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, Q4 2024
Institutional positions in Clearwater Analytics Holdings, Inc. as of Dec 31, 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
- 353
- +91 vs. Q3 2024
- Shares held
- 223.4M
- +26.1M (+13.2%) vs. Q3 2024
- Total value
- $6.15B
- +$1.16B (+23.4%) vs. Q3 2024
- New holders
- 108
- 141 more added
- Sold out
- 17
- 72 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,879,597 | $574.6M | 0.01% | +2,455,844+13.3% | Added |
| BlackRock, Inc. | 15,028,693 | $413.6M | 0.01% | +2,725,351+22.2% | Added |
| Wasatch Advisors Inc | 12,416,206 | $341.7M | 1.69% | −5,718,820−31.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,035,027 | $303.7M | 0.70% | −264,521−2.3% | Reduced |
| William Blair Investment Management, LLC | 9,411,306 | $259.0M | 0.63% | −971,876−9.4% | Reduced |
| Permira Holdings LTD | 7,983,533 | $219.7M | 9.34% | −10,535,792−56.9% | Reduced |
| Alliancebernstein L.P. | 7,373,942 | $202.9M | 0.07% | +2,931,445+66.0% | Added |
| Conestoga Capital Advisors, LLC | 6,750,577 | $185.8M | 2.46% | −27,880−0.4% | Reduced |
| Wellington Management Group LLP | 5,954,485 | $163.9M | 0.03% | +2,950,555+98.2% | Added |
| Bamco Inc | 5,324,970 | $146.5M | 0.38% | −1,6040.0% | Reduced |
| JPMorgan Chase & Co | 4,613,815 | $127.0M | 0.01% | +1,585,869+52.4% | Added |
| State Street Corp | 4,456,209 | $122.6M | 0.00% | +838,747+23.2% | Added |
| Invesco Ltd. | 4,253,863 | $117.1M | 0.02% | +352,201+9.0% | Added |
| Geode Capital Management, LLC | 4,186,137 | $115.2M | 0.01% | +673,626+19.2% | Added |
| Morgan Stanley | 4,121,393 | $113.4M | 0.01% | +511,276+14.2% | Added |
| Capital World Investors | 3,722,454 | $102.4M | 0.02% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 3,669,967 | $101.0M | 0.16% | −849,009−18.8% | Reduced |
| Citadel Advisors LLC | 3,572,859 | $98.3M | 0.09% | +3,275,942+1,103.3% | Added |
| Macquarie Group Ltd | 3,206,556 | $88.2M | 0.11% | +1,167,163+57.2% | Added |
| Loomis Sayles & Co L P | 3,198,411 | $88.0M | 0.11% | −96,071−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,605,351 | $70.9M | 0.11% | −766,745−22.7% | Reduced |
| Fred Alger Management, LLC | 2,469,228 | $68.0M | 0.32% | +357,086+16.9% | Added |
| Driehaus Capital Management LLC | 2,214,452 | $60.9M | 0.50% | +268,601+13.8% | Added |
| Brown Capital Management LLC | 2,210,465 | $60.8M | 1.41% | −163,144−6.9% | Reduced |
| Norges Bank | 2,158,519 | $59.4M | 0.01% | +2,158,519 | New |
| Janus Henderson Group PLC | 2,112,732 | $58.1M | 0.03% | +205,803+10.8% | Added |
| Northern Trust Corp | 1,942,464 | $53.5M | 0.01% | +373,438+23.8% | Added |
| Shannon River Fund Management LLC | 1,862,813 | $51.3M | 9.06% | −585,966−23.9% | Reduced |
| Champlain Investment Partners, LLC | 1,817,308 | $50.0M | 0.32% | −303,847−14.3% | Reduced |
| Nuveen Asset Management, LLC | 1,805,853 | $49.7M | 0.01% | +498,029+38.1% | Added |
| Goldman Sachs Group Inc | 1,803,274 | $49.6M | 0.01% | +530,216+41.6% | Added |
| Blair William & Co | 1,754,732 | $48.3M | 0.14% | +1,710,141+3,835.2% | Added |
| TimesSquare Capital Management, LLC | 1,700,705 | $46.8M | 0.68% | +127,205+8.1% | Added |
| Charles Schwab Investment Management Inc | 1,660,566 | $45.7M | 0.01% | +365,153+28.2% | Added |
| Balyasny Asset Management LLC | 1,627,914 | $44.8M | 0.10% | −1,906,246−53.9% | Reduced |
| Franklin Resources Inc | 1,617,374 | $44.5M | 0.01% | +1,617,374 | New |
| Hood River Capital Management LLC | 1,591,959 | $43.8M | 0.65% | −1,668,551−51.2% | Reduced |
| SEI Investments Co | 1,571,282 | $43.2M | 0.06% | −436,125−21.7% | Reduced |
| Renaissance Technologies LLC | 1,507,900 | $41.5M | 0.06% | +1,202,900+394.4% | Added |
| D. E. Shaw & Co., Inc. | 1,481,582 | $40.8M | 0.04% | +1,166,139+369.7% | Added |
| Principal Financial Group Inc | 1,442,218 | $39.7M | 0.02% | +1,357,425+1,600.9% | Added |
| New York State Common Retirement Fund | 1,406,335 | $38.7M | 0.05% | −8,011−0.6% | Reduced |
| Millennium Management LLC | 1,310,674 | $36.1M | 0.03% | +857,805+189.4% | Added |
| Stephens Investment Management Group LLC | 1,269,121 | $34.9M | 0.47% | +830,684+189.5% | Added |
| Silvercrest Asset Management Group LLC | 1,208,086 | $33.2M | 0.22% | +57,187+5.0% | Added |
| Wells Fargo & Company | 1,165,827 | $32.1M | 0.01% | −33,436−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 1,103,756 | $30.4M | 0.49% | +1,103,756 | New |
| Voloridge Investment Management, LLC | 1,058,268 | $29.1M | 0.10% | +1,058,268 | New |
| Bank of New York Mellon Corp | 1,040,188 | $28.6M | 0.01% | +328,542+46.2% | Added |
| Susquehanna International Group, LLP | 999,100 | $27.5M | 0.04% | +771,620+339.2% | Added |
| Arrowstreet Capital, Limited Partnership | 935,766 | $25.8M | 0.02% | +935,766 | New |
| Qube Research & Technologies Ltd | 857,232 | $23.6M | 0.04% | +692,650+420.9% | Added |
| Lord, Abbett & Co. LLC | 810,659 | $22.3M | 0.07% | +810,659 | New |
| Bank of America Corp | 809,924 | $22.3M | 0.00% | +229,524+39.5% | Added |
| Axiom Investors LLC | 745,800 | $20.5M | 0.15% | +63,340+9.3% | Added |
| Raymond James Financial Inc | 744,270 | $20.5M | 0.01% | +744,270 | New |
| Ameriprise Financial Inc | 741,498 | $20.4M | 0.01% | +204,563+38.1% | Added |
| Jefferies Financial Group Inc. | 738,526 | $20.3M | 0.23% | +625,819+555.3% | Added |
| Zevenbergen Capital Investments LLC | 612,015 | $16.8M | 0.34% | +612,015 | New |
| Scalar Gauge Management, LLC | 586,998 | $16.2M | 7.46% | +20,013+3.5% | Added |
| Clearbridge Investments, LLC | 562,406 | $15.5M | 0.01% | +562,406 | New |
| Comerica Bank | 539,445 | $14.8M | 0.06% | +648+0.1% | Added |
| Palisade Capital Management LLC | 498,300 | $13.7M | 0.37% | +88,058+21.5% | Added |
| Royal Bank of Canada | 464,100 | $12.8M | 0.00% | +45,636+10.9% | Added |
| UBS Group AG | 461,833 | $12.7M | 0.00% | +346,647+300.9% | Added |
| Deutsche Bank AG | 458,174 | $12.6M | 0.00% | +125,212+37.6% | Added |
| UBS Asset Management Americas Inc | 452,466 | $12.5M | 0.00% | +164,603+57.2% | Added |
| Two Sigma Investments, LP | 429,139 | $11.8M | 0.03% | +407,485+1,881.8% | Added |
| Trexquant Investment LP | 428,766 | $11.8M | 0.14% | +206,036+92.5% | Added |
| Grandeur Peak Global Advisors, LLC | 427,649 | $11.8M | 1.04% | −56,632−11.7% | Reduced |
| Envestnet Asset Management Inc | 427,274 | $11.8M | 0.00% | +55,762+15.0% | Added |
| Emerald Advisers, LLC | 414,108 | $11.4M | 0.44% | +12,126+3.0% | Added |
| Kornitzer Capital Management Inc | 401,365 | $11.0M | 0.22% | 00.0% | Unchanged |
| Algert Global LLC | 397,771 | $10.9M | 0.26% | +291,480+274.2% | Added |
| Barclays PLC | 393,860 | $10.8M | 0.01% | −178,000−31.1% | Reduced |
| Jump Financial, LLC | 390,916 | $10.8M | 0.23% | +390,916 | New |
| Swiss National Bank | 387,300 | $10.7M | 0.01% | +74,400+23.8% | Added |
| Moody Aldrich Partners LLC | 386,424 | $10.6M | 1.97% | +94,454+32.4% | Added |
| Jain Global LLC | 371,823 | $10.2M | 0.31% | +371,823 | New |
| Osterweis Capital Management Inc | 351,560 | $9.67M | 0.45% | +61,995+21.4% | Added |
| Federated Hermes, Inc. | 339,654 | $9.35M | 0.02% | +338,425+27,536.6% | Added |
| Segall Bryant & Hamill, LLC | 328,511 | $9.04M | 0.12% | −4,420−1.3% | Reduced |
| Engineers Gate Manager LP | 320,661 | $8.82M | 0.15% | +213,061+198.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 311,772 | $8.58M | 0.02% | +311,772 | New |
| Great Lakes Advisors, LLC | 307,875 | $8.47M | 0.07% | +307,875 | New |
| Walleye Capital LLC | 300,198 | $8.26M | 0.08% | +300,198 | New |
| Burkehill Global Management, LP | 300,000 | $8.26M | 0.79% | +300,000 | New |
| Pamalican Asset Management Ltd | 300,000 | $8.26M | 3.65% | +300,000 | New |
| Natixis | 299,550 | $8.24M | 0.06% | +299,550 | New |
| Summit Creek Advisors LLC | 285,045 | $7.84M | 1.03% | +833+0.3% | Added |
| Ashford Capital Management Inc | 281,120 | $7.74M | 0.91% | +281,120 | New |
| First Trust Advisors LP | 267,533 | $7.36M | 0.01% | +209,776+363.2% | Added |
| Zweig-DiMenna Associates LLC | 264,600 | $7.28M | 0.62% | +68,900+35.2% | Added |
| Canada Pension Plan Investment Board | 264,000 | $7.27M | 0.01% | +258,500+4,700.0% | Added |
| Quantbot Technologies LP | 256,336 | $7.05M | 0.26% | +174,013+211.4% | Added |
| Voya Investment Management LLC | 248,588 | $6.84M | 0.01% | +200,795+420.1% | Added |
| Next Century Growth Investors LLC | 246,841 | $6.79M | 0.51% | +2,174+0.9% | Added |
| Emerald Mutual Fund Advisers Trust | 246,098 | $6.77M | 0.41% | −49,141−16.6% | Reduced |
| Man Group plc | 240,177 | $6.61M | 0.02% | +240,177 | New |
| Rhumbline Advisers | 235,647 | $6.48M | 0.01% | +39,559+20.2% | Added |