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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 86,426 | $2.18M | 0.01% | +51,022+144.1% | Added |
| NewEdge Wealth, LLC | 86,279 | $2.18M | 0.04% | +12,731+17.3% | Added |
| Principal Financial Group Inc | 84,793 | $2.14M | 0.00% | +65,878+348.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 83,070 | $2.10M | 0.00% | +83,070 | New |
| Quantbot Technologies LP | 82,323 | $2.08M | 0.08% | +2,225+2.8% | Added |
| State of New Jersey Common Pension Fund D | 81,763 | $2.06M | 0.01% | −12,983−13.7% | Reduced |
| Corebridge Financial, Inc. | 81,138 | $2.05M | 0.01% | +5,811+7.7% | Added |
| Manufacturers Life Insurance Company, The | 79,809 | $2.02M | 0.00% | +4,821+6.4% | Added |
| M&T Bank Corp | 77,813 | $1.96M | 0.01% | −377−0.5% | Reduced |
| Thrivent Financial for Lutherans | 75,148 | $1.90M | 0.00% | +10,518+16.3% | Added |
| Royce & Associates LP | 74,000 | $1.87M | 0.02% | +74,000 | New |
| Vestmark Advisory Solutions, Inc. | 73,535 | $1.86M | 0.07% | −130.0% | Reduced |
| CI Private Wealth, LLC | 72,885 | $1.84M | 0.00% | +32,211+79.2% | Added |
| Alberta Investment Management Corp | 71,730 | $1.81M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 71,260 | $1.80M | 0.00% | +26,506+59.2% | Added |
| Glenmede Trust Co NA | 69,828 | $1.76M | 0.01% | +39,343+129.1% | Added |
| CIBC Private Wealth Group, LLC | 63,705 | $1.61M | 0.00% | +24,035+60.6% | Added |
| Atom Investors LP | 62,227 | $1.57M | 0.16% | +10,538+20.4% | Added |
| Teachers Retirement System of the State of Kentucky | 62,178 | $1.57M | 0.01% | +18,712+43.0% | Added |
| Danske Bank A/S | 61,547 | $1.55M | 0.01% | +1,585+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 57,997 | $1.46M | 0.01% | +19,740+51.6% | Added |
| First Trust Advisors LP | 57,757 | $1.46M | 0.00% | +57,757 | New |
| Nebula Research & Development LLC | 53,537 | $1.35M | 0.16% | +13,267+32.9% | Added |
| Aquatic Capital Management LLC | 49,900 | $1.26M | 0.03% | −11,400−18.6% | Reduced |
| Chartwell Investment Partners, LLC | 48,827 | $1.23M | 0.04% | +395+0.8% | Added |
| Voya Investment Management LLC | 47,793 | $1.21M | 0.00% | +1,026+2.2% | Added |
| Arizona State Retirement System | 46,166 | $1.17M | 0.01% | +5,272+12.9% | Added |
| Lazard Asset Management LLC | 45,935 | $1.16M | 0.00% | +21,738+89.8% | Added |
| Blair William & Co | 44,591 | $1.13M | 0.00% | +2,155+5.1% | Added |
| Advisor Group Holdings, Inc. | 43,305 | $1.09M | 0.00% | +42,982+13,307.1% | Added |
| FORA Capital, LLC | 41,829 | $1.06M | 0.12% | +41,829 | New |
| FourThought Financial Partners, LLC | 41,022 | $1.04M | 0.12% | +279+0.7% | Added |
| State of Wyoming | 40,671 | $1.03M | 0.15% | +18,219+81.1% | Added |
| TownSquare Capital, LLC | 40,420 | $1.02M | 0.01% | −3,407−7.8% | Reduced |
| Redwood Investments, LLC | 39,809 | $1.01M | 0.30% | +39,809 | New |
| LPL Financial LLC | 38,618 | $975.1K | 0.00% | −6,155−13.7% | Reduced |
| Ensign Peak Advisors, Inc | 37,300 | $941.8K | 0.00% | +37,300 | New |
| Atria Investments LLC | 36,653 | $925.5K | 0.01% | +1,971+5.7% | Added |
| Squarepoint Ops LLC | 35,800 | $904.0K | 0.00% | −44,939−55.7% | Reduced |
| Penserra Capital Management LLC | 35,698 | $901.0K | 0.02% | +35,698 | New |
| Cinctive Capital Management LP | 35,589 | $898.6K | 0.05% | −122,242−77.5% | Reduced |
| Oppenheimer & Co Inc | 33,062 | $834.8K | 0.01% | +33,062 | New |
| Bessemer Group Inc | 32,927 | $832.0K | 0.00% | +31,340+1,974.8% | Added |
| Verition Fund Management LLC | 32,106 | $810.7K | 0.01% | −18,043−36.0% | Reduced |
| Centiva Capital, LP | 30,893 | $780.0K | 0.04% | +30,893 | New |
| ProShare Advisors LLC | 28,675 | $724.0K | 0.00% | +28,675 | New |
| Intech Investment Management LLC | 28,411 | $717.4K | 0.01% | +28,411 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,159 | $711.0K | 0.00% | +1,704+6.4% | Added |
