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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 75,358 | $2.07M | 0.04% | −10,921−12.7% | Reduced |
| M&T Bank Corp | 75,398 | $2.07M | 0.01% | −2,415−3.1% | Reduced |
| Natixis Advisors, L.P. | 76,791 | $2.11M | 0.00% | +5,531+7.8% | Added |
| State of New Jersey Common Pension Fund D | 78,331 | $2.16M | 0.01% | −3,432−4.2% | Reduced |
| Glenmede Trust Co NA | 79,591 | $2.19M | 0.01% | +9,763+14.0% | Added |
| Teacher Retirement System of Texas | 80,493 | $2.21M | 0.01% | +80,493 | New |
| B. Metzler seel. Sohn & Co. AG | 81,103 | $2.23M | 0.02% | −64,501−44.3% | Reduced |
| Centiva Capital, LP | 82,211 | $2.26M | 0.09% | +51,318+166.1% | Added |
| Nebula Research & Development LLC | 83,398 | $2.30M | 0.27% | +29,861+55.8% | Added |
| Royce & Associates LP | 87,000 | $2.39M | 0.02% | +13,000+17.6% | Added |
| Quadrature Capital Ltd | 88,516 | $2.43M | 0.05% | +88,516 | New |
| Corebridge Financial, Inc. | 88,908 | $2.45M | 0.01% | +7,770+9.6% | Added |
| Manufacturers Life Insurance Company, The | 89,201 | $2.45M | 0.00% | +9,392+11.8% | Added |
| LPL Financial LLC | 91,549 | $2.54M | 0.00% | +52,931+137.1% | Added |
| Sterling Capital Management LLC | 92,513 | $2.55M | 0.03% | +280.0% | Added |
| Gotham Asset Management, LLC | 94,403 | $2.60M | 0.02% | +94,403 | New |
| HighTower Advisors, LLC | 97,559 | $2.68M | 0.00% | +88,159+937.9% | Added |
| Pathstone Holdings, LLC | 100,023 | $2.75M | 0.01% | +5,053+5.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 101,821 | $2.80M | 0.01% | +18,751+22.6% | Added |
| PDT Partners, LLC | 102,862 | $2.83M | 0.25% | +102,862 | New |
| Aquatic Capital Management LLC | 104,501 | $2.88M | 0.08% | +54,601+109.4% | Added |
| MetLife Investment Management | 107,522 | $2.96M | 0.02% | +21,096+24.4% | Added |
| Dimensional Fund Advisors LP | 108,235 | $2.98M | 0.00% | +3,300+3.1% | Added |
| Bullseye Asset Management LLC | 112,181 | $3.09M | 1.45% | +1,181+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 114,200 | $3.14M | 0.02% | +56,203+96.9% | Added |
| Dark Forest Capital Management LP | 118,993 | $3.27M | 0.48% | +98,245+473.5% | Added |
| Baird Financial Group, Inc. | 120,239 | $3.31M | 0.01% | −163,029−57.6% | Reduced |
| Neo Ivy Capital Management | 122,184 | $3.36M | 0.68% | +122,184 | New |
| Robeco Institutional Asset Management B.V. | 124,889 | $3.44M | 0.01% | +124,889 | New |
| Oppenheimer Asset Management Inc. | 128,543 | $3.54M | 0.04% | −43,455−25.3% | Reduced |
| Pier Capital, LLC | 128,570 | $3.54M | 0.50% | +128,570 | New |
| Tudor Investment Corp Et Al | 128,866 | $3.55M | 0.04% | +128,866 | New |
| Seven Grand Managers, LLC | 135,000 | $3.72M | 1.70% | −65,000−32.5% | Reduced |
| Regions Financial Corp | 137,670 | $3.79M | 0.03% | −9,314−6.3% | Reduced |
| Polen Capital Management LLC | 140,029 | $3.85M | 0.01% | −198,925−58.7% | Reduced |
| Two Sigma Advisers, LP | 151,500 | $4.17M | 0.01% | +151,500 | New |
| Verition Fund Management LLC | 158,513 | $4.36M | 0.02% | +126,407+393.7% | Added |
| Russell Investments Group, Ltd. | 159,844 | $4.40M | 0.01% | +9,525+6.3% | Added |
| Capital Fund Management S.A. | 162,107 | $4.46M | 0.04% | −20,720−11.3% | Reduced |
| EAM Investors, LLC | 171,576 | $4.72M | 0.67% | −3,942−2.2% | Reduced |
| Qsemble Capital Management, LP | 171,709 | $4.73M | 0.63% | +171,709 | New |
| EAM Global Investors LLC | 173,934 | $4.79M | 0.86% | +114+0.1% | Added |
| Citigroup Inc | 174,565 | $4.80M | 0.00% | −124,708−41.7% | Reduced |
| California State Teachers Retirement System | 182,839 | $5.03M | 0.01% | +31,802+21.1% | Added |
| Legal & General Group Plc | 188,022 | $5.17M | 0.00% | +42,409+29.1% | Added |
| Stifel Financial Corp | 189,116 | $5.20M | 0.01% | +2,889+1.6% | Added |
| HRT Financial LP | 191,186 | $5.26M | 0.03% | +191,186 | New |
| Price T Rowe Associates Inc | 193,493 | $5.33M | 0.00% | +92,024+90.7% | Added |
| RMB Capital Management, LLC | 214,578 | $5.91M | 0.14% | +214,578 | New |
