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, Q1 2025
Institutional positions in Clearwater Analytics Holdings, Inc. as of Mar 31, 2025. 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
- 370
- +21 vs. Q4 2024
- Shares held
- 236.7M
- +15.2M (+6.9%) vs. Q4 2024
- Total value
- $6.34B
- +$245.9M (+4.0%) vs. Q4 2024
- New holders
- 72
- 145 more added
- Sold out
- 51
- 120 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,246,312 | $623.0M | 0.01% | +2,366,715+11.3% | Added |
| BlackRock, Inc. | 17,228,510 | $461.7M | 0.01% | +2,199,817+14.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,042,284 | $269.1M | 0.66% | −992,743−9.0% | Reduced |
| Wasatch Advisors Inc | 9,292,727 | $249.0M | 1.39% | −3,123,479−25.2% | Reduced |
| William Blair Investment Management, LLC | 8,839,660 | $236.9M | 0.67% | −571,646−6.1% | Reduced |
| Permira Holdings LTD | 7,983,533 | $214.0M | 12.97% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 6,722,552 | $180.2M | 2.72% | −28,025−0.4% | Reduced |
| Alliancebernstein L.P. | 6,491,382 | $174.0M | 0.06% | −882,560−12.0% | Reduced |
| Wellington Management Group LLP | 6,412,929 | $171.9M | 0.03% | +458,444+7.7% | Added |
| Invesco Ltd. | 5,706,337 | $152.9M | 0.03% | +1,452,474+34.1% | Added |
| Bamco Inc | 5,428,892 | $145.5M | 0.43% | +103,922+2.0% | Added |
| JPMorgan Chase & Co | 5,414,865 | $145.1M | 0.01% | +801,050+17.4% | Added |
| Macquarie Group Ltd | 5,186,097 | $139.0M | 0.17% | +1,979,541+61.7% | Added |
| Geode Capital Management, LLC | 4,676,806 | $125.4M | 0.01% | +490,669+11.7% | Added |
| State Street Corp | 4,489,173 | $120.3M | 0.00% | +32,964+0.7% | Added |
| Morgan Stanley | 4,170,333 | $111.8M | 0.01% | +48,940+1.2% | Added |
| Blackstone Group Inc. | 3,833,333 | $102.7M | 0.45% | +3,833,333 | New |
| Capital World Investors | 3,378,171 | $90.5M | 0.01% | −344,283−9.2% | Reduced |
| Norges Bank | 3,172,645 | $85.0M | 0.01% | +1,014,126+47.0% | Added |
| Loomis Sayles & Co L P | 3,130,163 | $83.9M | 0.12% | −68,248−2.1% | Reduced |
| Artisan Partners Limited Partnership | 2,743,255 | $73.5M | 0.12% | −926,712−25.3% | Reduced |
| Driehaus Capital Management LLC | 2,742,511 | $73.5M | 0.71% | +528,059+23.8% | Added |
| Blair William & Co | 2,534,270 | $67.9M | 0.20% | +779,538+44.4% | Added |
| Franklin Resources Inc | 2,163,889 | $58.0M | 0.02% | +546,515+33.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,113,738 | $56.6M | 0.22% | +2,113,738 | New |
| Northern Trust Corp | 2,075,355 | $55.6M | 0.01% | +132,891+6.8% | Added |
| Brown Capital Management LLC | 2,072,731 | $55.5M | 1.67% | −137,734−6.2% | Reduced |
| Ameriprise Financial Inc | 2,042,023 | $54.7M | 0.01% | +1,300,525+175.4% | Added |
| Nuveen, LLC | 2,010,961 | $53.9M | 0.02% | +2,010,961 | New |
| Raymond James Financial Inc | 1,979,061 | $53.0M | 0.02% | +1,234,791+165.9% | Added |
| Janus Henderson Group PLC | 1,995,013 | $52.9M | 0.03% | −117,719−5.6% | Reduced |
| Citadel Advisors LLC | 1,854,749 | $49.7M | 0.05% | −1,718,110−48.1% | Reduced |
| Goldman Sachs Group Inc | 1,778,807 | $47.7M | 0.01% | −24,467−1.4% | Reduced |
| Stephens Investment Management Group LLC | 1,720,243 | $46.1M | 0.67% | +451,122+35.5% | Added |
| Charles Schwab Investment Management Inc | 1,693,532 | $45.4M | 0.01% | +32,966+2.0% | Added |
| Fred Alger Management, LLC | 1,677,636 | $45.0M | 0.26% | −791,592−32.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,696,832 | $44.5M | 0.08% | −908,519−34.9% | Reduced |
| Lord, Abbett & Co. LLC | 1,561,249 | $41.8M | 0.15% | +750,590+92.6% | Added |
| Millennium Management LLC | 1,423,156 | $38.1M | 0.04% | +112,482+8.6% | Added |
| Brown Advisory Inc | 1,407,040 | $37.7M | 0.05% | +1,398,113+15,661.6% | Added |
| Principal Financial Group Inc | 1,375,812 | $36.9M | 0.02% | −66,406−4.6% | Reduced |
| Shannon River Fund Management LLC | 1,366,893 | $36.6M | 9.56% | −495,920−26.6% | Reduced |
| New York State Common Retirement Fund | 1,365,651 | $36.6M | 0.05% | −40,684−2.9% | Reduced |
| Renaissance Technologies LLC | 1,359,100 | $36.4M | 0.06% | −148,800−9.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,356,159 | $36.3M | 0.04% | −125,423−8.5% | Reduced |
| Susquehanna International Group, LLP | 1,201,518 | $32.2M | 0.05% | +202,418+20.3% | Added |
| SEI Investments Co | 1,184,575 | $31.7M | 0.04% | −386,707−24.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,181,599 | $31.7M | 0.03% | +245,833+26.3% | Added |
| Wells Fargo & Company | 1,160,942 | $31.1M | 0.01% | −4,885−0.4% | Reduced |
| Bank of America Corp | 1,144,831 | $30.7M | 0.00% | +334,907+41.4% | Added |
| TimesSquare Capital Management, LLC | 1,102,500 | $29.5M | 0.48% | −598,205−35.2% | Reduced |
| Bank of New York Mellon Corp | 1,028,830 | $27.6M | 0.01% | −11,358−1.1% | Reduced |
| Clearbridge Investments, LLC | 1,015,893 | $27.2M | 0.02% | +453,487+80.6% | Added |
| Silvercrest Asset Management Group LLC | 924,100 | $24.8M | 0.18% | −283,986−23.5% | Reduced |
| Zevenbergen Capital Investments LLC | 909,429 | $24.4M | 0.59% | +297,414+48.6% | Added |
| Cubist Systematic Strategies, LLC | 864,694 | $23.2M | 0.30% | −239,062−21.7% | Reduced |
| Qube Research & Technologies Ltd | 789,284 | $21.2M | 0.03% | −67,948−7.9% | Reduced |
| FMR LLC | 782,357 | $21.0M | 0.00% | +738,585+1,687.3% | Added |
| Voloridge Investment Management, LLC | 751,042 | $20.1M | 0.07% | −307,226−29.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 693,600 | $18.6M | 0.04% | +631,900+1,024.1% | Added |
| Price T Rowe Associates Inc | 693,196 | $18.6M | 0.00% | +499,703+258.3% | Added |
| Science & Technology Partners, L.P. | 681,771 | $18.3M | 7.24% | +681,771 | New |
| Scalar Gauge Management, LLC | 663,595 | $17.8M | 10.88% | +76,597+13.0% | Added |
| Comerica Bank | 652,370 | $17.5M | 0.07% | +112,925+20.9% | Added |
| Allianz Asset Management GmbH | 630,396 | $16.9M | 0.02% | +630,396 | New |
| Ashford Capital Management Inc | 558,409 | $15.0M | 1.93% | +277,289+98.6% | Added |
| Squarepoint Ops LLC | 553,462 | $14.8M | 0.04% | +494,655+841.1% | Added |
| Next Century Growth Investors LLC | 526,761 | $14.1M | 1.26% | +279,920+113.4% | Added |
| Algert Global LLC | 498,609 | $13.4M | 0.33% | +100,838+25.4% | Added |
| Emerald Advisers, LLC | 497,965 | $13.3M | 0.60% | +83,857+20.3% | Added |
| Palisade Capital Management LLC | 493,882 | $13.2M | 0.38% | −4,418−0.9% | Reduced |
| Royal Bank of Canada | 491,562 | $13.2M | 0.00% | +27,462+5.9% | Added |
| Axiom Investors LLC | 483,725 | $13.0M | 0.12% | −262,075−35.1% | Reduced |
| Congress Asset Management Co | 466,154 | $12.5M | 0.09% | +466,154 | New |
| Neuberger Berman Group LLC | 466,090 | $12.5M | 0.01% | +466,090 | New |
| Man Group plc | 460,104 | $12.3M | 0.04% | +219,927+91.6% | Added |
| UBS Asset Management Americas Inc | 459,292 | $12.3M | 0.00% | +6,826+1.5% | Added |
| BNP Paribas Arbitrage, SA | 446,233 | $12.0M | 0.01% | +230,789+107.1% | Added |
| Swiss National Bank | 414,100 | $11.1M | 0.01% | +26,800+6.9% | Added |
| UBS Group AG | 403,397 | $10.8M | 0.00% | −58,436−12.7% | Reduced |
| Kornitzer Capital Management Inc | 401,365 | $10.8M | 0.22% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 400,939 | $10.7M | 0.10% | +272,073+211.1% | Added |
| Grandeur Peak Global Advisors, LLC | 388,603 | $10.4M | 1.15% | −39,046−9.1% | Reduced |
| Moody Aldrich Partners LLC | 378,420 | $10.1M | 2.12% | −8,004−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 371,810 | $9.96M | 0.02% | +60,038+19.3% | Added |
| Barclays PLC | 371,678 | $9.96M | 0.00% | −22,182−5.6% | Reduced |
| Envestnet Asset Management Inc | 366,188 | $9.81M | 0.00% | −61,086−14.3% | Reduced |
| Jain Global LLC | 355,031 | $9.51M | 0.19% | −16,792−4.5% | Reduced |
| Summit Creek Advisors LLC | 344,770 | $9.24M | 1.35% | +59,725+21.0% | Added |
| Balyasny Asset Management LLC | 342,852 | $9.19M | 0.02% | −1,285,062−78.9% | Reduced |
| RMB Capital Management, LLC | 337,153 | $9.04M | 0.22% | +122,575+57.1% | Added |
| Osterweis Capital Management Inc | 336,195 | $9.01M | 0.44% | −15,365−4.4% | Reduced |
| Two Sigma Investments, LP | 323,628 | $8.67M | 0.02% | −105,511−24.6% | Reduced |
| Segall Bryant & Hamill, LLC | 319,493 | $8.56M | 0.13% | −9,018−2.7% | Reduced |
| Engineers Gate Manager LP | 315,061 | $8.44M | 0.14% | −5,600−1.7% | Reduced |
| Legal & General Group Plc | 307,822 | $8.25M | 0.00% | +119,800+63.7% | Added |
| ExodusPoint Capital Management, LP | 304,737 | $8.17M | 0.11% | +304,737 | New |
| Pier Capital, LLC | 303,474 | $8.13M | 1.36% | +174,904+136.0% | Added |
| Burkehill Global Management, LP | 300,000 | $8.04M | 0.60% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 297,535 | $7.97M | 0.07% | −10,340−3.4% | Reduced |