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 |
|---|---|---|---|---|---|
| FMR LLC | 6 | $96 | 0.00% | −152−96.2% | Reduced |
| Parallel Advisors, LLC | 6 | $96 | 0.00% | −8−57.1% | Reduced |
| JNBA Financial Advisors | 42 | $671 | 0.00% | +42 | New |
| Quadrant Capital Group LLC | 146 | $2.33K | 0.00% | +118+421.4% | Added |
| Simplex Trading, LLC | 189 | $3.00K | 0.00% | +26+16.0% | Added |
| Northwestern Mutual Wealth Management Co | 200 | $3.19K | 0.00% | −104−34.2% | Reduced |
| FinTrust Capital Advisors, LLC | 207 | $3.88K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 250 | $3.99K | 0.00% | +250 | New |
| Cullen/Frost Bankers, Inc. | 294 | $4.69K | 0.00% | +294 | New |
| Migdal Insurance & Financial Holdings Ltd. | 342 | $5.00K | 0.00% | +123+56.2% | Added |
| State of Wyoming | 404 | $6.45K | 0.00% | −7,993−95.2% | Reduced |
| CWM, LLC | 472 | $8.00K | 0.00% | −112−19.2% | Reduced |
| Tradition Wealth Management, LLC | 559 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 566 | $9.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 725 | $11.6K | 0.00% | +76+11.7% | Added |
| Quarry LP | 903 | $14.4K | 0.01% | +903 | New |
| Bessemer Group Inc | 934 | $15.0K | 0.00% | +934 | New |
| Deutsche Bank AG | 953 | $15.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,485 | $23.7K | 0.00% | −498−25.1% | Reduced |
| Fifth Third Bancorp | 1,732 | $27.6K | 0.00% | +698+67.5% | Added |
| The PNC Financial Services Group, Inc. | 3,110 | $49.6K | 0.00% | +58+1.9% | Added |
| HM Payson & Co | 3,600 | $57.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,000 | $112.0K | 0.01% | +7,000 | New |
| Advisor Group Holdings, Inc. | 8,145 | $130.0K | 0.00% | −584−6.7% | Reduced |
| Citigroup Inc | 8,815 | $140.7K | 0.00% | +3,570+68.1% | Added |
| Barclays PLC | 9,343 | $149.1K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 10,000 | $159.6K | 0.03% | +10,000 | New |
| Lindenwold Advisors | 10,100 | $161.2K | 0.10% | +10,100 | New |
| Steward Partners Investment Advisory, LLC | 10,138 | $161.8K | 0.00% | +3,584+54.7% | Added |
| Schonfeld Strategic Advisors LLC | 10,496 | $167.5K | 0.00% | −871−7.7% | Reduced |
| Raymond James Trust N.A. | 10,775 | $172.0K | 0.01% | +10,775 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,828 | $172.8K | 0.00% | +3,702+52.0% | Added |
| Kula Investments, LLC | 11,924 | $190.3K | 0.05% | +11,924 | New |
| Wesbanco Bank Inc | 12,004 | $192.0K | 0.01% | +12,004 | New |
| MQS Management LLC | 15,697 | $250.5K | 0.16% | +15,697 | New |
| Jump Financial, LLC | 16,668 | $266.0K | 0.01% | +16,668 | New |
| KLR Investment Advisors, LLC | 17,001 | $271.3K | 0.24% | −871−4.9% | Reduced |
| Petrus Trust Company, LTA | 17,718 | $282.8K | 0.03% | +17,718 | New |
| Arizona State Retirement System | 18,551 | $296.1K | 0.00% | +18,551 | New |
| DC Investments Management, LLC | 18,752 | $299.3K | 0.36% | +18,752 | New |
| CIBC Private Wealth Group, LLC | 18,935 | $302.2K | 0.00% | +7,915+71.8% | Added |
| Legal & General Group Plc | 19,256 | $307.3K | 0.00% | +11,841+159.7% | Added |
| Nebula Research & Development LLC | 20,000 | $319.2K | 0.56% | +20,000 | New |
| Glenmede Trust Co NA | 24,615 | $392.9K | 0.00% | +10,155+70.2% | Added |
| Balyasny Asset Management LLC | 26,277 | $419.4K | 0.00% | +26,277 | New |
| Cubist Systematic Strategies, LLC | 26,725 | $426.5K | 0.00% | +26,725 | New |
| Quadrature Capital Ltd | 27,955 | $445.3K | 0.01% | +27,955 | New |
| 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 |
| TownSquare Capital, LLC | 35,517 | $566.9K | 0.01% | +3,835+12.1% | Added |
| Salem Investment Counselors Inc | 36,650 | $584.9K | 0.02% | +12,600+52.4% | Added |
| 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 |
