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, Q2 2025
Institutional positions in Clearwater Analytics Holdings, Inc. as of Jun 30, 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
- 398
- +32 vs. Q1 2025
- Shares held
- 281.8M
- +45.3M (+19.1%) vs. Q1 2025
- Total value
- $6.18B
- −$158.0M (−2.5%) vs. Q1 2025
- New holders
- 80
- 200 more added
- Sold out
- 48
- 95 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,293,551 | $598.5M | 0.01% | +4,047,239+17.4% | Added |
| BlackRock, Inc. | 22,676,539 | $497.3M | 0.01% | +5,448,029+31.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,766,137 | $214.2M | 0.51% | −276,147−2.7% | Reduced |
| Wasatch Advisors Inc | 9,567,391 | $209.8M | 1.10% | +274,664+3.0% | Added |
| William Blair Investment Management, LLC | 8,812,876 | $193.3M | 0.51% | −26,784−0.3% | Reduced |
| Wellington Management Group LLP | 8,524,751 | $186.9M | 0.03% | +2,111,822+32.9% | Added |
| Conestoga Capital Advisors, LLC | 6,690,647 | $146.7M | 2.17% | −31,905−0.5% | Reduced |
| Citadel Advisors LLC | 6,507,434 | $142.7M | 0.12% | +4,652,685+250.9% | Added |
| Bamco Inc | 6,094,715 | $133.7M | 0.36% | +665,823+12.3% | Added |
| Alliancebernstein L.P. | 6,022,250 | $132.1M | 0.04% | −469,132−7.2% | Reduced |
| JPMorgan Chase & Co | 5,774,285 | $126.6M | 0.01% | +359,420+6.6% | Added |
| Geode Capital Management, LLC | 5,737,241 | $125.8M | 0.01% | +1,060,435+22.7% | Added |
| State Street Corp | 5,493,736 | $120.5M | 0.00% | +1,004,563+22.4% | Added |
| Macquarie Group Ltd | 5,357,040 | $117.5M | 0.14% | +170,943+3.3% | Added |
| Norges Bank | 4,856,526 | $106.5M | 0.01% | +1,683,881+53.1% | Added |
| Millennium Management LLC | 4,551,596 | $99.8M | 0.09% | +3,128,440+219.8% | Added |
| Hood River Capital Management LLC | 4,519,134 | $99.1M | 1.38% | +4,519,134 | New |
| Invesco Ltd. | 4,422,668 | $97.0M | 0.02% | −1,283,669−22.5% | Reduced |
| Morgan Stanley | 4,285,391 | $94.0M | 0.01% | +115,058+2.8% | Added |
| Blackstone Group Inc. | 4,067,360 | $89.2M | 0.40% | +234,027+6.1% | Added |
| Blair William & Co | 3,888,661 | $85.3M | 0.24% | +1,354,391+53.4% | Added |
| Capital World Investors | 3,601,345 | $79.0M | 0.01% | +223,174+6.6% | Added |
| Brown Capital Management LLC | 3,199,696 | $70.2M | 2.04% | +1,126,965+54.4% | Added |
| Janus Henderson Group PLC | 3,152,867 | $69.1M | 0.03% | +1,157,854+58.0% | Added |
| Goldman Sachs Group Inc | 3,127,544 | $68.6M | 0.01% | +1,348,737+75.8% | Added |
| Ameriprise Financial Inc | 3,073,047 | $67.4M | 0.02% | +1,031,024+50.5% | Added |
| Manning & Napier Advisors LLC | 3,049,956 | $66.9M | 0.80% | +3,049,956 | New |
| Price T Rowe Associates Inc | 2,670,899 | $58.6M | 0.01% | +1,977,703+285.3% | Added |
| Loomis Sayles & Co L P | 2,645,199 | $58.0M | 0.07% | −484,964−15.5% | Reduced |
| Northern Trust Corp | 2,522,497 | $55.3M | 0.01% | +447,142+21.5% | Added |
