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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 7,202 | $193.0K | 0.02% | −7,895−52.3% | Reduced |
| Amalgamated Bank | 6,447 | $173.0K | 0.00% | +349+5.7% | Added |
| Advisors Asset Management, Inc. | 4,769 | $127.8K | 0.00% | +169+3.7% | Added |
| Walleye Trading LLC | 4,491 | $120.4K | 0.00% | +4,491 | New |
| Canada Pension Plan Investment Board | 4,300 | $115.2K | 0.00% | −259,700−98.4% | Reduced |
| Assetmark, Inc | 3,739 | $100.2K | 0.00% | −282−7.0% | Reduced |
| Exchange Traded Concepts, LLC | 3,517 | $94.3K | 0.00% | −1,641−31.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,137 | $84.1K | 0.00% | +9+0.3% | Added |
| CWM, LLC | 3,071 | $82.0K | 0.00% | +2,694+714.6% | Added |
| Financial Management Professionals, Inc. | 2,098 | $56.2K | 0.01% | −180−7.9% | Reduced |
| Quarry LP | 2,094 | $56.1K | 0.01% | +1,900+979.4% | Added |
| Arcadia Investment Management Corp | 2,057 | $55.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,771 | $47.4K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,700 | $45.6K | 0.01% | +1,700 | New |
| IFP Advisors, Inc | 1,455 | $39.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,315 | $35.2K | 0.00% | +31+2.4% | Added |
| Farther Finance Advisors, LLC | 1,293 | $33.9K | 0.00% | −2−0.2% | Reduced |
| Headlands Technologies LLC | 1,201 | $32.2K | 0.00% | −5,202−81.2% | Reduced |
| Optiver Holding B.V. | 1,173 | $31.4K | 0.00% | +1,173 | New |
| Essex Investment Management Co LLC | 1,166 | $31.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 873 | $23.4K | 0.00% | +315+56.5% | Added |
| Clearstead Advisors, LLC | 871 | $23.3K | 0.00% | +87+11.1% | Added |
| Bessemer Group Inc | 837 | $23.0K | 0.00% | −28,012−97.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $22.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 789 | $21.1K | 0.00% | −420−34.7% | Reduced |
| Parkside Financial Bank & Trust | 768 | $20.6K | 0.00% | −182−19.2% | Reduced |
| Jones Financial Companies LLLP | 700 | $18.6K | 0.00% | +97+16.1% | Added |
| Signaturefd, LLC | 606 | $16.2K | 0.00% | +35+6.1% | Added |
| MCF Advisors LLC | 560 | $15.0K | 0.00% | +315+128.6% | Added |
| WPG Advisers, LLC | 530 | $14.2K | 0.01% | +77+17.0% | Added |
| Bryn Mawr Trust Co | 500 | $13.4K | 0.00% | +200+66.7% | Added |
| Private Trust Co NA | 455 | $12.2K | 0.00% | −147−24.4% | Reduced |
| Covestor Ltd | 447 | $12.0K | 0.01% | +437+4,370.0% | Added |
| First Horizon Advisors, Inc. | 402 | $10.8K | 0.00% | +159+65.4% | Added |
| CIBC Private Wealth Group, LLC | 485 | $10.8K | 0.00% | −74,670−99.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 363 | $9.73K | 0.00% | +61+20.2% | Added |
| Rise Advisors, LLC | 358 | $9.59K | 0.00% | +358 | New |
| TFC Financial Management | 324 | $8.68K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 288 | $8.00K | 0.00% | −70−19.6% | Reduced |
| SBI Securities Co., Ltd. | 293 | $7.85K | 0.00% | −19−6.1% | Reduced |
| Rothschild Investment LLC | 280 | $7.50K | 0.00% | +105+60.0% | Added |
| Geneos Wealth Management Inc. | 242 | $6.49K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 237 | $6.35K | 0.00% | −104−30.5% | Reduced |
| Principal Securities, Inc. | 211 | $5.81K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $5.36K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 188 | $5.04K | 0.00% | +66+54.1% | Added |
| Coldstream Capital Management Inc | 160 | $4.29K | 0.00% | +160 | New |
| EverSource Wealth Advisors, LLC | 160 | $4.29K | 0.00% | +92+135.3% | Added |
| Allworth Financial LP | 179 | $4.07K | 0.00% | +50+38.8% | Added |
| Iron Horse Wealth Management, LLC | 149 | $3.99K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 145 | $3.89K | 0.00% | +145 | New |
| Private Wealth Management Group, LLC | 143 | $3.83K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 133 | $3.56K | 0.00% | +133 | New |
| Caitong International Asset Management Co., Ltd | 131 | $3.51K | 0.00% | −3,185−96.0% | Reduced |
| Highline Wealth Partners LLC | 124 | $3.32K | 0.00% | +124 | New |
| Parallel Advisors, LLC | 100 | $2.68K | 0.00% | +9+9.9% | Added |
| GWM Advisors LLC | 100 | $2.68K | 0.00% | +100 | New |
| Skopos Labs, Inc. | 70 | $1.88K | 0.00% | +70 | New |
| Creative Financial Designs Inc | 69 | $1.85K | 0.00% | +69 | New |
| SRS Capital Advisors, Inc. | 46 | $1.23K | 0.00% | +46 | New |
| Stephens Consulting, LLC | 45 | $1.21K | 0.00% | +45 | New |
| Financial Network Wealth Advisors LLC | 39 | $1.04K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 30 | $804 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $724 | 0.00% | +27 | New |
| Riggs Asset Managment Co. Inc. | 25 | $670 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $590 | 0.00% | +22 | New |
| South State Corp. | 21 | $563 | 0.00% | +21 | New |
| Versant Capital Management, Inc | 20 | $536 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 18 | $482 | 0.00% | +18 | New |
| True Wealth Design, LLC | 2 | $54 | 0.00% | +2 | New |
| 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 |