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, Q4 2023
Institutional positions in Clearwater Analytics Holdings, Inc. as of Dec 31, 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
- 201
- +64 vs. Q3 2023
- Shares held
- 153.1M
- +59.4M (+63.4%) vs. Q3 2023
- Total value
- $3.07B
- +$1.25B (+69.2%) vs. Q3 2023
- New holders
- 77
- 86 more added
- Sold out
- 13
- 28 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Permira Holdings LTD | 25,613,323 | $512.8M | 13.36% | +25,613,323 | New |
| Vanguard Group Inc | 12,912,046 | $258.6M | 0.01% | +3,461,158+36.6% | Added |
| Wasatch Advisors Inc | 12,087,022 | $242.1M | 1.33% | +1,831,571+17.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,009,200 | $220.5M | 0.55% | +5,076,125+85.6% | Added |
| William Blair Investment Management, LLC | 7,273,914 | $145.7M | 0.42% | +7,273,914 | New |
| Conestoga Capital Advisors, LLC | 6,426,367 | $128.7M | 1.93% | +49,805+0.8% | Added |
| JPMorgan Chase & Co | 4,805,134 | $96.2M | 0.01% | −916,873−16.0% | Reduced |
| Bamco Inc | 4,097,022 | $82.1M | 0.22% | −2,977−0.1% | Reduced |
| Brown Capital Management LLC | 3,534,992 | $70.8M | 1.06% | +527,622+17.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,387,928 | $67.9M | 0.11% | +1,335,802+65.1% | Added |
| Morgan Stanley | 3,346,299 | $67.0M | 0.01% | +434,383+14.9% | Added |
| BlackRock Inc. | 3,258,974 | $65.3M | 0.00% | +1,417,170+76.9% | Added |
| Artisan Partners Limited Partnership | 3,165,579 | $63.4M | 0.10% | −109,525−3.3% | Reduced |
| Fred Alger Management, LLC | 3,122,149 | $62.5M | 0.34% | −323,279−9.4% | Reduced |
| Capital World Investors | 3,051,500 | $61.1M | 0.01% | +1,150,538+60.5% | Added |
| Alliancebernstein L.P. | 2,887,008 | $57.8M | 0.02% | +2,887,008 | New |
| Loomis Sayles & Co L P | 2,735,902 | $54.8M | 0.08% | +1,727,326+171.3% | Added |
| Wellington Management Group LLP | 2,159,700 | $43.3M | 0.01% | +87,455+4.2% | Added |
| TimesSquare Capital Management, LLC | 1,751,540 | $35.1M | 0.52% | +949,290+118.3% | Added |
| Invesco Ltd. | 1,744,161 | $34.9M | 0.01% | +8,834+0.5% | Added |
| Janus Henderson Group PLC | 1,633,265 | $32.7M | 0.02% | +20,186+1.3% | Added |
| Macquarie Group Ltd | 1,295,899 | $26.0M | 0.03% | +1,226,674+1,772.0% | Added |
| Geode Capital Management, LLC | 1,280,940 | $25.7M | 0.00% | +408,923+46.9% | Added |
| SEI Investments Co | 1,275,066 | $25.5M | 0.04% | +152,857+13.6% | Added |
| Wells Fargo & Company | 1,192,215 | $23.9M | 0.01% | +622,365+109.2% | Added |
| Brown Advisory Inc | 1,139,777 | $22.8M | 0.03% | +720,312+171.7% | Added |
| Renaissance Technologies LLC | 1,052,000 | $21.1M | 0.03% | +541,355+106.0% | Added |
| New York State Common Retirement Fund | 899,101 | $18.0M | 0.02% | −1,911−0.2% | Reduced |
| Dragoneer Investment Group, LLC | 893,361 | $17.9M | 0.39% | −1,620,722−64.5% | Reduced |
| Citadel Advisors LLC | 804,492 | $16.1M | 0.02% | +575,914+252.0% | Added |
| Durable Capital Partners LP | 796,686 | $16.0M | 0.13% | −5,555,463−87.5% | Reduced |
| Silvercrest Asset Management Group LLC | 792,800 | $15.9M | 0.11% | −92,284−10.4% | Reduced |
| State Street Corp | 750,754 | $15.0M | 0.00% | +215,001+40.1% | Added |
| Ghisallo Capital Management LLC | 700,000 | $14.0M | 1.45% | +700,000 | New |
| Charles Schwab Investment Management Inc | 699,887 | $14.0M | 0.00% | +221,492+46.3% | Added |
| Two Sigma Investments, LP | 699,215 | $14.0M | 0.03% | +217,603+45.2% | Added |
| UBS Asset Management Americas Inc | 681,664 | $13.7M | 0.01% | +165,930+32.2% | Added |
| Lord, Abbett & Co. LLC | 664,372 | $13.3M | 0.05% | +664,372 | New |
| Raymond James & Associates | 621,031 | $12.4M | 0.01% | +183,899+42.1% | Added |
| Bank of New York Mellon Corp | 599,804 | $12.0M | 0.00% | +11,245+1.9% | Added |
| Ameriprise Financial Inc | 582,815 | $11.7M | 0.00% | −31,585−5.1% | Reduced |
| Shannon River Fund Management LLC | 567,866 | $11.4M | 3.15% | −35,679−5.9% | Reduced |
| Bank of America Corp | 556,815 | $11.2M | 0.00% | +208,959+60.1% | Added |
| Voya Investment Management LLC | 552,458 | $11.1M | 0.01% | +552,458 | New |
| Osterweis Capital Management Inc | 533,110 | $10.7M | 0.68% | +115,225+27.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 520,000 | $10.4M | 0.20% | +520,000 | New |
