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 |
|---|---|---|---|---|---|
| Emerald Advisers, LLC | 497,965 | $13.3M | 0.60% | +83,857+20.3% | Added |
| Algert Global LLC | 498,609 | $13.4M | 0.33% | +100,838+25.4% | Added |
| Next Century Growth Investors LLC | 526,761 | $14.1M | 1.26% | +279,920+113.4% | Added |
| Squarepoint Ops LLC | 553,462 | $14.8M | 0.04% | +494,655+841.1% | Added |
| Ashford Capital Management Inc | 558,409 | $15.0M | 1.93% | +277,289+98.6% | Added |
| Allianz Asset Management GmbH | 630,396 | $16.9M | 0.02% | +630,396 | New |
| Comerica Bank | 652,370 | $17.5M | 0.07% | +112,925+20.9% | Added |
| Scalar Gauge Management, LLC | 663,595 | $17.8M | 10.88% | +76,597+13.0% | Added |
| Science & Technology Partners, L.P. | 681,771 | $18.3M | 7.24% | +681,771 | New |
| Price T Rowe Associates Inc | 693,196 | $18.6M | 0.00% | +499,703+258.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 693,600 | $18.6M | 0.04% | +631,900+1,024.1% | Added |
| Voloridge Investment Management, LLC | 751,042 | $20.1M | 0.07% | −307,226−29.0% | Reduced |
| FMR LLC | 782,357 | $21.0M | 0.00% | +738,585+1,687.3% | Added |
| Qube Research & Technologies Ltd | 789,284 | $21.2M | 0.03% | −67,948−7.9% | Reduced |
| Cubist Systematic Strategies, LLC | 864,694 | $23.2M | 0.30% | −239,062−21.7% | Reduced |
| Zevenbergen Capital Investments LLC | 909,429 | $24.4M | 0.59% | +297,414+48.6% | Added |
| Silvercrest Asset Management Group LLC | 924,100 | $24.8M | 0.18% | −283,986−23.5% | Reduced |
| Clearbridge Investments, LLC | 1,015,893 | $27.2M | 0.02% | +453,487+80.6% | Added |
| Bank of New York Mellon Corp | 1,028,830 | $27.6M | 0.01% | −11,358−1.1% | Reduced |
| TimesSquare Capital Management, LLC | 1,102,500 | $29.5M | 0.48% | −598,205−35.2% | Reduced |
| Bank of America Corp | 1,144,831 | $30.7M | 0.00% | +334,907+41.4% | Added |
| Wells Fargo & Company | 1,160,942 | $31.1M | 0.01% | −4,885−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,181,599 | $31.7M | 0.03% | +245,833+26.3% | Added |
| SEI Investments Co | 1,184,575 | $31.7M | 0.04% | −386,707−24.6% | Reduced |
| Susquehanna International Group, LLP | 1,201,518 | $32.2M | 0.05% | +202,418+20.3% | Added |
| D. E. Shaw & Co., Inc. | 1,356,159 | $36.3M | 0.04% | −125,423−8.5% | Reduced |
| Renaissance Technologies LLC | 1,359,100 | $36.4M | 0.06% | −148,800−9.9% | Reduced |
| New York State Common Retirement Fund | 1,365,651 | $36.6M | 0.05% | −40,684−2.9% | Reduced |
| Shannon River Fund Management LLC | 1,366,893 | $36.6M | 9.56% | −495,920−26.6% | Reduced |
| Principal Financial Group Inc | 1,375,812 | $36.9M | 0.02% | −66,406−4.6% | Reduced |
| Brown Advisory Inc | 1,407,040 | $37.7M | 0.05% | +1,398,113+15,661.6% | Added |
| Millennium Management LLC | 1,423,156 | $38.1M | 0.04% | +112,482+8.6% | Added |
| Lord, Abbett & Co. LLC | 1,561,249 | $41.8M | 0.15% | +750,590+92.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,696,832 | $44.5M | 0.08% | −908,519−34.9% | Reduced |
| Fred Alger Management, LLC | 1,677,636 | $45.0M | 0.26% | −791,592−32.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,693,532 | $45.4M | 0.01% | +32,966+2.0% | Added |
| Stephens Investment Management Group LLC | 1,720,243 | $46.1M | 0.67% | +451,122+35.5% | Added |
| Goldman Sachs Group Inc | 1,778,807 | $47.7M | 0.01% | −24,467−1.4% | Reduced |
| Citadel Advisors LLC | 1,854,749 | $49.7M | 0.05% | −1,718,110−48.1% | Reduced |
| Janus Henderson Group PLC | 1,995,013 | $52.9M | 0.03% | −117,719−5.6% | Reduced |
| Raymond James Financial Inc | 1,979,061 | $53.0M | 0.02% | +1,234,791+165.9% | Added |
| Nuveen, LLC | 2,010,961 | $53.9M | 0.02% | +2,010,961 | New |
| Ameriprise Financial Inc | 2,042,023 | $54.7M | 0.01% | +1,300,525+175.4% | Added |
| Brown Capital Management LLC | 2,072,731 | $55.5M | 1.67% | −137,734−6.2% | Reduced |
| Northern Trust Corp | 2,075,355 | $55.6M | 0.01% | +132,891+6.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,113,738 | $56.6M | 0.22% | +2,113,738 | New |
| Franklin Resources Inc | 2,163,889 | $58.0M | 0.02% | +546,515+33.8% | Added |
| Blair William & Co | 2,534,270 | $67.9M | 0.20% | +779,538+44.4% | Added |
| Driehaus Capital Management LLC | 2,742,511 | $73.5M | 0.71% | +528,059+23.8% | Added |
| Artisan Partners Limited Partnership | 2,743,255 | $73.5M | 0.12% | −926,712−25.3% | Reduced |
| Loomis Sayles & Co L P | 3,130,163 | $83.9M | 0.12% | −68,248−2.1% | Reduced |
| Norges Bank | 3,172,645 | $85.0M | 0.01% | +1,014,126+47.0% | Added |
| Capital World Investors | 3,378,171 | $90.5M | 0.01% | −344,283−9.2% | Reduced |
| Blackstone Group Inc. | 3,833,333 | $102.7M | 0.45% | +3,833,333 | New |
| Morgan Stanley | 4,170,333 | $111.8M | 0.01% | +48,940+1.2% | Added |
| State Street Corp | 4,489,173 | $120.3M | 0.00% | +32,964+0.7% | Added |
| Geode Capital Management, LLC | 4,676,806 | $125.4M | 0.01% | +490,669+11.7% | Added |
| Macquarie Group Ltd | 5,186,097 | $139.0M | 0.17% | +1,979,541+61.7% | Added |
| JPMorgan Chase & Co | 5,414,865 | $145.1M | 0.01% | +801,050+17.4% | Added |
| Bamco Inc | 5,428,892 | $145.5M | 0.43% | +103,922+2.0% | Added |
| Invesco Ltd. | 5,706,337 | $152.9M | 0.03% | +1,452,474+34.1% | Added |
| Wellington Management Group LLP | 6,412,929 | $171.9M | 0.03% | +458,444+7.7% | Added |
| Alliancebernstein L.P. | 6,491,382 | $174.0M | 0.06% | −882,560−12.0% | Reduced |
| Conestoga Capital Advisors, LLC | 6,722,552 | $180.2M | 2.72% | −28,025−0.4% | Reduced |
| Permira Holdings LTD | 7,983,533 | $214.0M | 12.97% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 8,839,660 | $236.9M | 0.67% | −571,646−6.1% | Reduced |
| Wasatch Advisors Inc | 9,292,727 | $249.0M | 1.39% | −3,123,479−25.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,042,284 | $269.1M | 0.66% | −992,743−9.0% | Reduced |
| BlackRock, Inc. | 17,228,510 | $461.7M | 0.01% | +2,199,817+14.6% | Added |
| Vanguard Group Inc | 23,246,312 | $623.0M | 0.01% | +2,366,715+11.3% | Added |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,817,308−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −1,591,959−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −428,766−100.0% | Sold out |
| Pamalican Asset Management Ltd | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −299,550−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −264,600−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −191,186−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −173,934−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −171,576−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −122,184−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −53,853−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −53,623−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −51,161−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −49,368−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,550−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −41,365−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −38,428−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −28,688−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,188−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −21,145−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −20,293−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −19,682−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −18,752−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −18,304−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −17,389−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −17,154−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −16,046−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −15,808−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |