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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 7 | $0 | 0.00% | −31−81.6% | Reduced |
| Covestor Ltd | 10 | $0 | 0.00% | +3+42.9% | Added |
| NBC Securities, Inc. | 18 | $510 | 0.05% | −25,073−99.9% | Reduced |
| Versant Capital Management, Inc | 20 | $550 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $692 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $798 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $826 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 68 | $1.87K | 0.00% | +47+223.8% | Added |
| Parallel Advisors, LLC | 91 | $2.50K | 0.00% | +91 | New |
| Quadrant Capital Group LLC | 113 | $3.11K | 0.00% | +113 | New |
| Lindbrook Capital, LLC | 122 | $3.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 129 | $3.67K | 0.00% | −25−16.2% | Reduced |
| Private Wealth Management Group, LLC | 143 | $3.94K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $4.07K | 0.00% | −32−17.8% | Reduced |
| Iron Horse Wealth Management, LLC | 149 | $4.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $4.82K | 0.00% | +30+20.7% | Added |
| Quarry LP | 194 | $5.34K | 0.00% | +194 | New |
| Federation des caisses Desjardins du Quebec | 200 | $5.50K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 211 | $5.81K | 0.00% | +164+348.9% | Added |
| Geneos Wealth Management Inc. | 242 | $6.66K | 0.00% | +33+15.8% | Added |
| First Horizon Advisors, Inc. | 243 | $6.69K | 0.00% | +243 | New |
| MCF Advisors LLC | 245 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 300 | $8.26K | 0.00% | +300 | New |
| Northwestern Mutual Wealth Management Co | 302 | $8.31K | 0.00% | +102+51.0% | Added |
| SBI Securities Co., Ltd. | 312 | $8.59K | 0.00% | +312 | New |
| TFC Financial Management | 324 | $8.92K | 0.00% | +99+44.0% | Added |
| Huntington National Bank | 341 | $9.38K | 0.00% | −9−2.6% | Reduced |
| CWM, LLC | 377 | $10.0K | 0.00% | +170+82.1% | Added |
| Ci Investments Inc. | 358 | $10.0K | 0.00% | +358 | New |
| WPG Advisers, LLC | 453 | $12.5K | 0.01% | +453 | New |
| Hollencrest Capital Management | 558 | $15.4K | 0.00% | −806−59.1% | Reduced |
| Signaturefd, LLC | 571 | $15.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 602 | $16.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 603 | $16.6K | 0.00% | +603 | New |
| Clearstead Advisors, LLC | 784 | $21.6K | 0.00% | −270−25.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $23.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 950 | $26.1K | 0.00% | +270+39.7% | Added |
| Essex Investment Management Co LLC | 1,166 | $32.1K | 0.01% | −1,643−58.5% | Reduced |
| Eagle Bay Advisors LLC | 1,207 | $33.2K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,209 | $33.3K | 0.00% | −42,096−97.2% | Reduced |
| GAMMA Investing LLC | 1,284 | $35.3K | 0.00% | +468+57.4% | Added |
| Farther Finance Advisors, LLC | 1,295 | $35.6K | 0.00% | −94−6.8% | Reduced |
| IFP Advisors, Inc | 1,455 | $40.3K | 0.00% | −5−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,771 | $48.7K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,057 | $56.6K | 0.01% | +2,057 | New |
| Financial Management Professionals, Inc. | 2,278 | $62.7K | 0.01% | −13−0.6% | Reduced |
| Gen-Wealth Partners Inc | 2,700 | $74.3K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,752 | $75.7K | 0.00% | −30−1.1% | Reduced |
| R Squared Ltd | 2,901 | $79.8K | 0.08% | +2,901 | New |
| Aster Capital Management (DIFC) Ltd | 2,979 | $82.0K | 0.03% | +2,979 | New |
| Nisa Investment Advisors, LLC | 3,128 | $86.1K | 0.00% | +1,987+174.1% | Added |
| Ofi Invest Asset Management | 3,300 | $87.7K | 0.00% | +3,300 | New |
| Caitong International Asset Management Co., Ltd | 3,316 | $91.3K | 0.09% | +3,316 | New |
| Hilltop National Bank | 3,697 | $101.7K | 0.03% | −341−8.4% | Reduced |
| Assetmark, Inc | 4,021 | $110.7K | 0.00% | +4,021 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,200 | $115.6K | 0.03% | +4,200 | New |
| Harvest Fund Management Co., Ltd | 4,213 | $116.0K | 0.01% | +4,213 | New |
| Kapitalo Investimentos Ltda | 4,408 | $121.3K | 0.08% | +4,408 | New |
| Advisors Asset Management, Inc. | 4,600 | $126.6K | 0.00% | +1,026+28.7% | Added |
| Exchange Traded Concepts, LLC | 5,158 | $141.9K | 0.00% | +521+11.2% | Added |
| SG Americas Securities, LLC | 5,537 | $152.0K | 0.00% | −625−10.1% | Reduced |
| RiverPark Advisors, LLC | 5,763 | $158.6K | 0.13% | −135−2.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 6,085 | $167.5K | 0.14% | +6,085 | New |
| Amalgamated Bank | 6,098 | $168.0K | 0.00% | +1,254+25.9% | Added |
| Headlands Technologies LLC | 6,403 | $176.2K | 0.02% | +6,403 | New |
| Marco Investment Management LLC | 7,555 | $207.9K | 0.02% | +7,555 | New |
| Connable Office Inc | 7,943 | $218.6K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 7,977 | $219.5K | 0.00% | +7,977 | New |
| Stevens Capital Management LP | 8,272 | $228.0K | 0.09% | +8,272 | New |
| MML Investors Services, LLC | 8,420 | $232.0K | 0.00% | +8,420 | New |
| Diametric Capital, LP | 8,606 | $236.8K | 0.16% | +8,606 | New |
| Mariner, LLC | 8,701 | $239.5K | 0.00% | +8,701 | New |
| Point72 (DIFC) Ltd | 8,830 | $243.0K | 0.02% | +8,830 | New |
| Brown Advisory Inc | 8,927 | $245.7K | 0.00% | −913,492−99.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,018 | $248.2K | 0.00% | +9,018 | New |
| KBC Group NV | 9,045 | $249.0K | 0.00% | +5,007+124.0% | Added |
| Kolinsky Wealth Management, LLC | 9,192 | $253.0K | 0.15% | 00.0% | Unchanged |
| Lindenwold Advisors | 9,495 | $261.3K | 0.14% | +35+0.4% | Added |
| Amundi | 9,686 | $264.0K | 0.00% | +50+0.5% | Added |
| Tower Research Capital LLC (TRC) | 9,830 | $270.5K | 0.01% | +7,369+299.4% | Added |
| Cerity Partners LLC | 10,805 | $272.9K | 0.00% | −91−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,354 | $284.9K | 0.00% | +10,354 | New |
| Simplex Trading, LLC | 10,482 | $288.0K | 0.01% | +10,482 | New |
| D.A. Davidson & Co. | 10,545 | $290.2K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,971 | $301.9K | 0.01% | −445−3.9% | Reduced |
| Mackenzie Financial Corp | 10,996 | $302.6K | 0.00% | +1,960+21.7% | Added |
| Twinbeech Capital LP | 11,311 | $311.3K | 0.01% | +11,311 | New |
| Woodline Partners LP | 11,453 | $315.2K | 0.00% | +11,453 | New |
| Weiss Asset Management LP | 11,613 | $319.6K | 0.01% | +11,613 | New |
| Elo Mutual Pension Insurance Co | 11,763 | $323.7K | 0.01% | +11,763 | New |
| AQR Capital Management LLC | 11,785 | $324.3K | 0.00% | +11,785 | New |
| Apollon Wealth Management, LLC | 11,882 | $327.0K | 0.01% | +133+1.1% | Added |
| Prelude Capital Management, LLC | 11,903 | $327.6K | 0.03% | +11,903 | New |
| MIG Capital, LLC | 11,961 | $329.2K | 0.03% | +11,961 | New |
| Park Avenue Securities LLC | 12,548 | $345.0K | 0.00% | +12,548 | New |
| Options Solutions, LLC | 12,654 | $348.2K | 0.16% | +12,654 | New |
| Xponance, Inc. | 12,731 | $350.4K | 0.00% | +2,715+27.1% | Added |
| EntryPoint Capital, LLC | 13,043 | $358.9K | 0.15% | +13,043 | New |
| Henshaw Capital LLC | 13,434 | $369.7K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 13,518 | $372.0K | 0.00% | −11,635−46.3% | Reduced |