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