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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 20 | $505 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 21 | $530 | 0.00% | +21 | New |
| Riggs Asset Managment Co. Inc. | 25 | $632 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 29 | $732 | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 30 | $758 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $883 | 0.00% | +29 | New |
| Migdal Insurance & Financial Holdings Ltd. | 38 | $1.00K | 0.00% | −249−86.8% | Reduced |
| Ashton Thomas Securities, LLC | 40 | $1.01K | 0.00% | +40 | New |
| Principal Securities, Inc. | 47 | $1.19K | 0.00% | +47 | New |
| Global Retirement Partners, LLC | 116 | $2.93K | 0.00% | +116 | New |
| Lindbrook Capital, LLC | 122 | $3.08K | 0.00% | −55−31.1% | Reduced |
| Financial Network Wealth Advisors LLC | 138 | $3.48K | 0.00% | −155−52.9% | Reduced |
| Private Wealth Management Group, LLC | 143 | $3.61K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 145 | $3.66K | 0.00% | +125+625.0% | Added |
| Iron Horse Wealth Management, LLC | 149 | $3.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 154 | $3.89K | 0.00% | −15−8.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180 | $4.54K | 0.00% | +12+7.1% | Added |
| CWM, LLC | 207 | $5.00K | 0.00% | −290−58.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $5.05K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 209 | $5.28K | 0.00% | +209 | New |
| TFC Financial Management | 225 | $5.68K | 0.00% | +105+87.5% | Added |
| MCF Advisors LLC | 245 | $6.19K | 0.00% | −62−20.2% | Reduced |
| Huntington National Bank | 350 | $8.84K | 0.00% | +5+1.4% | Added |
| Group One Trading, L.P. | 398 | $10.1K | 0.00% | +398 | New |
| Reuter James Wealth Management, LLC | 435 | $11.0K | 0.00% | +435 | New |
| Signaturefd, LLC | 571 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 602 | $15.2K | 0.00% | −123−17.0% | Reduced |
| Parkside Financial Bank & Trust | 680 | $17.2K | 0.00% | +308+82.8% | Added |
| GAMMA Investing LLC | 816 | $20.6K | 0.00% | +816 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $21.4K | 0.00% | +847 | New |
| Clearstead Advisors, LLC | 1,054 | $26.6K | 0.00% | +363+52.5% | Added |
| Nisa Investment Advisors, LLC | 1,141 | $28.8K | 0.00% | −144−11.2% | Reduced |
| Eagle Bay Advisors LLC | 1,207 | $30.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,229 | $31.0K | 0.00% | +1,229 | New |
| Hollencrest Capital Management | 1,364 | $34.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,389 | $35.1K | 0.00% | −42−2.9% | Reduced |
| IFP Advisors, Inc | 1,460 | $36.9K | 0.00% | +1,460 | New |
| Whittier Trust Co of Nevada Inc | 1,771 | $44.7K | 0.00% | +1,771 | New |
| Quest Partners LLC | 1,886 | $47.6K | 0.00% | −9,231−83.0% | Reduced |
| Financial Management Professionals, Inc. | 2,291 | $58.0K | 0.01% | +2,291 | New |
| Tower Research Capital LLC (TRC) | 2,461 | $62.1K | 0.00% | −12,940−84.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,782 | $70.2K | 0.00% | −223−7.4% | Reduced |
| Essex Investment Management Co LLC | 2,809 | $70.9K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,700 | $72.6K | 0.03% | +2,700 | New |
| Advisors Asset Management, Inc. | 3,574 | $90.2K | 0.00% | +995+38.6% | Added |
| Hilltop National Bank | 4,038 | $102.0K | 0.03% | −505−11.1% | Reduced |
| KBC Group NV | 4,038 | $102.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,637 | $117.1K | 0.00% | +4,637 | New |
| Amalgamated Bank | 4,844 | $122.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 5,500 | $138.9K | 0.00% | −3,000−35.3% | Reduced |
