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 |
|---|---|---|---|---|---|
| Private Advisory Group LLC | 28,688 | $789.5K | 0.09% | +28,688 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,159 | $774.9K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 25,662 | $710.1K | 0.00% | +1,517+6.3% | Added |
| Sandia Investment Management LP | 25,000 | $688.0K | 1.30% | +25,000 | New |
| Aigen Investment Management, LP | 24,921 | $685.8K | 0.12% | +4,220+20.4% | Added |
| TrimTabs Asset Management, LLC | 24,458 | $673.1K | 0.09% | +24,458 | New |
| Oppenheimer & Co Inc | 24,152 | $664.7K | 0.01% | −8,910−26.9% | Reduced |
| Malaga Cove Capital, LLC | 23,743 | $653.4K | 0.26% | +6,210+35.4% | Added |
| Premier Fund Managers Ltd | 23,585 | $653.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23,383 | $643.5K | 0.00% | −1,090−4.5% | Reduced |
| Magnetar Financial LLC | 22,737 | $625.7K | 0.01% | +22,737 | New |
| Wolverine Trading, LLC | 22,188 | $613.9K | 0.01% | +22,188 | New |
| Victory Capital Management Inc | 22,001 | $605.5K | 0.00% | +4,578+26.3% | Added |
| Cookson Peirce & Co Inc | 21,976 | $604.8K | 0.03% | +21,976 | New |
| Truist Financial Corp | 21,915 | $603.1K | 0.00% | +1,209+5.8% | Added |
| Captrust Financial Advisors | 21,892 | $602.5K | 0.00% | +7,573+52.9% | Added |
| HSBC Holdings PLC | 21,493 | $589.8K | 0.00% | +3,382+18.7% | Added |
| Sheets Smith Wealth Management | 21,145 | $581.9K | 0.07% | +288+1.4% | Added |
| Sanctuary Advisors, LLC | 20,429 | $581.6K | 0.00% | −697−3.3% | Reduced |
| Los Angeles Capital Management LLC | 20,970 | $577.1K | 0.00% | +6,710+47.1% | Added |
| State Board of Administration of Florida Retirement System | 20,590 | $566.6K | 0.00% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 20,293 | $558.5K | 0.13% | +20,293 | New |
| Unique Wealth Strategies, LLC | 19,682 | $541.7K | 0.24% | +19,682 | New |
| Spire Wealth Management | 19,420 | $534.4K | 0.02% | +19,420 | New |
| Dunhill Financial, LLC | 19,000 | $522.9K | 0.24% | 00.0% | Unchanged |
| DC Investments Management, LLC | 18,752 | $516.1K | 0.34% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,708 | $514.8K | 0.02% | +3,336+21.7% | Added |
| State of Wisconsin Investment Board | 18,359 | $505.2K | 0.00% | +5,287+40.4% | Added |
| Diversified Trust Co | 18,304 | $503.7K | 0.01% | −2,160−10.6% | Reduced |
| GTS Securities LLC | 17,389 | $478.5K | 0.02% | +17,389 | New |
| Bryce Point Capital, LLC | 17,154 | $472.1K | 0.14% | +17,154 | New |
| Steward Partners Investment Advisory, LLC | 17,035 | $468.8K | 0.00% | +502+3.0% | Added |
| CIBC World Markets Corp | 16,735 | $460.5K | 0.00% | +16,735 | New |
| Callan Family Office, LLC | 16,480 | $453.5K | 0.03% | +16,480 | New |
| Y-Intercept (Hong Kong) Ltd | 16,336 | $449.6K | 0.03% | +16,336 | New |
| Eventide Asset Management, LLC | 16,046 | $441.6K | 0.01% | +16,046 | New |
| Curated Wealth Partners LLC | 16,011 | $440.6K | 0.05% | −1,859−10.4% | Reduced |
| Scientech Research LLC | 15,808 | $435.0K | 0.12% | +15,808 | New |
| 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 |
| HM Payson & Co | 15,100 | $415.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 15,097 | $415.5K | 0.06% | +13,211+700.5% | Added |
| Graham Capital Management, L.P. | 15,050 | $414.2K | 0.01% | +15,050 | New |
| Clare Market Investments LLC | 15,000 | $412.8K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,977 | $412.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 14,879 | $409.5K | 0.43% | +14,879 | New |
| Quantum Private Wealth, LLC | 14,842 | $408.5K | 0.13% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 14,766 | $406.4K | 0.14% | +14,766 | New |
| Wesbanco Bank Inc | 14,703 | $404.6K | 0.01% | −2,311−13.6% | Reduced |
| Petrus Trust Company, LTA | 14,263 | $392.5K | 0.04% | −4,659−24.6% | Reduced |
| Cetera Investment Advisers | 14,243 | $392.0K | 0.00% | +5,379+60.7% | Added |
| Argent Trust Co | 13,855 | $381.3K | 0.02% | −177−1.3% | Reduced |
| Cornercap Investment Counsel Inc | 13,595 | $374.1K | 0.12% | 00.0% | Unchanged |
| US Bancorp | 13,518 | $372.0K | 0.00% | −11,635−46.3% | Reduced |
| Henshaw Capital LLC | 13,434 | $369.7K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 13,043 | $358.9K | 0.15% | +13,043 | New |
| Xponance, Inc. | 12,731 | $350.4K | 0.00% | +2,715+27.1% | Added |
| Options Solutions, LLC | 12,654 | $348.2K | 0.16% | +12,654 | New |
| Park Avenue Securities LLC | 12,548 | $345.0K | 0.00% | +12,548 | New |
| MIG Capital, LLC | 11,961 | $329.2K | 0.03% | +11,961 | New |
| Prelude Capital Management, LLC | 11,903 | $327.6K | 0.03% | +11,903 | New |
| Apollon Wealth Management, LLC | 11,882 | $327.0K | 0.01% | +133+1.1% | Added |
| AQR Capital Management LLC | 11,785 | $324.3K | 0.00% | +11,785 | New |
| Elo Mutual Pension Insurance Co | 11,763 | $323.7K | 0.01% | +11,763 | New |
| Weiss Asset Management LP | 11,613 | $319.6K | 0.01% | +11,613 | New |
| Woodline Partners LP | 11,453 | $315.2K | 0.00% | +11,453 | New |
| Twinbeech Capital LP | 11,311 | $311.3K | 0.01% | +11,311 | New |
| Mackenzie Financial Corp | 10,996 | $302.6K | 0.00% | +1,960+21.7% | Added |
| IHT Wealth Management, LLC | 10,971 | $301.9K | 0.01% | −445−3.9% | Reduced |
| D.A. Davidson & Co. | 10,545 | $290.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,482 | $288.0K | 0.01% | +10,482 | New |
| Envestnet Portfolio Solutions, Inc. | 10,354 | $284.9K | 0.00% | +10,354 | New |
| Cerity Partners LLC | 10,805 | $272.9K | 0.00% | −91−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 9,830 | $270.5K | 0.01% | +7,369+299.4% | Added |
| Amundi | 9,686 | $264.0K | 0.00% | +50+0.5% | Added |
| Lindenwold Advisors | 9,495 | $261.3K | 0.14% | +35+0.4% | Added |
| Kolinsky Wealth Management, LLC | 9,192 | $253.0K | 0.15% | 00.0% | Unchanged |
| KBC Group NV | 9,045 | $249.0K | 0.00% | +5,007+124.0% | Added |
| O'Shaughnessy Asset Management, LLC | 9,018 | $248.2K | 0.00% | +9,018 | New |
| Brown Advisory Inc | 8,927 | $245.7K | 0.00% | −913,492−99.0% | Reduced |
| Point72 (DIFC) Ltd | 8,830 | $243.0K | 0.02% | +8,830 | New |
| Mariner, LLC | 8,701 | $239.5K | 0.00% | +8,701 | New |
| Diametric Capital, LP | 8,606 | $236.8K | 0.16% | +8,606 | New |
| MML Investors Services, LLC | 8,420 | $232.0K | 0.00% | +8,420 | New |
| Stevens Capital Management LP | 8,272 | $228.0K | 0.09% | +8,272 | New |
| Stephens Inc | 7,977 | $219.5K | 0.00% | +7,977 | New |
| Connable Office Inc | 7,943 | $218.6K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 7,555 | $207.9K | 0.02% | +7,555 | New |
| Headlands Technologies LLC | 6,403 | $176.2K | 0.02% | +6,403 | New |
| Amalgamated Bank | 6,098 | $168.0K | 0.00% | +1,254+25.9% | Added |
| Comprehensive Financial Planning, Inc. | 6,085 | $167.5K | 0.14% | +6,085 | New |
| RiverPark Advisors, LLC | 5,763 | $158.6K | 0.13% | −135−2.3% | Reduced |
| SG Americas Securities, LLC | 5,537 | $152.0K | 0.00% | −625−10.1% | Reduced |
| Exchange Traded Concepts, LLC | 5,158 | $141.9K | 0.00% | +521+11.2% | Added |
| Advisors Asset Management, Inc. | 4,600 | $126.6K | 0.00% | +1,026+28.7% | Added |
| Kapitalo Investimentos Ltda | 4,408 | $121.3K | 0.08% | +4,408 | New |
| Harvest Fund Management Co., Ltd | 4,213 | $116.0K | 0.01% | +4,213 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,200 | $115.6K | 0.03% | +4,200 | New |
| Assetmark, Inc | 4,021 | $110.7K | 0.00% | +4,021 | New |
| Hilltop National Bank | 3,697 | $101.7K | 0.03% | −341−8.4% | Reduced |