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, Q2 2024
Institutional positions in Clearwater Analytics Holdings, Inc. as of Jun 30, 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
- 229
- +20 vs. Q1 2024
- Shares held
- 188.9M
- +15.1M (+8.7%) vs. Q1 2024
- Total value
- $3.50B
- +$425.0M (+13.8%) vs. Q1 2024
- New holders
- 52
- 91 more added
- Sold out
- 32
- 66 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Permira Holdings LTD | 20,247,294 | $375.0M | 9.39% | −5,366,029−21.0% | Reduced |
| Vanguard Group Inc | 17,608,188 | $326.1M | 0.01% | +2,476,683+16.4% | Added |
| Wasatch Advisors Inc | 17,575,462 | $325.5M | 1.74% | +1,184,154+7.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,374,673 | $210.7M | 0.51% | +128,402+1.1% | Added |
| BlackRock Inc. | 11,316,658 | $209.6M | 0.00% | +7,504,937+196.9% | Added |
| William Blair Investment Management, LLC | 10,430,794 | $193.2M | 0.51% | +66,528+0.6% | Added |
| Conestoga Capital Advisors, LLC | 6,671,247 | $123.6M | 1.85% | +165,000+2.5% | Added |
| Bamco Inc | 5,324,656 | $98.6M | 0.28% | −34,516−0.6% | Reduced |
| JPMorgan Chase & Co | 5,139,989 | $95.2M | 0.01% | −72,642−1.4% | Reduced |
| Alliancebernstein L.P. | 4,557,862 | $84.4M | 0.03% | +477,919+11.7% | Added |
| Artisan Partners Limited Partnership | 4,442,462 | $82.3M | 0.13% | +570,894+14.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,338,151 | $80.3M | 0.13% | −21,697−0.5% | Reduced |
| Citadel Advisors LLC | 4,040,152 | $74.8M | 0.07% | +3,789,960+1,514.8% | Added |
| Geode Capital Management, LLC | 3,324,630 | $61.6M | 0.01% | +1,800,709+118.2% | Added |
| Capital World Investors | 3,051,500 | $56.5M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,966,602 | $54.9M | 0.08% | +134,894+4.8% | Added |
| Fred Alger Management, LLC | 2,952,634 | $54.7M | 0.27% | −111,624−3.6% | Reduced |
| Brown Capital Management LLC | 2,942,376 | $54.5M | 1.10% | −240,493−7.6% | Reduced |
| Morgan Stanley | 2,905,077 | $53.8M | 0.00% | +538,910+22.8% | Added |
| Wellington Management Group LLP | 2,721,972 | $50.4M | 0.01% | +118,471+4.6% | Added |
| State Street Corp | 2,607,914 | $48.3M | 0.00% | +1,682,597+181.8% | Added |
| Hood River Capital Management LLC | 2,336,913 | $43.3M | 0.90% | +2,336,913 | New |
| Shannon River Fund Management LLC | 2,120,918 | $39.3M | 6.76% | +1,075,004+102.8% | Added |
| Janus Henderson Group PLC | 1,905,110 | $35.3M | 0.02% | +218,352+12.9% | Added |
| SEI Investments Co | 1,821,874 | $33.7M | 0.05% | +235,309+14.8% | Added |
| TimesSquare Capital Management, LLC | 1,810,779 | $33.5M | 0.53% | −41,100−2.2% | Reduced |
| Macquarie Group Ltd | 1,791,237 | $33.2M | 0.04% | −1,054−0.1% | Reduced |
| Invesco Ltd. | 1,704,267 | $31.6M | 0.01% | +4,299+0.3% | Added |
| New York State Common Retirement Fund | 1,442,020 | $26.7M | 0.04% | +301,112+26.4% | Added |
| Goldman Sachs Group Inc | 1,317,898 | $24.4M | 0.00% | −191,050−12.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,234,465 | $22.9M | 0.00% | +416,927+51.0% | Added |
| Wells Fargo & Company | 1,220,968 | $22.6M | 0.01% | +40,091+3.4% | Added |
| Millennium Management LLC | 1,136,608 | $21.0M | 0.02% | −2,620,351−69.7% | Reduced |
| Brown Advisory Inc | 1,109,742 | $20.6M | 0.03% | −26,888−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 964,819 | $17.9M | 0.12% | −29,198−2.9% | Reduced |
| Bank of New York Mellon Corp | 956,527 | $17.7M | 0.00% | +380,154+66.0% | Added |
| Nuveen Asset Management, LLC | 676,545 | $12.5M | 0.00% | +676,545 | New |
| Raymond James & Associates | 648,603 | $12.0M | 0.01% | +4,602+0.7% | Added |
| Bank of America Corp | 621,872 | $11.5M | 0.00% | +122,097+24.4% | Added |
| Polen Capital Management LLC | 571,837 | $10.6M | 0.03% | +25,355+4.6% | Added |
| Comerica Bank | 536,980 | $9.94M | 0.04% | +20,418+4.0% | Added |
| Royal Bank of Canada | 515,985 | $9.56M | 0.00% | +52,290+11.3% | Added |
| Ameriprise Financial Inc | 507,990 | $9.41M | 0.00% | −26,097−4.9% | Reduced |
| Northern Trust Corp | 494,580 | $9.16M | 0.00% | +160,556+48.1% | Added |
| Grandeur Peak Global Advisors, LLC | 482,908 | $8.94M | 0.71% | +216,488+81.3% | Added |
| Axiom Investors LLC | 469,875 | $8.70M | 0.08% | −8,015−1.7% | Reduced |
| Palisade Capital Management LLC | 436,488 | $8.08M | 0.22% | +436,488 | New |
| Qube Research & Technologies Ltd | 428,803 | $7.94M | 0.01% | −499,384−53.8% | Reduced |
| Scalar Gauge Management, LLC | 419,000 | $7.76M | 4.51% | +244,000+139.4% | Added |
| Kornitzer Capital Management Inc | 401,365 | $7.43M | 0.14% | +115,855+40.6% | Added |
| Deutsche Bank AG | 385,542 | $7.14M | 0.00% | +57,472+17.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 370,594 | $6.86M | 0.03% | −98,802−21.0% | Reduced |
| Segall Bryant & Hamill, LLC | 346,529 | $6.42M | 0.11% | +9,428+2.8% | Added |
| Granite Investment Partners, LLC | 339,088 | $6.28M | 0.26% | −5,967−1.7% | Reduced |
| Trexquant Investment LP | 337,042 | $6.24M | 0.10% | +117,447+53.5% | Added |
| Thornburg Investment Management Inc | 331,285 | $6.14M | 0.09% | 00.0% | Unchanged |
| Citigroup Inc | 325,713 | $6.03M | 0.01% | −12,152−3.6% | Reduced |
| Next Century Growth Investors LLC | 313,534 | $5.81M | 0.48% | +88,363+39.2% | Added |
| UBS Asset Management Americas Inc | 307,156 | $5.69M | 0.00% | −46,956−13.3% | Reduced |
| Public Employees Retirement System of Ohio | 296,103 | $5.48M | 0.02% | −17,020−5.4% | Reduced |
| Summit Creek Advisors LLC | 293,320 | $5.43M | 0.74% | +293,320 | New |
| Baird Financial Group, Inc. | 289,439 | $5.36M | 0.01% | −10,456−3.5% | Reduced |
| Swiss National Bank | 288,300 | $5.34M | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 284,760 | $5.27M | 0.10% | +284,760 | New |
| Envestnet Asset Management Inc | 282,880 | $5.24M | 0.00% | +4,879+1.8% | Added |
| Barclays PLC | 278,141 | $5.15M | 0.00% | +135,650+95.2% | Added |
| Osterweis Capital Management Inc | 255,390 | $4.73M | 0.24% | −91,090−26.3% | Reduced |
| Ghisallo Capital Management LLC | 250,000 | $4.63M | 0.40% | +250,000 | New |
| Renaissance Technologies LLC | 208,800 | $3.87M | 0.01% | −664,300−76.1% | Reduced |
| Seven Grand Managers, LLC | 200,000 | $3.70M | 1.67% | +50,000+33.3% | Added |
| Rhumbline Advisers | 185,948 | $3.44M | 0.00% | +183,700+8,171.7% | Added |
| Stifel Financial Corp | 175,849 | $3.26M | 0.00% | −5,171−2.9% | Reduced |
| UBS Group AG | 171,749 | $3.18M | 0.00% | −831,953−82.9% | Reduced |
| Russell Investments Group, Ltd. | 169,150 | $3.13M | 0.01% | +61,156+56.6% | Added |
| Capital Fund Management S.A. | 168,420 | $3.12M | 0.04% | +168,420 | New |
| Oppenheimer Asset Management Inc. | 166,882 | $3.09M | 0.04% | +49,804+42.5% | Added |
| Advantage Alpha Capital Partners LP | 159,551 | $2.95M | 0.64% | −64,842−28.9% | Reduced |
| Cinctive Capital Management LP | 157,831 | $2.92M | 0.16% | +157,831 | New |
| Jane Street Group, LLC | 153,333 | $2.84M | 0.00% | −112,485−42.3% | Reduced |
| Marshall Wace, LLP | 146,344 | $2.71M | 0.00% | −218,799−59.9% | Reduced |
| Regions Financial Corp | 144,528 | $2.68M | 0.02% | +610+0.4% | Added |
| California State Teachers Retirement System | 142,133 | $2.63M | 0.00% | +10,792+8.2% | Added |
| Norges Bank | 141,315 | $2.62M | 0.00% | +141,315 | New |
| Legal & General Group Plc | 141,075 | $2.61M | 0.00% | +7,504+5.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 141,060 | $2.61M | 0.03% | +4,973+3.7% | Added |
| Algert Global LLC | 134,081 | $2.48M | 0.08% | +21,401+19.0% | Added |
| Alpine Global Management, LLC | 132,593 | $2.46M | 0.43% | +132,593 | New |
| Jump Financial, LLC | 103,700 | $1.92M | 0.04% | +43,791+73.1% | Added |
| Engineers Gate Manager LP | 100,742 | $1.87M | 0.04% | +69,354+221.0% | Added |
| Seven Eight Capital, LP | 97,053 | $1.80M | 0.19% | +97,053 | New |
| State of New Jersey Common Pension Fund D | 94,746 | $1.75M | 0.01% | −45,360−32.4% | Reduced |
| Price T Rowe Associates Inc | 91,762 | $1.70M | 0.00% | +48,189+110.6% | Added |
| Pathstone Holdings, LLC | 89,538 | $1.66M | 0.01% | +28,820+47.5% | Added |
| Two Sigma Investments, LP | 81,378 | $1.51M | 0.00% | −30,996−27.6% | Reduced |
| Squarepoint Ops LLC | 80,739 | $1.50M | 0.01% | −70,377−46.6% | Reduced |
| Quantbot Technologies LP | 80,098 | $1.48M | 0.07% | +57,315+251.6% | Added |
| M&T Bank Corp | 78,190 | $1.45M | 0.00% | −4,509−5.5% | Reduced |
| Bullseye Asset Management LLC | 76,000 | $1.41M | 0.69% | +56,000+280.0% | Added |
| Corebridge Financial, Inc. | 75,327 | $1.40M | 0.01% | +75,327 | New |
| Manufacturers Life Insurance Company, The | 74,988 | $1.39M | 0.00% | +57,969+340.6% | Added |