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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 3,871,568 | $68.5M | 0.10% | +705,989+22.3% | Added |
| Alliancebernstein L.P. | 4,079,943 | $72.2M | 0.03% | +1,192,935+41.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,359,848 | $77.1M | 0.12% | +971,920+28.7% | Added |
| JPMorgan Chase & Co | 5,212,631 | $92.2M | 0.01% | +407,497+8.5% | Added |
| Bamco Inc | 5,359,172 | $94.8M | 0.25% | +1,262,150+30.8% | Added |
| Conestoga Capital Advisors, LLC | 6,506,247 | $115.1M | 1.66% | +79,880+1.2% | Added |
| William Blair Investment Management, LLC | 10,364,266 | $183.3M | 0.47% | +3,090,352+42.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,246,271 | $198.9M | 0.46% | +237,071+2.2% | Added |
| Vanguard Group Inc | 15,131,505 | $267.7M | 0.01% | +2,219,459+17.2% | Added |
| Wasatch Advisors Inc | 16,391,308 | $290.0M | 1.52% | +4,304,286+35.6% | Added |
| Permira Holdings LTD | 25,613,323 | $452.8M | 9.95% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −893,361−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −796,686−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −664,372−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −520,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −519,387−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −397,941−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −306,540−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −157,744−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −62,862−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −51,736−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −37,361−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −34,351−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −23,750−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −19,763−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −19,443−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −16,573−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −16,496−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −14,924−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −14,467−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,584−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −10,552−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −8,637−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −6,683−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |