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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 294,246 | $7.89M | 0.12% | −96,670−24.7% | Reduced |
| Jefferies Financial Group Inc. | 286,970 | $7.69M | 0.13% | −451,556−61.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 272,437 | $7.30M | 0.52% | +26,339+10.7% | Added |
| Federated Hermes, Inc. | 269,496 | $7.22M | 0.02% | −70,158−20.7% | Reduced |
| Rhumbline Advisers | 259,291 | $6.95M | 0.01% | +23,644+10.0% | Added |
| J. Goldman & Co LP | 255,139 | $6.84M | 0.24% | +255,139 | New |
| Voya Investment Management LLC | 247,295 | $6.63M | 0.01% | −1,293−0.5% | Reduced |
| Deutsche Bank AG | 245,597 | $6.58M | 0.00% | −212,577−46.4% | Reduced |
| Russell Investments Group, Ltd. | 233,342 | $6.25M | 0.01% | +73,498+46.0% | Added |
| First Trust Advisors LP | 231,648 | $6.21M | 0.01% | −35,885−13.4% | Reduced |
| 1832 Asset Management L.P. | 223,400 | $5.99M | 0.01% | +223,400 | New |
| Aquatic Capital Management LLC | 214,738 | $5.75M | 0.15% | +110,237+105.5% | Added |
| Verition Fund Management LLC | 211,615 | $5.67M | 0.03% | +53,102+33.5% | Added |
| Thornburg Investment Management Inc | 204,536 | $5.48M | 0.08% | −23,565−10.3% | Reduced |
| California State Teachers Retirement System | 196,119 | $5.26M | 0.01% | +13,280+7.3% | Added |
| Baird Financial Group, Inc. | 195,084 | $5.23M | 0.01% | +74,845+62.2% | Added |
| Capital Fund Management S.A. | 192,624 | $5.16M | 0.07% | +30,517+18.8% | Added |
| Citigroup Inc | 187,250 | $5.02M | 0.00% | +12,685+7.3% | Added |
| Castleark Management LLC | 186,000 | $4.98M | 0.17% | +186,000 | New |
| Schonfeld Strategic Advisors LLC | 182,650 | $4.90M | 0.03% | +68,450+59.9% | Added |
| Quantbot Technologies LP | 181,861 | $4.87M | 0.16% | −74,475−29.1% | Reduced |
| LMR Partners LLP | 180,000 | $4.82M | 0.10% | +180,000 | New |
| CenterBook Partners LP | 151,251 | $4.05M | 0.26% | +151,251 | New |
| Hillsdale Investment Management Inc. | 149,150 | $4.00M | 0.20% | +149,150 | New |
| Vestmark Advisory Solutions, Inc. | 141,514 | $3.79M | 0.10% | +68,156+92.9% | Added |
| Granite Investment Partners, LLC | 141,337 | $3.79M | 0.19% | −89,916−38.9% | Reduced |
| Victory Capital Management Inc | 137,108 | $3.67M | 0.00% | +115,107+523.2% | Added |
| Lisanti Capital Growth, LLC | 134,035 | $3.59M | 1.07% | +134,035 | New |
| Pathstone Holdings, LLC | 133,876 | $3.59M | 0.02% | +33,853+33.8% | Added |
| Regions Financial Corp | 133,418 | $3.58M | 0.03% | −4,252−3.1% | Reduced |
| AQR Capital Management LLC | 132,828 | $3.56M | 0.00% | +121,043+1,027.1% | Added |
| PDT Partners, LLC | 131,970 | $3.54M | 0.25% | +29,108+28.3% | Added |
| Public Employees Retirement System of Ohio | 128,934 | $3.46M | 0.01% | −94,771−42.4% | Reduced |
| Royce & Associates LP | 126,030 | $3.38M | 0.04% | +39,030+44.9% | Added |
| Polen Capital Management LLC | 124,892 | $3.35M | 0.01% | −15,137−10.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 124,889 | $3.35M | 0.01% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 114,181 | $3.06M | 1.65% | +2,000+1.8% | Added |
| HSBC Holdings PLC | 114,680 | $3.03M | 0.00% | +93,187+433.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 111,373 | $2.98M | 0.01% | +9,552+9.4% | Added |
| Manufacturers Life Insurance Company, The | 110,532 | $2.96M | 0.00% | +21,331+23.9% | Added |
| Point72 Asset Management, L.P. | 109,763 | $2.94M | 0.01% | +34,655+46.1% | Added |
| Congress Wealth Management LLC | 109,614 | $2.94M | 0.04% | +109,614 | New |
| MetLife Investment Management | 109,017 | $2.92M | 0.02% | +1,495+1.4% | Added |
| LPL Financial LLC | 115,179 | $2.89M | 0.00% | +23,630+25.8% | Added |
| Intech Investment Management LLC | 107,436 | $2.88M | 0.03% | +37,615+53.9% | Added |
| Teacher Retirement System of Texas | 105,849 | $2.84M | 0.01% | +25,356+31.5% | Added |
| Stifel Financial Corp | 105,532 | $2.83M | 0.00% | −83,584−44.2% | Reduced |
| Monashee Investment Management LLC | 105,000 | $2.81M | 0.33% | +105,000 | New |
| Oak Ridge Investments LLC | 101,914 | $2.73M | 0.23% | +101,914 | New |
| Qsemble Capital Management, LP | 100,612 | $2.70M | 0.29% | −71,097−41.4% | Reduced |
| Seven Grand Managers, LLC | 100,000 | $2.68M | 0.63% | −35,000−25.9% | Reduced |
| Oppenheimer Asset Management Inc. | 99,274 | $2.66M | 0.03% | −29,269−22.8% | Reduced |
| XTX Topco Ltd | 97,939 | $2.62M | 0.13% | +97,939 | New |
| Mairs & Power Inc | 94,010 | $2.52M | 0.03% | +35,170+59.8% | Added |
| Corebridge Financial, Inc. | 91,633 | $2.46M | 0.01% | +2,725+3.1% | Added |
| TownSquare Capital, LLC | 89,084 | $2.39M | 0.03% | +46,154+107.5% | Added |
| HighTower Advisors, LLC | 89,014 | $2.39M | 0.00% | −8,545−8.8% | Reduced |
| Natixis Advisors, L.P. | 88,848 | $2.38M | 0.00% | +12,057+15.7% | Added |
| Sciencast Management LP | 87,074 | $2.33M | 0.54% | +36,510+72.2% | Added |
| Evolutionary Tree Capital Management, LLC | 84,535 | $2.27M | 2.63% | +84,535 | New |
| Two Sigma Advisers, LP | 81,706 | $2.19M | 0.00% | −69,794−46.1% | Reduced |
| Glenmede Trust Co NA | 79,415 | $2.13M | 0.01% | −176−0.2% | Reduced |
| Nebula Research & Development LLC | 76,234 | $2.04M | 0.19% | −7,164−8.6% | Reduced |
| State of New Jersey Common Pension Fund D | 75,786 | $2.03M | 0.01% | −2,545−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 75,604 | $2.03M | 0.00% | +24,724+48.6% | Added |
| Redwood Investments, LLC | 74,651 | $2.00M | 0.75% | +608+0.8% | Added |
| NewEdge Wealth, LLC | 72,430 | $1.94M | 0.04% | −2,928−3.9% | Reduced |
| Select Asset Management & Trust | 71,299 | $1.91M | 0.77% | +71,299 | New |
| American Century Companies Inc | 69,396 | $1.86M | 0.00% | +69,396 | New |
| Danske Bank A/S | 66,692 | $1.79M | 0.01% | −2,959−4.2% | Reduced |
| Graham Capital Management, L.P. | 65,873 | $1.77M | 0.06% | +50,823+337.7% | Added |
| Alberta Investment Management Corp | 63,934 | $1.71M | 0.01% | −169−0.3% | Reduced |
| Quadrature Capital Ltd | 63,626 | $1.71M | 0.04% | −24,890−28.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 62,178 | $1.67M | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 61,299 | $1.64M | 0.01% | +4,143+7.2% | Added |
| Bayesian Capital Management, LP | 60,800 | $1.63M | 0.27% | +60,800 | New |
| Cim, LLC | 60,777 | $1.63M | 0.24% | +290.0% | Added |
| EFG Asset Management (North America) Corp. | 59,570 | $1.60M | 0.27% | +59,570 | New |
| Thrivent Financial for Lutherans | 56,504 | $1.56M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 57,736 | $1.55M | 0.02% | −23,367−28.8% | Reduced |
| Fox Run Management, L.L.C. | 56,490 | $1.51M | 0.23% | +24,919+78.9% | Added |
| Cinctive Capital Management LP | 56,048 | $1.50M | 0.12% | +56,048 | New |
| Gotham Asset Management, LLC | 54,042 | $1.45M | 0.01% | −40,361−42.8% | Reduced |
| Sterling Capital Management LLC | 52,815 | $1.42M | 0.02% | −39,698−42.9% | Reduced |
| CI Private Wealth, LLC | 52,247 | $1.40M | 0.00% | −15,600−23.0% | Reduced |
| Zions Bancorporation, National Association | 51,783 | $1.39M | 0.09% | +51,783 | New |
| Wiley Bros.-Aintree Capital, LLC | 52,241 | $1.39M | 0.01% | +2,276+4.6% | Added |
| STRS Ohio | 51,100 | $1.37M | 0.01% | +400+0.8% | Added |
| Dimensional Fund Advisors LP | 50,079 | $1.34M | 0.00% | −58,156−53.7% | Reduced |
| Fortress Investment Group LLC | 47,906 | $1.28M | 0.28% | −2,094−4.2% | Reduced |
| Acadian Asset Management LLC | 47,437 | $1.27M | 0.00% | +47,437 | New |
| Dark Forest Capital Management LP | 47,224 | $1.27M | 0.06% | −71,769−60.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 46,800 | $1.25M | 0.33% | +46,800 | New |
| Creative Planning | 46,771 | $1.25M | 0.00% | +13,450+40.4% | Added |
| Centiva Capital, LP | 46,420 | $1.24M | 0.07% | −35,791−43.5% | Reduced |
| Nicholas Investment Partners, LP | 45,441 | $1.22M | 0.13% | +45,441 | New |
| CIBC World Markets Corp | 41,503 | $1.11M | 0.01% | +24,768+148.0% | Added |
| State of Wyoming | 41,467 | $1.11M | 0.15% | −13,691−24.8% | Reduced |
| KLP Kapitalforvaltning AS | 41,300 | $1.11M | 0.01% | +900+2.2% | Added |
| Bosman Wealth Management, LLC | 41,225 | $1.10M | 1.12% | +41,225 | New |