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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 42,848 | $858.2K | 0.02% | +42,848 | New |
| Natixis Advisors, L.P. | 44,198 | $885.0K | 0.00% | +616+1.4% | Added |
| Anson Funds Management LP | 50,000 | $1.00M | 0.21% | +50,000 | New |
| LPL Financial LLC | 50,353 | $1.01M | 0.00% | −2,254−4.3% | Reduced |
| Maven Securities LTD | 51,736 | $1.04M | 0.12% | +51,736 | New |
| Chartwell Investment Partners, LLC | 54,974 | $1.10M | 0.04% | +54,974 | New |
| Gsa Capital Partners LLP | 62,862 | $1.26M | 0.11% | −57,275−47.7% | 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 |
| Susquehanna International Group, LLP | 69,521 | $1.39M | 0.00% | −34,797−33.4% | Reduced |
| M&T Bank Corp | 78,235 | $1.57M | 0.01% | −25,333−24.5% | Reduced |
| Jane Street Group, LLC | 79,545 | $1.59M | 0.00% | +79,545 | New |
| Cubist Systematic Strategies, LLC | 100,863 | $2.02M | 0.02% | +100,863 | New |
| California State Teachers Retirement System | 107,370 | $2.15M | 0.00% | +37,814+54.4% | Added |
| Russell Investments Group, Ltd. | 111,671 | $2.24M | 0.00% | +22,873+25.8% | Added |
| Legal & General Group Plc | 112,908 | $2.26M | 0.00% | +42,856+61.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 117,633 | $2.36M | 0.03% | +6,070+5.4% | Added |
| Credit Suisse AG | 123,766 | $2.48M | 0.00% | +51,921+72.3% | Added |
| Oppenheimer Asset Management Inc. | 134,588 | $2.70M | 0.04% | +5,842+4.5% | Added |
| Regions Financial Corp | 135,439 | $2.71M | 0.02% | +57,280+73.3% | Added |
| Stifel Financial Corp | 140,988 | $2.82M | 0.00% | +51,357+57.3% | Added |
| Quantbot Technologies LP | 144,068 | $2.89M | 0.17% | +45,763+46.6% | Added |
| Hudson Bay Capital Management LP | 157,744 | $3.16M | 0.03% | +157,744 | New |
| Segall Bryant & Hamill, LLC | 168,067 | $3.37M | 0.06% | +168,067 | New |
| Quadrature Capital Ltd | 169,619 | $3.40M | 0.06% | +71,964+73.7% | Added |
| Barclays PLC | 169,720 | $3.40M | 0.00% | +148,946+717.0% | Added |
| Envestnet Asset Management Inc | 181,099 | $3.63M | 0.00% | −15,912−8.1% | Reduced |
| First Trust Advisors LP | 189,119 | $3.79M | 0.00% | +150,556+390.4% | Added |
| Jump Financial, LLC | 190,254 | $3.81M | 0.12% | +98,287+106.9% | Added |
| Next Century Growth Investors LLC | 217,387 | $4.35M | 0.42% | +217,387 | New |
| Trexquant Investment LP | 218,729 | $4.38M | 0.10% | +139,836+177.2% | Added |
| Seven Grand Managers, LLC | 221,401 | $4.43M | 4.23% | +221,401 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 221,622 | $4.44M | 0.02% | +143,977+185.4% | Added |
| Swiss National Bank | 237,500 | $4.76M | 0.00% | +64,500+37.3% | Added |
| Two Sigma Advisers, LP | 240,100 | $4.81M | 0.01% | +67,400+39.0% | Added |
| Occudo Quantitative Strategies LP | 243,486 | $4.88M | 0.66% | +243,486 | New |
| Thornburg Investment Management Inc | 251,578 | $5.04M | 0.07% | +112,745+81.2% | Added |
| Public Employees Retirement System of Ohio | 251,678 | $5.04M | 0.02% | +119,775+90.8% | Added |
| Granite Investment Partners, LLC | 262,608 | $5.26M | 0.20% | +262,608 | New |
| Goldman Sachs Group Inc | 265,439 | $5.32M | 0.00% | +86,835+48.6% | Added |
| UBS Group AG | 267,633 | $5.36M | 0.00% | +264,534+8,536.1% | Added |
| Baird Financial Group, Inc. | 282,701 | $5.66M | 0.01% | +122,934+76.9% | Added |
| Polen Capital Management LLC | 290,890 | $5.83M | 0.01% | −13,710−4.5% | Reduced |
| Castleark Management LLC | 306,540 | $6.14M | 0.27% | +17,950+6.2% | Added |
| Millennium Management LLC | 323,309 | $6.48M | 0.01% | +266,142+465.6% | Added |
| Deutsche Bank AG | 328,070 | $6.57M | 0.00% | +328,070 | New |
| Rokos Capital Management LLP | 350,000 | $7.01M | 0.21% | +350,000 | New |
| D. E. Shaw & Co., Inc. | 350,999 | $7.03M | 0.01% | +248,643+242.9% | Added |
| Principal Financial Group Inc | 397,941 | $7.97M | 0.01% | +293,366+280.5% | Added |
| Northern Trust Corp | 399,625 | $8.00M | 0.00% | +89,175+28.7% | Added |
| HBK Investments L P | 400,000 | $8.01M | 0.19% | +400,000 | New |
| Royal Bank of Canada | 459,594 | $9.21M | 0.00% | −125,277−21.4% | Reduced |
| Comerica Bank | 478,025 | $9.57M | 0.04% | +9,612+2.1% | Added |
| Axiom Investors LLC | 505,030 | $10.1M | 0.10% | +505,030 | New |
| Voloridge Investment Management, LLC | 519,387 | $10.4M | 0.04% | +305,068+142.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 520,000 | $10.4M | 0.20% | +520,000 | New |
| Osterweis Capital Management Inc | 533,110 | $10.7M | 0.68% | +115,225+27.6% | Added |
| Voya Investment Management LLC | 552,458 | $11.1M | 0.01% | +552,458 | New |
| Bank of America Corp | 556,815 | $11.2M | 0.00% | +208,959+60.1% | Added |
| Shannon River Fund Management LLC | 567,866 | $11.4M | 3.15% | −35,679−5.9% | Reduced |
| Ameriprise Financial Inc | 582,815 | $11.7M | 0.00% | −31,585−5.1% | Reduced |
| Bank of New York Mellon Corp | 599,804 | $12.0M | 0.00% | +11,245+1.9% | Added |
| Raymond James & Associates | 621,031 | $12.4M | 0.01% | +183,899+42.1% | Added |
| Lord, Abbett & Co. LLC | 664,372 | $13.3M | 0.05% | +664,372 | New |
| UBS Asset Management Americas Inc | 681,664 | $13.7M | 0.01% | +165,930+32.2% | Added |
| Two Sigma Investments, LP | 699,215 | $14.0M | 0.03% | +217,603+45.2% | Added |
| Charles Schwab Investment Management Inc | 699,887 | $14.0M | 0.00% | +221,492+46.3% | Added |
| Ghisallo Capital Management LLC | 700,000 | $14.0M | 1.45% | +700,000 | New |
| State Street Corp | 750,754 | $15.0M | 0.00% | +215,001+40.1% | Added |
| Silvercrest Asset Management Group LLC | 792,800 | $15.9M | 0.11% | −92,284−10.4% | Reduced |
| Durable Capital Partners LP | 796,686 | $16.0M | 0.13% | −5,555,463−87.5% | Reduced |
| Citadel Advisors LLC | 804,492 | $16.1M | 0.02% | +575,914+252.0% | Added |
| Dragoneer Investment Group, LLC | 893,361 | $17.9M | 0.39% | −1,620,722−64.5% | Reduced |
| New York State Common Retirement Fund | 899,101 | $18.0M | 0.02% | −1,911−0.2% | Reduced |
| Renaissance Technologies LLC | 1,052,000 | $21.1M | 0.03% | +541,355+106.0% | Added |
| Brown Advisory Inc | 1,139,777 | $22.8M | 0.03% | +720,312+171.7% | Added |
| Wells Fargo & Company | 1,192,215 | $23.9M | 0.01% | +622,365+109.2% | Added |
| SEI Investments Co | 1,275,066 | $25.5M | 0.04% | +152,857+13.6% | Added |
| Geode Capital Management, LLC | 1,280,940 | $25.7M | 0.00% | +408,923+46.9% | Added |
| Macquarie Group Ltd | 1,295,899 | $26.0M | 0.03% | +1,226,674+1,772.0% | Added |
| Janus Henderson Group PLC | 1,633,265 | $32.7M | 0.02% | +20,186+1.3% | Added |
| Invesco Ltd. | 1,744,161 | $34.9M | 0.01% | +8,834+0.5% | Added |
| TimesSquare Capital Management, LLC | 1,751,540 | $35.1M | 0.52% | +949,290+118.3% | Added |
| Wellington Management Group LLP | 2,159,700 | $43.3M | 0.01% | +87,455+4.2% | Added |
| Loomis Sayles & Co L P | 2,735,902 | $54.8M | 0.08% | +1,727,326+171.3% | Added |
| Alliancebernstein L.P. | 2,887,008 | $57.8M | 0.02% | +2,887,008 | New |
| Capital World Investors | 3,051,500 | $61.1M | 0.01% | +1,150,538+60.5% | Added |
| Fred Alger Management, LLC | 3,122,149 | $62.5M | 0.34% | −323,279−9.4% | Reduced |
| Artisan Partners Limited Partnership | 3,165,579 | $63.4M | 0.10% | −109,525−3.3% | Reduced |
| BlackRock Inc. | 3,258,974 | $65.3M | 0.00% | +1,417,170+76.9% | Added |
| Morgan Stanley | 3,346,299 | $67.0M | 0.01% | +434,383+14.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,387,928 | $67.9M | 0.11% | +1,335,802+65.1% | Added |
| Brown Capital Management LLC | 3,534,992 | $70.8M | 1.06% | +527,622+17.5% | Added |
| Bamco Inc | 4,097,022 | $82.1M | 0.22% | −2,977−0.1% | Reduced |
| JPMorgan Chase & Co | 4,805,134 | $96.2M | 0.01% | −916,873−16.0% | Reduced |
| Conestoga Capital Advisors, LLC | 6,426,367 | $128.7M | 1.93% | +49,805+0.8% | Added |
| William Blair Investment Management, LLC | 7,273,914 | $145.7M | 0.42% | +7,273,914 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,009,200 | $220.5M | 0.55% | +5,076,125+85.6% | Added |
| Wasatch Advisors Inc | 12,087,022 | $242.1M | 1.33% | +1,831,571+17.9% | Added |
| Vanguard Group Inc | 12,912,046 | $258.6M | 0.01% | +3,461,158+36.6% | Added |