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, Q1 2024
Institutional positions in Clearwater Analytics Holdings, Inc. as of Mar 31, 2024. 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
- 211
- +11 vs. Q4 2023
- Shares held
- 173.9M
- +20.8M (+13.6%) vs. Q4 2023
- Total value
- $3.08B
- +$10.3M (+0.3%) vs. Q4 2023
- New holders
- 47
- 99 more added
- Sold out
- 36
- 47 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Permira Holdings LTD | 25,613,323 | $452.8M | 9.95% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 16,391,308 | $290.0M | 1.52% | +4,304,286+35.6% | Added |
| Vanguard Group Inc | 15,131,505 | $267.7M | 0.01% | +2,219,459+17.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,246,271 | $198.9M | 0.46% | +237,071+2.2% | Added |
| William Blair Investment Management, LLC | 10,364,266 | $183.3M | 0.47% | +3,090,352+42.5% | Added |
| Conestoga Capital Advisors, LLC | 6,506,247 | $115.1M | 1.66% | +79,880+1.2% | Added |
| Bamco Inc | 5,359,172 | $94.8M | 0.25% | +1,262,150+30.8% | Added |
| JPMorgan Chase & Co | 5,212,631 | $92.2M | 0.01% | +407,497+8.5% | Added |
| Allspring Global Investments Holdings, LLC | 4,359,848 | $77.1M | 0.12% | +971,920+28.7% | Added |
| Alliancebernstein L.P. | 4,079,943 | $72.2M | 0.03% | +1,192,935+41.3% | Added |
| Artisan Partners Limited Partnership | 3,871,568 | $68.5M | 0.10% | +705,989+22.3% | Added |
| BlackRock Inc. | 3,811,721 | $67.4M | 0.00% | +552,747+17.0% | Added |
| Millennium Management LLC | 3,756,959 | $66.5M | 0.06% | +3,433,650+1,062.0% | Added |
| Brown Capital Management LLC | 3,182,869 | $56.3M | 1.00% | −352,123−10.0% | Reduced |
| Fred Alger Management, LLC | 3,064,258 | $54.2M | 0.27% | −57,891−1.9% | Reduced |
| Capital World Investors | 3,051,500 | $54.0M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,831,708 | $50.1M | 0.07% | +95,806+3.5% | Added |
| Wellington Management Group LLP | 2,603,501 | $46.1M | 0.01% | +443,801+20.5% | Added |
| Morgan Stanley | 2,366,167 | $41.9M | 0.00% | −980,132−29.3% | Reduced |
| TimesSquare Capital Management, LLC | 1,851,879 | $32.8M | 0.48% | +100,339+5.7% | Added |
| Macquarie Group Ltd | 1,792,291 | $31.6M | 0.04% | +496,392+38.3% | Added |
| Invesco Ltd. | 1,699,968 | $30.1M | 0.01% | −44,193−2.5% | Reduced |
| Janus Henderson Group PLC | 1,686,758 | $29.8M | 0.02% | +53,493+3.3% | Added |
| SEI Investments Co | 1,586,565 | $28.1M | 0.04% | +311,499+24.4% | Added |
| Geode Capital Management, LLC | 1,523,921 | $27.0M | 0.00% | +242,981+19.0% | Added |
| Goldman Sachs Group Inc | 1,508,948 | $26.7M | 0.01% | +1,243,509+468.5% | Added |
| Wells Fargo & Company | 1,180,877 | $20.9M | 0.01% | −11,338−1.0% | Reduced |
| New York State Common Retirement Fund | 1,140,908 | $20.2M | 0.03% | +241,807+26.9% | Added |
| Brown Advisory Inc | 1,136,630 | $20.1M | 0.03% | −3,147−0.3% | Reduced |
