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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 20,701 | $522.7K | 0.10% | +20,701 | New |
| Truist Financial Corp | 20,706 | $522.8K | 0.00% | −1,224−5.6% | Reduced |
| Dark Forest Capital Management LP | 20,748 | $523.9K | 0.07% | −1,030−4.7% | Reduced |
| Sheets Smith Wealth Management | 20,857 | $526.6K | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 21,654 | $546.8K | 0.00% | −59,724−73.4% | Reduced |
| Premier Fund Managers Ltd | 23,585 | $594.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 24,145 | $608.5K | 0.00% | +24,145 | New |
| Fifth Third Bancorp | 24,473 | $617.9K | 0.00% | +1,485+6.5% | Added |
| Prudential Financial Inc | 24,648 | $622.4K | 0.00% | +24,648 | New |
| Equitable Trust Co | 24,761 | $625.2K | 0.04% | −5,081−17.0% | Reduced |
| Weil Company, Inc. | 24,827 | $626.9K | 0.21% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25,091 | $633.0K | 0.05% | −9,153−26.7% | Reduced |
| US Bancorp | 25,153 | $635.1K | 0.00% | +20,302+418.5% | Added |
| STRS Ohio | 25,900 | $654.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 26,188 | $661.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 26,592 | $671.2K | 0.00% | +10,849+68.9% | Added |
| Sanctuary Advisors, LLC | 21,126 | $674.8K | 0.00% | +4,923+30.4% | Added |
| Handelsbanken Fonder AB | 27,100 | $684.0K | 0.00% | +8,600+46.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,159 | $711.0K | 0.00% | +1,704+6.4% | Added |
| Intech Investment Management LLC | 28,411 | $717.4K | 0.01% | +28,411 | New |
| ProShare Advisors LLC | 28,675 | $724.0K | 0.00% | +28,675 | New |
| Centiva Capital, LP | 30,893 | $780.0K | 0.04% | +30,893 | New |
| Verition Fund Management LLC | 32,106 | $810.7K | 0.01% | −18,043−36.0% | Reduced |
| Bessemer Group Inc | 32,927 | $832.0K | 0.00% | +31,340+1,974.8% | Added |
| Oppenheimer & Co Inc | 33,062 | $834.8K | 0.01% | +33,062 | New |
| Cinctive Capital Management LP | 35,589 | $898.6K | 0.05% | −122,242−77.5% | Reduced |
| Penserra Capital Management LLC | 35,698 | $901.0K | 0.02% | +35,698 | New |
| Squarepoint Ops LLC | 35,800 | $904.0K | 0.00% | −44,939−55.7% | Reduced |
| Atria Investments LLC | 36,653 | $925.5K | 0.01% | +1,971+5.7% | Added |
| Ensign Peak Advisors, Inc | 37,300 | $941.8K | 0.00% | +37,300 | New |
| LPL Financial LLC | 38,618 | $975.1K | 0.00% | −6,155−13.7% | Reduced |
| Redwood Investments, LLC | 39,809 | $1.01M | 0.30% | +39,809 | New |
| TownSquare Capital, LLC | 40,420 | $1.02M | 0.01% | −3,407−7.8% | Reduced |
| State of Wyoming | 40,671 | $1.03M | 0.15% | +18,219+81.1% | Added |
| FourThought Financial Partners, LLC | 41,022 | $1.04M | 0.12% | +279+0.7% | Added |
| FORA Capital, LLC | 41,829 | $1.06M | 0.12% | +41,829 | New |
| Advisor Group Holdings, Inc. | 43,305 | $1.09M | 0.00% | +42,982+13,307.1% | Added |
| Blair William & Co | 44,591 | $1.13M | 0.00% | +2,155+5.1% | Added |
| Lazard Asset Management LLC | 45,935 | $1.16M | 0.00% | +21,738+89.8% | Added |
| Arizona State Retirement System | 46,166 | $1.17M | 0.01% | +5,272+12.9% | Added |
| Voya Investment Management LLC | 47,793 | $1.21M | 0.00% | +1,026+2.2% | Added |
| Chartwell Investment Partners, LLC | 48,827 | $1.23M | 0.04% | +395+0.8% | Added |
| Aquatic Capital Management LLC | 49,900 | $1.26M | 0.03% | −11,400−18.6% | Reduced |
| Nebula Research & Development LLC | 53,537 | $1.35M | 0.16% | +13,267+32.9% | Added |
| First Trust Advisors LP | 57,757 | $1.46M | 0.00% | +57,757 | New |
| Schonfeld Strategic Advisors LLC | 57,997 | $1.46M | 0.01% | +19,740+51.6% | Added |
| Danske Bank A/S | 61,547 | $1.55M | 0.01% | +1,585+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 62,178 | $1.57M | 0.01% | +18,712+43.0% | Added |
| Atom Investors LP | 62,227 | $1.57M | 0.16% | +10,538+20.4% | Added |
| CIBC Private Wealth Group, LLC | 63,705 | $1.61M | 0.00% | +24,035+60.6% | Added |