| PDT Partners, LLC | 39,240 | $626.3K | 0.08% | +39,240 | New |
| Natixis Advisors, L.P. | 40,217 | $642.0K | 0.00% | +13,378+49.8% | Added |
| Graham Capital Management, L.P. | 40,430 | $645.3K | 0.02% | +25,606+172.7% | Added |
| CenterBook Partners LP | 41,697 | $665.5K | 0.09% | +24,815+147.0% | Added |
| LPL Financial LLC | 42,604 | $680.0K | 0.00% | +3,528+9.0% | Added |
| ExodusPoint Capital Management, LP | 43,952 | $701.0K | 0.01% | +43,952 | New |
| Monashee Investment Management LLC | 45,000 | $718.2K | 0.20% | +45,000 | New |
| Credit Suisse AG | 46,398 | $740.5K | 0.00% | +18,186+64.5% | Added |
| Gsa Capital Partners LLP | 48,086 | $767.0K | 0.08% | +48,086 | New |
| First Republic Investment Management, Inc. | 49,378 | $788.1K | 0.00% | −2,750−5.3% | Reduced |
| Occudo Quantitative Strategies LP | 50,659 | $808.5K | 0.07% | +50,659 | New |
| UBS Group AG | 50,714 | $809.4K | 0.00% | +46,194+1,022.0% | Added |
| California State Teachers Retirement System | 56,253 | $897.8K | 0.00% | +31,207+124.6% | Added |
| Quantbot Technologies LP | 61,380 | $979.6K | 0.07% | +55,538+950.7% | Added |
| Millennium Management LLC | 66,164 | $1.06M | 0.00% | +56,052+554.3% | Added |
| Regions Financial Corp | 77,465 | $1.24M | 0.01% | +3,347+4.5% | Added |
| Oppenheimer Asset Management Inc. | 77,983 | $1.24M | 0.02% | +1,822+2.4% | Added |
| M&T Bank Corp | 78,978 | $1.26M | 0.00% | −8,849−10.1% | Reduced |
| Envestnet Asset Management Inc | 80,944 | $1.29M | 0.00% | −8,867−9.9% | Reduced |
| Two Sigma Investments, LP | 85,836 | $1.37M | 0.00% | +85,836 | New |
| Stifel Financial Corp | 90,762 | $1.45M | 0.00% | +3,095+3.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,709 | $1.46M | 0.02% | +12,323+15.5% | Added |
| Osterweis Capital Management Inc | 101,380 | $1.62M | 0.11% | +101,380 | New |
| D. E. Shaw & Co., Inc. | 106,867 | $1.71M | 0.00% | +49,959+87.8% | Added |
| Norges Bank | 123,499 | $1.97M | 0.00% | −251,287−67.0% | Reduced |
| Swiss National Bank | 138,200 | $2.21M | 0.00% | +68,600+98.6% | Added |
| Citadel Advisors LLC | 139,672 | $2.23M | 0.00% | +133,363+2,113.9% | Added |
| Discovery Capital Management, LLC | 145,000 | $2.31M | 0.31% | +145,000 | New |
| Rokos Capital Management LLP | 158,405 | $2.52M | 0.22% | +158,405 | New |
| Northern Trust Corp | 157,738 | $2.52M | 0.00% | +43,060+37.5% | Added |
| TimesSquare Capital Management, LLC | 182,800 | $2.92M | 0.04% | −27,200−13.0% | Reduced |
| Bank of America Corp | 186,442 | $2.98M | 0.00% | +94,136+102.0% | Added |
| Advantage Alpha Capital Partners LP | 203,029 | $3.24M | 0.67% | +203,029 | New |
| Formula Growth Ltd | 220,000 | $3.51M | 1.13% | +220,000 | New |
| Thames Capital Management LLC | 249,857 | $3.99M | 2.81% | +249,857 | New |
| Renaissance Technologies LLC | 252,100 | $4.02M | 0.01% | +119,700+90.4% | Added |
| Ghisallo Capital Management LLC | 300,000 | $4.79M | 1.15% | +300,000 | New |
| Charles Schwab Investment Management Inc | 336,880 | $5.38M | 0.00% | +65,841+24.3% | Added |
| Marshall Wace, LLP | 361,860 | $5.78M | 0.01% | +361,860 | New |
| Royal Bank of Canada | 366,187 | $5.84M | 0.00% | +109,127+42.5% | Added |
| State Street Corp | 366,751 | $5.85M | 0.00% | +109,171+42.4% | Added |
| Goldman Sachs Group Inc | 367,967 | $5.87M | 0.00% | +94,514+34.6% | Added |
| Raymond James & Associates | 458,767 | $7.32M | 0.01% | +124,064+37.1% | Added |
| Ameriprise Financial Inc | 462,358 | $7.38M | 0.00% | +293,653+174.1% | Added |
| UBS Asset Management Americas Inc | 514,559 | $8.21M | 0.00% | −11,655−2.2% | Reduced |
| Bank of New York Mellon Corp | 539,889 | $8.62M | 0.00% | −120,387−18.2% | Reduced |
| New York State Common Retirement Fund | 545,093 | $8.70M | 0.01% | +177,787+48.4% | Added |