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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 19 | $381 | 0.00% | +12+171.4% | Added |
| Parallel Advisors, LLC | 21 | $421 | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 114 | $2.28K | 0.00% | +114 | New |
| TFC Financial Management | 120 | $2.40K | 0.00% | +120 | New |
| Iron Horse Wealth Management, LLC | 149 | $2.98K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 191 | $3.83K | 0.00% | +191 | New |
| Northwestern Mutual Wealth Management Co | 228 | $4.57K | 0.00% | +28+14.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 246 | $5.00K | 0.00% | −27−9.9% | Reduced |
| MCF Advisors LLC | 253 | $5.07K | 0.00% | +253 | New |
| SYSTM Wealth Solutions LLC | 282 | $5.65K | 0.00% | +282 | New |
| Huntington National Bank | 298 | $5.97K | 0.00% | +298 | New |
| Benjamin F. Edwards & Company, Inc. | 398 | $8.00K | 0.00% | +398 | New |
| LM Advisors LLC | 422 | $8.45K | 0.00% | +422 | New |
| CWM, LLC | 446 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 459 | $9.19K | 0.00% | +459 | New |
| Baystate Wealth Management LLC | 500 | $10.0K | 0.00% | +500 | New |
| Tradition Wealth Management, LLC | 559 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 739 | $14.8K | 0.00% | +135+22.4% | Added |
| Private Trust Co NA | 821 | $16.4K | 0.00% | +30+3.8% | Added |
| FMR LLC | 825 | $16.5K | 0.00% | +772+1,456.6% | Added |
| Arcadia Investment Management Corp | 977 | $19.6K | 0.00% | +977 | New |
| RiverPark Advisors, LLC | 1,164 | $23.3K | 0.02% | +1,164 | New |
| Hollencrest Capital Management | 1,251 | $25.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,460 | $29.2K | 0.00% | −165−10.2% | Reduced |
| US Bancorp | 1,485 | $29.7K | 0.00% | −139−8.6% | Reduced |
| Bessemer Group Inc | 1,587 | $32.0K | 0.00% | +999+169.9% | Added |
| Eagle Bay Advisors LLC | 1,773 | $35.5K | 0.02% | +1,207+213.3% | Added |
| Rhumbline Advisers | 2,248 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,442 | $48.9K | 0.00% | +616+33.7% | Added |
| Essex Investment Management Co LLC | 4,486 | $89.9K | 0.02% | +4,486 | New |
| Sandia Investment Management LP | 5,000 | $100.2K | 0.07% | −18,655−78.9% | Reduced |
| EntryPoint Capital, LLC | 5,847 | $117.1K | 0.11% | +5,847 | New |
| Asset Management One Co.,Ltd. | 6,683 | $134.3K | 0.00% | +6,683 | New |
| State of Tennessee, Treasury Department | 8,637 | $173.0K | 0.00% | +8,637 | New |
| Advisor Group Holdings, Inc. | 8,830 | $176.8K | 0.00% | −6,294−41.6% | Reduced |
| Lazard Asset Management LLC | 10,441 | $209.0K | 0.00% | +158+1.5% | Added |
| Citigroup Inc | 10,533 | $211.0K | 0.00% | −21,765−67.4% | Reduced |
| D.A. Davidson & Co. | 10,545 | $211.2K | 0.00% | +10,545 | New |
| Kapitalo Investimentos Ltda | 10,552 | $211.4K | 0.04% | +10,552 | New |
| Schonfeld Strategic Advisors LLC | 10,746 | $215.2K | 0.00% | +10,746 | New |
| Raymond James Trust N.A. | 11,277 | $225.9K | 0.01% | +409+3.8% | Added |
| MQS Management LLC | 11,476 | $229.9K | 0.13% | +11,476 | New |
| Crossmark Global Holdings, Inc. | 12,707 | $255.0K | 0.01% | +2,583+25.5% | Added |
| Clare Market Investments LLC | 13,000 | $260.4K | 0.09% | +13,000 | New |
| Fox Run Management, L.L.C. | 13,385 | $268.1K | 0.07% | +13,385 | New |
| Dynamic Technology Lab Private Ltd | 13,584 | $272.0K | 0.03% | +13,584 | New |
| Apollon Wealth Management, LLC | 13,670 | $273.8K | 0.01% | +13,670 | New |
| Victory Capital Management Inc | 14,374 | $287.9K | 0.00% | +14,374 | New |
| HighTower Advisors, LLC | 14,467 | $290.0K | 0.00% | +14,467 | New |
| Point72 Asset Management, L.P. | 14,800 | $296.4K | 0.00% | +14,800 | New |
| Curated Wealth Partners LLC | 14,924 | $298.9K | 0.05% | +14,924 | New |
