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 |
|---|---|---|---|---|---|
| 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 |
| Alberta Investment Management Corp | 71,730 | $1.33M | 0.01% | −223−0.3% | Reduced |
| Thrivent Financial for Lutherans | 64,630 | $1.20M | 0.00% | −2,762−4.1% | Reduced |
| Walleye Capital LLC | 62,449 | $1.16M | 0.01% | +60,545+3,179.9% | Added |
| Aquatic Capital Management LLC | 61,300 | $1.14M | 0.04% | +46,700+319.9% | Added |
| Holocene Advisors, LP | 60,895 | $1.13M | 0.00% | −74,845−55.1% | Reduced |
| D. E. Shaw & Co., Inc. | 60,090 | $1.11M | 0.00% | −206,606−77.5% | Reduced |
| Danske Bank A/S | 59,962 | $1.11M | 0.00% | +40,462+207.5% | Added |
| Quadrature Capital Ltd | 59,311 | $1.10M | 0.02% | −47,641−44.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 54,282 | $1.01M | 0.02% | +7,647+16.4% | Added |
| Atom Investors LP | 51,689 | $957.3K | 0.10% | +22,111+74.8% | Added |
| Verition Fund Management LLC | 50,149 | $928.8K | 0.01% | −7,406−12.9% | Reduced |
| Chartwell Investment Partners, LLC | 48,432 | $897.0K | 0.03% | −7,875−14.0% | Reduced |
| Voya Investment Management LLC | 46,767 | $866.1K | 0.00% | −809,338−94.5% | Reduced |
| LPL Financial LLC | 44,773 | $829.2K | 0.00% | −556−1.2% | Reduced |
| Natixis Advisors, L.P. | 44,754 | $829.0K | 0.00% | +1,813+4.2% | Added |
| TownSquare Capital, LLC | 43,827 | $811.7K | 0.01% | +999+2.3% | Added |
| Teachers Retirement System of the State of Kentucky | 43,466 | $805.0K | 0.01% | +43,466 | New |
| Blair William & Co | 42,436 | $785.9K | 0.00% | +680+1.6% | Added |
| Arizona State Retirement System | 40,894 | $757.4K | 0.01% | +828+2.1% | Added |
| CIBC Private Wealth Group, LLC | 39,670 | $757.3K | 0.00% | +39,205+8,431.2% | Added |
| FourThought Financial Partners, LLC | 40,743 | $754.6K | 0.10% | +1,091+2.8% | Added |
| CI Private Wealth, LLC | 40,674 | $753.3K | 0.00% | +2,345+6.1% | Added |
| Nebula Research & Development LLC | 40,270 | $745.8K | 0.12% | −7,664−16.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,257 | $708.5K | 0.01% | −96,791−71.7% | Reduced |
| MetLife Investment Management | 35,404 | $655.7K | 0.00% | +35,404 | New |
| Atria Investments LLC | 34,682 | $642.3K | 0.01% | +34,682 | New |
| NBC Securities, Inc. | 34,244 | $634.0K | 0.06% | −821−2.3% | Reduced |
| Petrus Trust Company, LTA | 32,128 | $595.0K | 0.06% | −12,871−28.6% | Reduced |
| Glenmede Trust Co NA | 30,485 | $564.6K | 0.00% | +2,600+9.3% | Added |
| Equitable Trust Co | 29,842 | $552.7K | 0.04% | +5,277+21.5% | Added |
| Cornercap Investment Counsel Inc | 28,481 | $527.5K | 0.09% | +28,481 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,455 | $489.9K | 0.00% | +5,031+23.5% | Added |
| Resona Asset Management Co.,Ltd. | 26,188 | $485.0K | 0.00% | +26,188 | New |
| STRS Ohio | 25,900 | $479.7K | 0.00% | +25,900 | New |
| Gsa Capital Partners LLP | 25,309 | $469.0K | 0.03% | +25,309 | New |
| Weil Company, Inc. | 24,827 | $459.8K | 0.17% | +13,072+111.2% | Added |
| Lazard Asset Management LLC | 24,197 | $448.0K | 0.00% | +13,943+136.0% | Added |
| Premier Fund Managers Ltd | 23,585 | $435.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22,988 | $425.7K | 0.00% | −174−0.8% | Reduced |
| State of Wyoming | 22,452 | $415.8K | 0.07% | −7,189−24.3% | Reduced |
| Truist Financial Corp | 21,930 | $406.1K | 0.00% | −3,206−12.8% | Reduced |
| Dark Forest Capital Management LP | 21,778 | $403.3K | 0.07% | +21,778 | New |
| Keebeck Alpha, LP | 21,288 | $394.3K | 0.29% | −2,882−11.9% | Reduced |
| Cubist Systematic Strategies, LLC | 21,199 | $392.6K | 0.01% | −325,705−93.9% | Reduced |
| Sheets Smith Wealth Management | 20,857 | $386.3K | 0.05% | +20,857 | New |
| Prelude Capital Management, LLC | 20,436 | $378.5K | 0.03% | −2,767−11.9% | Reduced |
| SG Americas Securities, LLC | 19,144 | $355.0K | 0.00% | +19,144 | New |
| Dunhill Financial, LLC | 19,000 | $351.9K | 0.22% | 00.0% | Unchanged |
| Scientech Research LLC | 18,988 | $351.7K | 0.07% | +18,988 | New |
| Principal Financial Group Inc | 18,915 | $350.3K | 0.00% | +18,915 | New |
| DC Investments Management, LLC | 18,752 | $347.3K | 0.29% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,500 | $343.0K | 0.00% | +18,500 | New |
| Malaga Cove Capital, LLC | 17,533 | $324.7K | 0.13% | −45−0.3% | Reduced |
| Curated Wealth Partners LLC | 17,480 | $323.7K | 0.05% | +17,480 | New |
| HM Payson & Co | 17,290 | $320.2K | 0.01% | −175−1.0% | Reduced |
| Wesbanco Bank Inc | 17,014 | $315.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,909 | $313.2K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 16,000 | $296.3K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 15,778 | $292.2K | 0.01% | +15,778 | New |
| Pictet Asset Management Holding SA | 15,743 | $291.6K | 0.00% | −3,988−20.2% | Reduced |
| Victory Capital Management Inc | 15,459 | $286.3K | 0.00% | +2,734+21.5% | Added |
| Tower Research Capital LLC (TRC) | 15,401 | $285.2K | 0.00% | +4,887+46.5% | Added |
| Clare Market Investments LLC | 15,000 | $277.8K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,977 | $277.0K | 0.00% | +14,977 | New |
| Argent Trust Co | 14,862 | $275.2K | 0.01% | −2,535−14.6% | Reduced |
| Quantum Private Wealth, LLC | 14,842 | $274.9K | 0.10% | −665−4.3% | Reduced |
| Sanctuary Advisors, LLC | 16,203 | $265.7K | 0.00% | +16,203 | New |
| Ameritas Investment Partners, Inc. | 13,717 | $254.0K | 0.01% | +13,717 | New |
| Captrust Financial Advisors | 13,293 | $246.2K | 0.00% | +270+2.1% | Added |
| Crossmark Global Holdings, Inc. | 12,977 | $240.0K | 0.00% | +270+2.1% | Added |
| State of Wisconsin Investment Board | 12,541 | $232.3K | 0.00% | +960+8.3% | Added |
| Apollon Wealth Management, LLC | 11,892 | $220.2K | 0.01% | −148−1.2% | Reduced |
| nVerses Capital, LLC | 11,600 | $214.8K | 0.13% | +11,600 | New |
| Raymond James Trust N.A. | 11,572 | $214.3K | 0.01% | −135−1.2% | Reduced |
| Capstone Investment Advisors, LLC | 11,535 | $213.6K | 0.00% | −57,175−83.2% | Reduced |
| Cim, LLC | 8,784 | $209.5K | 0.03% | +8,784 | New |
| Quest Partners LLC | 11,117 | $205.9K | 0.03% | +2,017+22.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,035 | $204.4K | 0.01% | −28,713−72.2% | Reduced |
| IHT Wealth Management, LLC | 10,818 | $200.4K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,545 | $195.3K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 10,000 | $185.2K | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 8,500 | $157.4K | 0.00% | +8,500 | New |
| Amundi | 8,351 | $155.4K | 0.00% | +8,351 | New |
| RiverPark Advisors, LLC | 7,140 | $132.2K | 0.11% | +1,774+33.1% | Added |
| Point72 Asset Management, L.P. | 4,908 | $90.9K | 0.00% | +4,908 | New |
| Amalgamated Bank | 4,844 | $90.0K | 0.00% | +4,844 | New |
| US Bancorp | 4,851 | $89.8K | 0.00% | +3,366+226.7% | Added |
| Hilltop National Bank | 4,543 | $84.1K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,372 | $81.0K | 0.00% | +2,425+124.6% | Added |
| KBC Group NV | 4,038 | $75.0K | 0.00% | +4,038 | New |
| FMR LLC | 3,379 | $62.6K | 0.00% | +1,006+42.4% | Added |
| The PNC Financial Services Group, Inc. | 3,005 | $55.7K | 0.00% | +1,152+62.2% | Added |
| Essex Investment Management Co LLC | 2,809 | $52.0K | 0.01% | −390−12.2% | Reduced |
| Advisors Asset Management, Inc. | 2,579 | $47.8K | 0.00% | +886+52.3% | Added |
| Bessemer Group Inc | 1,587 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,431 | $26.2K | 0.00% | +1,431 | New |
| Hollencrest Capital Management | 1,364 | $25.3K | 0.00% | +113+9.0% | Added |
| Nisa Investment Advisors, LLC | 1,285 | $23.8K | 0.00% | +1,285 | New |