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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 34,244 | $634.0K | 0.06% | −821−2.3% | Reduced |
| Atria Investments LLC | 34,682 | $642.3K | 0.01% | +34,682 | New |
| MetLife Investment Management | 35,404 | $655.7K | 0.00% | +35,404 | New |
| Schonfeld Strategic Advisors LLC | 38,257 | $708.5K | 0.01% | −96,791−71.7% | Reduced |
| Nebula Research & Development LLC | 40,270 | $745.8K | 0.12% | −7,664−16.0% | Reduced |
| CI Private Wealth, LLC | 40,674 | $753.3K | 0.00% | +2,345+6.1% | Added |
| FourThought Financial Partners, LLC | 40,743 | $754.6K | 0.10% | +1,091+2.8% | Added |
| CIBC Private Wealth Group, LLC | 39,670 | $757.3K | 0.00% | +39,205+8,431.2% | Added |
| Arizona State Retirement System | 40,894 | $757.4K | 0.01% | +828+2.1% | Added |
| Blair William & Co | 42,436 | $785.9K | 0.00% | +680+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 43,466 | $805.0K | 0.01% | +43,466 | New |
| TownSquare Capital, LLC | 43,827 | $811.7K | 0.01% | +999+2.3% | Added |
| Natixis Advisors, L.P. | 44,754 | $829.0K | 0.00% | +1,813+4.2% | Added |
| LPL Financial LLC | 44,773 | $829.2K | 0.00% | −556−1.2% | Reduced |
| Voya Investment Management LLC | 46,767 | $866.1K | 0.00% | −809,338−94.5% | Reduced |
| Chartwell Investment Partners, LLC | 48,432 | $897.0K | 0.03% | −7,875−14.0% | Reduced |
| Verition Fund Management LLC | 50,149 | $928.8K | 0.01% | −7,406−12.9% | Reduced |
| Atom Investors LP | 51,689 | $957.3K | 0.10% | +22,111+74.8% | Added |
| Susquehanna Fundamental Investments, LLC | 54,282 | $1.01M | 0.02% | +7,647+16.4% | Added |
| Quadrature Capital Ltd | 59,311 | $1.10M | 0.02% | −47,641−44.5% | Reduced |
| Danske Bank A/S | 59,962 | $1.11M | 0.00% | +40,462+207.5% | Added |
| D. E. Shaw & Co., Inc. | 60,090 | $1.11M | 0.00% | −206,606−77.5% | Reduced |
| Holocene Advisors, LP | 60,895 | $1.13M | 0.00% | −74,845−55.1% | Reduced |
| Aquatic Capital Management LLC | 61,300 | $1.14M | 0.04% | +46,700+319.9% | Added |
| Walleye Capital LLC | 62,449 | $1.16M | 0.01% | +60,545+3,179.9% | Added |
| Thrivent Financial for Lutherans | 64,630 | $1.20M | 0.00% | −2,762−4.1% | Reduced |
| Alberta Investment Management Corp | 71,730 | $1.33M | 0.01% | −223−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 73,548 | $1.36M | 0.06% | +332+0.5% | Added |
| NewEdge Wealth, LLC | 73,548 | $1.36M | 0.03% | +94+0.1% | Added |
| Manufacturers Life Insurance Company, The | 74,988 | $1.39M | 0.00% | +57,969+340.6% | Added |
| Corebridge Financial, Inc. | 75,327 | $1.40M | 0.01% | +75,327 | New |
| Bullseye Asset Management LLC | 76,000 | $1.41M | 0.69% | +56,000+280.0% | Added |
| M&T Bank Corp | 78,190 | $1.45M | 0.00% | −4,509−5.5% | Reduced |
| Quantbot Technologies LP | 80,098 | $1.48M | 0.07% | +57,315+251.6% | Added |
| Squarepoint Ops LLC | 80,739 | $1.50M | 0.01% | −70,377−46.6% | Reduced |
| Two Sigma Investments, LP | 81,378 | $1.51M | 0.00% | −30,996−27.6% | Reduced |
| Pathstone Holdings, LLC | 89,538 | $1.66M | 0.01% | +28,820+47.5% | Added |
| Price T Rowe Associates Inc | 91,762 | $1.70M | 0.00% | +48,189+110.6% | Added |
| State of New Jersey Common Pension Fund D | 94,746 | $1.75M | 0.01% | −45,360−32.4% | Reduced |
| Seven Eight Capital, LP | 97,053 | $1.80M | 0.19% | +97,053 | New |
| Engineers Gate Manager LP | 100,742 | $1.87M | 0.04% | +69,354+221.0% | Added |
| Jump Financial, LLC | 103,700 | $1.92M | 0.04% | +43,791+73.1% | Added |
| Alpine Global Management, LLC | 132,593 | $2.46M | 0.43% | +132,593 | New |
| Algert Global LLC | 134,081 | $2.48M | 0.08% | +21,401+19.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 141,060 | $2.61M | 0.03% | +4,973+3.7% | Added |
| Legal & General Group Plc | 141,075 | $2.61M | 0.00% | +7,504+5.6% | Added |
| Norges Bank | 141,315 | $2.62M | 0.00% | +141,315 | New |
| California State Teachers Retirement System | 142,133 | $2.63M | 0.00% | +10,792+8.2% | Added |
| Regions Financial Corp | 144,528 | $2.68M | 0.02% | +610+0.4% | Added |
| Marshall Wace, LLP | 146,344 | $2.71M | 0.00% | −218,799−59.9% | Reduced |
| Jane Street Group, LLC | 153,333 | $2.84M | 0.00% | −112,485−42.3% | Reduced |
| Cinctive Capital Management LP | 157,831 | $2.92M | 0.16% | +157,831 | New |
| Advantage Alpha Capital Partners LP | 159,551 | $2.95M | 0.64% | −64,842−28.9% | Reduced |
| Oppenheimer Asset Management Inc. | 166,882 | $3.09M | 0.04% | +49,804+42.5% | Added |
| Capital Fund Management S.A. | 168,420 | $3.12M | 0.04% | +168,420 | New |
| Russell Investments Group, Ltd. | 169,150 | $3.13M | 0.01% | +61,156+56.6% | Added |
| UBS Group AG | 171,749 | $3.18M | 0.00% | −831,953−82.9% | Reduced |
| Stifel Financial Corp | 175,849 | $3.26M | 0.00% | −5,171−2.9% | Reduced |
| Rhumbline Advisers | 185,948 | $3.44M | 0.00% | +183,700+8,171.7% | Added |
| Seven Grand Managers, LLC | 200,000 | $3.70M | 1.67% | +50,000+33.3% | Added |
| Renaissance Technologies LLC | 208,800 | $3.87M | 0.01% | −664,300−76.1% | Reduced |
| Ghisallo Capital Management LLC | 250,000 | $4.63M | 0.40% | +250,000 | New |
| Osterweis Capital Management Inc | 255,390 | $4.73M | 0.24% | −91,090−26.3% | Reduced |
| Barclays PLC | 278,141 | $5.15M | 0.00% | +135,650+95.2% | Added |
| Envestnet Asset Management Inc | 282,880 | $5.24M | 0.00% | +4,879+1.8% | Added |
| Twinbeech Capital LP | 284,760 | $5.27M | 0.10% | +284,760 | New |
| Swiss National Bank | 288,300 | $5.34M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 289,439 | $5.36M | 0.01% | −10,456−3.5% | Reduced |
| Summit Creek Advisors LLC | 293,320 | $5.43M | 0.74% | +293,320 | New |
| Public Employees Retirement System of Ohio | 296,103 | $5.48M | 0.02% | −17,020−5.4% | Reduced |
| UBS Asset Management Americas Inc | 307,156 | $5.69M | 0.00% | −46,956−13.3% | Reduced |
| Next Century Growth Investors LLC | 313,534 | $5.81M | 0.48% | +88,363+39.2% | Added |
| Citigroup Inc | 325,713 | $6.03M | 0.01% | −12,152−3.6% | Reduced |
| Thornburg Investment Management Inc | 331,285 | $6.14M | 0.09% | 00.0% | Unchanged |
| Trexquant Investment LP | 337,042 | $6.24M | 0.10% | +117,447+53.5% | Added |
| Granite Investment Partners, LLC | 339,088 | $6.28M | 0.26% | −5,967−1.7% | Reduced |
| Segall Bryant & Hamill, LLC | 346,529 | $6.42M | 0.11% | +9,428+2.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 370,594 | $6.86M | 0.03% | −98,802−21.0% | Reduced |
| Deutsche Bank AG | 385,542 | $7.14M | 0.00% | +57,472+17.5% | Added |
| Kornitzer Capital Management Inc | 401,365 | $7.43M | 0.14% | +115,855+40.6% | Added |
| Scalar Gauge Management, LLC | 419,000 | $7.76M | 4.51% | +244,000+139.4% | Added |
| Qube Research & Technologies Ltd | 428,803 | $7.94M | 0.01% | −499,384−53.8% | Reduced |
| Palisade Capital Management LLC | 436,488 | $8.08M | 0.22% | +436,488 | New |
| Axiom Investors LLC | 469,875 | $8.70M | 0.08% | −8,015−1.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 482,908 | $8.94M | 0.71% | +216,488+81.3% | Added |
| Northern Trust Corp | 494,580 | $9.16M | 0.00% | +160,556+48.1% | Added |
| Ameriprise Financial Inc | 507,990 | $9.41M | 0.00% | −26,097−4.9% | Reduced |
| Royal Bank of Canada | 515,985 | $9.56M | 0.00% | +52,290+11.3% | Added |
| Comerica Bank | 536,980 | $9.94M | 0.04% | +20,418+4.0% | Added |
| Polen Capital Management LLC | 571,837 | $10.6M | 0.03% | +25,355+4.6% | Added |
| Bank of America Corp | 621,872 | $11.5M | 0.00% | +122,097+24.4% | Added |
| Raymond James & Associates | 648,603 | $12.0M | 0.01% | +4,602+0.7% | Added |
| Nuveen Asset Management, LLC | 676,545 | $12.5M | 0.00% | +676,545 | New |
| Bank of New York Mellon Corp | 956,527 | $17.7M | 0.00% | +380,154+66.0% | Added |
| Silvercrest Asset Management Group LLC | 964,819 | $17.9M | 0.12% | −29,198−2.9% | Reduced |
| Brown Advisory Inc | 1,109,742 | $20.6M | 0.03% | −26,888−2.4% | Reduced |
| Millennium Management LLC | 1,136,608 | $21.0M | 0.02% | −2,620,351−69.7% | Reduced |
| Wells Fargo & Company | 1,220,968 | $22.6M | 0.01% | +40,091+3.4% | Added |
| Charles Schwab Investment Management Inc | 1,234,465 | $22.9M | 0.00% | +416,927+51.0% | Added |
| Goldman Sachs Group Inc | 1,317,898 | $24.4M | 0.00% | −191,050−12.7% | Reduced |