| Pathstone Holdings, LLC | 15,056 | $301.6K | 0.00% | +15,056 | New |
| Captrust Financial Advisors | 15,193 | $304.3K | 0.00% | +2,679+21.4% | Added |
| Pictet Asset Management Holding SA | 15,300 | $306.5K | 0.00% | +15,300 | New |
| Balyasny Asset Management LLC | 15,384 | $308.1K | 0.00% | −3,563−18.8% | Reduced |
| Quantum Private Wealth, LLC | 15,507 | $310.6K | 0.13% | +15,507 | New |
| Pearl River Capital, LLC | 16,496 | $330.4K | 0.05% | +16,496 | New |
| Toth Financial Advisory Corp | 16,500 | $330.5K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,541 | $331.3K | 0.00% | +16,541 | New |
| Seven Eight Capital, LP | 16,573 | $332.0K | 0.04% | +16,573 | New |
| KLR Investment Advisors, LLC | 16,939 | $339.3K | 0.25% | +801+5.0% | Added |
| Fifth Third Bancorp | 17,096 | $342.4K | 0.00% | +14,816+649.8% | Added |
| HM Payson & Co | 18,000 | $360.5K | 0.01% | −300−1.6% | Reduced |
| Prelude Capital Management, LLC | 18,224 | $365.0K | 0.03% | +18,224 | New |
| Keebeck Alpha, LP | 18,224 | $365.0K | 0.29% | +18,224 | New |
| Omers Administration Corp | 18,300 | $366.5K | 0.00% | +18,300 | New |
| DC Investments Management, LLC | 18,752 | $375.6K | 0.38% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19,000 | $380.6K | 0.35% | +279+1.5% | Added |
| Merit Financial Group, LLC | 19,443 | $389.4K | 0.01% | +19,443 | New |
| Truist Financial Corp | 19,469 | $390.0K | 0.00% | +19,469 | New |
| Ellsworth Advisors, LLC | 19,763 | $395.9K | 0.13% | +19,763 | New |
| Steward Partners Investment Advisory, LLC | 19,798 | $396.6K | 0.01% | +7,857+65.8% | Added |
| Artal Group S.A. | 20,000 | $401.0K | 0.01% | +20,000 | New |
| Equitable Trust Co | 20,099 | $402.6K | 0.03% | −354−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,424 | $429.1K | 0.00% | +2,511+13.3% | Added |
| Graham Capital Management, L.P. | 22,036 | $441.4K | 0.01% | +22,036 | New |
| Blair William & Co | 22,039 | $441.4K | 0.00% | +22,039 | New |
| NBC Securities, Inc. | 22,919 | $459.0K | 0.05% | −520−2.2% | Reduced |
| Versor Investments LP | 23,434 | $469.4K | 0.10% | +23,434 | New |
| CenterBook Partners LP | 23,750 | $475.7K | 0.06% | +23,750 | New |
| Algert Global LLC | 24,140 | $483.5K | 0.02% | +24,140 | New |
| Glenmede Trust Co NA | 24,280 | $486.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 27,388 | $548.6K | 0.10% | +21,251+346.3% | Added |
| Premier Fund Managers Ltd | 27,449 | $552.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 28,700 | $574.9K | 0.05% | +28,700 | New |
| Engineers Gate Manager LP | 28,949 | $579.8K | 0.02% | +28,949 | New |
| Y-Intercept (Hong Kong) Ltd | 29,427 | $589.4K | 0.05% | +29,427 | New |
| Verition Fund Management LLC | 30,042 | $601.7K | 0.01% | +1,029+3.5% | Added |
| CI Private Wealth, LLC | 31,304 | $627.0K | 0.00% | +31,304 | New |
| Price T Rowe Associates Inc | 31,373 | $629.0K | 0.00% | +31,373 | New |
| Nebula Research & Development LLC | 31,609 | $633.1K | 0.19% | +31,609 | New |
| Capstone Investment Advisors, LLC | 32,469 | $650.4K | 0.01% | +15,740+94.1% | Added |
| Arizona State Retirement System | 33,666 | $674.3K | 0.01% | +11,264+50.3% | Added |
| PEAK6 Investments LLC | 34,351 | $688.1K | 0.03% | +34,351 | New |
| Petrus Trust Company, LTA | 36,608 | $733.3K | 0.07% | +10,330+39.3% | Added |
| Norges Bank | 37,361 | $748.3K | 0.00% | −86,138−69.7% | Reduced |
| Aigen Investment Management, LP | 39,500 | $791.2K | 0.14% | +21,966+125.3% | Added |
| TownSquare Capital, LLC | 40,923 | $819.7K | 0.01% | +3,740+10.1% | Added |
| Weiss Asset Management LP | 40,932 | $819.9K | 0.06% | +40,932 | New |
| PDT Partners, LLC | 41,507 | $831.4K | 0.09% | +19,757+90.8% | Added |