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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 1,207 | $22.4K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,188 | $22.0K | 0.00% | +211+21.6% | Added |
| Hillsdale Investment Management Inc. | 800 | $14.8K | 0.00% | −27,500−97.2% | Reduced |
| Private Trust Co NA | 725 | $13.4K | 0.00% | +67+10.2% | Added |
| Clearstead Advisors, LLC | 691 | $12.8K | 0.00% | +691 | New |
| SYSTM Wealth Solutions LLC | 681 | $12.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 571 | $10.6K | 0.00% | −168−22.7% | Reduced |
| CWM, LLC | 497 | $9.00K | 0.00% | −78−13.6% | Reduced |
| Parkside Financial Bank & Trust | 372 | $6.89K | 0.00% | +372 | New |
| Huntington National Bank | 345 | $6.39K | 0.00% | +1+0.3% | Added |
| Financial Network Wealth Advisors LLC | 293 | $6.13K | 0.00% | +293 | New |
| Advisor Group Holdings, Inc. | 323 | $5.98K | 0.00% | −130−28.7% | Reduced |
| MCF Advisors LLC | 307 | $5.69K | 0.00% | +54+21.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 287 | $5.00K | 0.00% | −124−30.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 200 | $3.70K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 169 | $3.39K | 0.00% | +98+138.0% | Added |
| Lindbrook Capital, LLC | 177 | $3.28K | 0.00% | +177 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 168 | $3.11K | 0.00% | +168 | New |
| Iron Horse Wealth Management, LLC | 149 | $2.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 143 | $2.65K | 0.00% | +81+130.6% | Added |
| TFC Financial Management | 120 | $2.22K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 79 | $1.46K | 0.00% | +79 | New |
| Opal Wealth Advisors, LLC | 62 | $1.15K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 30 | $556 | 0.00% | +30 | New |
| Stephens Consulting, LLC | 27 | $501 | 0.00% | +27 | New |
| Riggs Asset Managment Co. Inc. | 25 | $463 | 0.00% | +25 | New |
| Rothschild Investment LLC | 20 | $370 | 0.00% | +20 | New |
| Quadrant Capital Group LLC | 8 | $149 | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 3 | $56 | 0.00% | +3 | New |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −600,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −385,283−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −351,676−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −203,870−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −201,612−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −157,802−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −125,900−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −89,050−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −78,227−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −65,215−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −54,828−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −49,384−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −48,500−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −40,993−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −37,772−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −37,304−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Artal Group S.A. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,280−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −22,520−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −19,942−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,465−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,545−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,296−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| KLR Investment Advisors, LLC | – | – | – | – | Not filed |