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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 563,530 | $8.99M | 0.00% | +55,038+10.8% | Added |
| Seven Grand Managers, LLC | 568,049 | $9.07M | 26.14% | +568,049 | New |
| Geode Capital Management, LLC | 614,850 | $9.81M | 0.00% | +128,084+26.3% | Added |
| SEI Investments Co | 810,588 | $12.9M | 0.02% | +398,956+96.9% | Added |
| Brookfield Asset Management Inc. | 850,000 | $13.6M | 0.05% | +461,535+118.8% | Added |
| BlackRock Inc. | 1,179,702 | $18.8M | 0.00% | +342,154+40.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,220,834 | $19.5M | 0.03% | +1,113,067+1,032.8% | Added |
| Brown Capital Management LLC | 1,592,380 | $25.4M | 0.38% | +697,300+77.9% | Added |
| Janus Henderson Group PLC | 1,596,129 | $25.5M | 0.02% | +6,683+0.4% | Added |
| Invesco Ltd. | 1,695,731 | $27.1M | 0.01% | +1,290,516+318.5% | Added |
| Wellington Management Group LLP | 2,359,818 | $37.7M | 0.01% | +565,190+31.5% | Added |
| Dragoneer Investment Group, LLC | 2,514,083 | $40.1M | 0.95% | −819,091−24.6% | Reduced |
| Morgan Stanley | 2,549,393 | $40.7M | 0.00% | +25,112+1.0% | Added |
| Artisan Partners Limited Partnership | 2,805,004 | $44.8M | 0.07% | +1,799,271+178.9% | Added |
| Bamco Inc | 4,089,046 | $65.3M | 0.20% | +808,802+24.7% | Added |
| Fred Alger Management, LLC | 4,251,902 | $67.9M | 0.36% | −330,920−7.2% | Reduced |
| JPMorgan Chase & Co | 5,593,511 | $89.3M | 0.01% | +1,125,127+25.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,871,273 | $93.7M | 0.28% | +391,466+7.1% | Added |
| Wasatch Advisors Inc | 6,215,697 | $99.2M | 0.62% | +897,726+16.9% | Added |
| Conestoga Capital Advisors, LLC | 6,220,071 | $99.3M | 1.66% | +2,581,501+70.9% | Added |
| Vanguard Group Inc | 6,971,583 | $111.3M | 0.00% | +3,909,672+127.7% | Added |
| Durable Capital Partners LP | 8,826,623 | $140.9M | 1.32% | −849,365−8.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,954,998−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −145,755−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −42,926−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −31,460−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −29,776−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,230−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −15,475−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,219−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |