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, Q2 2023
Institutional positions in Clearwater Analytics Holdings, Inc. as of Jun 30, 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
- 121
- 0 vs. Q1 2023
- Shares held
- 87.9M
- +10.1M (+13.0%) vs. Q1 2023
- Total value
- $1.40B
- +$153.1M (+12.3%) vs. Q1 2023
- New holders
- 20
- 61 more added
- Sold out
- 20
- 26 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,302,550 | $131.8M | 0.00% | +1,330,967+19.1% | Added |
| Durable Capital Partners LP | 7,664,601 | $121.6M | 1.07% | −1,162,022−13.2% | Reduced |
| Wasatch Advisors Inc | 6,477,101 | $102.8M | 0.62% | +261,404+4.2% | Added |
| Conestoga Capital Advisors, LLC | 6,209,817 | $98.5M | 1.56% | −10,254−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,902,304 | $93.7M | 0.26% | +31,031+0.5% | Added |
| JPMorgan Chase & Co | 5,804,100 | $92.1M | 0.01% | +210,589+3.8% | Added |
| Goldman Sachs Group Inc | 4,610,888 | $73.2M | 0.02% | +4,242,921+1,153.1% | Added |
| Bamco Inc | 4,295,675 | $68.2M | 0.19% | +206,629+5.1% | Added |
| Fred Alger Management, LLC | 4,214,449 | $66.9M | 0.34% | −37,453−0.9% | Reduced |
| Artisan Partners Limited Partnership | 3,373,530 | $53.5M | 0.09% | +568,526+20.3% | Added |
| Morgan Stanley | 2,546,019 | $40.4M | 0.00% | −3,374−0.1% | Reduced |
| Dragoneer Investment Group, LLC | 2,514,083 | $39.9M | 0.82% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,343,747 | $37.2M | 0.01% | −16,071−0.7% | Reduced |
| Brown Capital Management LLC | 1,998,174 | $31.7M | 0.45% | +405,794+25.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,794,611 | $28.5M | 0.05% | +573,777+47.0% | Added |
| Invesco Ltd. | 1,694,662 | $26.9M | 0.01% | −1,069−0.1% | Reduced |
| Janus Henderson Group PLC | 1,614,251 | $25.6M | 0.02% | +18,122+1.1% | Added |
| BlackRock Inc. | 1,520,367 | $24.1M | 0.00% | +340,665+28.9% | Added |
| Capital World Investors | 1,488,780 | $23.6M | 0.00% | +1,488,780 | New |
| SEI Investments Co | 939,565 | $14.9M | 0.03% | +128,977+15.9% | Added |
| Brookfield Asset Management Inc. | 800,000 | $12.7M | 0.05% | −50,000−5.9% | Reduced |
| Geode Capital Management, LLC | 770,969 | $12.2M | 0.00% | +156,119+25.4% | Added |
| New York State Common Retirement Fund | 707,808 | $11.2M | 0.01% | +162,715+29.9% | Added |
| Ameriprise Financial Inc | 580,748 | $9.22M | 0.00% | +118,390+25.6% | Added |
| Wells Fargo & Company | 567,834 | $9.01M | 0.00% | +4,304+0.8% | Added |
| Bank of New York Mellon Corp | 559,520 | $8.88M | 0.00% | +19,631+3.6% | Added |
| UBS Asset Management Americas Inc | 514,559 | $8.21M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 479,731 | $7.61M | 0.00% | +112,980+30.8% | Added |
| Raymond James & Associates | 448,288 | $7.11M | 0.01% | −10,479−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 441,707 | $7.01M | 0.05% | +441,707 | New |
| Maven Securities LTD | 431,396 | $6.85M | 0.98% | +431,396 | New |
| ArrowMark Colorado Holdings LLC | 422,821 | $6.71M | 0.07% | +422,821 | New |
| Charles Schwab Investment Management Inc | 415,751 | $6.60M | 0.00% | +78,871+23.4% | Added |
| Renaissance Technologies LLC | 395,500 | $6.28M | 0.01% | +143,400+56.9% | Added |
| Royal Bank of Canada | 373,805 | $5.93M | 0.00% | +7,618+2.1% | Added |
| Bank of America Corp | 362,154 | $5.75M | 0.00% | +175,712+94.2% | Added |
| Ghisallo Capital Management LLC | 300,000 | $4.76M | 0.57% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 297,799 | $4.73M | 0.95% | +94,770+46.7% | Added |
| Two Sigma Investments, LP | 255,455 | $4.05M | 0.01% | +169,619+197.6% | Added |
| Thames Capital Management LLC | 249,857 | $3.97M | 2.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 196,530 | $3.12M | 0.04% | +104,821+114.3% | Added |
| TimesSquare Capital Management, LLC | 190,000 | $3.02M | 0.04% | +7,200+3.9% | Added |
| Northern Trust Corp | 189,636 | $3.01M | 0.00% | +31,898+20.2% | Added |
| Osterweis Capital Management Inc | 189,065 | $3.00M | 0.20% | +87,685+86.5% | Added |
| Element Capital Management LLC | 185,169 | $2.94M | 0.20% | +185,169 | New |
| Swiss National Bank | 171,300 | $2.72M | 0.00% | +33,100+24.0% | Added |
| Baird Financial Group, Inc. | 110,757 | $1.76M | 0.00% | +110,757 | New |
| M&T Bank Corp | 105,022 | $1.67M | 0.01% | +26,044+33.0% | Added |
| Envestnet Asset Management Inc | 103,848 | $1.65M | 0.00% | +22,904+28.3% | Added |
| D. E. Shaw & Co., Inc. | 99,492 | $1.58M | 0.00% | −7,375−6.9% | Reduced |
| Seven Grand Managers, LLC | 96,549 | $1.53M | 2.98% | −471,500−83.0% | Reduced |
| Oppenheimer Asset Management Inc. | 91,847 | $1.46M | 0.02% | +13,864+17.8% | Added |
| Stifel Financial Corp | 89,909 | $1.43M | 0.00% | −853−0.9% | Reduced |
| Regions Financial Corp | 80,190 | $1.27M | 0.01% | +2,725+3.5% | Added |
| Susquehanna International Group, LLP | 78,004 | $1.24M | 0.00% | +78,004 | New |
| Credit Suisse AG | 72,004 | $1.14M | 0.00% | +25,606+55.2% | Added |
| California State Teachers Retirement System | 69,245 | $1.10M | 0.00% | +12,992+23.1% | Added |
| Occudo Quantitative Strategies LP | 68,780 | $1.09M | 0.11% | +18,121+35.8% | Added |
| Marshall Wace, LLP | 63,581 | $1.01M | 0.00% | −298,279−82.4% | Reduced |
| Gsa Capital Partners LLP | 62,110 | $986.0K | 0.10% | +14,024+29.2% | Added |
| Legal & General Group Plc | 61,527 | $976.4K | 0.00% | +42,271+219.5% | Added |
| LPL Financial LLC | 49,368 | $783.5K | 0.00% | +6,764+15.9% | Added |
| Natixis Advisors, L.P. | 41,113 | $652.0K | 0.00% | +896+2.2% | Added |
| Algert Global LLC | 39,310 | $623.9K | 0.03% | +39,310 | New |
| Vestmark Advisory Solutions, Inc. | 38,883 | $617.1K | 0.02% | −113−0.3% | Reduced |
| NewEdge Wealth, LLC | 38,883 | $617.1K | 0.02% | −113−0.3% | Reduced |
| TownSquare Capital, LLC | 36,229 | $575.0K | 0.01% | +712+2.0% | Added |
| Quadrature Capital Ltd | 35,572 | $564.9K | 0.01% | +7,617+27.2% | Added |
| First Republic Investment Management, Inc. | 34,608 | $549.2K | 0.00% | −14,770−29.9% | Reduced |
| Prelude Capital Management, LLC | 33,492 | $531.5K | 0.04% | +4,079+13.9% | Added |
| Keebeck Alpha, LP | 33,492 | $531.5K | 0.52% | +4,079+13.9% | Added |
| Millennium Management LLC | 31,793 | $504.6K | 0.00% | −34,371−51.9% | Reduced |
| Quantbot Technologies LP | 30,831 | $489.3K | 0.03% | −30,549−49.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 28,126 | $446.4K | 0.00% | +28,126 | New |
| Petrus Trust Company, LTA | 26,278 | $417.0K | 0.05% | +8,560+48.3% | Added |
| CenterBook Partners LP | 25,987 | $412.4K | 0.05% | −15,710−37.7% | Reduced |
| Glenmede Trust Co NA | 24,615 | $392.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21,730 | $344.9K | 0.00% | +2,795+14.8% | Added |
| Barclays PLC | 21,703 | $344.4K | 0.00% | +12,360+132.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,002 | $333.3K | 0.04% | +21,002 | New |
| Citigroup Inc | 20,769 | $329.6K | 0.00% | +11,954+135.6% | Added |
| Dunhill Financial, LLC | 18,956 | $325.1K | 0.21% | +18,956 | New |
| DC Investments Management, LLC | 18,752 | $297.6K | 0.34% | 00.0% | Unchanged |
| HM Payson & Co | 18,600 | $295.2K | 0.01% | +15,000+416.7% | Added |
| Norges Bank | 18,599 | $295.2K | 0.00% | −104,900−84.9% | Reduced |
| Arizona State Retirement System | 17,986 | $285.4K | 0.00% | −565−3.0% | Reduced |
| KLR Investment Advisors, LLC | 16,649 | $264.2K | 0.22% | −352−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,574 | $247.2K | 0.00% | +5,078+48.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,020 | $206.6K | 0.00% | +2,192+20.2% | Added |
| Wesbanco Bank Inc | 12,004 | $191.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,795 | $187.2K | 0.00% | +11,795 | New |
| Raymond James Trust N.A. | 10,948 | $174.0K | 0.01% | +173+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 10,261 | $162.8K | 0.00% | +123+1.2% | Added |
| Virtu Financial LLC | 10,211 | $162.0K | 0.01% | +10,211 | New |
| Lazard Asset Management LLC | 9,310 | $147.0K | 0.00% | +9,310 | New |
| Advisor Group Holdings, Inc. | 8,923 | $141.6K | 0.00% | +778+9.6% | Added |
| SG Americas Securities, LLC | 8,544 | $136.0K | 0.00% | +8,544 | New |
| State of Wyoming | 4,254 | $67.5K | 0.02% | +3,850+953.0% | Added |
| Russell Investments Group, Ltd. | 3,885 | $61.7K | 0.00% | +3,885 | New |
| Fifth Third Bancorp | 2,280 | $36.2K | 0.00% | +548+31.6% | Added |