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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 21 | $333 | 0.00% | +15+250.0% | Added |
| FMR LLC | 55 | $873 | 0.00% | +49+816.7% | Added |
| Simplex Trading, LLC | 137 | $2.00K | 0.00% | −52−27.5% | Reduced |
| FinTrust Capital Advisors, LLC | 207 | $3.88K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 250 | $3.97K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 273 | $4.00K | 0.00% | −69−20.2% | Reduced |
| Tower Research Capital LLC (TRC) | 291 | $4.62K | 0.00% | +291 | New |
| Northwestern Mutual Wealth Management Co | 370 | $5.87K | 0.00% | +170+85.0% | Added |
| Foster Dykema Cabot & Co Inc | 393 | $6.00K | 0.00% | +393 | New |
| CWM, LLC | 472 | $7.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 535 | $8.49K | 0.00% | −139,137−99.6% | Reduced |
| Eagle Bay Advisors LLC | 566 | $8.98K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 559 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 676 | $10.7K | 0.00% | +676 | New |
| Private Trust Co NA | 782 | $12.4K | 0.00% | +57+7.9% | Added |
| Deutsche Bank AG | 953 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,248 | $20.0K | 0.00% | +314+33.6% | Added |
| US Bancorp | 1,485 | $23.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,577 | $25.0K | 0.00% | −1,533−49.3% | Reduced |
| UBS Group AG | 2,230 | $35.4K | 0.00% | −48,484−95.6% | Reduced |
| Rhumbline Advisers | 2,248 | $35.7K | 0.00% | +2,248 | New |
| Fifth Third Bancorp | 2,280 | $36.2K | 0.00% | +548+31.6% | Added |
| Russell Investments Group, Ltd. | 3,885 | $61.7K | 0.00% | +3,885 | New |
| State of Wyoming | 4,254 | $67.5K | 0.02% | +3,850+953.0% | Added |
| SG Americas Securities, LLC | 8,544 | $136.0K | 0.00% | +8,544 | New |
| Advisor Group Holdings, Inc. | 8,923 | $141.6K | 0.00% | +778+9.6% | Added |
| Lazard Asset Management LLC | 9,310 | $147.0K | 0.00% | +9,310 | New |
| Virtu Financial LLC | 10,211 | $162.0K | 0.01% | +10,211 | New |
| Steward Partners Investment Advisory, LLC | 10,261 | $162.8K | 0.00% | +123+1.2% | Added |
| Raymond James Trust N.A. | 10,948 | $174.0K | 0.01% | +173+1.6% | Added |
| Walleye Capital LLC | 11,795 | $187.2K | 0.00% | +11,795 | New |
| Wesbanco Bank Inc | 12,004 | $191.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,020 | $206.6K | 0.00% | +2,192+20.2% | Added |
| Schonfeld Strategic Advisors LLC | 15,574 | $247.2K | 0.00% | +5,078+48.4% | Added |
| KLR Investment Advisors, LLC | 16,649 | $264.2K | 0.22% | −352−2.1% | Reduced |
| Arizona State Retirement System | 17,986 | $285.4K | 0.00% | −565−3.0% | Reduced |
| Norges Bank | 18,599 | $295.2K | 0.00% | −104,900−84.9% | Reduced |
| HM Payson & Co | 18,600 | $295.2K | 0.01% | +15,000+416.7% | Added |
| DC Investments Management, LLC | 18,752 | $297.6K | 0.34% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18,956 | $325.1K | 0.21% | +18,956 | New |
| Citigroup Inc | 20,769 | $329.6K | 0.00% | +11,954+135.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,002 | $333.3K | 0.04% | +21,002 | New |
| Barclays PLC | 21,703 | $344.4K | 0.00% | +12,360+132.3% | Added |
| CIBC Private Wealth Group, LLC | 21,730 | $344.9K | 0.00% | +2,795+14.8% | Added |
| Glenmede Trust Co NA | 24,615 | $392.9K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 25,987 | $412.4K | 0.05% | −15,710−37.7% | Reduced |
| Petrus Trust Company, LTA | 26,278 | $417.0K | 0.05% | +8,560+48.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 28,126 | $446.4K | 0.00% | +28,126 | New |
| Quantbot Technologies LP | 30,831 | $489.3K | 0.03% | −30,549−49.8% | Reduced |
| Millennium Management LLC | 31,793 | $504.6K | 0.00% | −34,371−51.9% | 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 |
