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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 13 | $244 | 0.00% | +13 | New |
| Parallel Advisors, LLC | 14 | $263 | 0.00% | +14 | New |
| Quadrant Capital Group LLC | 28 | $525 | 0.00% | +28 | New |
| Tower Research Capital LLC (TRC) | 52 | $1.00K | 0.00% | +52 | New |
| Signaturefd, LLC | 75 | $1.41K | 0.00% | +75 | New |
| FMR LLC | 158 | $2.96K | 0.00% | +158 | New |
| Simplex Trading, LLC | 163 | $3.00K | 0.00% | +163 | New |
| FinTrust Capital Advisors, LLC | 207 | $3.88K | 0.00% | −490−70.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 304 | $5.70K | 0.00% | +104+52.0% | Added |
| Tradition Wealth Management, LLC | 559 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 566 | $10.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 584 | $11.0K | 0.00% | +138+30.9% | Added |
| 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 |
| Deutsche Bank AG | 953 | $17.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,034 | $19.4K | 0.00% | +530+105.2% | Added |
| US Bancorp | 1,983 | $37.2K | 0.00% | −3,350−62.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,052 | $57.2K | 0.00% | +2,396+365.2% | Added |
| HM Payson & Co | 3,600 | $67.5K | 0.00% | −1,000−21.7% | Reduced |
| UBS Group AG | 4,520 | $84.8K | 0.00% | −4,777−51.4% | Reduced |
| Citigroup Inc | 5,245 | $98.3K | 0.00% | −238−4.3% | Reduced |
| Quantbot Technologies LP | 5,842 | $109.5K | 0.01% | +5,842 | New |
| Citadel Advisors LLC | 6,309 | $118.3K | 0.00% | +6,309 | New |
| Steward Partners Investment Advisory, LLC | 6,554 | $122.9K | 0.00% | +3,810+138.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,126 | $133.6K | 0.00% | +4,877+216.9% | Added |
| Legal & General Group Plc | 7,415 | $139.0K | 0.00% | +469+6.8% | Added |
| State of Wyoming | 8,397 | $157.4K | 0.05% | +8,397 | New |
| Advisor Group Holdings, Inc. | 8,729 | $163.0K | 0.00% | −924−9.6% | Reduced |
| Barclays PLC | 9,343 | $175.2K | 0.00% | +317+3.5% | Added |
| Millennium Management LLC | 10,112 | $190.0K | 0.00% | +10,112 | New |
| CIBC Private Wealth Group, LLC | 11,020 | $206.6K | 0.00% | +11,020 | New |
| Schonfeld Strategic Advisors LLC | 11,367 | $213.1K | 0.00% | +11,367 | New |
| Glenmede Trust Co NA | 14,460 | $271.1K | 0.00% | +4,075+39.2% | Added |
| Graham Capital Management, L.P. | 14,824 | $277.9K | 0.01% | −5,655−27.6% | Reduced |
| SG Americas Securities, LLC | 15,219 | $285.0K | 0.00% | +15,219 | New |
| Cna Financial Corp | 15,475 | $290.2K | 0.18% | −11,785−43.2% | Reduced |
| CenterBook Partners LP | 16,882 | $316.5K | 0.05% | +6,667+65.3% | Added |
| Virginia Retirement Systems Et Al | 17,300 | $324.4K | 0.00% | +5,200+43.0% | Added |
| KLR Investment Advisors, LLC | 17,872 | $335.1K | 0.28% | +17,872 | New |
| Jane Street Group, LLC | 23,230 | $435.6K | 0.00% | +23,230 | New |
| Salem Investment Counselors Inc | 24,050 | $450.9K | 0.02% | +550+2.3% | Added |
| California State Teachers Retirement System | 25,046 | $469.6K | 0.00% | +1,165+4.9% | Added |
| Natixis Advisors, L.P. | 26,839 | $503.0K | 0.00% | +26,839 | New |
| Credit Suisse AG | 28,212 | $529.0K | 0.00% | +10,149+56.2% | Added |
| Truist Financial Corp | 29,776 | $558.3K | 0.00% | +1,316+4.6% | Added |
| TD Asset Management Inc | 31,460 | $589.9K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 31,682 | $594.0K | 0.01% | +1,185+3.9% | Added |
| Vestmark Advisory Solutions, Inc. | 34,984 | $656.0K | 0.03% | −3,612−9.4% | Reduced |
| NewEdge Wealth, LLC | 35,256 | $661.0K | 0.03% | −3,340−8.7% | Reduced |
| LPL Financial LLC | 39,076 | $732.7K | 0.00% | +4,981+14.6% | Added |
| First Trust Advisors LP | 42,926 | $804.9K | 0.00% | +42,926 | New |
| First Republic Investment Management, Inc. | 52,128 | $977.4K | 0.00% | +7,897+17.9% | Added |
