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, Q3 2023
Institutional positions in Clearwater Analytics Holdings, Inc. as of Sep 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
- 139
- +18 vs. Q2 2023
- Shares held
- 93.7M
- +5.77M (+6.6%) vs. Q2 2023
- Total value
- $1.81B
- +$416.6M (+29.8%) vs. Q2 2023
- New holders
- 39
- 58 more added
- Sold out
- 21
- 32 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 10,255,451 | $198.3M | 1.25% | +3,778,350+58.3% | Added |
| Vanguard Group Inc | 9,450,888 | $182.8M | 0.00% | +1,148,338+13.8% | Added |
| Conestoga Capital Advisors, LLC | 6,376,562 | $123.3M | 2.12% | +166,745+2.7% | Added |
| Durable Capital Partners LP | 6,352,149 | $122.9M | 1.12% | −1,312,452−17.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,933,075 | $114.7M | 0.33% | +30,771+0.5% | Added |
| JPMorgan Chase & Co | 5,722,007 | $110.7M | 0.01% | −82,093−1.4% | Reduced |
| Bamco Inc | 4,099,999 | $79.3M | 0.23% | −195,676−4.6% | Reduced |
| Fred Alger Management, LLC | 3,445,428 | $66.6M | 0.38% | −769,021−18.2% | Reduced |
| Artisan Partners Limited Partnership | 3,275,104 | $63.3M | 0.11% | −98,426−2.9% | Reduced |
| Brown Capital Management LLC | 3,007,370 | $58.2M | 0.89% | +1,009,196+50.5% | Added |
| Morgan Stanley | 2,911,916 | $56.3M | 0.01% | +365,897+14.4% | Added |
| Dragoneer Investment Group, LLC | 2,514,083 | $48.6M | 1.12% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,072,245 | $40.1M | 0.01% | −271,502−11.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,052,126 | $39.7M | 0.07% | +257,515+14.3% | Added |
| Capital World Investors | 1,900,962 | $36.8M | 0.01% | +412,182+27.7% | Added |
| BlackRock Inc. | 1,841,804 | $35.6M | 0.00% | +321,437+21.1% | Added |
| Invesco Ltd. | 1,735,327 | $33.6M | 0.01% | +40,665+2.4% | Added |
| Janus Henderson Group PLC | 1,613,079 | $31.2M | 0.02% | −1,172−0.1% | Reduced |
| SEI Investments Co | 1,122,209 | $21.7M | 0.04% | +182,644+19.4% | Added |
| Loomis Sayles & Co L P | 1,008,576 | $19.5M | 0.03% | +1,008,576 | New |
| New York State Common Retirement Fund | 901,012 | $17.4M | 0.03% | +193,204+27.3% | Added |
| Silvercrest Asset Management Group LLC | 885,084 | $17.1M | 0.13% | +443,377+100.4% | Added |
| Geode Capital Management, LLC | 872,017 | $16.9M | 0.00% | +101,048+13.1% | Added |
| TimesSquare Capital Management, LLC | 802,250 | $15.5M | 0.24% | +612,250+322.2% | Added |
| Ameriprise Financial Inc | 614,400 | $11.9M | 0.00% | +33,652+5.8% | Added |
| Shannon River Fund Management LLC | 603,545 | $11.7M | 3.43% | +603,545 | New |
| Bank of New York Mellon Corp | 588,559 | $11.4M | 0.00% | +29,039+5.2% | Added |
| Royal Bank of Canada | 584,871 | $11.3M | 0.00% | +211,066+56.5% | Added |
| Wells Fargo & Company | 569,850 | $11.0M | 0.00% | +2,016+0.4% | Added |
| State Street Corp | 535,753 | $10.4M | 0.00% | +56,022+11.7% | Added |
| UBS Asset Management Americas Inc | 515,734 | $9.97M | 0.00% | +1,175+0.2% | Added |
| Renaissance Technologies LLC | 510,645 | $9.88M | 0.02% | +115,145+29.1% | Added |
| Two Sigma Investments, LP | 481,612 | $9.31M | 0.03% | +226,157+88.5% | Added |
| Charles Schwab Investment Management Inc | 478,395 | $9.25M | 0.00% | +62,644+15.1% | Added |
| Comerica Bank | 468,413 | $9.06M | 0.05% | +468,413 | New |
| Raymond James & Associates | 437,132 | $8.45M | 0.01% | −11,156−2.5% | Reduced |
| Brown Advisory Inc | 419,465 | $8.11M | 0.01% | +419,465 | New |
| Osterweis Capital Management Inc | 417,885 | $8.08M | 0.59% | +228,820+121.0% | Added |
| Bank of America Corp | 347,856 | $6.73M | 0.00% | −14,298−3.9% | Reduced |
| Northern Trust Corp | 310,450 | $6.00M | 0.00% | +120,814+63.7% | Added |
| Polen Capital Management LLC | 304,600 | $5.89M | 0.02% | +304,600 | New |
| ArrowMark Colorado Holdings LLC | 298,820 | $5.78M | 0.07% | −124,001−29.3% | Reduced |
| Castleark Management LLC | 288,590 | $5.58M | 0.28% | +288,590 | New |
| Citadel Advisors LLC | 228,578 | $4.42M | 0.00% | +228,043+42,624.9% | Added |
| Advantage Alpha Capital Partners LP | 221,194 | $4.28M | 0.90% | −76,605−25.7% | Reduced |
| Voloridge Investment Management, LLC | 214,319 | $4.14M | 0.02% | +214,319 | New |
| Envestnet Asset Management Inc | 197,011 | $3.81M | 0.00% | +93,163+89.7% | Added |
| Goldman Sachs Group Inc | 178,604 | $3.45M | 0.00% | −4,432,284−96.1% | Reduced |
| Swiss National Bank | 173,000 | $3.35M | 0.00% | +1,700+1.0% | Added |
| Two Sigma Advisers, LP | 172,700 | $3.34M | 0.01% | +172,700 | New |
| Baird Financial Group, Inc. | 159,767 | $3.09M | 0.01% | +49,010+44.3% | Added |
| Thornburg Investment Management Inc | 138,833 | $2.69M | 0.04% | +138,833 | New |
| Public Employees Retirement System of Ohio | 131,903 | $2.55M | 0.01% | +131,903 | New |
| Oppenheimer Asset Management Inc. | 128,746 | $2.49M | 0.04% | +36,899+40.2% | Added |
| Norges Bank | 123,499 | $2.39M | 0.00% | +104,900+564.0% | Added |
| Gsa Capital Partners LLP | 120,137 | $2.32M | 0.20% | +58,027+93.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 111,563 | $2.16M | 0.03% | −84,967−43.2% | Reduced |
| Principal Financial Group Inc | 104,575 | $2.02M | 0.00% | +104,575 | New |
| Susquehanna International Group, LLP | 104,318 | $2.02M | 0.00% | +26,314+33.7% | Added |
| M&T Bank Corp | 103,568 | $2.00M | 0.01% | −1,454−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 102,356 | $1.98M | 0.00% | +2,864+2.9% | Added |
| Quantbot Technologies LP | 98,305 | $1.90M | 0.13% | +67,474+218.9% | Added |
| Quadrature Capital Ltd | 97,655 | $1.89M | 0.04% | +62,083+174.5% | Added |
| Jump Financial, LLC | 91,967 | $1.78M | 0.07% | +91,967 | New |
| Stifel Financial Corp | 89,631 | $1.73M | 0.00% | −278−0.3% | Reduced |
| Russell Investments Group, Ltd. | 88,798 | $1.72M | 0.00% | +84,913+2,185.7% | Added |
| Penserra Capital Management LLC | 87,834 | $1.70M | 0.04% | +87,834 | New |
| Trexquant Investment LP | 78,893 | $1.53M | 0.04% | +78,893 | New |
| Regions Financial Corp | 78,159 | $1.51M | 0.01% | −2,031−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 77,645 | $1.50M | 0.01% | +49,519+176.1% | Added |
| Credit Suisse AG | 71,845 | $1.39M | 0.00% | −159−0.2% | Reduced |
| Legal & General Group Plc | 70,052 | $1.35M | 0.00% | +8,525+13.9% | Added |
| California State Teachers Retirement System | 69,556 | $1.35M | 0.00% | +311+0.4% | Added |
| Macquarie Group Ltd | 69,225 | $1.34M | 0.00% | +69,225 | New |
| Millennium Management LLC | 57,167 | $1.11M | 0.00% | +25,374+79.8% | Added |
| LPL Financial LLC | 52,607 | $1.02M | 0.00% | +3,239+6.6% | Added |
| Natixis Advisors, L.P. | 43,582 | $843.0K | 0.00% | +2,469+6.0% | Added |
| First Trust Advisors LP | 38,563 | $745.8K | 0.00% | +38,563 | New |
| TownSquare Capital, LLC | 37,183 | $719.1K | 0.01% | +954+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 36,378 | $703.6K | 0.05% | −2,505−6.4% | Reduced |
| NewEdge Wealth, LLC | 36,378 | $703.6K | 0.02% | −2,505−6.4% | Reduced |
| Woodline Partners LP | 36,329 | $702.6K | 0.01% | +36,329 | New |
| Citigroup Inc | 32,298 | $624.6K | 0.00% | +11,529+55.5% | Added |
| First Republic Investment Management, Inc. | 29,727 | $574.9K | 0.00% | −4,881−14.1% | Reduced |
| Dark Forest Capital Management LP | 29,242 | $565.5K | 0.05% | +29,242 | New |
| Verition Fund Management LLC | 29,013 | $561.1K | 0.01% | +29,013 | New |
| Premier Fund Managers Ltd | 27,449 | $539.0K | 0.03% | +27,449 | New |
| Petrus Trust Company, LTA | 26,278 | $508.2K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 24,280 | $469.6K | 0.00% | −335−1.4% | Reduced |
| Sandia Investment Management LP | 23,655 | $457.5K | 0.13% | +23,655 | New |
| NBC Securities, Inc. | 23,439 | $453.0K | 0.05% | +23,439 | New |
| Arizona State Retirement System | 22,402 | $433.3K | 0.00% | +4,416+24.6% | Added |
| PDT Partners, LLC | 21,750 | $420.6K | 0.05% | +21,750 | New |
| Bayesian Capital Management, LP | 20,988 | $405.9K | 0.05% | +20,988 | New |
| Barclays PLC | 20,774 | $401.8K | 0.00% | −929−4.3% | Reduced |
| Equitable Trust Co | 20,453 | $395.6K | 0.03% | +20,453 | New |
| Dunhill Financial, LLC | 18,721 | $382.1K | 0.24% | −235−1.2% | Reduced |
| Balyasny Asset Management LLC | 18,947 | $366.4K | 0.00% | +18,947 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,913 | $365.8K | 0.00% | +5,893+45.3% | Added |
| DC Investments Management, LLC | 18,752 | $362.7K | 0.45% | 00.0% | Unchanged |