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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 3 | $56 | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 8 | $149 | 0.00% | +8 | New |
| Rothschild Investment LLC | 20 | $370 | 0.00% | +20 | New |
| Riggs Asset Managment Co. Inc. | 25 | $463 | 0.00% | +25 | New |
| Stephens Consulting, LLC | 27 | $501 | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 30 | $556 | 0.00% | +30 | New |
| Opal Wealth Advisors, LLC | 62 | $1.15K | 0.00% | +62 | New |
| Triad Wealth Partners, LLC | 79 | $1.46K | 0.00% | +79 | New |
| TFC Financial Management | 120 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 143 | $2.65K | 0.00% | +81+130.6% | Added |
| Iron Horse Wealth Management, LLC | 149 | $2.76K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 168 | $3.11K | 0.00% | +168 | New |
| Lindbrook Capital, LLC | 177 | $3.28K | 0.00% | +177 | New |
| Allworth Financial LP | 169 | $3.39K | 0.00% | +98+138.0% | Added |
| Northwestern Mutual Wealth Management Co | 200 | $3.70K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 287 | $5.00K | 0.00% | −124−30.2% | Reduced |
| MCF Advisors LLC | 307 | $5.69K | 0.00% | +54+21.3% | Added |
| Advisor Group Holdings, Inc. | 323 | $5.98K | 0.00% | −130−28.7% | Reduced |
| Financial Network Wealth Advisors LLC | 293 | $6.13K | 0.00% | +293 | New |
| Huntington National Bank | 345 | $6.39K | 0.00% | +1+0.3% | Added |
| Parkside Financial Bank & Trust | 372 | $6.89K | 0.00% | +372 | New |
| CWM, LLC | 497 | $9.00K | 0.00% | −78−13.6% | Reduced |
| Signaturefd, LLC | 571 | $10.6K | 0.00% | −168−22.7% | Reduced |
| SYSTM Wealth Solutions LLC | 681 | $12.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 691 | $12.8K | 0.00% | +691 | New |
| Private Trust Co NA | 725 | $13.4K | 0.00% | +67+10.2% | Added |
| Hillsdale Investment Management Inc. | 800 | $14.8K | 0.00% | −27,500−97.2% | Reduced |
| Arcadia Investment Management Corp | 1,188 | $22.0K | 0.00% | +211+21.6% | Added |
| Eagle Bay Advisors LLC | 1,207 | $22.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,285 | $23.8K | 0.00% | +1,285 | New |
| Hollencrest Capital Management | 1,364 | $25.3K | 0.00% | +113+9.0% | Added |
| Farther Finance Advisors, LLC | 1,431 | $26.2K | 0.00% | +1,431 | New |
| Bessemer Group Inc | 1,587 | $29.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,579 | $47.8K | 0.00% | +886+52.3% | Added |
| Essex Investment Management Co LLC | 2,809 | $52.0K | 0.01% | −390−12.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,005 | $55.7K | 0.00% | +1,152+62.2% | Added |
| FMR LLC | 3,379 | $62.6K | 0.00% | +1,006+42.4% | Added |
| KBC Group NV | 4,038 | $75.0K | 0.00% | +4,038 | New |
| Benjamin F. Edwards & Company, Inc. | 4,372 | $81.0K | 0.00% | +2,425+124.6% | Added |
| Hilltop National Bank | 4,543 | $84.1K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 4,851 | $89.8K | 0.00% | +3,366+226.7% | Added |
| Amalgamated Bank | 4,844 | $90.0K | 0.00% | +4,844 | New |
| Point72 Asset Management, L.P. | 4,908 | $90.9K | 0.00% | +4,908 | New |
| RiverPark Advisors, LLC | 7,140 | $132.2K | 0.11% | +1,774+33.1% | Added |
| Amundi | 8,351 | $155.4K | 0.00% | +8,351 | New |
| Canada Pension Plan Investment Board | 8,500 | $157.4K | 0.00% | +8,500 | New |
| Wellington Shields & Co., LLC | 10,000 | $185.2K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,545 | $195.3K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,818 | $200.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 11,035 | $204.4K | 0.01% | −28,713−72.2% | Reduced |
| Quest Partners LLC | 11,117 | $205.9K | 0.03% | +2,017+22.2% | Added |
| Cim, LLC | 8,784 | $209.5K | 0.03% | +8,784 | New |
| Capstone Investment Advisors, LLC | 11,535 | $213.6K | 0.00% | −57,175−83.2% | Reduced |
| Raymond James Trust N.A. | 11,572 | $214.3K | 0.01% | −135−1.2% | Reduced |
| nVerses Capital, LLC | 11,600 | $214.8K | 0.13% | +11,600 | New |
| Apollon Wealth Management, LLC | 11,892 | $220.2K | 0.01% | −148−1.2% | Reduced |
| State of Wisconsin Investment Board | 12,541 | $232.3K | 0.00% | +960+8.3% | Added |
| Crossmark Global Holdings, Inc. | 12,977 | $240.0K | 0.00% | +270+2.1% | Added |
| Captrust Financial Advisors | 13,293 | $246.2K | 0.00% | +270+2.1% | Added |
| Ameritas Investment Partners, Inc. | 13,717 | $254.0K | 0.01% | +13,717 | New |
| Sanctuary Advisors, LLC | 16,203 | $265.7K | 0.00% | +16,203 | New |
| Quantum Private Wealth, LLC | 14,842 | $274.9K | 0.10% | −665−4.3% | Reduced |
| Argent Trust Co | 14,862 | $275.2K | 0.01% | −2,535−14.6% | Reduced |
| Public Employees Retirement Association of Colorado | 14,977 | $277.0K | 0.00% | +14,977 | New |
| Clare Market Investments LLC | 15,000 | $277.8K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,401 | $285.2K | 0.00% | +4,887+46.5% | Added |
| Victory Capital Management Inc | 15,459 | $286.3K | 0.00% | +2,734+21.5% | Added |
| Pictet Asset Management Holding SA | 15,743 | $291.6K | 0.00% | −3,988−20.2% | Reduced |
| PEAK6 Investments LLC | 15,778 | $292.2K | 0.01% | +15,778 | New |
| Wellington Shields Capital Management, LLC | 16,000 | $296.3K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,909 | $313.2K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 17,014 | $315.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 17,290 | $320.2K | 0.01% | −175−1.0% | Reduced |
| Curated Wealth Partners LLC | 17,480 | $323.7K | 0.05% | +17,480 | New |
| Malaga Cove Capital, LLC | 17,533 | $324.7K | 0.13% | −45−0.3% | Reduced |
| Handelsbanken Fonder AB | 18,500 | $343.0K | 0.00% | +18,500 | New |
| DC Investments Management, LLC | 18,752 | $347.3K | 0.29% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,915 | $350.3K | 0.00% | +18,915 | New |
| Scientech Research LLC | 18,988 | $351.7K | 0.07% | +18,988 | New |
| Dunhill Financial, LLC | 19,000 | $351.9K | 0.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,144 | $355.0K | 0.00% | +19,144 | New |
| Prelude Capital Management, LLC | 20,436 | $378.5K | 0.03% | −2,767−11.9% | Reduced |
| Sheets Smith Wealth Management | 20,857 | $386.3K | 0.05% | +20,857 | New |
| Cubist Systematic Strategies, LLC | 21,199 | $392.6K | 0.01% | −325,705−93.9% | Reduced |
| Keebeck Alpha, LP | 21,288 | $394.3K | 0.29% | −2,882−11.9% | Reduced |
| Dark Forest Capital Management LP | 21,778 | $403.3K | 0.07% | +21,778 | New |
| Truist Financial Corp | 21,930 | $406.1K | 0.00% | −3,206−12.8% | Reduced |
| State of Wyoming | 22,452 | $415.8K | 0.07% | −7,189−24.3% | Reduced |
| Fifth Third Bancorp | 22,988 | $425.7K | 0.00% | −174−0.8% | Reduced |
| Premier Fund Managers Ltd | 23,585 | $435.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 24,197 | $448.0K | 0.00% | +13,943+136.0% | Added |
| Weil Company, Inc. | 24,827 | $459.8K | 0.17% | +13,072+111.2% | Added |
| Gsa Capital Partners LLP | 25,309 | $469.0K | 0.03% | +25,309 | New |
| STRS Ohio | 25,900 | $479.7K | 0.00% | +25,900 | New |
| Resona Asset Management Co.,Ltd. | 26,188 | $485.0K | 0.00% | +26,188 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,455 | $489.9K | 0.00% | +5,031+23.5% | Added |
| Cornercap Investment Counsel Inc | 28,481 | $527.5K | 0.09% | +28,481 | New |
| Equitable Trust Co | 29,842 | $552.7K | 0.04% | +5,277+21.5% | Added |
| Glenmede Trust Co NA | 30,485 | $564.6K | 0.00% | +2,600+9.3% | Added |
| Petrus Trust Company, LTA | 32,128 | $595.0K | 0.06% | −12,871−28.6% | Reduced |