| Raymond James Financial Inc | 2,400,554 | $52.6M | 0.02% | +421,493+21.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,336,475 | $51.2M | 0.19% | +222,737+10.5% | Added |
| Stephens Investment Management Group LLC | 2,286,507 | $50.1M | 0.66% | +566,264+32.9% | Added |
| Bank of America Corp | 2,273,191 | $49.9M | 0.00% | +1,128,360+98.6% | Added |
| Allspring Global Investments Holdings, LLC | 2,268,047 | $49.6M | 0.08% | +571,215+33.7% | Added |
| Nuveen, LLC | 2,121,865 | $46.5M | 0.01% | +110,904+5.5% | Added |
| Charles Schwab Investment Management Inc | 2,013,508 | $44.2M | 0.01% | +319,976+18.9% | Added |
| SEI Investments Co | 1,785,012 | $39.1M | 0.05% | +600,437+50.7% | Added |
| Artisan Partners Limited Partnership | 1,771,463 | $38.8M | 0.06% | −971,792−35.4% | Reduced |
| Fred Alger Management, LLC | 1,715,883 | $37.4M | 0.17% | +38,247+2.3% | Added |
| Brown Advisory Inc | 1,642,492 | $36.0M | 0.05% | +235,452+16.7% | Added |
| New York State Common Retirement Fund | 1,639,265 | $35.9M | 0.05% | +273,614+20.0% | Added |
| Riverbridge Partners LLC | 1,610,240 | $35.3M | 0.57% | +1,610,240 | New |
| Bank of New York Mellon Corp | 1,450,149 | $31.8M | 0.01% | +421,319+41.0% | Added |
| Tudor Investment Corp Et Al | 1,448,389 | $31.8M | 0.24% | +1,047,450+261.2% | Added |
| Zevenbergen Capital Investments LLC | 1,366,580 | $30.0M | 0.58% | +457,151+50.3% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,365,971 | $30.0M | 0.96% | +1,365,971 | New |
| TimesSquare Capital Management, LLC | 1,360,316 | $29.8M | 0.43% | +257,816+23.4% | Added |
| Tensile Capital Management LP | 1,357,990 | $29.8M | 3.59% | +1,357,990 | New |
| Principal Financial Group Inc | 1,345,332 | $29.5M | 0.02% | −30,480−2.2% | Reduced |
| Squarepoint Ops LLC | 1,264,589 | $27.7M | 0.06% | +711,127+128.5% | Added |
| Wells Fargo & Company | 1,240,963 | $27.2M | 0.01% | +80,021+6.9% | Added |
| UBS Group AG | 1,230,519 | $27.0M | 0.01% | +827,122+205.0% | Added |
| Silvercrest Asset Management Group LLC | 1,220,806 | $26.8M | 0.18% | +296,706+32.1% | Added |
| Lead Edge Capital Management, LLC | 1,126,900 | $24.7M | 6.84% | +1,126,900 | New |
| Emerald Advisers, LLC | 1,072,307 | $23.5M | 0.86% | +574,342+115.3% | Added |
| Susquehanna International Group, LLP | 1,043,192 | $22.9M | 0.03% | −158,326−13.2% | Reduced |
| Qube Research & Technologies Ltd | 1,041,394 | $22.8M | 0.03% | +252,110+31.9% | Added |
| Jain Global LLC | 1,039,024 | $22.8M | 0.35% | +683,993+192.7% | Added |
| Franklin Resources Inc | 1,023,237 | $22.4M | 0.01% | −1,140,652−52.7% | Reduced |
| Allianz Asset Management GmbH | 1,020,427 | $22.4M | 0.03% | +390,031+61.9% | Added |
| Clearbridge Investments, LLC | 1,007,373 | $22.1M | 0.02% | −8,520−0.8% | Reduced |
| Burkehill Global Management, LP | 1,005,548 | $22.1M | 1.63% | +705,548+235.2% | Added |
| Jupiter Asset Management Ltd | 988,538 | $21.7M | 0.18% | +988,538 | New |
| Warburg Pincus LLC | 977,455 | $21.4M | 1.82% | +977,455 | New |
| FMR LLC | 953,282 | $20.9M | 0.00% | +170,925+21.8% | Added |
| FIL Ltd | 953,132 | $20.9M | 0.02% | +953,132 | New |
| Ashford Capital Management Inc | 915,444 | $20.1M | 2.36% | +357,035+63.9% | Added |
| Royal Bank of Canada | 898,281 | $19.7M | 0.00% | +406,719+82.7% | Added |
| BNP Paribas Arbitrage, SA | 863,079 | $18.9M | 0.01% | +416,846+93.4% | Added |
| Arrowstreet Capital, Limited Partnership | 833,353 | $18.3M | 0.01% | −348,246−29.5% | Reduced |
| UBS Asset Management Americas Inc | 761,529 | $16.7M | 0.00% | +302,237+65.8% | Added |
| Jump Financial, LLC | 753,120 | $16.5M | 0.20% | +458,874+155.9% | Added |
| Norwood Investment Partners, LP | 702,100 | $15.4M | 11.53% | +702,100 | New |
| Shannon River Fund Management LLC | 667,281 | $14.6M | 2.25% | −699,612−51.2% | Reduced |
| Seven Grand Managers, LLC | 667,103 | $14.6M | 1.75% | +567,103+567.1% | Added |
| Deutsche Bank AG | 663,042 | $14.5M | 0.01% | +417,445+170.0% | Added |
| Barclays PLC | 655,271 | $14.4M | 0.01% | +283,593+76.3% | Added |
| Comerica Bank | 651,788 | $14.3M | 0.06% | −582−0.1% | Reduced |
| Congress Asset Management Co | 636,610 | $14.0M | 0.10% | +170,456+36.6% | Added |
| Envestnet Asset Management Inc | 608,445 | $13.3M | 0.00% | +242,257+66.2% | Added |
| Victory Capital Management Inc | 594,014 | $13.0M | 0.01% | +456,906+333.2% | Added |
| Jane Street Group, LLC | 590,694 | $13.0M | 0.02% | +590,694 | New |
| Sea Cliff Partners Management, LP | 590,203 | $12.9M | 4.41% | +590,203 | New |
| Emerald Mutual Fund Advisers Trust | 579,602 | $12.7M | 0.77% | +307,165+112.7% | Added |
| Palisade Capital Management LLC | 555,604 | $12.2M | 0.35% | +61,722+12.5% | Added |
| Scalar Gauge Management, LLC | 524,244 | $11.5M | 6.57% | −139,351−21.0% | Reduced |
| Capital Fund Management S.A. | 518,578 | $11.4M | 0.13% | +325,954+169.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 513,900 | $11.3M | 0.02% | −179,700−25.9% | Reduced |
| Neuberger Berman Group LLC | 477,685 | $10.5M | 0.01% | +11,595+2.5% | Added |
| Swiss National Bank | 447,996 | $9.82M | 0.01% | +33,896+8.2% | Added |
| Grandeur Peak Global Advisors, LLC | 433,817 | $9.51M | 1.15% | +45,214+11.6% | Added |
| Kornitzer Capital Management Inc | 427,950 | $9.38M | 0.19% | +26,585+6.6% | Added |
| Moody Aldrich Partners LLC | 410,952 | $9.01M | 1.74% | +32,532+8.6% | Added |
| Algert Global LLC | 408,267 | $8.95M | 0.19% | −90,342−18.1% | Reduced |
| Osterweis Capital Management Inc | 402,600 | $8.83M | 0.42% | +66,405+19.8% | Added |
| LMR Partners LLP | 400,000 | $8.77M | 0.14% | +220,000+122.2% | Added |
| Segall Bryant & Hamill, LLC | 384,634 | $8.44M | 0.12% | +65,141+20.4% | Added |
| Balyasny Asset Management LLC | 374,160 | $8.21M | 0.02% | +31,308+9.1% | Added |
| Peregrine Capital Management LLC | 365,990 | $8.03M | 0.24% | +365,990 | New |