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, Q4 2022
Institutional positions in Clearwater Analytics Holdings, Inc. as of Dec 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
- 99
- +13 vs. Q3 2022
- Shares held
- 61.5M
- +2.95M (+5.0%) vs. Q3 2022
- Total value
- $1.15B
- +$170.3M (+17.3%) vs. Q3 2022
- New holders
- 21
- 46 more added
- Sold out
- 8
- 23 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Durable Capital Partners LP | 9,675,988 | $181.4M | 1.89% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5,479,807 | $102.7M | 0.32% | −144,768−2.6% | Reduced |
| Wasatch Advisors Inc | 5,317,971 | $99.7M | 0.67% | +507,432+10.5% | Added |
| Fred Alger Management, LLC | 4,582,822 | $85.9M | 0.47% | −33,544−0.7% | Reduced |
| JPMorgan Chase & Co | 4,468,384 | $83.8M | 0.01% | +168,319+3.9% | Added |
| Conestoga Capital Advisors, LLC | 3,638,570 | $68.2M | 1.28% | +824,670+29.3% | Added |
| Dragoneer Investment Group, LLC | 3,333,174 | $62.5M | 1.94% | −2,468,780−42.6% | Reduced |
| Bamco Inc | 3,280,244 | $61.5M | 0.21% | −393,388−10.7% | Reduced |
| Vanguard Group Inc | 3,061,911 | $57.4M | 0.00% | +318,548+11.6% | Added |
| Morgan Stanley | 2,524,281 | $47.3M | 0.01% | +1,816,916+256.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,954,998 | $36.7M | 0.03% | +8,284+0.4% | Added |
| Wellington Management Group LLP | 1,794,628 | $33.6M | 0.01% | −15,543−0.9% | Reduced |
| Janus Henderson Group PLC | 1,589,446 | $29.8M | 0.02% | +5,802+0.4% | Added |
| Artisan Partners Limited Partnership | 1,005,733 | $18.9M | 0.03% | +112,567+12.6% | Added |
| Brown Capital Management LLC | 895,080 | $16.8M | 0.28% | +895,080 | New |
| BlackRock Inc. | 837,548 | $15.7M | 0.00% | +11,831+1.4% | Added |
| Bank of New York Mellon Corp | 660,276 | $12.4M | 0.00% | +5,617+0.9% | Added |
| UBS Asset Management Americas Inc | 526,214 | $9.87M | 0.01% | +289,661+122.5% | Added |
| Wells Fargo & Company | 508,492 | $9.53M | 0.00% | −58,847−10.4% | Reduced |
| Geode Capital Management, LLC | 486,766 | $9.13M | 0.00% | +29,079+6.4% | Added |
| SEI Investments Co | 411,632 | $7.72M | 0.02% | −76,974−15.8% | Reduced |
| Invesco Ltd. | 405,215 | $7.60M | 0.00% | +405,215 | New |
| Brookfield Asset Management Inc. | 388,465 | $7.28M | 0.03% | 00.0% | Unchanged |
| Norges Bank | 374,786 | $7.03M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 367,306 | $6.89M | 0.01% | +226,847+161.5% | Added |
| Raymond James & Associates | 334,703 | $6.28M | 0.01% | +60,419+22.0% | Added |
| Comerica Bank | 291,255 | $5.48M | 0.04% | +86,372+42.2% | Added |
| Goldman Sachs Group Inc | 273,453 | $5.13M | 0.00% | +37,493+15.9% | Added |
| Charles Schwab Investment Management Inc | 271,039 | $5.08M | 0.00% | +10,862+4.2% | Added |
| State Street Corp | 257,580 | $4.83M | 0.00% | −1,357−0.5% | Reduced |
| Royal Bank of Canada | 257,060 | $4.82M | 0.00% | +85,512+49.8% | Added |
| TimesSquare Capital Management, LLC | 210,000 | $3.94M | 0.06% | −70,300−25.1% | Reduced |
| Ameriprise Financial Inc | 168,705 | $3.16M | 0.00% | +39,332+30.4% | Added |
| FIL Ltd | 145,755 | $2.73M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 132,400 | $2.48M | 0.00% | +53,000+66.8% | Added |
| Northern Trust Corp | 114,678 | $2.15M | 0.00% | +10,185+9.7% | Added |
| Allspring Global Investments Holdings, LLC | 107,767 | $2.02M | 0.00% | −30,776−22.2% | Reduced |
| Bank of America Corp | 92,306 | $1.73M | 0.00% | +17,311+23.1% | Added |
| Envestnet Asset Management Inc | 89,811 | $1.68M | 0.00% | +19,530+27.8% | Added |
| M&T Bank Corp | 87,827 | $1.65M | 0.01% | −1,626−1.8% | Reduced |
| Stifel Financial Corp | 87,667 | $1.64M | 0.00% | −2,847−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 79,386 | $1.49M | 0.03% | +25,203+46.5% | Added |
| Oppenheimer Asset Management Inc. | 76,161 | $1.43M | 0.02% | +6,699+9.6% | Added |
| Regions Financial Corp | 74,118 | $1.39M | 0.01% | −3,662−4.7% | Reduced |
