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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $54 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 18 | $482 | 0.00% | +18 | New |
| Versant Capital Management, Inc | 20 | $536 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $563 | 0.00% | +21 | New |
| Massmutual Trust Co FSB | 22 | $590 | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 25 | $670 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $724 | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 30 | $804 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 39 | $1.04K | 0.00% | +39 | New |
| Stephens Consulting, LLC | 45 | $1.21K | 0.00% | +45 | New |
| SRS Capital Advisors, Inc. | 46 | $1.23K | 0.00% | +46 | New |
| Creative Financial Designs Inc | 69 | $1.85K | 0.00% | +69 | New |
| Skopos Labs, Inc. | 70 | $1.88K | 0.00% | +70 | New |
| Parallel Advisors, LLC | 100 | $2.68K | 0.00% | +9+9.9% | Added |
| GWM Advisors LLC | 100 | $2.68K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 124 | $3.32K | 0.00% | +124 | New |
| Caitong International Asset Management Co., Ltd | 131 | $3.51K | 0.00% | −3,185−96.0% | Reduced |
| TD Private Client Wealth LLC | 133 | $3.56K | 0.00% | +133 | New |
| Private Wealth Management Group, LLC | 143 | $3.83K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 145 | $3.89K | 0.00% | +145 | New |
| Iron Horse Wealth Management, LLC | 149 | $3.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 179 | $4.07K | 0.00% | +50+38.8% | Added |
| EverSource Wealth Advisors, LLC | 160 | $4.29K | 0.00% | +92+135.3% | Added |
| Coldstream Capital Management Inc | 160 | $4.29K | 0.00% | +160 | New |
| Lindbrook Capital, LLC | 188 | $5.04K | 0.00% | +66+54.1% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $5.36K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 211 | $5.81K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 237 | $6.35K | 0.00% | −104−30.5% | Reduced |
| Geneos Wealth Management Inc. | 242 | $6.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 280 | $7.50K | 0.00% | +105+60.0% | Added |
| SBI Securities Co., Ltd. | 293 | $7.85K | 0.00% | −19−6.1% | Reduced |
| Ci Investments Inc. | 288 | $8.00K | 0.00% | −70−19.6% | Reduced |
| TFC Financial Management | 324 | $8.68K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 358 | $9.59K | 0.00% | +358 | New |
| Northwestern Mutual Wealth Management Co | 363 | $9.73K | 0.00% | +61+20.2% | Added |
| CIBC Private Wealth Group, LLC | 485 | $10.8K | 0.00% | −74,670−99.4% | Reduced |
| First Horizon Advisors, Inc. | 402 | $10.8K | 0.00% | +159+65.4% | Added |
| Covestor Ltd | 447 | $12.0K | 0.01% | +437+4,370.0% | Added |
| Private Trust Co NA | 455 | $12.2K | 0.00% | −147−24.4% | Reduced |
| Bryn Mawr Trust Co | 500 | $13.4K | 0.00% | +200+66.7% | Added |
| WPG Advisers, LLC | 530 | $14.2K | 0.01% | +77+17.0% | Added |
| MCF Advisors LLC | 560 | $15.0K | 0.00% | +315+128.6% | Added |
| Signaturefd, LLC | 606 | $16.2K | 0.00% | +35+6.1% | Added |
| Jones Financial Companies LLLP | 700 | $18.6K | 0.00% | +97+16.1% | Added |
| Parkside Financial Bank & Trust | 768 | $20.6K | 0.00% | −182−19.2% | Reduced |
| Advisor Group Holdings, Inc. | 789 | $21.1K | 0.00% | −420−34.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 837 | $23.0K | 0.00% | −28,012−97.1% | Reduced |
| Clearstead Advisors, LLC | 871 | $23.3K | 0.00% | +87+11.1% | Added |
| Hollencrest Capital Management | 873 | $23.4K | 0.00% | +315+56.5% | Added |
| Essex Investment Management Co LLC | 1,166 | $31.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,173 | $31.4K | 0.00% | +1,173 | New |
| Headlands Technologies LLC | 1,201 | $32.2K | 0.00% | −5,202−81.2% | Reduced |
| Farther Finance Advisors, LLC | 1,293 | $33.9K | 0.00% | −2−0.2% | Reduced |
| GAMMA Investing LLC | 1,315 | $35.2K | 0.00% | +31+2.4% | Added |
| IFP Advisors, Inc | 1,455 | $39.3K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,700 | $45.6K | 0.01% | +1,700 | New |
| Whittier Trust Co of Nevada Inc | 1,771 | $47.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,057 | $55.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,094 | $56.1K | 0.01% | +1,900+979.4% | Added |
| Financial Management Professionals, Inc. | 2,098 | $56.2K | 0.01% | −180−7.9% | Reduced |
| CWM, LLC | 3,071 | $82.0K | 0.00% | +2,694+714.6% | Added |
| Nisa Investment Advisors, LLC | 3,137 | $84.1K | 0.00% | +9+0.3% | Added |
| Exchange Traded Concepts, LLC | 3,517 | $94.3K | 0.00% | −1,641−31.8% | Reduced |
| Assetmark, Inc | 3,739 | $100.2K | 0.00% | −282−7.0% | Reduced |
| Canada Pension Plan Investment Board | 4,300 | $115.2K | 0.00% | −259,700−98.4% | Reduced |
| Walleye Trading LLC | 4,491 | $120.4K | 0.00% | +4,491 | New |
| Advisors Asset Management, Inc. | 4,769 | $127.8K | 0.00% | +169+3.7% | Added |
| Amalgamated Bank | 6,447 | $173.0K | 0.00% | +349+5.7% | Added |
| Quest Partners LLC | 7,202 | $193.0K | 0.02% | −7,895−52.3% | Reduced |
| SG Americas Securities, LLC | 7,268 | $195.0K | 0.00% | +1,731+31.3% | Added |
| Marco Investment Management LLC | 7,555 | $202.5K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 7,675 | $205.7K | 0.03% | +7,675 | New |
| Mariner, LLC | 7,705 | $206.5K | 0.00% | −996−11.4% | Reduced |
| Integrated Wealth Concepts LLC | 7,756 | $207.9K | 0.00% | +7,756 | New |
| Amundi | 8,452 | $211.7K | 0.00% | −1,234−12.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,941 | $212.8K | 0.00% | −2,413−23.3% | Reduced |
| Connable Office Inc | 7,943 | $212.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,019 | $214.9K | 0.01% | −1,811−18.4% | Reduced |
| Lindenwold Advisors | 8,080 | $216.5K | 0.12% | −1,415−14.9% | Reduced |
| Prelude Capital Management, LLC | 8,149 | $218.4K | 0.02% | −3,754−31.5% | Reduced |
| Norden Group LLC | 8,674 | $232.5K | 0.03% | +8,674 | New |
| M&T Bank Corp | 8,672 | $232.7K | 0.00% | −66,726−88.5% | Reduced |
| KBC Group NV | 9,279 | $249.0K | 0.00% | +234+2.6% | Added |
| Callan Family Office, LLC | 9,381 | $251.4K | 0.02% | −7,099−43.1% | Reduced |
| Sandia Investment Management LP | 10,000 | $268.0K | 0.78% | −15,000−60.0% | Reduced |
| Mackenzie Financial Corp | 10,428 | $279.5K | 0.00% | −568−5.2% | Reduced |
| Point72 Hong Kong Ltd | 10,494 | $281.2K | 0.02% | +10,494 | New |
| D.A. Davidson & Co. | 10,545 | $282.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,562 | $283.0K | 0.00% | +2,142+25.4% | Added |
| RiverPark Advisors, LLC | 10,754 | $288.2K | 0.22% | +4,991+86.6% | Added |
| Argent Trust Co | 10,947 | $293.4K | 0.01% | −2,908−21.0% | Reduced |
| IHT Wealth Management, LLC | 10,976 | $294.2K | 0.01% | +50.0% | Added |
| O'Shaughnessy Asset Management, LLC | 11,020 | $295.3K | 0.00% | +2,002+22.2% | Added |
| Cerity Partners LLC | 11,598 | $310.8K | 0.00% | +793+7.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,704 | $313.7K | 0.00% | +11,704 | New |
| Apollon Wealth Management, LLC | 12,341 | $330.7K | 0.01% | +459+3.9% | Added |
| The PNC Financial Services Group, Inc. | 12,341 | $330.7K | 0.00% | +9,589+348.4% | Added |
| Caxton Associates LLP | 12,735 | $341.3K | 0.01% | +12,735 | New |
| EntryPoint Capital, LLC | 13,043 | $349.6K | 0.16% | 00.0% | Unchanged |