| Handelsbanken Fonder AB | 27,100 | $684.0K | 0.00% | +8,600+46.5% | Added |
| Sanctuary Advisors, LLC | 21,126 | $674.8K | 0.00% | +4,923+30.4% | Added |
| Pictet Asset Management Holding SA | 26,592 | $671.2K | 0.00% | +10,849+68.9% | Added |
| Resona Asset Management Co.,Ltd. | 26,188 | $661.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 25,900 | $654.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 25,153 | $635.1K | 0.00% | +20,302+418.5% | Added |
| NBC Securities, Inc. | 25,091 | $633.0K | 0.05% | −9,153−26.7% | Reduced |
| Weil Company, Inc. | 24,827 | $626.9K | 0.21% | 00.0% | Unchanged |
| Equitable Trust Co | 24,761 | $625.2K | 0.04% | −5,081−17.0% | Reduced |
| Prudential Financial Inc | 24,648 | $622.4K | 0.00% | +24,648 | New |
| Fifth Third Bancorp | 24,473 | $617.9K | 0.00% | +1,485+6.5% | Added |
| Schroder Investment Management Group | 24,145 | $608.5K | 0.00% | +24,145 | New |
| Premier Fund Managers Ltd | 23,585 | $594.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 21,654 | $546.8K | 0.00% | −59,724−73.4% | Reduced |
| Sheets Smith Wealth Management | 20,857 | $526.6K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 20,748 | $523.9K | 0.07% | −1,030−4.7% | Reduced |
| Truist Financial Corp | 20,706 | $522.8K | 0.00% | −1,224−5.6% | Reduced |
| Aigen Investment Management, LP | 20,701 | $522.7K | 0.10% | +20,701 | New |
| State Board of Administration of Florida Retirement System | 20,590 | $519.9K | 0.00% | +20,590 | New |
| Diversified Trust Co | 20,464 | $516.7K | 0.01% | +20,464 | New |
| Creative Planning | 19,989 | $504.7K | 0.00% | +19,989 | New |
| Dunhill Financial, LLC | 19,000 | $479.8K | 0.25% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 18,922 | $477.8K | 0.05% | −13,206−41.1% | Reduced |
| DC Investments Management, LLC | 18,752 | $473.5K | 0.33% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,582 | $469.0K | 0.04% | −6,727−26.6% | Reduced |
| HSBC Holdings PLC | 18,111 | $456.9K | 0.00% | +18,111 | New |
| Curated Wealth Partners LLC | 17,870 | $451.2K | 0.06% | +390+2.2% | Added |
| Malaga Cove Capital, LLC | 17,533 | $442.7K | 0.18% | 00.0% | Unchanged |
| Victory Capital Management Inc | 17,423 | $439.9K | 0.00% | +1,964+12.7% | Added |
| Wesbanco Bank Inc | 17,014 | $429.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,533 | $417.5K | 0.00% | −376−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,372 | $388.1K | 0.01% | +1,655+12.1% | Added |
| HM Payson & Co | 15,100 | $381.3K | 0.01% | −2,190−12.7% | Reduced |
| Clare Market Investments LLC | 15,000 | $378.8K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,977 | $378.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 14,842 | $374.8K | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,319 | $361.6K | 0.00% | +1,026+7.7% | Added |
| Los Angeles Capital Management LLC | 14,260 | $360.1K | 0.00% | +14,260 | New |
| Argent Trust Co | 14,032 | $354.3K | 0.01% | −830−5.6% | 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 |
| Cornercap Investment Counsel Inc | 13,595 | $343.3K | 0.10% | −14,886−52.3% | Reduced |
| Baldwin Brothers Inc | 13,507 | $341.1K | 0.02% | +13,507 | New |
| Henshaw Capital LLC | 13,434 | $339.2K | 0.01% | +13,434 | New |
| Acadian Asset Management LLC | 13,117 | $331.0K | 0.00% | +13,117 | New |
| State of Wisconsin Investment Board | 13,072 | $330.1K | 0.00% | +531+4.2% | Added |
| nVerses Capital, LLC | 11,900 | $300.5K | 0.14% | +300+2.6% | Added |
| Apollon Wealth Management, LLC | 11,749 | $296.7K | 0.01% | −143−1.2% | Reduced |
| IHT Wealth Management, LLC | 11,416 | $288.2K | 0.01% | +598+5.5% | Added |
| Raymond James Trust N.A. | 11,406 | $288.0K | 0.01% | −166−1.4% | Reduced |
| Associated Banc-Corp | 11,204 | $282.9K | 0.01% | +11,204 | New |
| Cerity Partners LLC | 10,896 | $275.1K | 0.00% | +10,896 | New |