| Voloridge Investment Management, LLC | 519,387 | $10.4M | 0.04% | +305,068+142.3% | Added |
| Axiom Investors LLC | 505,030 | $10.1M | 0.10% | +505,030 | New |
| Comerica Bank | 478,025 | $9.57M | 0.04% | +9,612+2.1% | Added |
| Royal Bank of Canada | 459,594 | $9.21M | 0.00% | −125,277−21.4% | Reduced |
| HBK Investments L P | 400,000 | $8.01M | 0.19% | +400,000 | New |
| Northern Trust Corp | 399,625 | $8.00M | 0.00% | +89,175+28.7% | Added |
| Principal Financial Group Inc | 397,941 | $7.97M | 0.01% | +293,366+280.5% | Added |
| D. E. Shaw & Co., Inc. | 350,999 | $7.03M | 0.01% | +248,643+242.9% | Added |
| Rokos Capital Management LLP | 350,000 | $7.01M | 0.21% | +350,000 | New |
| Deutsche Bank AG | 328,070 | $6.57M | 0.00% | +328,070 | New |
| Millennium Management LLC | 323,309 | $6.48M | 0.01% | +266,142+465.6% | Added |
| Castleark Management LLC | 306,540 | $6.14M | 0.27% | +17,950+6.2% | Added |
| Polen Capital Management LLC | 290,890 | $5.83M | 0.01% | −13,710−4.5% | Reduced |
| Baird Financial Group, Inc. | 282,701 | $5.66M | 0.01% | +122,934+76.9% | Added |
| UBS Group AG | 267,633 | $5.36M | 0.00% | +264,534+8,536.1% | Added |
| Goldman Sachs Group Inc | 265,439 | $5.32M | 0.00% | +86,835+48.6% | Added |
| Granite Investment Partners, LLC | 262,608 | $5.26M | 0.20% | +262,608 | New |
| Public Employees Retirement System of Ohio | 251,678 | $5.04M | 0.02% | +119,775+90.8% | Added |
| Thornburg Investment Management Inc | 251,578 | $5.04M | 0.07% | +112,745+81.2% | Added |
| Occudo Quantitative Strategies LP | 243,486 | $4.88M | 0.66% | +243,486 | New |
| Two Sigma Advisers, LP | 240,100 | $4.81M | 0.01% | +67,400+39.0% | Added |
| Swiss National Bank | 237,500 | $4.76M | 0.00% | +64,500+37.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 221,622 | $4.44M | 0.02% | +143,977+185.4% | Added |
| Seven Grand Managers, LLC | 221,401 | $4.43M | 4.23% | +221,401 | New |
| Trexquant Investment LP | 218,729 | $4.38M | 0.10% | +139,836+177.2% | Added |
| Next Century Growth Investors LLC | 217,387 | $4.35M | 0.42% | +217,387 | New |
| Jump Financial, LLC | 190,254 | $3.81M | 0.12% | +98,287+106.9% | Added |
| First Trust Advisors LP | 189,119 | $3.79M | 0.00% | +150,556+390.4% | Added |
| Envestnet Asset Management Inc | 181,099 | $3.63M | 0.00% | −15,912−8.1% | Reduced |
| Barclays PLC | 169,720 | $3.40M | 0.00% | +148,946+717.0% | Added |
| Quadrature Capital Ltd | 169,619 | $3.40M | 0.06% | +71,964+73.7% | Added |
| Segall Bryant & Hamill, LLC | 168,067 | $3.37M | 0.06% | +168,067 | New |
| Hudson Bay Capital Management LP | 157,744 | $3.16M | 0.03% | +157,744 | New |
| Quantbot Technologies LP | 144,068 | $2.89M | 0.17% | +45,763+46.6% | Added |
| Stifel Financial Corp | 140,988 | $2.82M | 0.00% | +51,357+57.3% | Added |
| Regions Financial Corp | 135,439 | $2.71M | 0.02% | +57,280+73.3% | Added |
| Oppenheimer Asset Management Inc. | 134,588 | $2.70M | 0.04% | +5,842+4.5% | Added |
| Credit Suisse AG | 123,766 | $2.48M | 0.00% | +51,921+72.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 117,633 | $2.36M | 0.03% | +6,070+5.4% | Added |
| Legal & General Group Plc | 112,908 | $2.26M | 0.00% | +42,856+61.2% | Added |
| Russell Investments Group, Ltd. | 111,671 | $2.24M | 0.00% | +22,873+25.8% | Added |
| California State Teachers Retirement System | 107,370 | $2.15M | 0.00% | +37,814+54.4% | Added |
| Cubist Systematic Strategies, LLC | 100,863 | $2.02M | 0.02% | +100,863 | New |
| Jane Street Group, LLC | 79,545 | $1.59M | 0.00% | +79,545 | New |
| M&T Bank Corp | 78,235 | $1.57M | 0.01% | −25,333−24.5% | Reduced |
| Susquehanna International Group, LLP | 69,521 | $1.39M | 0.00% | −34,797−33.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 65,216 | $1.31M | 0.07% | +28,838+79.3% | Added |
| NewEdge Wealth, LLC | 65,216 | $1.31M | 0.03% | +28,838+79.3% | Added |
| Gsa Capital Partners LLP | 62,862 | $1.26M | 0.11% | −57,275−47.7% | Reduced |
| Chartwell Investment Partners, LLC | 54,974 | $1.10M | 0.04% | +54,974 | New |
| Maven Securities LTD | 51,736 | $1.04M | 0.12% | +51,736 | New |
| LPL Financial LLC | 50,353 | $1.01M | 0.00% | −2,254−4.3% | Reduced |
| Anson Funds Management LP | 50,000 | $1.00M | 0.21% | +50,000 | New |
| Natixis Advisors, L.P. | 44,198 | $885.0K | 0.00% | +616+1.4% | Added |