| RiverPark Advisors, LLC | 5,898 | $148.9K | 0.12% | −1,242−17.4% | Reduced |
| SG Americas Securities, LLC | 6,162 | $156.0K | 0.00% | −12,982−67.8% | Reduced |
| Cornerstone Investment Partners, LLC | 7,930 | $200.2K | 0.01% | +7,930 | New |
| Connable Office Inc | 7,943 | $200.6K | 0.02% | +7,943 | New |
| Cetera Investment Advisers | 8,864 | $223.8K | 0.00% | +8,864 | New |
| Mackenzie Financial Corp | 9,036 | $228.2K | 0.00% | +9,036 | New |
| FMR LLC | 9,169 | $231.5K | 0.00% | +5,790+171.4% | Added |
| Kolinsky Wealth Management, LLC | 9,192 | $232.1K | 0.15% | +9,192 | New |
| Cim, LLC | 9,259 | $233.8K | 0.03% | +475+5.4% | Added |
| HighTower Advisors, LLC | 9,400 | $237.0K | 0.00% | +9,400 | New |
| Lindenwold Advisors | 9,460 | $238.9K | 0.12% | +9,460 | New |
| Amundi | 9,636 | $242.2K | 0.00% | +1,285+15.4% | Added |
| Xponance, Inc. | 10,016 | $252.9K | 0.00% | +10,016 | New |
| D.A. Davidson & Co. | 10,545 | $266.3K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,896 | $275.1K | 0.00% | +10,896 | New |
| Associated Banc-Corp | 11,204 | $282.9K | 0.01% | +11,204 | New |
| Raymond James Trust N.A. | 11,406 | $288.0K | 0.01% | −166−1.4% | Reduced |
| IHT Wealth Management, LLC | 11,416 | $288.2K | 0.01% | +598+5.5% | Added |
| Apollon Wealth Management, LLC | 11,749 | $296.7K | 0.01% | −143−1.2% | Reduced |
| nVerses Capital, LLC | 11,900 | $300.5K | 0.14% | +300+2.6% | Added |
| State of Wisconsin Investment Board | 13,072 | $330.1K | 0.00% | +531+4.2% | Added |
| Acadian Asset Management LLC | 13,117 | $331.0K | 0.00% | +13,117 | New |
| Henshaw Capital LLC | 13,434 | $339.2K | 0.01% | +13,434 | New |
| Baldwin Brothers Inc | 13,507 | $341.1K | 0.02% | +13,507 | New |
| Cornercap Investment Counsel Inc | 13,595 | $343.3K | 0.10% | −14,886−52.3% | Reduced |
| Brinker Capital Investments, LLC | 13,711 | $346.2K | 0.00% | +13,711 | New |
| Orion Portfolio Solutions, LLC | 13,711 | $346.2K | 0.00% | +13,711 | New |
| Argent Trust Co | 14,032 | $354.3K | 0.01% | −830−5.6% | Reduced |
| Los Angeles Capital Management LLC | 14,260 | $360.1K | 0.00% | +14,260 | New |
| Captrust Financial Advisors | 14,319 | $361.6K | 0.00% | +1,026+7.7% | Added |
| Quantum Private Wealth, LLC | 14,842 | $374.8K | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,977 | $378.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 15,000 | $378.8K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 15,100 | $381.3K | 0.01% | −2,190−12.7% | Reduced |
| Ameritas Investment Partners, Inc. | 15,372 | $388.1K | 0.01% | +1,655+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 16,533 | $417.5K | 0.00% | −376−2.2% | Reduced |
| Wesbanco Bank Inc | 17,014 | $429.6K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 17,423 | $439.9K | 0.00% | +1,964+12.7% | Added |
| Malaga Cove Capital, LLC | 17,533 | $442.7K | 0.18% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 17,870 | $451.2K | 0.06% | +390+2.2% | Added |
| HSBC Holdings PLC | 18,111 | $456.9K | 0.00% | +18,111 | New |
| Gsa Capital Partners LLP | 18,582 | $469.0K | 0.04% | −6,727−26.6% | Reduced |
| DC Investments Management, LLC | 18,752 | $473.5K | 0.33% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 18,922 | $477.8K | 0.05% | −13,206−41.1% | Reduced |
| Dunhill Financial, LLC | 19,000 | $479.8K | 0.25% | 00.0% | Unchanged |
| Creative Planning | 19,989 | $504.7K | 0.00% | +19,989 | New |
| Diversified Trust Co | 20,464 | $516.7K | 0.01% | +20,464 | New |
| State Board of Administration of Florida Retirement System | 20,590 | $519.9K | 0.00% | +20,590 | New |