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, Q3 2024
Institutional positions in Clearwater Analytics Holdings, Inc. as of Sep 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
- 266
- +40 vs. Q2 2024
- Shares held
- 198.2M
- +20.7M (+11.6%) vs. Q2 2024
- Total value
- $5.00B
- +$1.72B (+52.2%) vs. Q2 2024
- New holders
- 70
- 94 more added
- Sold out
- 30
- 74 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Permira Holdings LTD | 18,519,325 | $467.6M | 15.82% | −1,727,969−8.5% | Reduced |
| Vanguard Group Inc | 18,423,753 | $465.2M | 0.01% | +815,565+4.6% | Added |
| Wasatch Advisors Inc | 18,135,026 | $457.9M | 2.24% | +559,564+3.2% | Added |
| BlackRock, Inc. | 12,303,342 | $310.7M | 0.01% | +12,303,342 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,299,548 | $285.3M | 0.63% | −75,125−0.7% | Reduced |
| William Blair Investment Management, LLC | 10,383,182 | $262.2M | 0.65% | −47,612−0.5% | Reduced |
| Conestoga Capital Advisors, LLC | 6,778,457 | $171.2M | 2.32% | +107,210+1.6% | Added |
| Bamco Inc | 5,326,574 | $134.5M | 0.36% | +1,9180.0% | Added |
| Artisan Partners Limited Partnership | 4,518,976 | $114.1M | 0.17% | +76,514+1.7% | Added |
| Alliancebernstein L.P. | 4,442,497 | $112.2M | 0.04% | −115,365−2.5% | Reduced |
| Invesco Ltd. | 3,901,662 | $98.5M | 0.02% | +2,197,395+128.9% | Added |
| Capital World Investors | 3,722,454 | $94.0M | 0.01% | +670,954+22.0% | Added |
| State Street Corp | 3,617,462 | $91.3M | 0.00% | +1,009,548+38.7% | Added |
| Morgan Stanley | 3,610,117 | $91.2M | 0.01% | +705,040+24.3% | Added |
| Balyasny Asset Management LLC | 3,534,160 | $89.2M | 0.23% | +3,534,160 | New |
| Geode Capital Management, LLC | 3,512,511 | $88.7M | 0.01% | +187,881+5.7% | Added |
| Allspring Global Investments Holdings, LLC | 3,372,096 | $85.1M | 0.13% | −966,055−22.3% | Reduced |
| Loomis Sayles & Co L P | 3,294,482 | $83.2M | 0.11% | +327,880+11.1% | Added |
| Hood River Capital Management LLC | 3,260,510 | $82.3M | 1.33% | +923,597+39.5% | Added |
| JPMorgan Chase & Co | 3,027,946 | $76.5M | 0.01% | −2,112,043−41.1% | Reduced |
| Wellington Management Group LLP | 3,003,930 | $75.8M | 0.01% | +281,958+10.4% | Added |
| Shannon River Fund Management LLC | 2,448,779 | $61.8M | 9.34% | +327,861+15.5% | Added |
| Brown Capital Management LLC | 2,373,609 | $59.9M | 1.29% | −568,767−19.3% | Reduced |
| Champlain Investment Partners, LLC | 2,121,155 | $53.6M | 0.32% | +2,121,155 | New |
| Fred Alger Management, LLC | 2,112,142 | $53.3M | 0.26% | −840,492−28.5% | Reduced |
| Macquarie Group Ltd | 2,039,393 | $51.5M | 0.06% | +248,156+13.9% | Added |
| SEI Investments Co | 2,007,407 | $50.7M | 0.07% | +185,533+10.2% | Added |
| Driehaus Capital Management LLC | 1,945,851 | $49.1M | 0.42% | +1,945,851 | New |
| Janus Henderson Group PLC | 1,906,929 | $48.2M | 0.02% | +1,819+0.1% | Added |