| Shannon River Fund Management LLC | 1,045,914 | $18.5M | 4.12% | +478,048+84.2% | Added |
| UBS Group AG | 1,003,702 | $17.8M | 0.01% | +736,069+275.0% | Added |
| Silvercrest Asset Management Group LLC | 994,017 | $17.6M | 0.12% | +201,217+25.4% | Added |
| Qube Research & Technologies Ltd | 928,187 | $16.4M | 0.03% | +928,187 | New |
| State Street Corp | 925,317 | $16.4M | 0.00% | +174,563+23.3% | Added |
| Renaissance Technologies LLC | 873,100 | $15.4M | 0.02% | −178,900−17.0% | Reduced |
| Voya Investment Management LLC | 856,105 | $15.1M | 0.01% | +303,647+55.0% | Added |
| Charles Schwab Investment Management Inc | 817,538 | $14.5M | 0.00% | +117,651+16.8% | Added |
| Raymond James & Associates | 644,001 | $11.4M | 0.01% | +22,970+3.7% | Added |
| Weiss Asset Management LP | 600,200 | $10.6M | 0.50% | +559,268+1,366.3% | Added |
| Bank of New York Mellon Corp | 576,373 | $10.2M | 0.00% | −23,431−3.9% | Reduced |
| Polen Capital Management LLC | 546,482 | $9.67M | 0.02% | +255,592+87.9% | Added |
| Ameriprise Financial Inc | 534,087 | $9.45M | 0.00% | −48,728−8.4% | Reduced |
| Comerica Bank | 516,562 | $9.14M | 0.04% | +38,537+8.1% | Added |
| Bank of America Corp | 499,775 | $8.84M | 0.00% | −57,040−10.2% | Reduced |
| Axiom Investors LLC | 477,890 | $8.45M | 0.08% | −27,140−5.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 469,396 | $8.30M | 0.04% | +247,774+111.8% | Added |
| Royal Bank of Canada | 463,695 | $8.20M | 0.00% | +4,101+0.9% | Added |
| Balyasny Asset Management LLC | 385,283 | $6.82M | 0.02% | +369,899+2,404.4% | Added |
| Marshall Wace, LLP | 365,143 | $6.46M | 0.01% | +365,143 | New |
| UBS Asset Management Americas Inc | 354,112 | $6.26M | 0.00% | −327,552−48.1% | Reduced |
| HRT Financial LP | 351,676 | $6.22M | 0.04% | +351,676 | New |
| Cubist Systematic Strategies, LLC | 346,904 | $6.14M | 0.07% | +246,041+243.9% | Added |
| Osterweis Capital Management Inc | 346,480 | $6.13M | 0.36% | −186,630−35.0% | Reduced |
| Granite Investment Partners, LLC | 345,055 | $6.10M | 0.23% | +82,447+31.4% | Added |
| Citigroup Inc | 337,865 | $5.98M | 0.01% | +327,332+3,107.7% | Added |
| Segall Bryant & Hamill, LLC | 337,101 | $5.96M | 0.11% | +169,034+100.6% | Added |
| Northern Trust Corp | 334,024 | $5.91M | 0.00% | −65,601−16.4% | Reduced |
| Thornburg Investment Management Inc | 331,285 | $5.86M | 0.08% | +79,707+31.7% | Added |
| Deutsche Bank AG | 328,070 | $5.80M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 313,123 | $5.54M | 0.02% | +61,445+24.4% | Added |
| Baird Financial Group, Inc. | 299,895 | $5.31M | 0.01% | +17,194+6.1% | Added |
| Swiss National Bank | 288,300 | $5.10M | 0.00% | +50,800+21.4% | Added |
| Kornitzer Capital Management Inc | 285,510 | $5.05M | 0.09% | +285,510 | New |
| Envestnet Asset Management Inc | 278,001 | $4.92M | 0.00% | +96,902+53.5% | Added |
