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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 10 | $177 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 62 | $1.10K | 0.00% | +62 | New |
| Allworth Financial LP | 71 | $1.26K | 0.00% | +52+273.7% | Added |
| TFC Financial Management | 120 | $2.12K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 149 | $2.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $3.54K | 0.00% | −28−12.3% | Reduced |
| MCF Advisors LLC | 253 | $4.48K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 344 | $6.09K | 0.00% | +46+15.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 411 | $7.00K | 0.00% | +165+67.1% | Added |
| Advisor Group Holdings, Inc. | 453 | $8.01K | 0.00% | −8,377−94.9% | Reduced |
| CIBC Private Wealth Group, LLC | 465 | $8.02K | 0.00% | +465 | New |
| CWM, LLC | 575 | $10.0K | 0.00% | +129+28.9% | Added |
| Private Trust Co NA | 658 | $11.6K | 0.00% | −163−19.9% | Reduced |
| SYSTM Wealth Solutions LLC | 681 | $12.0K | 0.00% | +399+141.5% | Added |
| Group One Trading, L.P. | 700 | $12.4K | 0.00% | +700 | New |
| Colonial Trust Co | 721 | $12.8K | 0.00% | +721 | New |
| Signaturefd, LLC | 739 | $13.1K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 977 | $17.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,207 | $21.4K | 0.01% | −566−31.9% | Reduced |
| Hollencrest Capital Management | 1,251 | $22.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,485 | $26.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,587 | $28.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,693 | $29.9K | 0.00% | +1,234+268.8% | Added |
| The PNC Financial Services Group, Inc. | 1,853 | $32.8K | 0.00% | +393+26.9% | Added |
| Walleye Capital LLC | 1,904 | $33.7K | 0.00% | +1,904 | New |
| Benjamin F. Edwards & Company, Inc. | 1,947 | $34.0K | 0.00% | +1,549+389.2% | Added |
| Rhumbline Advisers | 2,248 | $39.8K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,296 | $40.6K | 0.04% | −3,551−60.7% | Reduced |
| FMR LLC | 2,373 | $42.0K | 0.00% | +1,548+187.6% | Added |
| Essex Investment Management Co LLC | 3,199 | $56.6K | 0.01% | −1,287−28.7% | Reduced |
| Hilltop National Bank | 4,543 | $80.4K | 0.03% | +4,543 | New |
| RiverPark Advisors, LLC | 5,366 | $94.9K | 0.08% | +4,202+361.0% | Added |
| Quest Partners LLC | 9,100 | $161.0K | 0.03% | +9,100 | New |
| Wellington Shields & Co., LLC | 10,000 | $176.9K | 0.06% | +10,000 | New |
| Lazard Asset Management LLC | 10,254 | $181.0K | 0.00% | −187−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 10,514 | $186.0K | 0.00% | +8,072+330.5% | Added |
| D.A. Davidson & Co. | 10,545 | $186.5K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,545 | $186.5K | 0.00% | +10,545 | New |
| IHT Wealth Management, LLC | 10,818 | $191.4K | 0.01% | +10,818 | New |
| Cetera Investment Advisers | 11,118 | $196.7K | 0.00% | +11,118 | New |
| State of Wisconsin Investment Board | 11,581 | $204.9K | 0.00% | +11,581 | New |
| Raymond James Trust N.A. | 11,707 | $207.1K | 0.01% | +430+3.8% | Added |
| Weil Company, Inc. | 11,755 | $207.9K | 0.08% | +11,755 | New |
| Apollon Wealth Management, LLC | 12,040 | $213.0K | 0.01% | −1,630−11.9% | Reduced |
| Graham Capital Management, L.P. | 12,168 | $215.3K | 0.01% | −9,868−44.8% | Reduced |
| Omers Administration Corp | 12,600 | $222.9K | 0.00% | −5,700−31.1% | Reduced |
| Crossmark Global Holdings, Inc. | 12,707 | $225.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,725 | $225.1K | 0.00% | −1,649−11.5% | Reduced |
| Captrust Financial Advisors | 13,023 | $230.4K | 0.00% | −2,170−14.3% | Reduced |
| MQS Management LLC | 13,471 | $238.3K | 0.14% | +1,995+17.4% | Added |
| KLR Investment Advisors, LLC | 15,642 | $258.2K | 0.19% | −1,297−7.7% | Reduced |
| Aquatic Capital Management LLC | 14,600 | $258.3K | 0.01% | +14,600 | New |
| Clare Market Investments LLC | 15,000 | $265.4K | 0.08% | +2,000+15.4% | Added |
| Quantum Private Wealth, LLC | 15,507 | $274.3K | 0.10% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 16,000 | $283.0K | 0.05% | +16,000 | New |
| CTC Alternative Strategies, Ltd. | 16,700 | $295.4K | 0.18% | +16,700 | New |
| Steward Partners Investment Advisory, LLC | 16,909 | $299.1K | 0.00% | −2,889−14.6% | Reduced |
| Wesbanco Bank Inc | 17,014 | $301.0K | 0.01% | +17,014 | New |
| Manufacturers Life Insurance Company, The | 17,019 | $301.1K | 0.00% | +17,019 | New |
| Argent Trust Co | 17,397 | $307.8K | 0.01% | +17,397 | New |
| HM Payson & Co | 17,465 | $309.0K | 0.01% | −535−3.0% | Reduced |
| Malaga Cove Capital, LLC | 17,578 | $311.0K | 0.13% | +17,578 | New |
| Fox Run Management, L.L.C. | 18,465 | $326.6K | 0.07% | +5,080+38.0% | Added |
| DC Investments Management, LLC | 18,752 | $331.7K | 0.28% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19,000 | $336.1K | 0.25% | 00.0% | Unchanged |
| Danske Bank A/S | 19,500 | $345.0K | 0.00% | +19,500 | New |
| Pictet Asset Management Holding SA | 19,731 | $349.0K | 0.00% | +4,431+29.0% | Added |
| Greenland Capital Management LP | 19,942 | $352.8K | 0.06% | +19,942 | New |
| Bullseye Asset Management LLC | 20,000 | $354.0K | 0.17% | +20,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,424 | $379.0K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 22,520 | $398.4K | 0.10% | +22,520 | New |
| Quantbot Technologies LP | 22,783 | $403.0K | 0.02% | −121,285−84.2% | Reduced |
| Fifth Third Bancorp | 23,162 | $409.7K | 0.00% | +6,066+35.5% | Added |
| Prelude Capital Management, LLC | 23,203 | $410.5K | 0.03% | +4,979+27.3% | Added |
| Premier Fund Managers Ltd | 23,585 | $412.0K | 0.02% | −3,864−14.1% | Reduced |
| Keebeck Alpha, LP | 24,170 | $427.6K | 0.28% | +5,946+32.6% | Added |
| Occudo Quantitative Strategies LP | 24,280 | $429.5K | 0.08% | −219,206−90.0% | Reduced |
| Equitable Trust Co | 24,565 | $434.6K | 0.03% | +4,466+22.2% | Added |
| Artal Group S.A. | 25,000 | $442.3K | 0.01% | +5,000+25.0% | Added |
| Truist Financial Corp | 25,136 | $444.7K | 0.00% | +5,667+29.1% | Added |
| Glenmede Trust Co NA | 27,885 | $493.3K | 0.00% | +3,605+14.8% | Added |
| Hillsdale Investment Management Inc. | 28,300 | $500.6K | 0.04% | −400−1.4% | Reduced |
| Atom Investors LP | 29,578 | $523.2K | 0.07% | +29,578 | New |
| State of Wyoming | 29,641 | $524.3K | 0.09% | +2,253+8.2% | Added |
| Engineers Gate Manager LP | 31,388 | $555.3K | 0.01% | +2,439+8.4% | Added |
| Two Sigma Advisers, LP | 31,700 | $560.8K | 0.00% | −208,400−86.8% | Reduced |
| NBC Securities, Inc. | 35,065 | $621.0K | 0.06% | +12,146+53.0% | Added |
| Landscape Capital Management, L.L.C. | 37,304 | $659.9K | 0.06% | +37,304 | New |
| Versor Investments LP | 37,772 | $668.2K | 0.14% | +14,338+61.2% | Added |
| CI Private Wealth, LLC | 38,329 | $678.0K | 0.00% | +7,025+22.4% | Added |
| FourThought Financial Partners, LLC | 39,652 | $701.4K | 0.08% | +39,652 | New |
| Susquehanna Portfolio Strategies, LLC | 39,748 | $703.1K | 0.02% | −3,100−7.2% | Reduced |
| Arizona State Retirement System | 40,066 | $708.8K | 0.00% | +6,400+19.0% | Added |
| Eisler Capital (US) LLC | 40,993 | $725.2K | 0.25% | +40,993 | New |
| Blair William & Co | 41,756 | $738.7K | 0.00% | +19,717+89.5% | Added |
| TownSquare Capital, LLC | 42,828 | $757.6K | 0.01% | +1,905+4.7% | Added |
| Natixis Advisors, L.P. | 42,941 | $760.0K | 0.00% | −1,257−2.8% | Reduced |
| Price T Rowe Associates Inc | 43,573 | $771.0K | 0.00% | +12,200+38.9% | Added |
| Petrus Trust Company, LTA | 44,999 | $796.0K | 0.07% | +8,391+22.9% | Added |
| LPL Financial LLC | 45,329 | $801.9K | 0.00% | −5,024−10.0% | Reduced |