New |
| Rockefeller Capital Management L.P. | 292 | $3.00K | 0.00% | +292 | New |
| CWM, LLC | 446 | $5.00K | 0.00% | +446 | New |
| Fifth Third Bancorp | 535 | $6.00K | 0.00% | +535 | New |
| Private Trust Co NA | 511 | $6.00K | 0.00% | +511 | New |
| Castle Wealth Management LLC | 510 | $6.00K | 0.00% | +510 | New |
| Eagle Bay Advisors LLC | 566 | $6.82K | 0.00% | +566 | New |
| FourThought Financial, LLC | 616 | $7.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 636 | $7.66K | 0.00% | +636 | New |
| 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 |
| FinTrust Capital Advisors, LLC | 674 | $9.00K | 0.00% | +410+155.3% | Added |
| Wolff Wiese Magana LLC | 793 | $10.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,125 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 825 | $21.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,114 | $25.0K | 0.00% | +2,114 | New |
| UBS Group AG | 2,163 | $26.0K | 0.00% | +1,987+1,129.0% | Added |
| US Bancorp | 2,381 | $29.0K | 0.00% | +2,381 | New |
| Steward Partners Investment Advisory, LLC | 2,744 | $33.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,178 | $38.0K | 0.02% | +3,178 | New |
| Tower Research Capital LLC (TRC) | 3,631 | $44.0K | 0.00% | +2,910+403.6% | Added |
| Captrust Financial Advisors | 4,717 | $57.0K | 0.00% | +2,054+77.1% | Added |
| Legal & General Group Plc | 6,009 | $73.0K | 0.00% | +6,009 | New |
| Citigroup Inc | 6,661 | $80.0K | 0.00% | −160−2.3% | Reduced |
| HM Payson & Co | 7,000 | $84.0K | 0.00% | −2,784−28.5% | Reduced |
| Barclays PLC | 9,026 | $109.0K | 0.00% | −776−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,703 | $117.0K | 0.00% | +2,880+42.2% | Added |
| Quantbot Technologies LP | 9,822 | $118.0K | 0.01% | +9,822 | New |
| Dynamic Technology Lab Private Ltd | 10,470 | $126.0K | 0.01% | +10,470 | New |
| State of Tennessee, Treasury Department | 11,500 | $138.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,826 | $166.0K | 0.00% | +13,826 | New |
| Voloridge Investment Management, LLC | 14,745 | $178.0K | 0.00% | +14,745 | New |
| Credit Suisse AG | 16,671 | $201.0K | 0.00% | +16,671 | New |
| CenterBook Partners LP | 17,372 | $209.0K | 0.04% | +17,372 | New |
| Salem Investment Counselors Inc | 17,500 | $211.0K | 0.01% | +17,500 | New |
| Blueshift Asset Management, LLC | 17,795 | $214.0K | 0.04% | +17,795 | New |
| Versor Investments LP | 18,600 | $224.0K | 0.01% | +18,600 | New |
| TownSquare Capital, LLC | 20,117 | $242.0K | 0.01% | −469−2.3% | Reduced |
| California State Teachers Retirement System | 20,488 | $247.0K | 0.00% | +20,488 | New |
| Truist Financial Corp | 22,351 | $269.0K | 0.00% | +11,335+102.9% | Added |
| Citadel Advisors LLC | 23,162 | $279.0K | 0.00% | +23,162 | New |
| Gsa Capital Partners LLP | 25,299 | $305.0K | 0.05% | +4,624+22.4% | Added |
| Jane Street Group, LLC | 25,649 | $309.0K | 0.00% | +8,517+49.7% | Added |
| Cna Financial Corp | 27,324 | $329.0K | 0.12% | 00.0% | Unchanged |
| Trexquant Investment LP | 27,333 | $329.0K | 0.01% | +27,333 | New |
| LPL Financial LLC | 27,709 | $334.0K | 0.00% | +27,709 | New |
| PDT Partners, LLC | 31,343 | $377.0K | 0.03% | +31,343 | New |
| TD Asset Management Inc | 31,460 | $379.0K | 0.00% | −1,628−4.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,548 | $380.0K | 0.02% | +6,378+25.3% | Added |
| Vetamer Capital Management, L.P. | 32,206 | $388.0K | 0.34% | +32,206 | New |
| Schonfeld Strategic Advisors LLC | 33,758 | $406.0K | 0.00% | +33,758 | New |
| Graham Capital Management, L.P. | 33,839 | $407.0K | 0.02% | +33,839 | New |
| NewEdge Wealth, LLC | 35,755 | $430.0K | 0.02% | +10,332+40.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 40,719 | $490.0K | 0.01% | +3,597+9.7% | Added |
| Ergoteles LLC | 42,000 | $506.0K | 0.02% | +42,000 | New |
| Squarepoint Ops LLC | 43,897 | $529.0K | 0.00% | +43,897 | New |
| Occudo Quantitative Strategies LP | 44,482 | $536.0K | 0.04% | +44,482 | New |
| First Republic Investment Management, Inc. | 44,769 | $539.0K | 0.00% | +14,615+48.5% | Added |
| Oppenheimer Asset Management Inc. | 47,435 | $571.0K | 0.01% | +1,169+2.5% | Added |
| Jump Financial, LLC | 50,219 | $604.0K | 0.03% | +50,219 | New |
| D. E. Shaw & Co., Inc. | 51,846 | $624.0K | 0.00% | +51,846 | New |
| Envestnet Asset Management Inc | 54,946 | $662.0K | 0.00% | +20,446+59.3% | Added |
| Swiss National Bank | 56,900 | $685.0K | 0.00% | +56,900 | New |
| ExodusPoint Capital Management, LP | 57,682 | $694.0K | 0.01% | +57,682 | New |
| Ghisallo Capital Management LLC | 62,500 | $753.0K | 0.09% | −62,500−50.0% | Reduced |
| Raymond James & Associates | 69,325 | $835.0K | 0.00% | +69,325 | New |
| Bank of America Corp | 71,098 | $856.0K | 0.00% | −16,893−19.2% | Reduced |
| Regions Financial Corp | 75,758 | $912.0K | 0.01% | −5,162−6.4% | Reduced |
| M&T Bank Corp | 78,246 | $942.0K | 0.00% | +78,246 | New |
| Ameriprise Financial Inc | 78,352 | $944.0K | 0.00% | +78,352 | New |
| Northern Trust Corp | 80,413 | $968.0K | 0.00% | +20,971+35.3% | Added |
| Stifel Financial Corp | 91,660 | $1.10M | 0.00% | +135+0.1% | Added |
| Goldman Sachs Group Inc | 96,250 | $1.16M | 0.00% | +96,250 | New |
| Marshall Wace, LLP | 97,963 | $1.18M | 0.00% | +97,963 | New |
| Cubist Systematic Strategies, LLC | 122,091 | $1.47M | 0.01% | +108,971+830.6% | Added |
| Comerica Bank | 116,276 | $1.50M | 0.01% | +116,276 | New |
| FMR LLC | 136,700 | $1.65M | 0.00% | −640,900−82.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 139,320 | $1.68M | 0.00% | +139,320 | New |
| FIL Ltd | 143,746 | $1.73M | 0.00% | −24,234−14.4% | Reduced |
| Royal Bank of Canada | 157,757 | $1.90M | 0.00% | +84,617+115.7% | Added |
| HRT Financial LP | 173,641 | $2.09M | 0.02% | +173,641 | New |
| Renaissance Technologies LLC | 190,700 | $2.30M | 0.00% | +181,000+1,866.0% | Added |
| Charles Schwab Investment Management Inc | 191,642 | $2.31M | 0.00% | +26,566+16.1% | Added |
| State Street Corp | 223,209 | $2.69M | 0.00% | +23,822+11.9% | Added |
| Millennium Management LLC | 246,826 | $2.97M | 0.00% | +246,826 | New |
| TimesSquare Capital Management, LLC | 257,300 | $3.10M | 0.04% | −7,500−2.8% | Reduced |
| UBS Asset Management Americas Inc | 261,400 | $3.15M | 0.00% | −8,800−3.3% | Reduced |
| Geode Capital Management, LLC | 345,124 | $4.16M | 0.00% | +52,530+18.0% | Added |
| SEI Investments Co | 385,297 | $4.64M | 0.01% | +115,151+42.6% | Added |
| Brookfield Asset Management Inc. | 388,465 | $4.68M | 0.02% | +388,465 | New |
| Norges Bank | 391,287 | $4.71M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 553,693 | $6.67M | 0.00% | +497,607+887.2% | Added |
| Wells Fargo & Company | 582,675 | $7.01M | 0.00% | −73,775−11.2% | Reduced |
| BlackRock Inc. | 662,443 | $7.98M | 0.00% | +192,115+40.8% | Added |
| Bank of New York Mellon Corp | 680,751 | $8.20M | 0.00% | +67,900+11.1% | Added |
| Conestoga Capital Advisors, LLC | 1,579,915 | $19.0M | 0.35% | +1,579,915 | New |