| Swiss National Bank | 69,600 | $1.30M | 0.00% | +3,800+5.8% | Added |
| D. E. Shaw & Co., Inc. | 56,908 | $1.07M | 0.00% | +32,251+130.8% | Added |
| First Republic Investment Management, Inc. | 52,128 | $977.4K | 0.00% | +7,897+17.9% | Added |
| First Trust Advisors LP | 42,926 | $804.9K | 0.00% | +42,926 | New |
| LPL Financial LLC | 39,076 | $732.7K | 0.00% | +4,981+14.6% | Added |
| NewEdge Wealth, LLC | 35,256 | $661.0K | 0.03% | −3,340−8.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 34,984 | $656.0K | 0.03% | −3,612−9.4% | Reduced |
| TownSquare Capital, LLC | 31,682 | $594.0K | 0.01% | +1,185+3.9% | Added |
| TD Asset Management Inc | 31,460 | $589.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 29,776 | $558.3K | 0.00% | +1,316+4.6% | Added |
| Credit Suisse AG | 28,212 | $529.0K | 0.00% | +10,149+56.2% | Added |
| Natixis Advisors, L.P. | 26,839 | $503.0K | 0.00% | +26,839 | New |
| California State Teachers Retirement System | 25,046 | $469.6K | 0.00% | +1,165+4.9% | Added |
| Salem Investment Counselors Inc | 24,050 | $450.9K | 0.02% | +550+2.3% | Added |
| Jane Street Group, LLC | 23,230 | $435.6K | 0.00% | +23,230 | New |
| KLR Investment Advisors, LLC | 17,872 | $335.1K | 0.28% | +17,872 | New |
| Virginia Retirement Systems Et Al | 17,300 | $324.4K | 0.00% | +5,200+43.0% | Added |
| CenterBook Partners LP | 16,882 | $316.5K | 0.05% | +6,667+65.3% | Added |
| Cna Financial Corp | 15,475 | $290.2K | 0.18% | −11,785−43.2% | Reduced |
| SG Americas Securities, LLC | 15,219 | $285.0K | 0.00% | +15,219 | New |
| Graham Capital Management, L.P. | 14,824 | $277.9K | 0.01% | −5,655−27.6% | Reduced |
| Glenmede Trust Co NA | 14,460 | $271.1K | 0.00% | +4,075+39.2% | Added |
| Schonfeld Strategic Advisors LLC | 11,367 | $213.1K | 0.00% | +11,367 | New |
| CIBC Private Wealth Group, LLC | 11,020 | $206.6K | 0.00% | +11,020 | New |
| Millennium Management LLC | 10,112 | $190.0K | 0.00% | +10,112 | New |
| Barclays PLC | 9,343 | $175.2K | 0.00% | +317+3.5% | Added |
| Advisor Group Holdings, Inc. | 8,729 | $163.0K | 0.00% | −924−9.6% | Reduced |
| State of Wyoming | 8,397 | $157.4K | 0.05% | +8,397 | New |
| Legal & General Group Plc | 7,415 | $139.0K | 0.00% | +469+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,126 | $133.6K | 0.00% | +4,877+216.9% | Added |
| Steward Partners Investment Advisory, LLC | 6,554 | $122.9K | 0.00% | +3,810+138.8% | Added |
| Citadel Advisors LLC | 6,309 | $118.3K | 0.00% | +6,309 | New |
| Quantbot Technologies LP | 5,842 | $109.5K | 0.01% | +5,842 | New |
| Citigroup Inc | 5,245 | $98.3K | 0.00% | −238−4.3% | Reduced |
| UBS Group AG | 4,520 | $84.8K | 0.00% | −4,777−51.4% | Reduced |
| HM Payson & Co | 3,600 | $67.5K | 0.00% | −1,000−21.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,052 | $57.2K | 0.00% | +2,396+365.2% | Added |
| US Bancorp | 1,983 | $37.2K | 0.00% | −3,350−62.8% | Reduced |
| Fifth Third Bancorp | 1,034 | $19.4K | 0.00% | +530+105.2% | Added |
| Deutsche Bank AG | 953 | $17.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 659 | $12.0K | 0.00% | +512+348.3% | Added |
| Private Trust Co NA | 649 | $12.0K | 0.00% | +649 | New |
| CWM, LLC | 584 | $11.0K | 0.00% | +138+30.9% | Added |
| Eagle Bay Advisors LLC | 566 | $10.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 559 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 304 | $5.70K | 0.00% | +104+52.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 207 | $3.88K | 0.00% | −490−70.3% | Reduced |
| Simplex Trading, LLC | 163 | $3.00K | 0.00% | +163 | New |
| FMR LLC | 158 | $2.96K | 0.00% | +158 | New |
| Signaturefd, LLC | 75 | $1.41K | 0.00% | +75 | New |
| Tower Research Capital LLC (TRC) | 52 | $1.00K | 0.00% | +52 | New |
| Quadrant Capital Group LLC | 28 | $525 | 0.00% | +28 | New |
| Parallel Advisors, LLC | 14 | $263 | 0.00% | +14 | New |
| Lindbrook Capital, LLC | 13 | $244 | 0.00% | +13 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,891−100.0% | Sold out |