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 |
|---|---|---|---|---|---|
| Fca Corp | 13,069 | $350.2K | 0.11% | +13,069 | New |
| Keybank National Association | 13,238 | $354.8K | 0.00% | +13,238 | New |
| Magnetar Financial LLC | 13,426 | $359.8K | 0.00% | −9,311−41.0% | Reduced |
| Henshaw Capital LLC | 13,434 | $360.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 13,475 | $361.1K | 0.06% | +13,475 | New |
| Point72 (DIFC) Ltd | 13,714 | $367.5K | 0.04% | +4,884+55.3% | Added |
| Xponance, Inc. | 14,085 | $377.5K | 0.00% | +1,354+10.6% | Added |
| Brinker Capital Investments, LLC | 14,674 | $393.3K | 0.00% | −884−5.7% | Reduced |
| Orion Portfolio Solutions, LLC | 14,674 | $393.3K | 0.00% | −884−5.7% | Reduced |
| Wesbanco Bank Inc | 14,703 | $394.0K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 14,842 | $397.8K | 0.15% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,977 | $401.0K | 0.00% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 15,092 | $404.5K | 0.05% | −919−5.7% | Reduced |
| HM Payson & Co | 15,100 | $404.7K | 0.01% | 00.0% | Unchanged |
| Quantessence Capital LLC | 15,100 | $404.7K | 0.10% | +15,100 | New |
| Papamarkou Wellner Asset Management inc. | 15,240 | $408.4K | 0.28% | +15,240 | New |
| Yorktown Management & Research Co Inc | 15,250 | $408.7K | 0.44% | +15,250 | New |
| Cetera Investment Advisers | 15,423 | $413.3K | 0.00% | +1,180+8.3% | Added |
| Versor Investments LP | 15,500 | $415.4K | 0.07% | +15,500 | New |
| Options Solutions, LLC | 15,645 | $419.3K | 0.20% | +2,991+23.6% | Added |
| 111 Capital | 15,654 | $419.5K | 0.08% | +15,654 | New |
| Prudential Financial Inc | 14,270 | $429.3K | 0.00% | −11,690−45.0% | Reduced |
| Petrus Trust Company, LTA | 16,465 | $441.3K | 0.04% | +2,202+15.4% | Added |
| Impact Capital Partners LLC | 16,576 | $444.2K | 0.16% | +1,810+12.3% | Added |
| Steward Partners Investment Advisory, LLC | 16,593 | $444.7K | 0.00% | −442−2.6% | Reduced |
| Lazard Asset Management LLC | 17,574 | $470.0K | 0.00% | −49,255−73.7% | Reduced |
| Truist Financial Corp | 17,952 | $481.1K | 0.00% | −3,963−18.1% | Reduced |
| Fifth Third Bancorp | 17,992 | $482.2K | 0.00% | −5,391−23.1% | Reduced |
| NBC Securities, Inc. | 18,306 | $490.0K | 0.04% | +18,288+101,600.0% | Added |
| US Bancorp | 18,354 | $491.9K | 0.00% | +4,836+35.8% | Added |
| Ameritas Investment Partners, Inc. | 18,922 | $507.1K | 0.02% | +214+1.1% | Added |
| Dunhill Financial, LLC | 19,000 | $509.2K | 0.23% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,305 | $517.0K | 0.01% | +6,757+53.8% | Added |
| Oppenheimer & Co Inc | 19,536 | $523.6K | 0.01% | −4,616−19.1% | Reduced |
| Diversify Wealth Management, LLC | 23,119 | $525.3K | 0.04% | +23,119 | New |
| Fieldview Capital Management, LLC | 19,720 | $528.5K | 0.07% | +19,720 | New |
| Woodline Partners LP | 20,066 | $537.8K | 0.00% | +8,613+75.2% | Added |
| Sanctuary Advisors, LLC | 20,422 | $547.3K | 0.00% | −70.0% | Reduced |
| Aviva PLC | 21,642 | $580.0K | 0.00% | +21,642 | New |
| State of Wisconsin Investment Board | 22,002 | $589.7K | 0.00% | +3,643+19.8% | Added |
| Alliance Wealth Advisors, LLC | 22,426 | $601.0K | 0.16% | +22,426 | New |
| Toth Financial Advisory Corp | 22,520 | $603.5K | 0.07% | +22,520 | New |
| Premier Fund Managers Ltd | 23,585 | $625.0K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,790 | $637.6K | 0.00% | +3,200+15.5% | Added |
| Captrust Financial Advisors | 23,800 | $637.8K | 0.00% | +1,908+8.7% | Added |
| Schroder Investment Management Group | 24,420 | $647.9K | 0.00% | −1,242−4.8% | Reduced |
| Malaga Cove Capital, LLC | 24,643 | $660.4K | 0.29% | +900+3.8% | Added |
| OP Asset Management Ltd | 24,691 | $661.7K | 0.01% | +24,691 | New |
| TrimTabs Asset Management, LLC | 25,140 | $673.8K | 0.11% | +682+2.8% | Added |
| Legato Capital Management LLC | 25,255 | $676.8K | 0.09% | +25,255 | New |
| Spire Wealth Management | 25,920 | $694.7K | 0.02% | +6,500+33.5% | Added |
| Ofi Invest Asset Management | 32,001 | $794.0K | 0.02% | +28,701+869.7% | Added |
| Azzad Asset Management Inc | 31,668 | $848.7K | 0.10% | +31,668 | New |
| Elo Mutual Pension Insurance Co | 32,183 | $862.5K | 0.02% | +20,420+173.6% | Added |
| Huntleigh Advisors, Inc. | 32,211 | $863.3K | 0.14% | +595+1.9% | Added |
| Walleye Capital LLC | 33,740 | $904.2K | 0.01% | −266,458−88.8% | Reduced |
| Cookson Peirce & Co Inc | 33,976 | $910.6K | 0.05% | +12,000+54.6% | Added |
| Resona Asset Management Co.,Ltd. | 36,028 | $965.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 36,343 | $974.0K | 0.00% | +15,373+73.3% | Added |
| Handelsbanken Fonder AB | 37,600 | $1.01M | 0.00% | −800−2.1% | Reduced |
| Barbara Oil Co. | 37,730 | $1.01M | 0.41% | 00.0% | Unchanged |
| Atria Investments LLC | 38,052 | $1.02M | 0.01% | −4,681−11.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,055 | $1.02M | 0.00% | +9,896+35.1% | Added |
| FourThought Financial Partners, LLC | 38,207 | $1.02M | 0.11% | −1,096−2.8% | Reduced |
| Pictet Asset Management Holding SA | 39,084 | $1.05M | 0.00% | −35,457−47.6% | Reduced |
| Aigen Investment Management, LP | 39,807 | $1.07M | 0.17% | +14,886+59.7% | Added |
| ProShare Advisors LLC | 40,492 | $1.09M | 0.00% | −9,871−19.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 40,716 | $1.09M | 0.01% | +2,941+7.8% | Added |
| Virginia Retirement Systems Et Al | 41,114 | $1.10M | 0.01% | +41,114 | New |
| Dynamic Technology Lab Private Ltd | 41,146 | $1.10M | 0.16% | +12,365+43.0% | Added |
| Bosman Wealth Management, LLC | 41,225 | $1.10M | 1.12% | +41,225 | New |
| KLP Kapitalforvaltning AS | 41,300 | $1.11M | 0.01% | +900+2.2% | Added |
| State of Wyoming | 41,467 | $1.11M | 0.15% | −13,691−24.8% | Reduced |
| CIBC World Markets Corp | 41,503 | $1.11M | 0.01% | +24,768+148.0% | Added |
| Nicholas Investment Partners, LP | 45,441 | $1.22M | 0.13% | +45,441 | New |
| Centiva Capital, LP | 46,420 | $1.24M | 0.07% | −35,791−43.5% | Reduced |
| Creative Planning | 46,771 | $1.25M | 0.00% | +13,450+40.4% | Added |
| Catalyst Funds Management Pty Ltd | 46,800 | $1.25M | 0.33% | +46,800 | New |
| Dark Forest Capital Management LP | 47,224 | $1.27M | 0.06% | −71,769−60.3% | Reduced |
| Acadian Asset Management LLC | 47,437 | $1.27M | 0.00% | +47,437 | New |
| Fortress Investment Group LLC | 47,906 | $1.28M | 0.28% | −2,094−4.2% | Reduced |
| Dimensional Fund Advisors LP | 50,079 | $1.34M | 0.00% | −58,156−53.7% | Reduced |
| STRS Ohio | 51,100 | $1.37M | 0.01% | +400+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,241 | $1.39M | 0.01% | +2,276+4.6% | Added |
| Zions Bancorporation, National Association | 51,783 | $1.39M | 0.09% | +51,783 | New |
| CI Private Wealth, LLC | 52,247 | $1.40M | 0.00% | −15,600−23.0% | Reduced |
| Sterling Capital Management LLC | 52,815 | $1.42M | 0.02% | −39,698−42.9% | Reduced |
| Gotham Asset Management, LLC | 54,042 | $1.45M | 0.01% | −40,361−42.8% | Reduced |
| Cinctive Capital Management LP | 56,048 | $1.50M | 0.12% | +56,048 | New |
| Fox Run Management, L.L.C. | 56,490 | $1.51M | 0.23% | +24,919+78.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 57,736 | $1.55M | 0.02% | −23,367−28.8% | Reduced |
| Thrivent Financial for Lutherans | 56,504 | $1.56M | 0.00% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 59,570 | $1.60M | 0.27% | +59,570 | New |
| Cim, LLC | 60,777 | $1.63M | 0.24% | +290.0% | Added |
| Bayesian Capital Management, LP | 60,800 | $1.63M | 0.27% | +60,800 | New |
| Arizona State Retirement System | 61,299 | $1.64M | 0.01% | +4,143+7.2% | Added |
| Teachers Retirement System of the State of Kentucky | 62,178 | $1.67M | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 63,626 | $1.71M | 0.04% | −24,890−28.1% | Reduced |
| Alberta Investment Management Corp | 63,934 | $1.71M | 0.01% | −169−0.3% | Reduced |
| Graham Capital Management, L.P. | 65,873 | $1.77M | 0.06% | +50,823+337.7% | Added |