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, Q3 2022
Institutional positions in Clearwater Analytics Holdings, Inc. as of Sep 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
- 88
- −24 vs. Q2 2022
- Shares held
- 60.3M
- +3.94M (+7.0%) vs. Q2 2022
- Total value
- $1.01B
- +$333.4M (+49.1%) vs. Q2 2022
- New holders
- 9
- 42 more added
- Sold out
- 33
- 26 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Durable Capital Partners LP | 9,675,988 | $162.5M | 1.79% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 5,801,954 | $97.4M | 2.56% | −137,863−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,624,575 | $94.4M | 0.31% | −40,436−0.7% | Reduced |
| Wasatch Advisors Inc | 4,810,539 | $80.8M | 0.56% | +934,243+24.1% | Added |
| Fred Alger Management, LLC | 4,616,366 | $77.5M | 0.39% | +204,116+4.6% | Added |
| JPMorgan Chase & Co | 4,300,065 | $72.2M | 0.01% | +213,941+5.2% | Added |
| Bamco Inc | 3,673,632 | $61.7M | 0.20% | −88,144−2.3% | Reduced |
| Conestoga Capital Advisors, LLC | 2,813,900 | $47.2M | 0.92% | +1,233,985+78.1% | Added |
| Vanguard Group Inc | 2,743,363 | $46.1M | 0.00% | +848,636+44.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,946,714 | $32.7M | 0.03% | +1,946,714 | New |
| Wellington Management Group LLP | 1,810,171 | $30.4M | 0.01% | −70,687−3.8% | Reduced |
| Eaton Vance Management | 1,725,311 | $29.0M | 0.04% | +129,198+8.1% | Added |
| Janus Henderson Group PLC | 1,583,644 | $26.6M | 0.02% | +4200.0% | Added |
| Artisan Partners Limited Partnership | 893,166 | $15.0M | 0.03% | +893,166 | New |
| BlackRock Inc. | 825,717 | $13.9M | 0.00% | +163,274+24.6% | Added |
| Morgan Stanley | 707,365 | $11.9M | 0.00% | +153,672+27.8% | Added |
| Bank of New York Mellon Corp | 654,659 | $11.0M | 0.00% | −26,092−3.8% | Reduced |
| Wells Fargo & Company | 567,339 | $9.53M | 0.00% | −15,336−2.6% | Reduced |
| SEI Investments Co | 488,606 | $8.20M | 0.02% | +103,309+26.8% | Added |
| Geode Capital Management, LLC | 457,687 | $7.68M | 0.00% | +112,563+32.6% | Added |
| Brookfield Asset Management Inc. | 388,465 | $6.52M | 0.02% | 00.0% | Unchanged |
| Norges Bank | 374,786 | $6.29M | 0.00% | −16,501−4.2% | Reduced |
| TimesSquare Capital Management, LLC | 280,300 | $4.71M | 0.07% | +23,000+8.9% | Added |
| Raymond James & Associates | 274,284 | $4.61M | 0.00% | +204,959+295.6% | Added |
| Charles Schwab Investment Management Inc | 260,177 | $4.37M | 0.00% | +68,535+35.8% | Added |
| State Street Corp | 258,937 | $4.35M | 0.00% | +35,728+16.0% | Added |
| UBS Asset Management Americas Inc | 236,553 | $3.97M | 0.00% | −24,847−9.5% | Reduced |
| Goldman Sachs Group Inc | 235,960 | $3.96M | 0.00% | +139,710+145.2% | Added |
| Comerica Bank | 204,883 | $3.15M | 0.03% | +88,607+76.2% | Added |
| Royal Bank of Canada | 171,548 | $2.88M | 0.00% | +13,791+8.7% | Added |
| FIL Ltd | 145,755 | $2.45M | 0.00% | +2,009+1.4% | Added |
| New York State Common Retirement Fund | 140,459 | $2.36M | 0.00% | +140,459 | New |
| Allspring Global Investments Holdings, LLC | 138,543 | $2.33M | 0.00% | −777−0.6% | Reduced |
| Ameriprise Financial Inc | 129,373 | $2.17M | 0.00% | +51,021+65.1% | Added |
| Northern Trust Corp | 104,493 | $1.75M | 0.00% | +24,080+29.9% | Added |
| Stifel Financial Corp | 90,514 | $1.52M | 0.00% | −1,146−1.3% | Reduced |
| M&T Bank Corp | 89,453 | $1.50M | 0.01% | +11,207+14.3% | Added |
| Renaissance Technologies LLC | 79,400 | $1.33M | 0.00% | −111,300−58.4% | Reduced |
| Regions Financial Corp | 77,780 | $1.31M | 0.01% | +2,022+2.7% | Added |
| Bank of America Corp | 74,995 | $1.26M | 0.00% | +3,897+5.5% | Added |
| Envestnet Asset Management Inc | 70,281 | $1.18M | 0.00% | +15,335+27.9% | Added |
| Oppenheimer Asset Management Inc. | 69,462 | $1.17M | 0.02% | +22,027+46.4% | Added |
| Swiss National Bank | 65,800 | $1.10M | 0.00% | +8,900+15.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 54,183 | $910.0K | 0.02% | +13,464+33.1% | Added |
| First Republic Investment Management, Inc. | 44,231 | $743.0K | 0.00% | −538−1.2% | Reduced |
| NewEdge Wealth, LLC | 38,596 | $648.0K | 0.03% | +2,841+7.9% | Added |
| Vestmark Advisory Solutions, Inc. | 38,596 | $648.0K | 0.04% | +7,048+22.3% | Added |
| LPL Financial LLC | 34,095 | $572.0K | 0.00% | +6,386+23.0% | Added |
| TD Asset Management Inc | 31,460 | $535.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 30,497 | $512.0K | 0.01% | +10,380+51.6% | Added |
| Truist Financial Corp | 28,460 | $478.0K | 0.00% | +6,109+27.3% | Added |
| Cna Financial Corp | 27,260 | $458.0K | 0.17% | −64−0.2% | Reduced |
| Marshall Wace, LLP | 25,891 | $434.0K | 0.00% | −72,072−73.6% | Reduced |
| D. E. Shaw & Co., Inc. | 24,657 | $414.0K | 0.00% | −27,189−52.4% | Reduced |
| California State Teachers Retirement System | 23,881 | $401.0K | 0.00% | +3,393+16.6% | Added |
| Salem Investment Counselors Inc | 23,500 | $395.0K | 0.02% | +6,000+34.3% | Added |
| Graham Capital Management, L.P. | 20,479 | $343.0K | 0.01% | −13,360−39.5% | Reduced |
| Credit Suisse AG | 18,063 | $303.0K | 0.00% | +1,392+8.3% | Added |
| PDT Partners, LLC | 17,491 | $294.0K | 0.04% | −13,852−44.2% | Reduced |
| Versor Investments LP | 15,700 | $264.0K | 0.02% | −2,900−15.6% | Reduced |
| Virginia Retirement Systems Et Al | 12,100 | $203.2K | 0.00% | +12,100 | New |
| Glenmede Trust Co NA | 10,385 | $174.0K | 0.00% | +10,385 | New |
| CenterBook Partners LP | 10,215 | $172.0K | 0.03% | −7,157−41.2% | Reduced |
| Advisor Group Holdings, Inc. | 9,653 | $161.0K | 0.00% | −50−0.5% | Reduced |
| UBS Group AG | 9,297 | $156.0K | 0.00% | +7,134+329.8% | Added |
| Barclays PLC | 9,026 | $152.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,946 | $116.0K | 0.00% | +937+15.6% | Added |
| Citigroup Inc | 5,483 | $92.0K | 0.00% | −1,178−17.7% | Reduced |
| US Bancorp | 5,333 | $89.0K | 0.00% | +2,952+124.0% | Added |
| HM Payson & Co | 4,600 | $77.0K | 0.00% | −2,400−34.3% | Reduced |
| Ensign Peak Advisors, Inc | 2,900 | $49.0K | 0.00% | +2,900 | New |
| Steward Partners Investment Advisory, LLC | 2,744 | $46.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,249 | $38.0K | 0.00% | +2,249 | New |
| BNP Paribas Arbitrage, SA | 1,912 | $32.1K | 0.00% | +1,912 | New |
| IFP Advisors, Inc | 825 | $21.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 953 | $16.0K | 0.00% | −172−15.3% | Reduced |
| FourThought Financial, LLC | 826 | $14.0K | 0.00% | +210+34.1% | Added |
| Wolff Wiese Magana LLC | 793 | $13.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 697 | $11.0K | 0.00% | +23+3.4% | Added |
| The PNC Financial Services Group, Inc. | 656 | $11.0K | 0.00% | +45+7.4% | Added |
| Eagle Bay Advisors LLC | 566 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 510 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 559 | $9.00K | 0.00% | +559 | New |
| Fifth Third Bancorp | 504 | $8.00K | 0.00% | −31−5.8% | Reduced |
| CWM, LLC | 446 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 219 | $4.00K | 0.00% | −7−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 147 | $2.00K | 0.00% | −145−49.7% | Reduced |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −2,034,757−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −246,826−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −173,641−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −136,700−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −122,091−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,682−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −50,219−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −44,482−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −43,897−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,758−100.0% | Sold out |