| BNP Paribas Arbitrage, SA | 215,444 | $5.93M | 0.00% | +215,444 | New |
| Public Employees Retirement System of Ohio | 223,705 | $6.16M | 0.02% | −72,398−24.5% | Reduced |
| Thornburg Investment Management Inc | 228,101 | $6.28M | 0.08% | −55,666−19.6% | Reduced |
| Granite Investment Partners, LLC | 231,253 | $6.36M | 0.28% | −24,572−9.6% | Reduced |
| Rhumbline Advisers | 235,647 | $6.48M | 0.01% | +39,559+20.2% | Added |
| Man Group plc | 240,177 | $6.61M | 0.02% | +240,177 | New |
| Emerald Mutual Fund Advisers Trust | 246,098 | $6.77M | 0.41% | −49,141−16.6% | Reduced |
| Next Century Growth Investors LLC | 246,841 | $6.79M | 0.51% | +2,174+0.9% | Added |
| Voya Investment Management LLC | 248,588 | $6.84M | 0.01% | +200,795+420.1% | Added |
| Quantbot Technologies LP | 256,336 | $7.05M | 0.26% | +174,013+211.4% | Added |
| Canada Pension Plan Investment Board | 264,000 | $7.27M | 0.01% | +258,500+4,700.0% | Added |
| Zweig-DiMenna Associates LLC | 264,600 | $7.28M | 0.62% | +68,900+35.2% | Added |
| First Trust Advisors LP | 267,533 | $7.36M | 0.01% | +209,776+363.2% | Added |
| Ashford Capital Management Inc | 281,120 | $7.74M | 0.91% | +281,120 | New |
| Summit Creek Advisors LLC | 285,045 | $7.84M | 1.03% | +833+0.3% | Added |
| Natixis | 299,550 | $8.24M | 0.06% | +299,550 | 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 |
| Walleye Capital LLC | 300,198 | $8.26M | 0.08% | +300,198 | New |
| Great Lakes Advisors, LLC | 307,875 | $8.47M | 0.07% | +307,875 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 311,772 | $8.58M | 0.02% | +311,772 | New |
| Engineers Gate Manager LP | 320,661 | $8.82M | 0.15% | +213,061+198.0% | Added |
| Segall Bryant & Hamill, LLC | 328,511 | $9.04M | 0.12% | −4,420−1.3% | Reduced |
| Federated Hermes, Inc. | 339,654 | $9.35M | 0.02% | +338,425+27,536.6% | Added |
| Osterweis Capital Management Inc | 351,560 | $9.67M | 0.45% | +61,995+21.4% | Added |
| Jain Global LLC | 371,823 | $10.2M | 0.31% | +371,823 | New |
| Moody Aldrich Partners LLC | 386,424 | $10.6M | 1.97% | +94,454+32.4% | Added |
| Swiss National Bank | 387,300 | $10.7M | 0.01% | +74,400+23.8% | Added |
| Jump Financial, LLC | 390,916 | $10.8M | 0.23% | +390,916 | New |
| Barclays PLC | 393,860 | $10.8M | 0.01% | −178,000−31.1% | Reduced |
| Algert Global LLC | 397,771 | $10.9M | 0.26% | +291,480+274.2% | Added |
| Kornitzer Capital Management Inc | 401,365 | $11.0M | 0.22% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 414,108 | $11.4M | 0.44% | +12,126+3.0% | Added |
| Envestnet Asset Management Inc | 427,274 | $11.8M | 0.00% | +55,762+15.0% | Added |
| Grandeur Peak Global Advisors, LLC | 427,649 | $11.8M | 1.04% | −56,632−11.7% | Reduced |
| Trexquant Investment LP | 428,766 | $11.8M | 0.14% | +206,036+92.5% | Added |
| Two Sigma Investments, LP | 429,139 | $11.8M | 0.03% | +407,485+1,881.8% | Added |
| UBS Asset Management Americas Inc | 452,466 | $12.5M | 0.00% | +164,603+57.2% | Added |
| Deutsche Bank AG | 458,174 | $12.6M | 0.00% | +125,212+37.6% | Added |
| UBS Group AG | 461,833 | $12.7M | 0.00% | +346,647+300.9% | Added |
| Royal Bank of Canada | 464,100 | $12.8M | 0.00% | +45,636+10.9% | Added |
| Palisade Capital Management LLC | 498,300 | $13.7M | 0.37% | +88,058+21.5% | Added |
| Comerica Bank | 539,445 | $14.8M | 0.06% | +648+0.1% | Added |
| Clearbridge Investments, LLC | 562,406 | $15.5M | 0.01% | +562,406 | New |
| Scalar Gauge Management, LLC | 586,998 | $16.2M | 7.46% | +20,013+3.5% | Added |
| Zevenbergen Capital Investments LLC | 612,015 | $16.8M | 0.34% | +612,015 | New |
| Jefferies Financial Group Inc. | 738,526 | $20.3M | 0.23% | +625,819+555.3% | Added |
| Ameriprise Financial Inc | 741,498 | $20.4M | 0.01% | +204,563+38.1% | Added |
| Raymond James Financial Inc | 744,270 | $20.5M | 0.01% | +744,270 | New |
| Axiom Investors LLC | 745,800 | $20.5M | 0.15% | +63,340+9.3% | Added |
| Bank of America Corp | 809,924 | $22.3M | 0.00% | +229,524+39.5% | Added |