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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.

Q3 2024 vs. Q2 2024

How the institutions holding Clearwater Analytics Holdings, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of CWAN: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2293266+40
Shares188.9M11.4M198.2M+20.7M (+11.6%)
Value$3.50B$210.7M$5.00B+$1.72B (+52.2%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Clearwater Analytics Holdings, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to CWAN in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.12,303,342$310.7M0.01%
Balyasny Asset Management LLC3,534,160$89.2M0.23%
Champlain Investment Partners, LLC2,121,155$53.6M0.32%
Driehaus Capital Management LLC1,945,851$49.1M0.42%
Stephens Investment Management Group LLC438,437$11.1M0.15%
Emerald Advisers, LLC401,982$10.2M0.39%
Emerald Mutual Fund Advisers Trust295,239$7.45M0.39%
Moody Aldrich Partners LLC291,970$7.37M1.34%
Susquehanna International Group, LLP227,480$5.74M0.01%
Zweig-DiMenna Associates LLC195,700$4.94M0.50%
EAM Investors, LLC175,518$4.43M0.66%
EAM Global Investors LLC173,820$4.39M0.89%
B. Metzler seel. Sohn & Co. Holding AG145,604$3.68M0.04%
Jefferies Financial Group Inc.112,707$2.85M0.05%
Dimensional Fund Advisors LP104,935$2.65M0.00%
Sterling Capital Management LLC92,485$2.34M0.03%
Mirae Asset Global ETFs Holdings Ltd.83,070$2.10M0.00%
Royce & Associates LP74,000$1.87M0.02%
First Trust Advisors LP57,757$1.46M0.00%
FORA Capital, LLC41,829$1.06M0.12%
Redwood Investments, LLC39,809$1.01M0.30%
Ensign Peak Advisors, Inc37,300$941.8K0.00%
Penserra Capital Management LLC35,698$901.0K0.02%
Oppenheimer & Co Inc33,062$834.8K0.01%
Centiva Capital, LP30,893$780.0K0.04%
ProShare Advisors LLC28,675$724.0K0.00%
Intech Investment Management LLC28,411$717.4K0.01%
Prudential Financial Inc24,648$622.4K0.00%
Schroder Investment Management Group24,145$608.5K0.00%
Aigen Investment Management, LP20,701$522.7K0.10%
State Board of Administration of Florida Retirement System20,590$519.9K0.00%
Diversified Trust Co20,464$516.7K0.01%
Creative Planning19,989$504.7K0.00%
HSBC Holdings PLC18,111$456.9K0.00%
Los Angeles Capital Management LLC14,260$360.1K0.00%
Brinker Capital Investments, LLC13,711$346.2K0.00%
Orion Portfolio Solutions, LLC13,711$346.2K0.00%
Baldwin Brothers Inc13,507$341.1K0.02%
Henshaw Capital LLC13,434$339.2K0.01%
Acadian Asset Management LLC13,117$331.0K0.00%
Associated Banc-Corp11,204$282.9K0.01%
Cerity Partners LLC10,896$275.1K0.00%
Xponance, Inc.10,016$252.9K0.00%
Lindenwold Advisors9,460$238.9K0.12%
HighTower Advisors, LLC9,400$237.0K0.00%
Kolinsky Wealth Management, LLC9,192$232.1K0.15%
Mackenzie Financial Corp9,036$228.2K0.00%
Cetera Investment Advisers8,864$223.8K0.00%
Connable Office Inc7,943$200.6K0.02%
Cornerstone Investment Partners, LLC7,930$200.2K0.01%
Exchange Traded Concepts, LLC4,637$117.1K0.00%
Gen-Wealth Partners Inc2,700$72.6K0.03%
Financial Management Professionals, Inc.2,291$58.0K0.01%
Whittier Trust Co of Nevada Inc1,771$44.7K0.00%
IFP Advisors, Inc1,460$36.9K0.00%
Federated Hermes, Inc.1,229$31.0K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.847$21.4K0.00%
GAMMA Investing LLC816$20.6K0.00%
Reuter James Wealth Management, LLC435$11.0K0.00%
Group One Trading, L.P.398$10.1K0.00%
Geneos Wealth Management Inc.209$5.28K0.00%
Federation des caisses Desjardins du Quebec200$5.05K0.00%
Global Retirement Partners, LLC116$2.93K0.00%
Principal Securities, Inc.47$1.19K0.00%
Ashton Thomas Securities, LLC40$1.01K0.00%
Continuum Advisory, LLC29$8830.00%
Capital Performance Advisors LLP29$7320.00%
EverSource Wealth Advisors, LLC21$5300.00%
Versant Capital Management, Inc20$5050.00%
Covestor Ltd7$00.00%

Sold out (30)

Institutions that held Clearwater Analytics Holdings, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CWAN in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Twinbeech Capital LP284,760$5.27M
Ghisallo Capital Management LLC250,000$4.63M
Advantage Alpha Capital Partners LP159,551$2.95M
Marshall Wace, LLP146,344$2.71M
Norges Bank141,315$2.62M
Alpine Global Management, LLC132,593$2.46M
Jump Financial, LLC103,700$1.92M
Seven Eight Capital, LP97,053$1.80M
Walleye Capital LLC62,449$1.16M
Holocene Advisors, LP60,895$1.13M
Quadrature Capital Ltd59,311$1.10M
Keebeck Alpha, LP21,288$394.3K
Cubist Systematic Strategies, LLC21,199$392.6K
Prelude Capital Management, LLC20,436$378.5K
Scientech Research LLC18,988$351.7K
Wellington Shields Capital Management, LLC16,000$296.3K
PEAK6 Investments LLC15,778$292.2K
Crossmark Global Holdings, Inc.12,977$240.0K
Capstone Investment Advisors, LLC11,535$213.6K
Susquehanna Portfolio Strategies, LLC11,035$204.4K
Wellington Shields & Co., LLC10,000$185.2K
Point72 Asset Management, L.P.4,908$90.9K
Arcadia Investment Management Corp1,188$22.0K
Hillsdale Investment Management Inc.800$14.8K
SYSTM Wealth Solutions LLC681$12.6K
Triad Wealth Partners, LLC79$1.46K
Opal Wealth Advisors, LLC62$1.15K
Stephens Consulting, LLC27$501
Quadrant Capital Group LLC8$149
Hexagon Capital Partners LLC3$56

Not filed for Q3 2024 yet (3)

Institutions that held Clearwater Analytics Holdings, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CWAN in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.11,316,658$209.6M
Susquehanna Fundamental Investments, LLC54,282$1.01M
Benjamin F. Edwards & Company, Inc.4,372$81.0K