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 |
|---|---|---|---|---|---|
| Lord, Abbett & Co. LLC | 810,659 | $22.3M | 0.07% | +810,659 | New |
| Qube Research & Technologies Ltd | 857,232 | $23.6M | 0.04% | +692,650+420.9% | Added |
| Arrowstreet Capital, Limited Partnership | 935,766 | $25.8M | 0.02% | +935,766 | New |
| Susquehanna International Group, LLP | 999,100 | $27.5M | 0.04% | +771,620+339.2% | Added |
| Bank of New York Mellon Corp | 1,040,188 | $28.6M | 0.01% | +328,542+46.2% | Added |
| Voloridge Investment Management, LLC | 1,058,268 | $29.1M | 0.10% | +1,058,268 | New |
| Cubist Systematic Strategies, LLC | 1,103,756 | $30.4M | 0.49% | +1,103,756 | New |
| Wells Fargo & Company | 1,165,827 | $32.1M | 0.01% | −33,436−2.8% | Reduced |
| Silvercrest Asset Management Group LLC | 1,208,086 | $33.2M | 0.22% | +57,187+5.0% | Added |
| Stephens Investment Management Group LLC | 1,269,121 | $34.9M | 0.47% | +830,684+189.5% | Added |
| Millennium Management LLC | 1,310,674 | $36.1M | 0.03% | +857,805+189.4% | Added |
| New York State Common Retirement Fund | 1,406,335 | $38.7M | 0.05% | −8,011−0.6% | Reduced |
| Principal Financial Group Inc | 1,442,218 | $39.7M | 0.02% | +1,357,425+1,600.9% | Added |
| D. E. Shaw & Co., Inc. | 1,481,582 | $40.8M | 0.04% | +1,166,139+369.7% | Added |
| Renaissance Technologies LLC | 1,507,900 | $41.5M | 0.06% | +1,202,900+394.4% | Added |
| SEI Investments Co | 1,571,282 | $43.2M | 0.06% | −436,125−21.7% | Reduced |
| Hood River Capital Management LLC | 1,591,959 | $43.8M | 0.65% | −1,668,551−51.2% | Reduced |
| Franklin Resources Inc | 1,617,374 | $44.5M | 0.01% | +1,617,374 | New |
| Balyasny Asset Management LLC | 1,627,914 | $44.8M | 0.10% | −1,906,246−53.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,660,566 | $45.7M | 0.01% | +365,153+28.2% | Added |
| TimesSquare Capital Management, LLC | 1,700,705 | $46.8M | 0.68% | +127,205+8.1% | Added |
| Blair William & Co | 1,754,732 | $48.3M | 0.14% | +1,710,141+3,835.2% | Added |
| Goldman Sachs Group Inc | 1,803,274 | $49.6M | 0.01% | +530,216+41.6% | Added |
| Nuveen Asset Management, LLC | 1,805,853 | $49.7M | 0.01% | +498,029+38.1% | Added |
| Champlain Investment Partners, LLC | 1,817,308 | $50.0M | 0.32% | −303,847−14.3% | Reduced |
| Shannon River Fund Management LLC | 1,862,813 | $51.3M | 9.06% | −585,966−23.9% | Reduced |
| Northern Trust Corp | 1,942,464 | $53.5M | 0.01% | +373,438+23.8% | Added |
| Janus Henderson Group PLC | 2,112,732 | $58.1M | 0.03% | +205,803+10.8% | Added |
| Norges Bank | 2,158,519 | $59.4M | 0.01% | +2,158,519 | New |
| Brown Capital Management LLC | 2,210,465 | $60.8M | 1.41% | −163,144−6.9% | Reduced |
| Driehaus Capital Management LLC | 2,214,452 | $60.9M | 0.50% | +268,601+13.8% | Added |
| Fred Alger Management, LLC | 2,469,228 | $68.0M | 0.32% | +357,086+16.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,605,351 | $70.9M | 0.11% | −766,745−22.7% | Reduced |
| Loomis Sayles & Co L P | 3,198,411 | $88.0M | 0.11% | −96,071−2.9% | Reduced |
| Macquarie Group Ltd | 3,206,556 | $88.2M | 0.11% | +1,167,163+57.2% | Added |
| Citadel Advisors LLC | 3,572,859 | $98.3M | 0.09% | +3,275,942+1,103.3% | Added |
| Artisan Partners Limited Partnership | 3,669,967 | $101.0M | 0.16% | −849,009−18.8% | Reduced |
| Capital World Investors | 3,722,454 | $102.4M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 4,121,393 | $113.4M | 0.01% | +511,276+14.2% | Added |
| Geode Capital Management, LLC | 4,186,137 | $115.2M | 0.01% | +673,626+19.2% | Added |
| Invesco Ltd. | 4,253,863 | $117.1M | 0.02% | +352,201+9.0% | Added |
| State Street Corp | 4,456,209 | $122.6M | 0.00% | +838,747+23.2% | Added |
| JPMorgan Chase & Co | 4,613,815 | $127.0M | 0.01% | +1,585,869+52.4% | Added |
| Bamco Inc | 5,324,970 | $146.5M | 0.38% | −1,6040.0% | Reduced |
| Wellington Management Group LLP | 5,954,485 | $163.9M | 0.03% | +2,950,555+98.2% | Added |
| Conestoga Capital Advisors, LLC | 6,750,577 | $185.8M | 2.46% | −27,880−0.4% | Reduced |
| Alliancebernstein L.P. | 7,373,942 | $202.9M | 0.07% | +2,931,445+66.0% | Added |
| Permira Holdings LTD | 7,983,533 | $219.7M | 9.34% | −10,535,792−56.9% | Reduced |
| William Blair Investment Management, LLC | 9,411,306 | $259.0M | 0.63% | −971,876−9.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,035,027 | $303.7M | 0.70% | −264,521−2.3% | Reduced |
| Wasatch Advisors Inc | 12,416,206 | $341.7M | 1.69% | −5,718,820−31.5% | Reduced |
| BlackRock, Inc. | 15,028,693 | $413.6M | 0.01% | +2,725,351+22.2% | Added |
| Vanguard Group Inc | 20,879,597 | $574.6M | 0.01% | +2,455,844+13.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −150,233−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −35,698−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −35,589−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −24,827−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −24,761−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,582−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −13,507−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −13,117−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −7,930−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |