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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 10,545 | $266.3K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,016 | $252.9K | 0.00% | +10,016 | New |
| Amundi | 9,636 | $242.2K | 0.00% | +1,285+15.4% | Added |
| Lindenwold Advisors | 9,460 | $238.9K | 0.12% | +9,460 | New |
| HighTower Advisors, LLC | 9,400 | $237.0K | 0.00% | +9,400 | New |
| Cim, LLC | 9,259 | $233.8K | 0.03% | +475+5.4% | Added |
| Kolinsky Wealth Management, LLC | 9,192 | $232.1K | 0.15% | +9,192 | New |
| FMR LLC | 9,169 | $231.5K | 0.00% | +5,790+171.4% | Added |
| Mackenzie Financial Corp | 9,036 | $228.2K | 0.00% | +9,036 | New |
| Cetera Investment Advisers | 8,864 | $223.8K | 0.00% | +8,864 | New |
| Connable Office Inc | 7,943 | $200.6K | 0.02% | +7,943 | New |
| Cornerstone Investment Partners, LLC | 7,930 | $200.2K | 0.01% | +7,930 | New |
| SG Americas Securities, LLC | 6,162 | $156.0K | 0.00% | −12,982−67.8% | Reduced |
| RiverPark Advisors, LLC | 5,898 | $148.9K | 0.12% | −1,242−17.4% | Reduced |
| Canada Pension Plan Investment Board | 5,500 | $138.9K | 0.00% | −3,000−35.3% | Reduced |
| Amalgamated Bank | 4,844 | $122.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,637 | $117.1K | 0.00% | +4,637 | New |
| KBC Group NV | 4,038 | $102.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 4,038 | $102.0K | 0.03% | −505−11.1% | Reduced |
| Advisors Asset Management, Inc. | 3,574 | $90.2K | 0.00% | +995+38.6% | Added |
| Gen-Wealth Partners Inc | 2,700 | $72.6K | 0.03% | +2,700 | New |
| Essex Investment Management Co LLC | 2,809 | $70.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,782 | $70.2K | 0.00% | −223−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,461 | $62.1K | 0.00% | −12,940−84.0% | Reduced |
| Financial Management Professionals, Inc. | 2,291 | $58.0K | 0.01% | +2,291 | New |
| Quest Partners LLC | 1,886 | $47.6K | 0.00% | −9,231−83.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,771 | $44.7K | 0.00% | +1,771 | New |
| IFP Advisors, Inc | 1,460 | $36.9K | 0.00% | +1,460 | New |
| Farther Finance Advisors, LLC | 1,389 | $35.1K | 0.00% | −42−2.9% | Reduced |
| Hollencrest Capital Management | 1,364 | $34.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,229 | $31.0K | 0.00% | +1,229 | New |
| Eagle Bay Advisors LLC | 1,207 | $30.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,141 | $28.8K | 0.00% | −144−11.2% | Reduced |
| Clearstead Advisors, LLC | 1,054 | $26.6K | 0.00% | +363+52.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $21.4K | 0.00% | +847 | New |
| GAMMA Investing LLC | 816 | $20.6K | 0.00% | +816 | New |
| Parkside Financial Bank & Trust | 680 | $17.2K | 0.00% | +308+82.8% | Added |
| Private Trust Co NA | 602 | $15.2K | 0.00% | −123−17.0% | Reduced |
| Signaturefd, LLC | 571 | $14.4K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 435 | $11.0K | 0.00% | +435 | New |
| Group One Trading, L.P. | 398 | $10.1K | 0.00% | +398 | New |
| Huntington National Bank | 350 | $8.84K | 0.00% | +5+1.4% | Added |
| MCF Advisors LLC | 245 | $6.19K | 0.00% | −62−20.2% | Reduced |
| TFC Financial Management | 225 | $5.68K | 0.00% | +105+87.5% | Added |
| Geneos Wealth Management Inc. | 209 | $5.28K | 0.00% | +209 | New |
| 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 |
| CWM, LLC | 207 | $5.00K | 0.00% | −290−58.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180 | $4.54K | 0.00% | +12+7.1% | Added |
| Allworth Financial LP | 154 | $3.89K | 0.00% | −15−8.9% | Reduced |
| Iron Horse Wealth Management, LLC | 149 | $3.76K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 145 | $3.66K | 0.00% | +125+625.0% | Added |
| Private Wealth Management Group, LLC | 143 | $3.61K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 138 | $3.48K | 0.00% | −155−52.9% | Reduced |
| Lindbrook Capital, LLC | 122 | $3.08K | 0.00% | −55−31.1% | Reduced |
| Global Retirement Partners, LLC | 116 | $2.93K | 0.00% | +116 | New |
| Principal Securities, Inc. | 47 | $1.19K | 0.00% | +47 | New |
| Ashton Thomas Securities, LLC | 40 | $1.01K | 0.00% | +40 | New |
| Migdal Insurance & Financial Holdings Ltd. | 38 | $1.00K | 0.00% | −249−86.8% | Reduced |
| Continuum Advisory, LLC | 29 | $883 | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 30 | $758 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 29 | $732 | 0.00% | +29 | New |
| Riggs Asset Managment Co. Inc. | 25 | $632 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $530 | 0.00% | +21 | New |
| Versant Capital Management, Inc | 20 | $505 | 0.00% | +20 | New |
| Covestor Ltd | 7 | $0 | 0.00% | +7 | New |
| 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 |