| TimesSquare Capital Management, LLC | 1,573,500 | $39.7M | 0.60% | −237,279−13.1% | Reduced |
| Northern Trust Corp | 1,569,026 | $39.6M | 0.01% | +1,074,446+217.2% | Added |
| New York State Common Retirement Fund | 1,414,346 | $35.7M | 0.05% | −27,674−1.9% | Reduced |
| Nuveen Asset Management, LLC | 1,307,824 | $33.0M | 0.01% | +631,279+93.3% | Added |
| Charles Schwab Investment Management Inc | 1,295,413 | $32.7M | 0.01% | +60,948+4.9% | Added |
| Goldman Sachs Group Inc | 1,273,058 | $32.1M | 0.01% | −44,840−3.4% | Reduced |
| Wells Fargo & Company | 1,199,263 | $30.3M | 0.01% | −21,705−1.8% | Reduced |
| Silvercrest Asset Management Group LLC | 1,150,899 | $29.1M | 0.20% | +186,080+19.3% | Added |
| Brown Advisory Inc | 922,419 | $23.3M | 0.03% | −187,323−16.9% | Reduced |
| Bank of New York Mellon Corp | 711,646 | $18.0M | 0.00% | −244,881−25.6% | Reduced |
| Axiom Investors LLC | 682,460 | $17.2M | 0.15% | +212,585+45.2% | Added |
| Raymond James & Associates | 658,579 | $16.6M | 0.01% | +9,976+1.5% | Added |
| Bank of America Corp | 580,400 | $14.7M | 0.00% | −41,472−6.7% | Reduced |
| Barclays PLC | 571,860 | $14.4M | 0.01% | +293,719+105.6% | Added |
| Scalar Gauge Management, LLC | 566,985 | $14.3M | 7.60% | +147,985+35.3% | Added |
| Comerica Bank | 538,797 | $13.6M | 0.05% | +1,817+0.3% | Added |
| Ameriprise Financial Inc | 536,935 | $13.6M | 0.00% | +28,945+5.7% | Added |
| Grandeur Peak Global Advisors, LLC | 484,281 | $12.2M | 1.01% | +1,373+0.3% | Added |
| Millennium Management LLC | 452,869 | $11.4M | 0.01% | −683,739−60.2% | Reduced |
| Stephens Investment Management Group LLC | 438,437 | $11.1M | 0.15% | +438,437 | New |
| Royal Bank of Canada | 418,464 | $10.6M | 0.00% | −97,521−18.9% | Reduced |
| Palisade Capital Management LLC | 410,242 | $10.4M | 0.27% | −26,246−6.0% | Reduced |
| Emerald Advisers, LLC | 401,982 | $10.2M | 0.39% | +401,982 | New |
| Kornitzer Capital Management Inc | 401,365 | $10.1M | 0.19% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 371,512 | $9.38M | 0.00% | +88,632+31.3% | Added |
| Polen Capital Management LLC | 338,954 | $8.56M | 0.02% | −232,883−40.7% | Reduced |
| Deutsche Bank AG | 332,962 | $8.41M | 0.00% | −52,580−13.6% | Reduced |
| Segall Bryant & Hamill, LLC | 332,931 | $8.41M | 0.11% | −13,598−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 315,443 | $7.96M | 0.01% | +255,353+425.0% | Added |
| Swiss National Bank | 312,900 | $7.90M | 0.01% | +24,600+8.5% | Added |
| Renaissance Technologies LLC | 305,000 | $7.70M | 0.01% | +96,200+46.1% | Added |
| Citigroup Inc | 299,273 | $7.56M | 0.01% | −26,440−8.1% | Reduced |
| Citadel Advisors LLC | 296,917 | $7.50M | 0.01% | −3,743,235−92.7% | Reduced |
| Public Employees Retirement System of Ohio | 296,103 | $7.48M | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 295,239 | $7.45M | 0.39% | +295,239 | New |
| Moody Aldrich Partners LLC | 291,970 | $7.37M | 1.34% | +291,970 | New |
| Osterweis Capital Management Inc | 289,565 | $7.31M | 0.37% | +34,175+13.4% | Added |
| UBS Asset Management Americas Inc | 287,863 | $7.27M | 0.00% | −19,293−6.3% | Reduced |
| Summit Creek Advisors LLC | 284,212 | $7.18M | 0.97% | −9,108−3.1% | Reduced |
| Thornburg Investment Management Inc | 283,767 | $7.17M | 0.09% | −47,518−14.3% | Reduced |
| Baird Financial Group, Inc. | 283,268 | $7.15M | 0.01% | −6,171−2.1% | Reduced |
| Granite Investment Partners, LLC | 255,825 | $6.46M | 0.28% | −83,263−24.6% | Reduced |
| Next Century Growth Investors LLC | 244,667 | $6.18M | 0.50% | −68,867−22.0% | Reduced |
| Susquehanna International Group, LLP | 227,480 | $5.74M | 0.01% | +227,480 | New |
| Trexquant Investment LP | 222,730 | $5.62M | 0.07% | −114,312−33.9% | Reduced |
| Seven Grand Managers, LLC | 200,000 | $5.05M | 1.13% | 00.0% | Unchanged |
| Rhumbline Advisers | 196,088 | $4.95M | 0.00% | +10,140+5.5% | Added |
| Zweig-DiMenna Associates LLC | 195,700 | $4.94M | 0.50% | +195,700 | New |
| Stifel Financial Corp | 186,227 | $4.70M | 0.00% | +10,378+5.9% | Added |
| Capital Fund Management S.A. | 182,827 | $4.62M | 0.05% | +14,407+8.6% | Added |
| EAM Investors, LLC | 175,518 | $4.43M | 0.66% | +175,518 | New |
| EAM Global Investors LLC | 173,820 | $4.39M | 0.89% | +173,820 | New |
| Oppenheimer Asset Management Inc. | 171,998 | $4.34M | 0.05% | +5,116+3.1% | Added |
| Qube Research & Technologies Ltd | 164,582 | $4.16M | 0.01% | −264,221−61.6% | Reduced |
| California State Teachers Retirement System | 151,037 | $3.81M | 0.00% | +8,904+6.3% | Added |
| Russell Investments Group, Ltd. | 150,319 | $3.80M | 0.01% | −18,831−11.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 150,233 | $3.79M | 0.02% | −220,361−59.5% | Reduced |
| Regions Financial Corp | 146,984 | $3.71M | 0.03% | +2,456+1.7% | Added |
| Legal & General Group Plc | 145,613 | $3.68M | 0.00% | +4,538+3.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 145,604 | $3.68M | 0.04% | +4,544+3.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 145,604 | $3.68M | 0.04% | +145,604 | New |
| UBS Group AG | 115,186 | $2.91M | 0.00% | −56,563−32.9% | Reduced |
| Jefferies Financial Group Inc. | 112,707 | $2.85M | 0.05% | +112,707 | New |
| Bullseye Asset Management LLC | 111,000 | $2.80M | 1.29% | +35,000+46.1% | Added |
| Jane Street Group, LLC | 108,155 | $2.73M | 0.00% | −45,178−29.5% | Reduced |
| Engineers Gate Manager LP | 107,600 | $2.72M | 0.05% | +6,858+6.8% | Added |
| Algert Global LLC | 106,291 | $2.68M | 0.07% | −27,790−20.7% | Reduced |
| Dimensional Fund Advisors LP | 104,935 | $2.65M | 0.00% | +104,935 | New |
| Price T Rowe Associates Inc | 101,469 | $2.56M | 0.00% | +9,707+10.6% | Added |
| Pathstone Holdings, LLC | 94,970 | $2.40M | 0.01% | +5,432+6.1% | Added |
| Sterling Capital Management LLC | 92,485 | $2.34M | 0.03% | +92,485 | New |