| D. E. Shaw & Co., Inc. | 56,908 | $1.07M | 0.00% | +32,251+130.8% | Added |
| Swiss National Bank | 69,600 | $1.30M | 0.00% | +3,800+5.8% | Added |
| Regions Financial Corp | 74,118 | $1.39M | 0.01% | −3,662−4.7% | Reduced |
| Oppenheimer Asset Management Inc. | 76,161 | $1.43M | 0.02% | +6,699+9.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 79,386 | $1.49M | 0.03% | +25,203+46.5% | Added |
| Stifel Financial Corp | 87,667 | $1.64M | 0.00% | −2,847−3.1% | Reduced |
| M&T Bank Corp | 87,827 | $1.65M | 0.01% | −1,626−1.8% | Reduced |
| Envestnet Asset Management Inc | 89,811 | $1.68M | 0.00% | +19,530+27.8% | Added |
| Bank of America Corp | 92,306 | $1.73M | 0.00% | +17,311+23.1% | Added |
| Allspring Global Investments Holdings, LLC | 107,767 | $2.02M | 0.00% | −30,776−22.2% | Reduced |
| Northern Trust Corp | 114,678 | $2.15M | 0.00% | +10,185+9.7% | Added |
| Renaissance Technologies LLC | 132,400 | $2.48M | 0.00% | +53,000+66.8% | Added |
| FIL Ltd | 145,755 | $2.73M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 168,705 | $3.16M | 0.00% | +39,332+30.4% | Added |
| TimesSquare Capital Management, LLC | 210,000 | $3.94M | 0.06% | −70,300−25.1% | Reduced |
| Royal Bank of Canada | 257,060 | $4.82M | 0.00% | +85,512+49.8% | Added |
| State Street Corp | 257,580 | $4.83M | 0.00% | −1,357−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 271,039 | $5.08M | 0.00% | +10,862+4.2% | Added |
| Goldman Sachs Group Inc | 273,453 | $5.13M | 0.00% | +37,493+15.9% | Added |
| Comerica Bank | 291,255 | $5.48M | 0.04% | +86,372+42.2% | Added |
| Raymond James & Associates | 334,703 | $6.28M | 0.01% | +60,419+22.0% | Added |
| New York State Common Retirement Fund | 367,306 | $6.89M | 0.01% | +226,847+161.5% | Added |
| Norges Bank | 374,786 | $7.03M | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 388,465 | $7.28M | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 405,215 | $7.60M | 0.00% | +405,215 | New |
| SEI Investments Co | 411,632 | $7.72M | 0.02% | −76,974−15.8% | Reduced |
| Geode Capital Management, LLC | 486,766 | $9.13M | 0.00% | +29,079+6.4% | Added |
| Wells Fargo & Company | 508,492 | $9.53M | 0.00% | −58,847−10.4% | Reduced |
| UBS Asset Management Americas Inc | 526,214 | $9.87M | 0.01% | +289,661+122.5% | Added |
| Bank of New York Mellon Corp | 660,276 | $12.4M | 0.00% | +5,617+0.9% | Added |
| BlackRock Inc. | 837,548 | $15.7M | 0.00% | +11,831+1.4% | Added |
| Brown Capital Management LLC | 895,080 | $16.8M | 0.28% | +895,080 | New |
| Artisan Partners Limited Partnership | 1,005,733 | $18.9M | 0.03% | +112,567+12.6% | Added |
| Janus Henderson Group PLC | 1,589,446 | $29.8M | 0.02% | +5,802+0.4% | Added |
| Wellington Management Group LLP | 1,794,628 | $33.6M | 0.01% | −15,543−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,954,998 | $36.7M | 0.03% | +8,284+0.4% | Added |
| Morgan Stanley | 2,524,281 | $47.3M | 0.01% | +1,816,916+256.9% | Added |
| Vanguard Group Inc | 3,061,911 | $57.4M | 0.00% | +318,548+11.6% | Added |
| Bamco Inc | 3,280,244 | $61.5M | 0.21% | −393,388−10.7% | Reduced |
| Dragoneer Investment Group, LLC | 3,333,174 | $62.5M | 1.94% | −2,468,780−42.6% | Reduced |
| Conestoga Capital Advisors, LLC | 3,638,570 | $68.2M | 1.28% | +824,670+29.3% | Added |
| JPMorgan Chase & Co | 4,468,384 | $83.8M | 0.01% | +168,319+3.9% | Added |
| Fred Alger Management, LLC | 4,582,822 | $85.9M | 0.47% | −33,544−0.7% | Reduced |
| Wasatch Advisors Inc | 5,317,971 | $99.7M | 0.67% | +507,432+10.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,479,807 | $102.7M | 0.32% | −144,768−2.6% | Reduced |
| Durable Capital Partners LP | 9,675,988 | $181.4M | 1.89% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,891−100.0% | Sold out |