| Glenmede Trust Co NA | 69,828 | $1.76M | 0.01% | +39,343+129.1% | Added |
| Natixis Advisors, L.P. | 71,260 | $1.80M | 0.00% | +26,506+59.2% | Added |
| Alberta Investment Management Corp | 71,730 | $1.81M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 72,885 | $1.84M | 0.00% | +32,211+79.2% | Added |
| Vestmark Advisory Solutions, Inc. | 73,535 | $1.86M | 0.07% | −130.0% | Reduced |
| Royce & Associates LP | 74,000 | $1.87M | 0.02% | +74,000 | New |
| Thrivent Financial for Lutherans | 75,148 | $1.90M | 0.00% | +10,518+16.3% | Added |
| M&T Bank Corp | 77,813 | $1.96M | 0.01% | −377−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 79,809 | $2.02M | 0.00% | +4,821+6.4% | Added |
| Corebridge Financial, Inc. | 81,138 | $2.05M | 0.01% | +5,811+7.7% | Added |
| State of New Jersey Common Pension Fund D | 81,763 | $2.06M | 0.01% | −12,983−13.7% | Reduced |
| Quantbot Technologies LP | 82,323 | $2.08M | 0.08% | +2,225+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 83,070 | $2.10M | 0.00% | +83,070 | New |
| Principal Financial Group Inc | 84,793 | $2.14M | 0.00% | +65,878+348.3% | Added |
| NewEdge Wealth, LLC | 86,279 | $2.18M | 0.04% | +12,731+17.3% | Added |
| MetLife Investment Management | 86,426 | $2.18M | 0.01% | +51,022+144.1% | Added |
| Sterling Capital Management LLC | 92,485 | $2.34M | 0.03% | +92,485 | New |
| Pathstone Holdings, LLC | 94,970 | $2.40M | 0.01% | +5,432+6.1% | Added |
| Price T Rowe Associates Inc | 101,469 | $2.56M | 0.00% | +9,707+10.6% | Added |
| Dimensional Fund Advisors LP | 104,935 | $2.65M | 0.00% | +104,935 | New |
| Algert Global LLC | 106,291 | $2.68M | 0.07% | −27,790−20.7% | Reduced |
| Engineers Gate Manager LP | 107,600 | $2.72M | 0.05% | +6,858+6.8% | Added |
| Jane Street Group, LLC | 108,155 | $2.73M | 0.00% | −45,178−29.5% | Reduced |
| Bullseye Asset Management LLC | 111,000 | $2.80M | 1.29% | +35,000+46.1% | Added |
| Jefferies Financial Group Inc. | 112,707 | $2.85M | 0.05% | +112,707 | New |
| UBS Group AG | 115,186 | $2.91M | 0.00% | −56,563−32.9% | Reduced |
| 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 |
| Legal & General Group Plc | 145,613 | $3.68M | 0.00% | +4,538+3.2% | Added |
| Regions Financial Corp | 146,984 | $3.71M | 0.03% | +2,456+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 150,233 | $3.79M | 0.02% | −220,361−59.5% | Reduced |
| Russell Investments Group, Ltd. | 150,319 | $3.80M | 0.01% | −18,831−11.1% | Reduced |
| California State Teachers Retirement System | 151,037 | $3.81M | 0.00% | +8,904+6.3% | Added |
| Qube Research & Technologies Ltd | 164,582 | $4.16M | 0.01% | −264,221−61.6% | Reduced |
| Oppenheimer Asset Management Inc. | 171,998 | $4.34M | 0.05% | +5,116+3.1% | Added |
| EAM Global Investors LLC | 173,820 | $4.39M | 0.89% | +173,820 | New |
| EAM Investors, LLC | 175,518 | $4.43M | 0.66% | +175,518 | New |
| Capital Fund Management S.A. | 182,827 | $4.62M | 0.05% | +14,407+8.6% | Added |
| Stifel Financial Corp | 186,227 | $4.70M | 0.00% | +10,378+5.9% | Added |
| Zweig-DiMenna Associates LLC | 195,700 | $4.94M | 0.50% | +195,700 | New |
| Rhumbline Advisers | 196,088 | $4.95M | 0.00% | +10,140+5.5% | Added |
| Seven Grand Managers, LLC | 200,000 | $5.05M | 1.13% | 00.0% | Unchanged |
| Trexquant Investment LP | 222,730 | $5.62M | 0.07% | −114,312−33.9% | Reduced |
| Susquehanna International Group, LLP | 227,480 | $5.74M | 0.01% | +227,480 | New |
| Next Century Growth Investors LLC | 244,667 | $6.18M | 0.50% | −68,867−22.0% | Reduced |
| Granite Investment Partners, LLC | 255,825 | $6.46M | 0.28% | −83,263−24.6% | Reduced |
| Baird Financial Group, Inc. | 283,268 | $7.15M | 0.01% | −6,171−2.1% | Reduced |
| Thornburg Investment Management Inc | 283,767 | $7.17M | 0.09% | −47,518−14.3% | Reduced |
| Summit Creek Advisors LLC | 284,212 | $7.18M | 0.97% | −9,108−3.1% | Reduced |
| UBS Asset Management Americas Inc | 287,863 | $7.27M | 0.00% | −19,293−6.3% | Reduced |