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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 41,146 | $1.10M | 0.16% | +12,365+43.0% | Added |
| Virginia Retirement Systems Et Al | 41,114 | $1.10M | 0.01% | +41,114 | New |
| Police & Firemen's Retirement System of New Jersey | 40,716 | $1.09M | 0.01% | +2,941+7.8% | Added |
| ProShare Advisors LLC | 40,492 | $1.09M | 0.00% | −9,871−19.6% | Reduced |
| Aigen Investment Management, LP | 39,807 | $1.07M | 0.17% | +14,886+59.7% | Added |
| Pictet Asset Management Holding SA | 39,084 | $1.05M | 0.00% | −35,457−47.6% | Reduced |
| FourThought Financial Partners, LLC | 38,207 | $1.02M | 0.11% | −1,096−2.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,055 | $1.02M | 0.00% | +9,896+35.1% | Added |
| Atria Investments LLC | 38,052 | $1.02M | 0.01% | −4,681−11.0% | Reduced |
| Barbara Oil Co. | 37,730 | $1.01M | 0.41% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 37,600 | $1.01M | 0.00% | −800−2.1% | Reduced |
| Los Angeles Capital Management LLC | 36,343 | $974.0K | 0.00% | +15,373+73.3% | Added |
| Resona Asset Management Co.,Ltd. | 36,028 | $965.5K | 0.01% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 33,976 | $910.6K | 0.05% | +12,000+54.6% | Added |
| Walleye Capital LLC | 33,740 | $904.2K | 0.01% | −266,458−88.8% | Reduced |
| Huntleigh Advisors, Inc. | 32,211 | $863.3K | 0.14% | +595+1.9% | Added |
| Elo Mutual Pension Insurance Co | 32,183 | $862.5K | 0.02% | +20,420+173.6% | Added |
| Azzad Asset Management Inc | 31,668 | $848.7K | 0.10% | +31,668 | New |
| Ofi Invest Asset Management | 32,001 | $794.0K | 0.02% | +28,701+869.7% | Added |
| Spire Wealth Management | 25,920 | $694.7K | 0.02% | +6,500+33.5% | Added |
| Legato Capital Management LLC | 25,255 | $676.8K | 0.09% | +25,255 | New |
| TrimTabs Asset Management, LLC | 25,140 | $673.8K | 0.11% | +682+2.8% | Added |
| OP Asset Management Ltd | 24,691 | $661.7K | 0.01% | +24,691 | New |
| Malaga Cove Capital, LLC | 24,643 | $660.4K | 0.29% | +900+3.8% | Added |
| Schroder Investment Management Group | 24,420 | $647.9K | 0.00% | −1,242−4.8% | Reduced |
| Captrust Financial Advisors | 23,800 | $637.8K | 0.00% | +1,908+8.7% | Added |
| State Board of Administration of Florida Retirement System | 23,790 | $637.6K | 0.00% | +3,200+15.5% | Added |
| Premier Fund Managers Ltd | 23,585 | $625.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22,520 | $603.5K | 0.07% | +22,520 | New |
| Alliance Wealth Advisors, LLC | 22,426 | $601.0K | 0.16% | +22,426 | New |
| State of Wisconsin Investment Board | 22,002 | $589.7K | 0.00% | +3,643+19.8% | Added |
| Aviva PLC | 21,642 | $580.0K | 0.00% | +21,642 | New |
| Sanctuary Advisors, LLC | 20,422 | $547.3K | 0.00% | −70.0% | Reduced |
| Woodline Partners LP | 20,066 | $537.8K | 0.00% | +8,613+75.2% | Added |
| Fieldview Capital Management, LLC | 19,720 | $528.5K | 0.07% | +19,720 | New |
| Diversify Wealth Management, LLC | 23,119 | $525.3K | 0.04% | +23,119 | New |
| Oppenheimer & Co Inc | 19,536 | $523.6K | 0.01% | −4,616−19.1% | Reduced |
| Park Avenue Securities LLC | 19,305 | $517.0K | 0.01% | +6,757+53.8% | Added |
| Dunhill Financial, LLC | 19,000 | $509.2K | 0.23% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,922 | $507.1K | 0.02% | +214+1.1% | Added |
| US Bancorp | 18,354 | $491.9K | 0.00% | +4,836+35.8% | Added |
| NBC Securities, Inc. | 18,306 | $490.0K | 0.04% | +18,288+101,600.0% | Added |
| Fifth Third Bancorp | 17,992 | $482.2K | 0.00% | −5,391−23.1% | Reduced |
| Truist Financial Corp | 17,952 | $481.1K | 0.00% | −3,963−18.1% | Reduced |
| Lazard Asset Management LLC | 17,574 | $470.0K | 0.00% | −49,255−73.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,593 | $444.7K | 0.00% | −442−2.6% | Reduced |
| Impact Capital Partners LLC | 16,576 | $444.2K | 0.16% | +1,810+12.3% | Added |
| Petrus Trust Company, LTA | 16,465 | $441.3K | 0.04% | +2,202+15.4% | Added |
| Prudential Financial Inc | 14,270 | $429.3K | 0.00% | −11,690−45.0% | Reduced |
| 111 Capital | 15,654 | $419.5K | 0.08% | +15,654 | New |
| Options Solutions, LLC | 15,645 | $419.3K | 0.20% | +2,991+23.6% | Added |
| Versor Investments LP | 15,500 | $415.4K | 0.07% | +15,500 | New |
| Cetera Investment Advisers | 15,423 | $413.3K | 0.00% | +1,180+8.3% | Added |
| Yorktown Management & Research Co Inc | 15,250 | $408.7K | 0.44% | +15,250 | New |
| Papamarkou Wellner Asset Management inc. | 15,240 | $408.4K | 0.28% | +15,240 | New |
| HM Payson & Co | 15,100 | $404.7K | 0.01% | 00.0% | Unchanged |
| Quantessence Capital LLC | 15,100 | $404.7K | 0.10% | +15,100 | New |
| Curated Wealth Partners LLC | 15,092 | $404.5K | 0.05% | −919−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 14,977 | $401.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 14,842 | $397.8K | 0.15% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 14,703 | $394.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Xponance, Inc. | 14,085 | $377.5K | 0.00% | +1,354+10.6% | Added |
| Point72 (DIFC) Ltd | 13,714 | $367.5K | 0.04% | +4,884+55.3% | Added |
| Chicago Trust Co NA | 13,475 | $361.1K | 0.06% | +13,475 | New |
| Henshaw Capital LLC | 13,434 | $360.0K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 13,426 | $359.8K | 0.00% | −9,311−41.0% | Reduced |
| Keybank National Association | 13,238 | $354.8K | 0.00% | +13,238 | New |
| Fca Corp | 13,069 | $350.2K | 0.11% | +13,069 | New |
| EntryPoint Capital, LLC | 13,043 | $349.6K | 0.16% | 00.0% | Unchanged |
| Caxton Associates LLP | 12,735 | $341.3K | 0.01% | +12,735 | New |
| The PNC Financial Services Group, Inc. | 12,341 | $330.7K | 0.00% | +9,589+348.4% | Added |
| Apollon Wealth Management, LLC | 12,341 | $330.7K | 0.01% | +459+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,704 | $313.7K | 0.00% | +11,704 | New |
| Cerity Partners LLC | 11,598 | $310.8K | 0.00% | +793+7.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,020 | $295.3K | 0.00% | +2,002+22.2% | Added |
| IHT Wealth Management, LLC | 10,976 | $294.2K | 0.01% | +50.0% | Added |
| Argent Trust Co | 10,947 | $293.4K | 0.01% | −2,908−21.0% | Reduced |
| RiverPark Advisors, LLC | 10,754 | $288.2K | 0.22% | +4,991+86.6% | Added |
| MML Investors Services, LLC | 10,562 | $283.0K | 0.00% | +2,142+25.4% | Added |
| D.A. Davidson & Co. | 10,545 | $282.6K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 10,494 | $281.2K | 0.02% | +10,494 | New |
| Mackenzie Financial Corp | 10,428 | $279.5K | 0.00% | −568−5.2% | Reduced |
| Sandia Investment Management LP | 10,000 | $268.0K | 0.78% | −15,000−60.0% | Reduced |
| Callan Family Office, LLC | 9,381 | $251.4K | 0.02% | −7,099−43.1% | Reduced |
| KBC Group NV | 9,279 | $249.0K | 0.00% | +234+2.6% | Added |
| M&T Bank Corp | 8,672 | $232.7K | 0.00% | −66,726−88.5% | Reduced |
| Norden Group LLC | 8,674 | $232.5K | 0.03% | +8,674 | New |
| Prelude Capital Management, LLC | 8,149 | $218.4K | 0.02% | −3,754−31.5% | Reduced |
| Lindenwold Advisors | 8,080 | $216.5K | 0.12% | −1,415−14.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,019 | $214.9K | 0.01% | −1,811−18.4% | Reduced |
| Connable Office Inc | 7,943 | $212.9K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,941 | $212.8K | 0.00% | −2,413−23.3% | Reduced |
| Amundi | 8,452 | $211.7K | 0.00% | −1,234−12.7% | Reduced |
| Integrated Wealth Concepts LLC | 7,756 | $207.9K | 0.00% | +7,756 | New |
| Mariner, LLC | 7,705 | $206.5K | 0.00% | −996−11.4% | Reduced |
| Portside Wealth Group, LLC | 7,675 | $205.7K | 0.03% | +7,675 | New |
| Marco Investment Management LLC | 7,555 | $202.5K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,268 | $195.0K | 0.00% | +1,731+31.3% | Added |