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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −14,879−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,595−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −11,961−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −11,613−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,311−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,482−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,606−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −8,272−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,977−100.0% | Sold out |
| Comprehensive Financial Planning, Inc. | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −4,213−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Kolinsky Wealth Management, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |