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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 13,595 | $374.1K | 0.12% | 00.0% | Unchanged |
| Argent Trust Co | 13,855 | $381.3K | 0.02% | −177−1.3% | Reduced |
| Cetera Investment Advisers | 14,243 | $392.0K | 0.00% | +5,379+60.7% | Added |
| Petrus Trust Company, LTA | 14,263 | $392.5K | 0.04% | −4,659−24.6% | Reduced |
| Wesbanco Bank Inc | 14,703 | $404.6K | 0.01% | −2,311−13.6% | Reduced |
| Impact Capital Partners LLC | 14,766 | $406.4K | 0.14% | +14,766 | New |
| Quantum Private Wealth, LLC | 14,842 | $408.5K | 0.13% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 14,879 | $409.5K | 0.43% | +14,879 | New |
| Public Employees Retirement Association of Colorado | 14,977 | $412.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 15,000 | $412.8K | 0.10% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 15,050 | $414.2K | 0.01% | +15,050 | New |
| Quest Partners LLC | 15,097 | $415.5K | 0.06% | +13,211+700.5% | Added |
| HM Payson & Co | 15,100 | $415.6K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15,558 | $428.2K | 0.00% | +1,847+13.5% | Added |
| Orion Portfolio Solutions, LLC | 15,558 | $428.2K | 0.00% | +1,847+13.5% | Added |
| Scientech Research LLC | 15,808 | $435.0K | 0.12% | +15,808 | New |
| Curated Wealth Partners LLC | 16,011 | $440.6K | 0.05% | −1,859−10.4% | Reduced |
| Eventide Asset Management, LLC | 16,046 | $441.6K | 0.01% | +16,046 | New |
| Y-Intercept (Hong Kong) Ltd | 16,336 | $449.6K | 0.03% | +16,336 | New |
| Callan Family Office, LLC | 16,480 | $453.5K | 0.03% | +16,480 | New |
| CIBC World Markets Corp | 16,735 | $460.5K | 0.00% | +16,735 | New |
| Steward Partners Investment Advisory, LLC | 17,035 | $468.8K | 0.00% | +502+3.0% | Added |
| Bryce Point Capital, LLC | 17,154 | $472.1K | 0.14% | +17,154 | New |
| GTS Securities LLC | 17,389 | $478.5K | 0.02% | +17,389 | New |
| Diversified Trust Co | 18,304 | $503.7K | 0.01% | −2,160−10.6% | Reduced |
| State of Wisconsin Investment Board | 18,359 | $505.2K | 0.00% | +5,287+40.4% | Added |
| Ameritas Investment Partners, Inc. | 18,708 | $514.8K | 0.02% | +3,336+21.7% | Added |
| DC Investments Management, LLC | 18,752 | $516.1K | 0.34% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19,000 | $522.9K | 0.24% | 00.0% | Unchanged |
| Spire Wealth Management | 19,420 | $534.4K | 0.02% | +19,420 | New |
| Unique Wealth Strategies, LLC | 19,682 | $541.7K | 0.24% | +19,682 | New |
| Jackson Square Capital, LLC | 20,293 | $558.5K | 0.13% | +20,293 | New |
| State Board of Administration of Florida Retirement System | 20,590 | $566.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,970 | $577.1K | 0.00% | +6,710+47.1% | Added |
| Sanctuary Advisors, LLC | 20,429 | $581.6K | 0.00% | −697−3.3% | Reduced |
| Sheets Smith Wealth Management | 21,145 | $581.9K | 0.07% | +288+1.4% | Added |
| HSBC Holdings PLC | 21,493 | $589.8K | 0.00% | +3,382+18.7% | Added |
| Captrust Financial Advisors | 21,892 | $602.5K | 0.00% | +7,573+52.9% | Added |
| Truist Financial Corp | 21,915 | $603.1K | 0.00% | +1,209+5.8% | Added |
| Cookson Peirce & Co Inc | 21,976 | $604.8K | 0.03% | +21,976 | New |
| Victory Capital Management Inc | 22,001 | $605.5K | 0.00% | +4,578+26.3% | Added |
| Wolverine Trading, LLC | 22,188 | $613.9K | 0.01% | +22,188 | New |
| Magnetar Financial LLC | 22,737 | $625.7K | 0.01% | +22,737 | New |
| Fifth Third Bancorp | 23,383 | $643.5K | 0.00% | −1,090−4.5% | Reduced |
| Premier Fund Managers Ltd | 23,585 | $653.0K | 0.02% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 23,743 | $653.4K | 0.26% | +6,210+35.4% | Added |
| Oppenheimer & Co Inc | 24,152 | $664.7K | 0.01% | −8,910−26.9% | Reduced |
| TrimTabs Asset Management, LLC | 24,458 | $673.1K | 0.09% | +24,458 | New |
| Aigen Investment Management, LP | 24,921 | $685.8K | 0.12% | +4,220+20.4% | Added |
| Sandia Investment Management LP | 25,000 | $688.0K | 1.30% | +25,000 | New |
| Schroder Investment Management Group | 25,662 | $710.1K | 0.00% | +1,517+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,159 | $774.9K | 0.00% | 00.0% | Unchanged |
| Private Advisory Group LLC | 28,688 | $789.5K | 0.09% | +28,688 | New |
| Prudential Financial Inc | 25,960 | $791.5K | 0.00% | +1,312+5.3% | Added |
| Dynamic Technology Lab Private Ltd | 28,781 | $792.0K | 0.13% | +28,781 | New |
| Bessemer Group Inc | 28,849 | $794.0K | 0.00% | −4,078−12.4% | Reduced |
| Fox Run Management, L.L.C. | 31,571 | $868.8K | 0.16% | +31,571 | New |
| Huntleigh Advisors, Inc. | 31,616 | $870.1K | 0.19% | +31,616 | New |
| Creative Planning | 33,321 | $917.0K | 0.00% | +13,332+66.7% | Added |
| Resona Asset Management Co.,Ltd. | 36,028 | $991.5K | 0.01% | +9,840+37.6% | Added |
| Barbara Oil Co. | 37,730 | $1.04M | 0.43% | +37,730 | New |
| Police & Firemen's Retirement System of New Jersey | 37,775 | $1.04M | 0.01% | +37,775 | New |
| Handelsbanken Fonder AB | 38,400 | $1.06M | 0.00% | +11,300+41.7% | Added |
| Atom Investors LP | 38,428 | $1.06M | 0.13% | −23,799−38.2% | Reduced |
| Zions Bancorporation, N.A. | 39,102 | $1.08M | 0.07% | +39,102 | New |
| FourThought Financial Partners, LLC | 39,303 | $1.08M | 0.11% | −1,719−4.2% | Reduced |
| KLP Kapitalforvaltning AS | 40,400 | $1.11M | 0.01% | +40,400 | New |
| Jennison Associates LLC | 41,365 | $1.14M | 0.00% | +41,365 | New |
| Jane Street Group, LLC | 41,550 | $1.14M | 0.00% | −66,605−61.6% | Reduced |
| Atria Investments LLC | 42,733 | $1.18M | 0.01% | +6,080+16.6% | Added |
| TownSquare Capital, LLC | 42,930 | $1.18M | 0.01% | +2,510+6.2% | Added |
| FMR LLC | 43,772 | $1.20M | 0.00% | +34,603+377.4% | Added |
| Sheets Smith Investment Management | 49,368 | $1.36M | 1.15% | +49,368 | New |
| Fortress Investment Group LLC | 50,000 | $1.38M | 0.22% | +50,000 | New |
| ProShare Advisors LLC | 50,363 | $1.39M | 0.00% | +21,688+75.6% | Added |
| Sciencast Management LP | 50,564 | $1.39M | 0.38% | +50,564 | New |
| Wiley Bros.-Aintree Capital, LLC | 49,965 | $1.39M | 0.02% | +49,965 | New |
| STRS Ohio | 50,700 | $1.40M | 0.01% | +24,800+95.8% | Added |
| Ensign Peak Advisors, Inc | 50,880 | $1.40M | 0.00% | +13,580+36.4% | Added |
| Occudo Quantitative Strategies LP | 51,161 | $1.41M | 0.25% | +51,161 | New |
| Brevan Howard Capital Management LP | 53,623 | $1.48M | 0.04% | +53,623 | New |
| FORA Capital, LLC | 53,853 | $1.48M | 0.17% | +12,024+28.7% | Added |
| State of Wyoming | 55,158 | $1.52M | 0.19% | +14,487+35.6% | Added |
| Arizona State Retirement System | 57,156 | $1.57M | 0.01% | +10,990+23.8% | Added |
| Thrivent Financial for Lutherans | 56,504 | $1.60M | 0.00% | −18,644−24.8% | Reduced |
| Squarepoint Ops LLC | 58,807 | $1.62M | 0.00% | +23,007+64.3% | Added |
| Mairs & Power Inc | 58,840 | $1.62M | 0.02% | +58,840 | New |
| Cim, LLC | 60,748 | $1.67M | 0.24% | +51,489+556.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 61,700 | $1.70M | 0.00% | +61,700 | New |
| Teachers Retirement System of the State of Kentucky | 62,178 | $1.71M | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 64,103 | $1.76M | 0.01% | −7,627−10.6% | Reduced |
| Lazard Asset Management LLC | 66,829 | $1.84M | 0.00% | +20,894+45.5% | Added |
| CI Private Wealth, LLC | 67,847 | $1.87M | 0.00% | −5,038−6.9% | Reduced |
| Danske Bank A/S | 69,651 | $1.92M | 0.01% | +8,104+13.2% | Added |
| Intech Investment Management LLC | 69,821 | $1.92M | 0.02% | +41,410+145.8% | Added |
| Vestmark Advisory Solutions, Inc. | 73,358 | $2.02M | 0.07% | −177−0.2% | Reduced |
| Redwood Investments, LLC | 74,043 | $2.04M | 0.55% | +34,234+86.0% | Added |
| CIBC Private Wealth Group, LLC | 75,155 | $2.05M | 0.00% | +11,450+18.0% | Added |
| Pictet Asset Management Holding SA | 74,541 | $2.05M | 0.00% | +47,949+180.3% | Added |
| Point72 Asset Management, L.P. | 75,108 | $2.07M | 0.01% | +75,108 | New |