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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 800,000 | $12.7M | 0.05% | −50,000−5.9% | Reduced |
| SEI Investments Co | 939,565 | $14.9M | 0.03% | +128,977+15.9% | Added |
| Capital World Investors | 1,488,780 | $23.6M | 0.00% | +1,488,780 | New |
| BlackRock Inc. | 1,520,367 | $24.1M | 0.00% | +340,665+28.9% | Added |
| Janus Henderson Group PLC | 1,614,251 | $25.6M | 0.02% | +18,122+1.1% | Added |
| Invesco Ltd. | 1,694,662 | $26.9M | 0.01% | −1,069−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,794,611 | $28.5M | 0.05% | +573,777+47.0% | Added |
| Brown Capital Management LLC | 1,998,174 | $31.7M | 0.45% | +405,794+25.5% | Added |
| Wellington Management Group LLP | 2,343,747 | $37.2M | 0.01% | −16,071−0.7% | Reduced |
| Dragoneer Investment Group, LLC | 2,514,083 | $39.9M | 0.82% | 00.0% | Unchanged |
| Morgan Stanley | 2,546,019 | $40.4M | 0.00% | −3,374−0.1% | Reduced |
| Artisan Partners Limited Partnership | 3,373,530 | $53.5M | 0.09% | +568,526+20.3% | Added |
| Fred Alger Management, LLC | 4,214,449 | $66.9M | 0.34% | −37,453−0.9% | Reduced |
| Bamco Inc | 4,295,675 | $68.2M | 0.19% | +206,629+5.1% | Added |
| Goldman Sachs Group Inc | 4,610,888 | $73.2M | 0.02% | +4,242,921+1,153.1% | Added |
| JPMorgan Chase & Co | 5,804,100 | $92.1M | 0.01% | +210,589+3.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,902,304 | $93.7M | 0.26% | +31,031+0.5% | Added |
| Conestoga Capital Advisors, LLC | 6,209,817 | $98.5M | 1.56% | −10,254−0.2% | Reduced |
| Wasatch Advisors Inc | 6,477,101 | $102.8M | 0.62% | +261,404+4.2% | Added |
| Durable Capital Partners LP | 7,664,601 | $121.6M | 1.07% | −1,162,022−13.2% | Reduced |
| Vanguard Group Inc | 8,302,550 | $131.8M | 0.00% | +1,330,967+19.1% | Added |
| Formula Growth Ltd | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −158,405−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −43,952−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −40,430−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −39,240−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −36,650−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −26,725−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,277−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,668−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −15,697−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |