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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 66,692 | $1.79M | 0.01% | −2,959−4.2% | Reduced |
| American Century Companies Inc | 69,396 | $1.86M | 0.00% | +69,396 | New |
| Select Asset Management & Trust | 71,299 | $1.91M | 0.77% | +71,299 | New |
| NewEdge Wealth, LLC | 72,430 | $1.94M | 0.04% | −2,928−3.9% | Reduced |
| Redwood Investments, LLC | 74,651 | $2.00M | 0.75% | +608+0.8% | Added |
| Ensign Peak Advisors, Inc | 75,604 | $2.03M | 0.00% | +24,724+48.6% | Added |
| State of New Jersey Common Pension Fund D | 75,786 | $2.03M | 0.01% | −2,545−3.2% | Reduced |
| Nebula Research & Development LLC | 76,234 | $2.04M | 0.19% | −7,164−8.6% | Reduced |
| Glenmede Trust Co NA | 79,415 | $2.13M | 0.01% | −176−0.2% | Reduced |
| Two Sigma Advisers, LP | 81,706 | $2.19M | 0.00% | −69,794−46.1% | Reduced |
| Evolutionary Tree Capital Management, LLC | 84,535 | $2.27M | 2.63% | +84,535 | New |
| Sciencast Management LP | 87,074 | $2.33M | 0.54% | +36,510+72.2% | Added |
| Natixis Advisors, L.P. | 88,848 | $2.38M | 0.00% | +12,057+15.7% | Added |
| HighTower Advisors, LLC | 89,014 | $2.39M | 0.00% | −8,545−8.8% | Reduced |
| TownSquare Capital, LLC | 89,084 | $2.39M | 0.03% | +46,154+107.5% | Added |
| Corebridge Financial, Inc. | 91,633 | $2.46M | 0.01% | +2,725+3.1% | Added |
| Mairs & Power Inc | 94,010 | $2.52M | 0.03% | +35,170+59.8% | Added |
| XTX Topco Ltd | 97,939 | $2.62M | 0.13% | +97,939 | New |
| Oppenheimer Asset Management Inc. | 99,274 | $2.66M | 0.03% | −29,269−22.8% | Reduced |
| Seven Grand Managers, LLC | 100,000 | $2.68M | 0.63% | −35,000−25.9% | Reduced |
| Qsemble Capital Management, LP | 100,612 | $2.70M | 0.29% | −71,097−41.4% | Reduced |
| Oak Ridge Investments LLC | 101,914 | $2.73M | 0.23% | +101,914 | New |
| Monashee Investment Management LLC | 105,000 | $2.81M | 0.33% | +105,000 | New |
| Stifel Financial Corp | 105,532 | $2.83M | 0.00% | −83,584−44.2% | Reduced |
| Teacher Retirement System of Texas | 105,849 | $2.84M | 0.01% | +25,356+31.5% | Added |
| Intech Investment Management LLC | 107,436 | $2.88M | 0.03% | +37,615+53.9% | Added |
| LPL Financial LLC | 115,179 | $2.89M | 0.00% | +23,630+25.8% | Added |
| MetLife Investment Management | 109,017 | $2.92M | 0.02% | +1,495+1.4% | Added |
| Congress Wealth Management LLC | 109,614 | $2.94M | 0.04% | +109,614 | New |
| Point72 Asset Management, L.P. | 109,763 | $2.94M | 0.01% | +34,655+46.1% | Added |
| Manufacturers Life Insurance Company, The | 110,532 | $2.96M | 0.00% | +21,331+23.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 111,373 | $2.98M | 0.01% | +9,552+9.4% | Added |
| HSBC Holdings PLC | 114,680 | $3.03M | 0.00% | +93,187+433.6% | Added |
| Bullseye Asset Management LLC | 114,181 | $3.06M | 1.65% | +2,000+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 124,889 | $3.35M | 0.01% | 00.0% | Unchanged |
| Polen Capital Management LLC | 124,892 | $3.35M | 0.01% | −15,137−10.8% | Reduced |
| Royce & Associates LP | 126,030 | $3.38M | 0.04% | +39,030+44.9% | Added |
| Public Employees Retirement System of Ohio | 128,934 | $3.46M | 0.01% | −94,771−42.4% | Reduced |
| PDT Partners, LLC | 131,970 | $3.54M | 0.25% | +29,108+28.3% | Added |
| AQR Capital Management LLC | 132,828 | $3.56M | 0.00% | +121,043+1,027.1% | Added |
| Regions Financial Corp | 133,418 | $3.58M | 0.03% | −4,252−3.1% | Reduced |
| Pathstone Holdings, LLC | 133,876 | $3.59M | 0.02% | +33,853+33.8% | Added |
| Lisanti Capital Growth, LLC | 134,035 | $3.59M | 1.07% | +134,035 | New |
| Victory Capital Management Inc | 137,108 | $3.67M | 0.00% | +115,107+523.2% | Added |
| Granite Investment Partners, LLC | 141,337 | $3.79M | 0.19% | −89,916−38.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 141,514 | $3.79M | 0.10% | +68,156+92.9% | Added |
| Hillsdale Investment Management Inc. | 149,150 | $4.00M | 0.20% | +149,150 | New |
| CenterBook Partners LP | 151,251 | $4.05M | 0.26% | +151,251 | New |
| LMR Partners LLP | 180,000 | $4.82M | 0.10% | +180,000 | New |
| Quantbot Technologies LP | 181,861 | $4.87M | 0.16% | −74,475−29.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 182,650 | $4.90M | 0.03% | +68,450+59.9% | Added |
| Castleark Management LLC | 186,000 | $4.98M | 0.17% | +186,000 | New |
| Citigroup Inc | 187,250 | $5.02M | 0.00% | +12,685+7.3% | Added |
| Capital Fund Management S.A. | 192,624 | $5.16M | 0.07% | +30,517+18.8% | Added |
| Baird Financial Group, Inc. | 195,084 | $5.23M | 0.01% | +74,845+62.2% | Added |
| California State Teachers Retirement System | 196,119 | $5.26M | 0.01% | +13,280+7.3% | Added |
| Thornburg Investment Management Inc | 204,536 | $5.48M | 0.08% | −23,565−10.3% | Reduced |
| Verition Fund Management LLC | 211,615 | $5.67M | 0.03% | +53,102+33.5% | Added |
| Aquatic Capital Management LLC | 214,738 | $5.75M | 0.15% | +110,237+105.5% | Added |
| 1832 Asset Management L.P. | 223,400 | $5.99M | 0.01% | +223,400 | New |
| First Trust Advisors LP | 231,648 | $6.21M | 0.01% | −35,885−13.4% | Reduced |
| Russell Investments Group, Ltd. | 233,342 | $6.25M | 0.01% | +73,498+46.0% | Added |
| Deutsche Bank AG | 245,597 | $6.58M | 0.00% | −212,577−46.4% | Reduced |
| Voya Investment Management LLC | 247,295 | $6.63M | 0.01% | −1,293−0.5% | Reduced |
| J. Goldman & Co LP | 255,139 | $6.84M | 0.24% | +255,139 | New |
| Rhumbline Advisers | 259,291 | $6.95M | 0.01% | +23,644+10.0% | Added |
| Federated Hermes, Inc. | 269,496 | $7.22M | 0.02% | −70,158−20.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 272,437 | $7.30M | 0.52% | +26,339+10.7% | Added |
| Jefferies Financial Group Inc. | 286,970 | $7.69M | 0.13% | −451,556−61.1% | Reduced |
| Jump Financial, LLC | 294,246 | $7.89M | 0.12% | −96,670−24.7% | Reduced |
| Great Lakes Advisors, LLC | 297,535 | $7.97M | 0.07% | −10,340−3.4% | Reduced |
| Burkehill Global Management, LP | 300,000 | $8.04M | 0.60% | 00.0% | Unchanged |
| Pier Capital, LLC | 303,474 | $8.13M | 1.36% | +174,904+136.0% | Added |
| ExodusPoint Capital Management, LP | 304,737 | $8.17M | 0.11% | +304,737 | New |
| Legal & General Group Plc | 307,822 | $8.25M | 0.00% | +119,800+63.7% | Added |
| Engineers Gate Manager LP | 315,061 | $8.44M | 0.14% | −5,600−1.7% | Reduced |
| Segall Bryant & Hamill, LLC | 319,493 | $8.56M | 0.13% | −9,018−2.7% | Reduced |
| Two Sigma Investments, LP | 323,628 | $8.67M | 0.02% | −105,511−24.6% | Reduced |
| Osterweis Capital Management Inc | 336,195 | $9.01M | 0.44% | −15,365−4.4% | Reduced |
| RMB Capital Management, LLC | 337,153 | $9.04M | 0.22% | +122,575+57.1% | Added |
| Balyasny Asset Management LLC | 342,852 | $9.19M | 0.02% | −1,285,062−78.9% | Reduced |
| Summit Creek Advisors LLC | 344,770 | $9.24M | 1.35% | +59,725+21.0% | Added |
| Jain Global LLC | 355,031 | $9.51M | 0.19% | −16,792−4.5% | Reduced |
| Envestnet Asset Management Inc | 366,188 | $9.81M | 0.00% | −61,086−14.3% | Reduced |
| Barclays PLC | 371,678 | $9.96M | 0.00% | −22,182−5.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 371,810 | $9.96M | 0.02% | +60,038+19.3% | Added |
| Moody Aldrich Partners LLC | 378,420 | $10.1M | 2.12% | −8,004−2.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 388,603 | $10.4M | 1.15% | −39,046−9.1% | Reduced |
| Tudor Investment Corp Et Al | 400,939 | $10.7M | 0.10% | +272,073+211.1% | Added |
| Kornitzer Capital Management Inc | 401,365 | $10.8M | 0.22% | 00.0% | Unchanged |
| UBS Group AG | 403,397 | $10.8M | 0.00% | −58,436−12.7% | Reduced |
| Swiss National Bank | 414,100 | $11.1M | 0.01% | +26,800+6.9% | Added |
| BNP Paribas Arbitrage, SA | 446,233 | $12.0M | 0.01% | +230,789+107.1% | Added |
| UBS Asset Management Americas Inc | 459,292 | $12.3M | 0.00% | +6,826+1.5% | Added |
| Man Group plc | 460,104 | $12.3M | 0.04% | +219,927+91.6% | Added |
| Neuberger Berman Group LLC | 466,090 | $12.5M | 0.01% | +466,090 | New |
| Congress Asset Management Co | 466,154 | $12.5M | 0.09% | +466,154 | New |
| Axiom Investors LLC | 483,725 | $13.0M | 0.12% | −262,075−35.1% | Reduced |
| Royal Bank of Canada | 491,562 | $13.2M | 0.00% | +27,462+5.9% | Added |
| Palisade Capital Management LLC | 493,882 | $13.2M | 0.38% | −4,418−0.9% | Reduced |