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 |
|---|---|---|---|---|---|
| HM Payson & Co | 18,300 | $353.9K | 0.01% | −300−1.6% | Reduced |
| Aigen Investment Management, LP | 17,534 | $339.1K | 0.06% | +17,534 | New |
| Capstone Investment Advisors, LLC | 16,729 | $323.5K | 0.01% | +16,729 | New |
| Toth Financial Advisory Corp | 16,500 | $319.1K | 0.05% | +16,500 | New |
| Advisor Group Holdings, Inc. | 15,124 | $292.5K | 0.00% | +6,201+69.5% | Added |
| Virtu Financial LLC | 14,038 | $271.0K | 0.03% | +3,827+37.5% | Added |
| Virginia Retirement Systems Et Al | 13,600 | $263.0K | 0.00% | +13,600 | New |
| KLR Investment Advisors, LLC | 16,138 | $257.6K | 0.23% | −511−3.1% | Reduced |
| Captrust Financial Advisors | 12,514 | $242.0K | 0.00% | +12,514 | New |
| Wesbanco Bank Inc | 12,004 | $232.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,941 | $230.9K | 0.00% | +1,680+16.4% | Added |
| Raymond James Trust N.A. | 10,868 | $210.2K | 0.01% | −80−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 10,124 | $207.0K | 0.00% | +10,124 | New |
| Lazard Asset Management LLC | 10,283 | $198.0K | 0.00% | +973+10.5% | Added |
| SG Americas Securities, LLC | 8,409 | $163.0K | 0.00% | −135−1.6% | Reduced |
| State of Wyoming | 6,137 | $118.7K | 0.03% | +1,883+44.3% | Added |
| UBS Group AG | 3,099 | $59.9K | 0.00% | +869+39.0% | Added |
| Fifth Third Bancorp | 2,280 | $44.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,248 | $43.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,826 | $35.3K | 0.00% | +1,535+527.5% | Added |
| The PNC Financial Services Group, Inc. | 1,625 | $31.4K | 0.00% | +48+3.0% | Added |
| US Bancorp | 1,624 | $31.4K | 0.00% | +139+9.4% | Added |
| Hollencrest Capital Management | 1,251 | $24.2K | 0.00% | +1,251 | New |
| Private Trust Co NA | 791 | $15.3K | 0.00% | +9+1.2% | Added |
| Signaturefd, LLC | 604 | $11.7K | 0.00% | −72−10.7% | Reduced |
| Bessemer Group Inc | 588 | $11.0K | 0.00% | −660−52.9% | Reduced |
| Tradition Wealth Management, LLC | 559 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 566 | $10.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 469 | $9.07K | 0.01% | +469 | New |
| CWM, LLC | 446 | $9.00K | 0.00% | −26−5.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 273 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $3.87K | 0.00% | −170−45.9% | Reduced |
| Iron Horse Wealth Management, LLC | 149 | $2.88K | 0.00% | +149 | New |
| Venturi Wealth Management, LLC | 55 | $1.06K | 0.00% | +55 | New |
| FMR LLC | 53 | $1.02K | 0.00% | −2−3.6% | Reduced |
| Clear Street Markets LLC | 39 | $1.00K | 0.00% | +39 | New |
| Stonebridge Capital Advisors LLC | 30 | $580 | 0.00% | +30 | New |
| Parallel Advisors, LLC | 21 | $406 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $136 | 0.00% | +7 | New |
| 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 |