| D. E. Shaw & Co., Inc. | 266,696 | $4.72M | 0.01% | −84,303−24.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 266,420 | $4.71M | 0.37% | +266,420 | New |
| Jane Street Group, LLC | 265,818 | $4.70M | 0.01% | +186,273+234.2% | Added |
| Citadel Advisors LLC | 250,192 | $4.43M | 0.00% | −554,300−68.9% | Reduced |
| Next Century Growth Investors LLC | 225,171 | $3.98M | 0.35% | +7,784+3.6% | Added |
| Advantage Alpha Capital Partners LP | 224,393 | $3.97M | 0.75% | +224,393 | New |
| Trexquant Investment LP | 219,595 | $3.88M | 0.08% | +866+0.4% | Added |
| Element Capital Management LLC | 203,870 | $3.61M | 2.38% | +203,870 | New |
| Susquehanna International Group, LLP | 201,612 | $3.57M | 0.01% | +132,091+190.0% | Added |
| Stifel Financial Corp | 181,020 | $3.20M | 0.00% | +40,032+28.4% | Added |
| Scalar Gauge Management, LLC | 175,000 | $3.10M | 2.38% | +175,000 | New |
| ExodusPoint Capital Management, LP | 157,802 | $2.79M | 0.03% | +157,802 | New |
| Squarepoint Ops LLC | 151,116 | $2.67M | 0.01% | +134,575+813.6% | Added |
| Seven Grand Managers, LLC | 150,000 | $2.65M | 1.30% | −71,401−32.2% | Reduced |
| Regions Financial Corp | 143,918 | $2.55M | 0.02% | +8,479+6.3% | Added |
| Barclays PLC | 142,491 | $2.52M | 0.00% | −27,229−16.0% | Reduced |
| State of New Jersey Common Pension Fund D | 140,106 | $2.48M | 0.01% | +140,106 | New |
| Credit Suisse AG | 136,874 | $2.42M | 0.00% | +13,108+10.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 136,087 | $2.41M | 0.03% | +18,454+15.7% | Added |
| Holocene Advisors, LP | 135,740 | $2.40M | 0.01% | +135,740 | New |
| Schonfeld Strategic Advisors LLC | 135,048 | $2.39M | 0.02% | +124,302+1,156.7% | Added |
| Legal & General Group Plc | 133,571 | $2.36M | 0.00% | +20,663+18.3% | Added |
| California State Teachers Retirement System | 131,341 | $2.32M | 0.00% | +23,971+22.3% | Added |
| Jefferies Financial Group Inc. | 125,900 | $2.23M | 0.04% | +125,900 | New |
| Oppenheimer Asset Management Inc. | 117,078 | $2.07M | 0.03% | −17,510−13.0% | Reduced |
| Algert Global LLC | 112,680 | $1.99M | 0.08% | +88,540+366.8% | Added |
| Two Sigma Investments, LP | 112,374 | $1.99M | 0.00% | −586,841−83.9% | Reduced |
| Russell Investments Group, Ltd. | 107,994 | $1.91M | 0.00% | −3,677−3.3% | Reduced |
| Quadrature Capital Ltd | 106,952 | $1.89M | 0.03% | −62,667−36.9% | Reduced |
| FJ Capital Management LLC | 89,050 | $1.58M | 0.16% | +89,050 | New |
| M&T Bank Corp | 82,699 | $1.46M | 0.01% | +4,464+5.7% | Added |
| PDT Partners, LLC | 78,227 | $1.38M | 0.13% | +36,720+88.5% | Added |
| Vestmark Advisory Solutions, Inc. | 73,216 | $1.30M | 0.06% | +8,000+12.3% | Added |
| Alberta Investment Management Corp | 71,953 | $1.27M | 0.01% | +71,953 | New |
| NewEdge Wealth, LLC | 73,454 | $1.26M | 0.03% | +8,238+12.6% | Added |
| Capstone Investment Advisors, LLC | 68,710 | $1.22M | 0.02% | +36,241+111.6% | Added |