| First Republic Investment Management, Inc. | 34,608 | $549.2K | 0.00% | −14,770−29.9% | Reduced |
| Quadrature Capital Ltd | 35,572 | $564.9K | 0.01% | +7,617+27.2% | Added |
| TownSquare Capital, LLC | 36,229 | $575.0K | 0.01% | +712+2.0% | Added |
| 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 |
| Algert Global LLC | 39,310 | $623.9K | 0.03% | +39,310 | New |
| Natixis Advisors, L.P. | 41,113 | $652.0K | 0.00% | +896+2.2% | Added |
| LPL Financial LLC | 49,368 | $783.5K | 0.00% | +6,764+15.9% | Added |
| Legal & General Group Plc | 61,527 | $976.4K | 0.00% | +42,271+219.5% | Added |
| Gsa Capital Partners LLP | 62,110 | $986.0K | 0.10% | +14,024+29.2% | Added |
| Marshall Wace, LLP | 63,581 | $1.01M | 0.00% | −298,279−82.4% | Reduced |
| Occudo Quantitative Strategies LP | 68,780 | $1.09M | 0.11% | +18,121+35.8% | Added |
| California State Teachers Retirement System | 69,245 | $1.10M | 0.00% | +12,992+23.1% | Added |
| Credit Suisse AG | 72,004 | $1.14M | 0.00% | +25,606+55.2% | Added |
| Susquehanna International Group, LLP | 78,004 | $1.24M | 0.00% | +78,004 | New |
| Regions Financial Corp | 80,190 | $1.27M | 0.01% | +2,725+3.5% | Added |
| Stifel Financial Corp | 89,909 | $1.43M | 0.00% | −853−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 91,847 | $1.46M | 0.02% | +13,864+17.8% | Added |
| Seven Grand Managers, LLC | 96,549 | $1.53M | 2.98% | −471,500−83.0% | Reduced |
| D. E. Shaw & Co., Inc. | 99,492 | $1.58M | 0.00% | −7,375−6.9% | Reduced |
| Envestnet Asset Management Inc | 103,848 | $1.65M | 0.00% | +22,904+28.3% | Added |
| M&T Bank Corp | 105,022 | $1.67M | 0.01% | +26,044+33.0% | Added |
| Baird Financial Group, Inc. | 110,757 | $1.76M | 0.00% | +110,757 | New |
| Swiss National Bank | 171,300 | $2.72M | 0.00% | +33,100+24.0% | Added |
| Element Capital Management LLC | 185,169 | $2.94M | 0.20% | +185,169 | New |
| Osterweis Capital Management Inc | 189,065 | $3.00M | 0.20% | +87,685+86.5% | Added |
| Northern Trust Corp | 189,636 | $3.01M | 0.00% | +31,898+20.2% | Added |
| TimesSquare Capital Management, LLC | 190,000 | $3.02M | 0.04% | +7,200+3.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 196,530 | $3.12M | 0.04% | +104,821+114.3% | Added |
| Thames Capital Management LLC | 249,857 | $3.97M | 2.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 255,455 | $4.05M | 0.01% | +169,619+197.6% | Added |
| Advantage Alpha Capital Partners LP | 297,799 | $4.73M | 0.95% | +94,770+46.7% | Added |
| Ghisallo Capital Management LLC | 300,000 | $4.76M | 0.57% | 00.0% | Unchanged |
| Bank of America Corp | 362,154 | $5.75M | 0.00% | +175,712+94.2% | Added |
| Royal Bank of Canada | 373,805 | $5.93M | 0.00% | +7,618+2.1% | Added |
| Renaissance Technologies LLC | 395,500 | $6.28M | 0.01% | +143,400+56.9% | Added |
| Charles Schwab Investment Management Inc | 415,751 | $6.60M | 0.00% | +78,871+23.4% | Added |
| ArrowMark Colorado Holdings LLC | 422,821 | $6.71M | 0.07% | +422,821 | New |
| Maven Securities LTD | 431,396 | $6.85M | 0.98% | +431,396 | New |
| Silvercrest Asset Management Group LLC | 441,707 | $7.01M | 0.05% | +441,707 | New |
| Raymond James & Associates | 448,288 | $7.11M | 0.01% | −10,479−2.3% | Reduced |
| State Street Corp | 479,731 | $7.61M | 0.00% | +112,980+30.8% | Added |
| UBS Asset Management Americas Inc | 514,559 | $8.21M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 559,520 | $8.88M | 0.00% | +19,631+3.6% | Added |
| Wells Fargo & Company | 567,834 | $9.01M | 0.00% | +4,304+0.8% | Added |
| Ameriprise Financial Inc | 580,748 | $9.22M | 0.00% | +118,390+25.6% | Added |
| New York State Common Retirement Fund | 707,808 | $11.2M | 0.01% | +162,715+29.9% | Added |
| Geode Capital Management, LLC | 770,969 | $12.2M | 0.00% | +156,119+25.4% | Added |