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, Q1 2023
Institutional positions in Clearwater Analytics Holdings, Inc. as of Mar 31, 2023. 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
- 122
- +24 vs. Q4 2022
- Shares held
- 77.9M
- +16.7M (+27.2%) vs. Q4 2022
- Total value
- $1.24B
- +$95.0M (+8.3%) vs. Q4 2022
- New holders
- 37
- 60 more added
- Sold out
- 13
- 19 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Durable Capital Partners LP | 8,826,623 | $140.9M | 1.32% | −849,365−8.8% | Reduced |
| Vanguard Group Inc | 6,971,583 | $111.3M | 0.00% | +3,909,672+127.7% | Added |
| Conestoga Capital Advisors, LLC | 6,220,071 | $99.3M | 1.66% | +2,581,501+70.9% | Added |
| Wasatch Advisors Inc | 6,215,697 | $99.2M | 0.62% | +897,726+16.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,871,273 | $93.7M | 0.28% | +391,466+7.1% | Added |
| JPMorgan Chase & Co | 5,593,511 | $89.3M | 0.01% | +1,125,127+25.2% | Added |
| Fred Alger Management, LLC | 4,251,902 | $67.9M | 0.36% | −330,920−7.2% | Reduced |
| Bamco Inc | 4,089,046 | $65.3M | 0.20% | +808,802+24.7% | Added |
| Artisan Partners Limited Partnership | 2,805,004 | $44.8M | 0.07% | +1,799,271+178.9% | Added |
| Morgan Stanley | 2,549,393 | $40.7M | 0.00% | +25,112+1.0% | Added |
| Dragoneer Investment Group, LLC | 2,514,083 | $40.1M | 0.95% | −819,091−24.6% | Reduced |
| Wellington Management Group LLP | 2,359,818 | $37.7M | 0.01% | +565,190+31.5% | Added |
| Invesco Ltd. | 1,695,731 | $27.1M | 0.01% | +1,290,516+318.5% | Added |
| Janus Henderson Group PLC | 1,596,129 | $25.5M | 0.02% | +6,683+0.4% | Added |
| Brown Capital Management LLC | 1,592,380 | $25.4M | 0.38% | +697,300+77.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,220,834 | $19.5M | 0.03% | +1,113,067+1,032.8% | Added |
| BlackRock Inc. | 1,179,702 | $18.8M | 0.00% | +342,154+40.9% | Added |
| Brookfield Asset Management Inc. | 850,000 | $13.6M | 0.05% | +461,535+118.8% | Added |
| SEI Investments Co | 810,588 | $12.9M | 0.02% | +398,956+96.9% | Added |
| Geode Capital Management, LLC | 614,850 | $9.81M | 0.00% | +128,084+26.3% | Added |
| Seven Grand Managers, LLC | 568,049 | $9.07M | 26.14% | +568,049 | New |
| Wells Fargo & Company | 563,530 | $8.99M | 0.00% | +55,038+10.8% | Added |
| New York State Common Retirement Fund | 545,093 | $8.70M | 0.01% | +177,787+48.4% | Added |
| Bank of New York Mellon Corp | 539,889 | $8.62M | 0.00% | −120,387−18.2% | Reduced |
| UBS Asset Management Americas Inc | 514,559 | $8.21M | 0.00% | −11,655−2.2% | Reduced |
| Ameriprise Financial Inc | 462,358 | $7.38M | 0.00% | +293,653+174.1% | Added |
| Raymond James & Associates | 458,767 | $7.32M | 0.01% | +124,064+37.1% | Added |
| Goldman Sachs Group Inc | 367,967 | $5.87M | 0.00% | +94,514+34.6% | Added |
| State Street Corp | 366,751 | $5.85M | 0.00% | +109,171+42.4% | Added |
| Royal Bank of Canada | 366,187 | $5.84M | 0.00% | +109,127+42.5% | Added |
| Marshall Wace, LLP | 361,860 | $5.78M | 0.01% | +361,860 | New |
| Charles Schwab Investment Management Inc | 336,880 | $5.38M | 0.00% | +65,841+24.3% | Added |
| Ghisallo Capital Management LLC | 300,000 | $4.79M | 1.15% | +300,000 | New |
| Renaissance Technologies LLC | 252,100 | $4.02M | 0.01% | +119,700+90.4% | Added |
| Thames Capital Management LLC | 249,857 | $3.99M | 2.81% | +249,857 | New |
| Formula Growth Ltd | 220,000 | $3.51M | 1.13% | +220,000 | New |
| Advantage Alpha Capital Partners LP | 203,029 | $3.24M | 0.67% | +203,029 | New |
| Bank of America Corp | 186,442 | $2.98M | 0.00% | +94,136+102.0% | Added |
| TimesSquare Capital Management, LLC | 182,800 | $2.92M | 0.04% | −27,200−13.0% | Reduced |
| Northern Trust Corp | 157,738 | $2.52M | 0.00% | +43,060+37.5% | Added |
| Rokos Capital Management LLP | 158,405 | $2.52M | 0.22% | +158,405 | New |
| Discovery Capital Management, LLC | 145,000 | $2.31M | 0.31% | +145,000 | New |
| Citadel Advisors LLC | 139,672 | $2.23M | 0.00% | +133,363+2,113.9% | Added |
| Swiss National Bank | 138,200 | $2.21M | 0.00% | +68,600+98.6% | Added |
| Norges Bank | 123,499 | $1.97M | 0.00% | −251,287−67.0% | Reduced |
| D. E. Shaw & Co., Inc. | 106,867 | $1.71M | 0.00% | +49,959+87.8% | Added |
