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 |
|---|---|---|---|---|---|
| Bank of America Corp | 347,856 | $6.73M | 0.00% | −14,298−3.9% | Reduced |
| Osterweis Capital Management Inc | 417,885 | $8.08M | 0.59% | +228,820+121.0% | Added |
| Brown Advisory Inc | 419,465 | $8.11M | 0.01% | +419,465 | New |
| Raymond James & Associates | 437,132 | $8.45M | 0.01% | −11,156−2.5% | Reduced |
| Comerica Bank | 468,413 | $9.06M | 0.05% | +468,413 | New |
| Charles Schwab Investment Management Inc | 478,395 | $9.25M | 0.00% | +62,644+15.1% | Added |
| Two Sigma Investments, LP | 481,612 | $9.31M | 0.03% | +226,157+88.5% | Added |
| Renaissance Technologies LLC | 510,645 | $9.88M | 0.02% | +115,145+29.1% | Added |
| UBS Asset Management Americas Inc | 515,734 | $9.97M | 0.00% | +1,175+0.2% | Added |
| State Street Corp | 535,753 | $10.4M | 0.00% | +56,022+11.7% | Added |
| Wells Fargo & Company | 569,850 | $11.0M | 0.00% | +2,016+0.4% | Added |
| Royal Bank of Canada | 584,871 | $11.3M | 0.00% | +211,066+56.5% | Added |
| Bank of New York Mellon Corp | 588,559 | $11.4M | 0.00% | +29,039+5.2% | Added |
| Shannon River Fund Management LLC | 603,545 | $11.7M | 3.43% | +603,545 | New |
| Ameriprise Financial Inc | 614,400 | $11.9M | 0.00% | +33,652+5.8% | Added |
| TimesSquare Capital Management, LLC | 802,250 | $15.5M | 0.24% | +612,250+322.2% | Added |
| Geode Capital Management, LLC | 872,017 | $16.9M | 0.00% | +101,048+13.1% | Added |
| Silvercrest Asset Management Group LLC | 885,084 | $17.1M | 0.13% | +443,377+100.4% | Added |
| New York State Common Retirement Fund | 901,012 | $17.4M | 0.03% | +193,204+27.3% | Added |
| Loomis Sayles & Co L P | 1,008,576 | $19.5M | 0.03% | +1,008,576 | New |
| SEI Investments Co | 1,122,209 | $21.7M | 0.04% | +182,644+19.4% | Added |
| Janus Henderson Group PLC | 1,613,079 | $31.2M | 0.02% | −1,172−0.1% | Reduced |
| Invesco Ltd. | 1,735,327 | $33.6M | 0.01% | +40,665+2.4% | Added |
| BlackRock Inc. | 1,841,804 | $35.6M | 0.00% | +321,437+21.1% | Added |
| Capital World Investors | 1,900,962 | $36.8M | 0.01% | +412,182+27.7% | Added |
| Allspring Global Investments Holdings, LLC | 2,052,126 | $39.7M | 0.07% | +257,515+14.3% | Added |
| Wellington Management Group LLP | 2,072,245 | $40.1M | 0.01% | −271,502−11.6% | Reduced |
| Dragoneer Investment Group, LLC | 2,514,083 | $48.6M | 1.12% | 00.0% | Unchanged |
| Morgan Stanley | 2,911,916 | $56.3M | 0.01% | +365,897+14.4% | Added |
| Brown Capital Management LLC | 3,007,370 | $58.2M | 0.89% | +1,009,196+50.5% | Added |
| Artisan Partners Limited Partnership | 3,275,104 | $63.3M | 0.11% | −98,426−2.9% | Reduced |
| Fred Alger Management, LLC | 3,445,428 | $66.6M | 0.38% | −769,021−18.2% | Reduced |
| Bamco Inc | 4,099,999 | $79.3M | 0.23% | −195,676−4.6% | Reduced |
| JPMorgan Chase & Co | 5,722,007 | $110.7M | 0.01% | −82,093−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,933,075 | $114.7M | 0.33% | +30,771+0.5% | Added |
| Durable Capital Partners LP | 6,352,149 | $122.9M | 1.12% | −1,312,452−17.1% | Reduced |
| Conestoga Capital Advisors, LLC | 6,376,562 | $123.3M | 2.12% | +166,745+2.7% | Added |
| Vanguard Group Inc | 9,450,888 | $182.8M | 0.00% | +1,148,338+13.8% | Added |
| Wasatch Advisors Inc | 10,255,451 | $198.3M | 1.25% | +3,778,350+58.3% | Added |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −431,396−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −249,857−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −185,169−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −96,549−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −68,780−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −63,581−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −39,310−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −33,492−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −33,492−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −25,987−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −21,730−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,002−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,574−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,795−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Foster Dykema Cabot & Co Inc | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |