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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 7 | $136 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 21 | $406 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $580 | 0.00% | +30 | New |
| Clear Street Markets LLC | 39 | $1.00K | 0.00% | +39 | New |
| FMR LLC | 53 | $1.02K | 0.00% | −2−3.6% | Reduced |
| Venturi Wealth Management, LLC | 55 | $1.06K | 0.00% | +55 | New |
| Iron Horse Wealth Management, LLC | 149 | $2.88K | 0.00% | +149 | New |
| Northwestern Mutual Wealth Management Co | 200 | $3.87K | 0.00% | −170−45.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 273 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 446 | $9.00K | 0.00% | −26−5.5% | Reduced |
| Quarry LP | 469 | $9.07K | 0.01% | +469 | New |
| Eagle Bay Advisors LLC | 566 | $10.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 588 | $11.0K | 0.00% | −660−52.9% | Reduced |
| Tradition Wealth Management, LLC | 559 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 604 | $11.7K | 0.00% | −72−10.7% | Reduced |
| Private Trust Co NA | 791 | $15.3K | 0.00% | +9+1.2% | Added |
| Hollencrest Capital Management | 1,251 | $24.2K | 0.00% | +1,251 | New |
| US Bancorp | 1,624 | $31.4K | 0.00% | +139+9.4% | Added |
| The PNC Financial Services Group, Inc. | 1,625 | $31.4K | 0.00% | +48+3.0% | Added |
| Tower Research Capital LLC (TRC) | 1,826 | $35.3K | 0.00% | +1,535+527.5% | Added |
| Rhumbline Advisers | 2,248 | $43.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,280 | $44.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,099 | $59.9K | 0.00% | +869+39.0% | Added |
| State of Wyoming | 6,137 | $118.7K | 0.03% | +1,883+44.3% | Added |
| SG Americas Securities, LLC | 8,409 | $163.0K | 0.00% | −135−1.6% | Reduced |
| Lazard Asset Management LLC | 10,283 | $198.0K | 0.00% | +973+10.5% | Added |
| Crossmark Global Holdings, Inc. | 10,124 | $207.0K | 0.00% | +10,124 | New |
| Raymond James Trust N.A. | 10,868 | $210.2K | 0.01% | −80−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,941 | $230.9K | 0.00% | +1,680+16.4% | Added |
| Wesbanco Bank Inc | 12,004 | $232.2K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,514 | $242.0K | 0.00% | +12,514 | New |
| KLR Investment Advisors, LLC | 16,138 | $257.6K | 0.23% | −511−3.1% | Reduced |
| Virginia Retirement Systems Et Al | 13,600 | $263.0K | 0.00% | +13,600 | New |
| Virtu Financial LLC | 14,038 | $271.0K | 0.03% | +3,827+37.5% | Added |
| Advisor Group Holdings, Inc. | 15,124 | $292.5K | 0.00% | +6,201+69.5% | Added |
| Toth Financial Advisory Corp | 16,500 | $319.1K | 0.05% | +16,500 | New |
| Capstone Investment Advisors, LLC | 16,729 | $323.5K | 0.01% | +16,729 | New |
| Aigen Investment Management, LP | 17,534 | $339.1K | 0.06% | +17,534 | New |
| HM Payson & Co | 18,300 | $353.9K | 0.01% | −300−1.6% | Reduced |
| DC Investments Management, LLC | 18,752 | $362.7K | 0.45% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,913 | $365.8K | 0.00% | +5,893+45.3% | Added |
| Balyasny Asset Management LLC | 18,947 | $366.4K | 0.00% | +18,947 | New |
| Dunhill Financial, LLC | 18,721 | $382.1K | 0.24% | −235−1.2% | Reduced |
| Equitable Trust Co | 20,453 | $395.6K | 0.03% | +20,453 | New |
| Barclays PLC | 20,774 | $401.8K | 0.00% | −929−4.3% | Reduced |
| Bayesian Capital Management, LP | 20,988 | $405.9K | 0.05% | +20,988 | New |
| PDT Partners, LLC | 21,750 | $420.6K | 0.05% | +21,750 | New |
| Arizona State Retirement System | 22,402 | $433.3K | 0.00% | +4,416+24.6% | Added |
| NBC Securities, Inc. | 23,439 | $453.0K | 0.05% | +23,439 | New |
| Sandia Investment Management LP | 23,655 | $457.5K | 0.13% | +23,655 | New |
| Glenmede Trust Co NA | 24,280 | $469.6K | 0.00% | −335−1.4% | Reduced |
| Petrus Trust Company, LTA | 26,278 | $508.2K | 0.05% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 27,449 | $539.0K | 0.03% | +27,449 | New |
| Verition Fund Management LLC | 29,013 | $561.1K | 0.01% | +29,013 | New |
| Dark Forest Capital Management LP | 29,242 | $565.5K | 0.05% | +29,242 | New |
| First Republic Investment Management, Inc. | 29,727 | $574.9K | 0.00% | −4,881−14.1% | Reduced |
| Citigroup Inc | 32,298 | $624.6K | 0.00% | +11,529+55.5% | Added |
| Woodline Partners LP | 36,329 | $702.6K | 0.01% | +36,329 | New |
| 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 |
| TownSquare Capital, LLC | 37,183 | $719.1K | 0.01% | +954+2.6% | Added |
| First Trust Advisors LP | 38,563 | $745.8K | 0.00% | +38,563 | New |
| Natixis Advisors, L.P. | 43,582 | $843.0K | 0.00% | +2,469+6.0% | Added |
| LPL Financial LLC | 52,607 | $1.02M | 0.00% | +3,239+6.6% | Added |
| Millennium Management LLC | 57,167 | $1.11M | 0.00% | +25,374+79.8% | Added |
| Macquarie Group Ltd | 69,225 | $1.34M | 0.00% | +69,225 | New |
| California State Teachers Retirement System | 69,556 | $1.35M | 0.00% | +311+0.4% | Added |
| Legal & General Group Plc | 70,052 | $1.35M | 0.00% | +8,525+13.9% | Added |
| Credit Suisse AG | 71,845 | $1.39M | 0.00% | −159−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 77,645 | $1.50M | 0.01% | +49,519+176.1% | Added |
| Regions Financial Corp | 78,159 | $1.51M | 0.01% | −2,031−2.5% | Reduced |
| Trexquant Investment LP | 78,893 | $1.53M | 0.04% | +78,893 | New |
| Penserra Capital Management LLC | 87,834 | $1.70M | 0.04% | +87,834 | New |
| Russell Investments Group, Ltd. | 88,798 | $1.72M | 0.00% | +84,913+2,185.7% | Added |
| Stifel Financial Corp | 89,631 | $1.73M | 0.00% | −278−0.3% | Reduced |
| Jump Financial, LLC | 91,967 | $1.78M | 0.07% | +91,967 | New |
| Quadrature Capital Ltd | 97,655 | $1.89M | 0.04% | +62,083+174.5% | Added |
| Quantbot Technologies LP | 98,305 | $1.90M | 0.13% | +67,474+218.9% | Added |
| D. E. Shaw & Co., Inc. | 102,356 | $1.98M | 0.00% | +2,864+2.9% | Added |
| M&T Bank Corp | 103,568 | $2.00M | 0.01% | −1,454−1.4% | Reduced |
| Susquehanna International Group, LLP | 104,318 | $2.02M | 0.00% | +26,314+33.7% | Added |
| Principal Financial Group Inc | 104,575 | $2.02M | 0.00% | +104,575 | New |
| B. Metzler seel. Sohn & Co. AG | 111,563 | $2.16M | 0.03% | −84,967−43.2% | Reduced |
| Gsa Capital Partners LLP | 120,137 | $2.32M | 0.20% | +58,027+93.4% | Added |
| Norges Bank | 123,499 | $2.39M | 0.00% | +104,900+564.0% | Added |
| Oppenheimer Asset Management Inc. | 128,746 | $2.49M | 0.04% | +36,899+40.2% | Added |
| Public Employees Retirement System of Ohio | 131,903 | $2.55M | 0.01% | +131,903 | New |
| Thornburg Investment Management Inc | 138,833 | $2.69M | 0.04% | +138,833 | New |
| Baird Financial Group, Inc. | 159,767 | $3.09M | 0.01% | +49,010+44.3% | Added |
| Two Sigma Advisers, LP | 172,700 | $3.34M | 0.01% | +172,700 | New |
| Swiss National Bank | 173,000 | $3.35M | 0.00% | +1,700+1.0% | Added |
| Goldman Sachs Group Inc | 178,604 | $3.45M | 0.00% | −4,432,284−96.1% | Reduced |
| Envestnet Asset Management Inc | 197,011 | $3.81M | 0.00% | +93,163+89.7% | Added |
| Voloridge Investment Management, LLC | 214,319 | $4.14M | 0.02% | +214,319 | New |
| Advantage Alpha Capital Partners LP | 221,194 | $4.28M | 0.90% | −76,605−25.7% | Reduced |
| Citadel Advisors LLC | 228,578 | $4.42M | 0.00% | +228,043+42,624.9% | Added |
| Castleark Management LLC | 288,590 | $5.58M | 0.28% | +288,590 | New |
| ArrowMark Colorado Holdings LLC | 298,820 | $5.78M | 0.07% | −124,001−29.3% | Reduced |
| Polen Capital Management LLC | 304,600 | $5.89M | 0.02% | +304,600 | New |
| Northern Trust Corp | 310,450 | $6.00M | 0.00% | +120,814+63.7% | Added |