| Osterweis Capital Management Inc | 101,380 | $1.62M | 0.11% | +101,380 | New |
| B. Metzler seel. Sohn & Co. AG | 91,709 | $1.46M | 0.02% | +12,323+15.5% | Added |
| Stifel Financial Corp | 90,762 | $1.45M | 0.00% | +3,095+3.5% | Added |
| Two Sigma Investments, LP | 85,836 | $1.37M | 0.00% | +85,836 | New |
| Envestnet Asset Management Inc | 80,944 | $1.29M | 0.00% | −8,867−9.9% | Reduced |
| M&T Bank Corp | 78,978 | $1.26M | 0.00% | −8,849−10.1% | Reduced |
| Oppenheimer Asset Management Inc. | 77,983 | $1.24M | 0.02% | +1,822+2.4% | Added |
| Regions Financial Corp | 77,465 | $1.24M | 0.01% | +3,347+4.5% | Added |
| Millennium Management LLC | 66,164 | $1.06M | 0.00% | +56,052+554.3% | Added |
| Quantbot Technologies LP | 61,380 | $979.6K | 0.07% | +55,538+950.7% | Added |
| California State Teachers Retirement System | 56,253 | $897.8K | 0.00% | +31,207+124.6% | Added |
| UBS Group AG | 50,714 | $809.4K | 0.00% | +46,194+1,022.0% | Added |
| Occudo Quantitative Strategies LP | 50,659 | $808.5K | 0.07% | +50,659 | New |
| First Republic Investment Management, Inc. | 49,378 | $788.1K | 0.00% | −2,750−5.3% | Reduced |
| Gsa Capital Partners LLP | 48,086 | $767.0K | 0.08% | +48,086 | New |
| Credit Suisse AG | 46,398 | $740.5K | 0.00% | +18,186+64.5% | Added |
| Monashee Investment Management LLC | 45,000 | $718.2K | 0.20% | +45,000 | New |
| ExodusPoint Capital Management, LP | 43,952 | $701.0K | 0.01% | +43,952 | New |
| LPL Financial LLC | 42,604 | $680.0K | 0.00% | +3,528+9.0% | Added |
| CenterBook Partners LP | 41,697 | $665.5K | 0.09% | +24,815+147.0% | Added |
| Graham Capital Management, L.P. | 40,430 | $645.3K | 0.02% | +25,606+172.7% | Added |
| Natixis Advisors, L.P. | 40,217 | $642.0K | 0.00% | +13,378+49.8% | Added |
| PDT Partners, LLC | 39,240 | $626.3K | 0.08% | +39,240 | New |
| NewEdge Wealth, LLC | 38,996 | $622.4K | 0.02% | +3,740+10.6% | Added |
| Vestmark Advisory Solutions, Inc. | 38,996 | $622.4K | 0.03% | +4,012+11.5% | Added |
| Salem Investment Counselors Inc | 36,650 | $584.9K | 0.02% | +12,600+52.4% | Added |
| TownSquare Capital, LLC | 35,517 | $566.9K | 0.01% | +3,835+12.1% | Added |
| Prelude Capital Management, LLC | 29,413 | $469.4K | 0.03% | +29,413 | New |
| Keebeck Alpha, LP | 29,413 | $469.4K | 0.55% | +29,413 | New |
| Quadrature Capital Ltd | 27,955 | $445.3K | 0.01% | +27,955 | New |
| Cubist Systematic Strategies, LLC | 26,725 | $426.5K | 0.00% | +26,725 | New |
| Balyasny Asset Management LLC | 26,277 | $419.4K | 0.00% | +26,277 | New |
| Glenmede Trust Co NA | 24,615 | $392.9K | 0.00% | +10,155+70.2% | Added |
| Nebula Research & Development LLC | 20,000 | $319.2K | 0.56% | +20,000 | New |
| Legal & General Group Plc | 19,256 | $307.3K | 0.00% | +11,841+159.7% | Added |
| CIBC Private Wealth Group, LLC | 18,935 | $302.2K | 0.00% | +7,915+71.8% | Added |
| DC Investments Management, LLC | 18,752 | $299.3K | 0.36% | +18,752 | New |
| Arizona State Retirement System | 18,551 | $296.1K | 0.00% | +18,551 | New |
| Petrus Trust Company, LTA | 17,718 | $282.8K | 0.03% | +17,718 | New |
| KLR Investment Advisors, LLC | 17,001 | $271.3K | 0.24% | −871−4.9% | Reduced |
| Jump Financial, LLC | 16,668 | $266.0K | 0.01% | +16,668 | New |
| MQS Management LLC | 15,697 | $250.5K | 0.16% | +15,697 | New |
| Wesbanco Bank Inc | 12,004 | $192.0K | 0.01% | +12,004 | New |
| Kula Investments, LLC | 11,924 | $190.3K | 0.05% | +11,924 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,828 | $172.8K | 0.00% | +3,702+52.0% | Added |
| Raymond James Trust N.A. | 10,775 | $172.0K | 0.01% | +10,775 | New |
| Schonfeld Strategic Advisors LLC | 10,496 | $167.5K | 0.00% | −871−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,138 | $161.8K | 0.00% | +3,584+54.7% | Added |
| Lindenwold Advisors | 10,100 | $161.2K | 0.10% | +10,100 | New |
| Sandia Investment Management LP | 10,000 | $159.6K | 0.03% | +10,000 | New |
| Barclays PLC | 9,343 | $149.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,815 | $140.7K | 0.00% | +3,570+68.1% | Added |
| Advisor Group Holdings, Inc. | 8,145 | $130.0K | 0.00% | −584−6.7% | Reduced |
| Aquatic Capital Management LLC | 7,000 | $112.0K | 0.01% | +7,000 | New |