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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 46,635 | $825.0K | 0.04% | +46,635 | New |
| Nebula Research & Development LLC | 47,934 | $848.0K | 0.18% | +16,325+51.6% | Added |
| Cannon Global Investment Management, LLC | 48,500 | $858.0K | 2.30% | +48,500 | New |
| Brevan Howard Capital Management LP | 49,384 | $873.6K | 0.08% | +49,384 | New |
| Y-Intercept (Hong Kong) Ltd | 54,828 | $969.9K | 0.07% | +25,401+86.3% | Added |
| Chartwell Investment Partners, LLC | 56,307 | $996.0K | 0.03% | +1,333+2.4% | Added |
| Verition Fund Management LLC | 57,555 | $1.02M | 0.01% | +27,513+91.6% | Added |
| Jump Financial, LLC | 59,909 | $1.06M | 0.03% | −130,345−68.5% | Reduced |
| Pathstone Holdings, LLC | 60,718 | $1.07M | 0.01% | +45,662+303.3% | Added |
| First Trust Advisors LP | 65,215 | $1.15M | 0.00% | −123,904−65.5% | Reduced |
| Thrivent Financial for Lutherans | 67,392 | $1.19M | 0.00% | +67,392 | New |
| Capstone Investment Advisors, LLC | 68,710 | $1.22M | 0.02% | +36,241+111.6% | Added |
| NewEdge Wealth, LLC | 73,454 | $1.26M | 0.03% | +8,238+12.6% | Added |
| Alberta Investment Management Corp | 71,953 | $1.27M | 0.01% | +71,953 | New |
| Vestmark Advisory Solutions, Inc. | 73,216 | $1.30M | 0.06% | +8,000+12.3% | Added |
| PDT Partners, LLC | 78,227 | $1.38M | 0.13% | +36,720+88.5% | Added |
| M&T Bank Corp | 82,699 | $1.46M | 0.01% | +4,464+5.7% | Added |
| FJ Capital Management LLC | 89,050 | $1.58M | 0.16% | +89,050 | New |
| Quadrature Capital Ltd | 106,952 | $1.89M | 0.03% | −62,667−36.9% | Reduced |
| Russell Investments Group, Ltd. | 107,994 | $1.91M | 0.00% | −3,677−3.3% | Reduced |
| Two Sigma Investments, LP | 112,374 | $1.99M | 0.00% | −586,841−83.9% | Reduced |
| Algert Global LLC | 112,680 | $1.99M | 0.08% | +88,540+366.8% | Added |
| Oppenheimer Asset Management Inc. | 117,078 | $2.07M | 0.03% | −17,510−13.0% | Reduced |
| Jefferies Financial Group Inc. | 125,900 | $2.23M | 0.04% | +125,900 | New |
| California State Teachers Retirement System | 131,341 | $2.32M | 0.00% | +23,971+22.3% | Added |
| Legal & General Group Plc | 133,571 | $2.36M | 0.00% | +20,663+18.3% | Added |
| Schonfeld Strategic Advisors LLC | 135,048 | $2.39M | 0.02% | +124,302+1,156.7% | Added |
| Holocene Advisors, LP | 135,740 | $2.40M | 0.01% | +135,740 | New |
| B. Metzler seel. Sohn & Co. AG | 136,087 | $2.41M | 0.03% | +18,454+15.7% | Added |
| Credit Suisse AG | 136,874 | $2.42M | 0.00% | +13,108+10.6% | Added |
| State of New Jersey Common Pension Fund D | 140,106 | $2.48M | 0.01% | +140,106 | New |
| Barclays PLC | 142,491 | $2.52M | 0.00% | −27,229−16.0% | Reduced |
| Regions Financial Corp | 143,918 | $2.55M | 0.02% | +8,479+6.3% | Added |
| Seven Grand Managers, LLC | 150,000 | $2.65M | 1.30% | −71,401−32.2% | Reduced |
| Squarepoint Ops LLC | 151,116 | $2.67M | 0.01% | +134,575+813.6% | Added |
| ExodusPoint Capital Management, LP | 157,802 | $2.79M | 0.03% | +157,802 | New |
| Scalar Gauge Management, LLC | 175,000 | $3.10M | 2.38% | +175,000 | New |
| Stifel Financial Corp | 181,020 | $3.20M | 0.00% | +40,032+28.4% | Added |
| Susquehanna International Group, LLP | 201,612 | $3.57M | 0.01% | +132,091+190.0% | Added |
| Element Capital Management LLC | 203,870 | $3.61M | 2.38% | +203,870 | New |
| Trexquant Investment LP | 219,595 | $3.88M | 0.08% | +866+0.4% | Added |
| Advantage Alpha Capital Partners LP | 224,393 | $3.97M | 0.75% | +224,393 | New |
| Next Century Growth Investors LLC | 225,171 | $3.98M | 0.35% | +7,784+3.6% | Added |
| Citadel Advisors LLC | 250,192 | $4.43M | 0.00% | −554,300−68.9% | Reduced |
| Jane Street Group, LLC | 265,818 | $4.70M | 0.01% | +186,273+234.2% | Added |
| Grandeur Peak Global Advisors, LLC | 266,420 | $4.71M | 0.37% | +266,420 | New |
| D. E. Shaw & Co., Inc. | 266,696 | $4.72M | 0.01% | −84,303−24.0% | Reduced |
| Envestnet Asset Management Inc | 278,001 | $4.92M | 0.00% | +96,902+53.5% | Added |
| Kornitzer Capital Management Inc | 285,510 | $5.05M | 0.09% | +285,510 | New |
| Swiss National Bank | 288,300 | $5.10M | 0.00% | +50,800+21.4% | Added |
| Baird Financial Group, Inc. | 299,895 | $5.31M | 0.01% | +17,194+6.1% | Added |
| Public Employees Retirement System of Ohio | 313,123 | $5.54M | 0.02% | +61,445+24.4% | Added |
| Deutsche Bank AG | 328,070 | $5.80M | 0.00% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 331,285 | $5.86M | 0.08% | +79,707+31.7% | Added |
| Northern Trust Corp | 334,024 | $5.91M | 0.00% | −65,601−16.4% | Reduced |
| Segall Bryant & Hamill, LLC | 337,101 | $5.96M | 0.11% | +169,034+100.6% | Added |
| Citigroup Inc | 337,865 | $5.98M | 0.01% | +327,332+3,107.7% | Added |
| Granite Investment Partners, LLC | 345,055 | $6.10M | 0.23% | +82,447+31.4% | Added |
| Osterweis Capital Management Inc | 346,480 | $6.13M | 0.36% | −186,630−35.0% | Reduced |
| Cubist Systematic Strategies, LLC | 346,904 | $6.14M | 0.07% | +246,041+243.9% | Added |
| HRT Financial LP | 351,676 | $6.22M | 0.04% | +351,676 | New |
| UBS Asset Management Americas Inc | 354,112 | $6.26M | 0.00% | −327,552−48.1% | Reduced |
| Marshall Wace, LLP | 365,143 | $6.46M | 0.01% | +365,143 | New |
| Balyasny Asset Management LLC | 385,283 | $6.82M | 0.02% | +369,899+2,404.4% | Added |
| Royal Bank of Canada | 463,695 | $8.20M | 0.00% | +4,101+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 469,396 | $8.30M | 0.04% | +247,774+111.8% | Added |
| Axiom Investors LLC | 477,890 | $8.45M | 0.08% | −27,140−5.4% | Reduced |
| Bank of America Corp | 499,775 | $8.84M | 0.00% | −57,040−10.2% | Reduced |
| Comerica Bank | 516,562 | $9.14M | 0.04% | +38,537+8.1% | Added |
| Ameriprise Financial Inc | 534,087 | $9.45M | 0.00% | −48,728−8.4% | Reduced |
| Polen Capital Management LLC | 546,482 | $9.67M | 0.02% | +255,592+87.9% | Added |
| Bank of New York Mellon Corp | 576,373 | $10.2M | 0.00% | −23,431−3.9% | Reduced |
| Weiss Asset Management LP | 600,200 | $10.6M | 0.50% | +559,268+1,366.3% | Added |
| Raymond James & Associates | 644,001 | $11.4M | 0.01% | +22,970+3.7% | Added |
| Charles Schwab Investment Management Inc | 817,538 | $14.5M | 0.00% | +117,651+16.8% | Added |
| Voya Investment Management LLC | 856,105 | $15.1M | 0.01% | +303,647+55.0% | Added |
| Renaissance Technologies LLC | 873,100 | $15.4M | 0.02% | −178,900−17.0% | Reduced |
| State Street Corp | 925,317 | $16.4M | 0.00% | +174,563+23.3% | Added |
| Qube Research & Technologies Ltd | 928,187 | $16.4M | 0.03% | +928,187 | New |
| Silvercrest Asset Management Group LLC | 994,017 | $17.6M | 0.12% | +201,217+25.4% | Added |
| UBS Group AG | 1,003,702 | $17.8M | 0.01% | +736,069+275.0% | Added |
| Shannon River Fund Management LLC | 1,045,914 | $18.5M | 4.12% | +478,048+84.2% | Added |
| Brown Advisory Inc | 1,136,630 | $20.1M | 0.03% | −3,147−0.3% | Reduced |
| New York State Common Retirement Fund | 1,140,908 | $20.2M | 0.03% | +241,807+26.9% | Added |
| Wells Fargo & Company | 1,180,877 | $20.9M | 0.01% | −11,338−1.0% | Reduced |
| Goldman Sachs Group Inc | 1,508,948 | $26.7M | 0.01% | +1,243,509+468.5% | Added |
| Geode Capital Management, LLC | 1,523,921 | $27.0M | 0.00% | +242,981+19.0% | Added |
| SEI Investments Co | 1,586,565 | $28.1M | 0.04% | +311,499+24.4% | Added |
| Janus Henderson Group PLC | 1,686,758 | $29.8M | 0.02% | +53,493+3.3% | Added |
| Invesco Ltd. | 1,699,968 | $30.1M | 0.01% | −44,193−2.5% | Reduced |
| Macquarie Group Ltd | 1,792,291 | $31.6M | 0.04% | +496,392+38.3% | Added |
| TimesSquare Capital Management, LLC | 1,851,879 | $32.8M | 0.48% | +100,339+5.7% | Added |
| Morgan Stanley | 2,366,167 | $41.9M | 0.00% | −980,132−29.3% | Reduced |
| Wellington Management Group LLP | 2,603,501 | $46.1M | 0.01% | +443,801+20.5% | Added |
| Loomis Sayles & Co L P | 2,831,708 | $50.1M | 0.07% | +95,806+3.5% | Added |
| Capital World Investors | 3,051,500 | $54.0M | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 3,064,258 | $54.2M | 0.27% | −57,891−1.9% | Reduced |
| Brown Capital Management LLC | 3,182,869 | $56.3M | 1.00% | −352,123−10.0% | Reduced |
| Millennium Management LLC | 3,756,959 | $66.5M | 0.06% | +3,433,650+1,062.0% | Added |
| BlackRock Inc. | 3,811,721 | $67.4M | 0.00% | +552,747+17.0% | Added |