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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 289,565 | $7.31M | 0.37% | +34,175+13.4% | Added |
| Moody Aldrich Partners LLC | 291,970 | $7.37M | 1.34% | +291,970 | New |
| Emerald Mutual Fund Advisers Trust | 295,239 | $7.45M | 0.39% | +295,239 | New |
| Public Employees Retirement System of Ohio | 296,103 | $7.48M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 296,917 | $7.50M | 0.01% | −3,743,235−92.7% | Reduced |
| Citigroup Inc | 299,273 | $7.56M | 0.01% | −26,440−8.1% | Reduced |
| Renaissance Technologies LLC | 305,000 | $7.70M | 0.01% | +96,200+46.1% | Added |
| Swiss National Bank | 312,900 | $7.90M | 0.01% | +24,600+8.5% | Added |
| D. E. Shaw & Co., Inc. | 315,443 | $7.96M | 0.01% | +255,353+425.0% | Added |
| Segall Bryant & Hamill, LLC | 332,931 | $8.41M | 0.11% | −13,598−3.9% | Reduced |
| Deutsche Bank AG | 332,962 | $8.41M | 0.00% | −52,580−13.6% | Reduced |
| Polen Capital Management LLC | 338,954 | $8.56M | 0.02% | −232,883−40.7% | Reduced |
| Envestnet Asset Management Inc | 371,512 | $9.38M | 0.00% | +88,632+31.3% | Added |
| Kornitzer Capital Management Inc | 401,365 | $10.1M | 0.19% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 401,982 | $10.2M | 0.39% | +401,982 | New |
| Palisade Capital Management LLC | 410,242 | $10.4M | 0.27% | −26,246−6.0% | Reduced |
| Royal Bank of Canada | 418,464 | $10.6M | 0.00% | −97,521−18.9% | Reduced |
| Stephens Investment Management Group LLC | 438,437 | $11.1M | 0.15% | +438,437 | New |
| Millennium Management LLC | 452,869 | $11.4M | 0.01% | −683,739−60.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 484,281 | $12.2M | 1.01% | +1,373+0.3% | Added |
| Ameriprise Financial Inc | 536,935 | $13.6M | 0.00% | +28,945+5.7% | Added |
| Comerica Bank | 538,797 | $13.6M | 0.05% | +1,817+0.3% | Added |
| Scalar Gauge Management, LLC | 566,985 | $14.3M | 7.60% | +147,985+35.3% | Added |
| Barclays PLC | 571,860 | $14.4M | 0.01% | +293,719+105.6% | Added |
| Bank of America Corp | 580,400 | $14.7M | 0.00% | −41,472−6.7% | Reduced |
| Raymond James & Associates | 658,579 | $16.6M | 0.01% | +9,976+1.5% | Added |
| Axiom Investors LLC | 682,460 | $17.2M | 0.15% | +212,585+45.2% | Added |
| Bank of New York Mellon Corp | 711,646 | $18.0M | 0.00% | −244,881−25.6% | Reduced |
| Brown Advisory Inc | 922,419 | $23.3M | 0.03% | −187,323−16.9% | Reduced |
| Silvercrest Asset Management Group LLC | 1,150,899 | $29.1M | 0.20% | +186,080+19.3% | Added |
| Wells Fargo & Company | 1,199,263 | $30.3M | 0.01% | −21,705−1.8% | Reduced |
| Goldman Sachs Group Inc | 1,273,058 | $32.1M | 0.01% | −44,840−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,295,413 | $32.7M | 0.01% | +60,948+4.9% | Added |
| Nuveen Asset Management, LLC | 1,307,824 | $33.0M | 0.01% | +631,279+93.3% | Added |
| New York State Common Retirement Fund | 1,414,346 | $35.7M | 0.05% | −27,674−1.9% | Reduced |
| Northern Trust Corp | 1,569,026 | $39.6M | 0.01% | +1,074,446+217.2% | Added |
| TimesSquare Capital Management, LLC | 1,573,500 | $39.7M | 0.60% | −237,279−13.1% | Reduced |
| Janus Henderson Group PLC | 1,906,929 | $48.2M | 0.02% | +1,819+0.1% | Added |
| Driehaus Capital Management LLC | 1,945,851 | $49.1M | 0.42% | +1,945,851 | New |
| SEI Investments Co | 2,007,407 | $50.7M | 0.07% | +185,533+10.2% | Added |
| Macquarie Group Ltd | 2,039,393 | $51.5M | 0.06% | +248,156+13.9% | Added |
| Fred Alger Management, LLC | 2,112,142 | $53.3M | 0.26% | −840,492−28.5% | Reduced |
| Champlain Investment Partners, LLC | 2,121,155 | $53.6M | 0.32% | +2,121,155 | New |
| Brown Capital Management LLC | 2,373,609 | $59.9M | 1.29% | −568,767−19.3% | Reduced |
| Shannon River Fund Management LLC | 2,448,779 | $61.8M | 9.34% | +327,861+15.5% | Added |
| Wellington Management Group LLP | 3,003,930 | $75.8M | 0.01% | +281,958+10.4% | Added |
| JPMorgan Chase & Co | 3,027,946 | $76.5M | 0.01% | −2,112,043−41.1% | Reduced |
| Hood River Capital Management LLC | 3,260,510 | $82.3M | 1.33% | +923,597+39.5% | Added |
| Loomis Sayles & Co L P | 3,294,482 | $83.2M | 0.11% | +327,880+11.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,372,096 | $85.1M | 0.13% | −966,055−22.3% | Reduced |
| Geode Capital Management, LLC | 3,512,511 | $88.7M | 0.01% | +187,881+5.7% | Added |
| Balyasny Asset Management LLC | 3,534,160 | $89.2M | 0.23% | +3,534,160 | New |
| Morgan Stanley | 3,610,117 | $91.2M | 0.01% | +705,040+24.3% | Added |
| State Street Corp | 3,617,462 | $91.3M | 0.00% | +1,009,548+38.7% | Added |
| Capital World Investors | 3,722,454 | $94.0M | 0.01% | +670,954+22.0% | Added |
| Invesco Ltd. | 3,901,662 | $98.5M | 0.02% | +2,197,395+128.9% | Added |
| Alliancebernstein L.P. | 4,442,497 | $112.2M | 0.04% | −115,365−2.5% | Reduced |
| Artisan Partners Limited Partnership | 4,518,976 | $114.1M | 0.17% | +76,514+1.7% | Added |
| Bamco Inc | 5,326,574 | $134.5M | 0.36% | +1,9180.0% | Added |
| Conestoga Capital Advisors, LLC | 6,778,457 | $171.2M | 2.32% | +107,210+1.6% | Added |
| William Blair Investment Management, LLC | 10,383,182 | $262.2M | 0.65% | −47,612−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,299,548 | $285.3M | 0.63% | −75,125−0.7% | Reduced |
| BlackRock, Inc. | 12,303,342 | $310.7M | 0.01% | +12,303,342 | New |
| Wasatch Advisors Inc | 18,135,026 | $457.9M | 2.24% | +559,564+3.2% | Added |
| Vanguard Group Inc | 18,423,753 | $465.2M | 0.01% | +815,565+4.6% | Added |
| Permira Holdings LTD | 18,519,325 | $467.6M | 15.82% | −1,727,969−8.5% | Reduced |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −284,760−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −159,551−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −146,344−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −141,315−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −132,593−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −103,700−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −97,053−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −62,449−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −60,895−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −59,311−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −21,288−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,199−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −20,436−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −18,988−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,778−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −12,977−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,535−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −11,035−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,908−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |