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