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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 6 | $0 | 0.00% | +6 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $57 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 6 | $132 | 0.00% | −16−72.7% | Reduced |
| Arlington Trust Co LLC | 21 | $461 | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 22 | $482 | 0.00% | +22 | New |
| Global Retirement Partners, LLC | 23 | $504 | 0.00% | +23 | New |
| True Wealth Design, LLC | 25 | $549 | 0.00% | +23+1,150.0% | Added |
| Financial Network Wealth Advisors LLC | 50 | $1.10K | 0.00% | +11+28.2% | Added |
| Bell Investment Advisors, Inc | 52 | $1.14K | 0.00% | +22+73.3% | Added |
| Bare Financial Services, Inc | 53 | $1.16K | 0.00% | +53 | New |
| Skopos Labs, Inc. | 78 | $1.71K | 0.00% | +8+11.4% | Added |
| GWM Advisors LLC | 100 | $2.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 113 | $2.48K | 0.00% | −250−68.9% | Reduced |
| EverSource Wealth Advisors, LLC | 130 | $2.85K | 0.00% | −30−18.8% | Reduced |
| Private Wealth Management Group, LLC | 143 | $3.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 144 | $3.16K | 0.00% | +144 | New |
| Iron Horse Wealth Management, LLC | 149 | $3.27K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 159 | $3.49K | 0.00% | +28+21.4% | Added |
| SRS Capital Advisors, Inc. | 197 | $4.32K | 0.00% | +151+328.3% | Added |
| Riggs Asset Managment Co. Inc. | 205 | $4.50K | 0.00% | +180+720.0% | Added |
| Geneos Wealth Management Inc. | 215 | $4.71K | 0.00% | −27−11.2% | Reduced |
| Larson Financial Group LLC | 234 | $5.13K | 0.00% | +207+766.7% | Added |
| Federation des caisses Desjardins du Quebec | 246 | $5.39K | 0.00% | +46+23.0% | Added |
| WPG Advisers, LLC | 255 | $5.59K | 0.00% | −275−51.9% | Reduced |
| Farther Finance Advisors, LLC | 294 | $6.45K | 0.00% | −999−77.3% | Reduced |
| Huntington National Bank | 298 | $6.54K | 0.00% | +61+25.7% | Added |
| Harbour Investments, Inc. | 323 | $7.08K | 0.00% | +323 | New |
| TFC Financial Management | 324 | $7.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 330 | $7.24K | 0.00% | +50+17.9% | Added |
| MCF Advisors LLC | 349 | $7.65K | 0.00% | −211−37.7% | Reduced |
| Rise Advisors, LLC | 358 | $7.85K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 393 | $8.62K | 0.00% | +393 | New |
| Private Trust Co NA | 401 | $8.79K | 0.00% | −54−11.9% | Reduced |
| Allworth Financial LP | 404 | $8.86K | 0.00% | +225+125.7% | Added |
| Matrix Trust Co | 471 | $10.0K | 0.00% | +471 | New |
| CIBC Private Wealth Group, LLC | 485 | $10.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 541 | $11.9K | 0.00% | +521+2,605.0% | Added |
| Optiver Holding B.V. | 606 | $13.3K | 0.00% | −567−48.3% | Reduced |
| SBI Securities Co., Ltd. | 609 | $13.4K | 0.00% | +316+107.8% | Added |
| Signaturefd, LLC | 636 | $13.9K | 0.00% | +30+5.0% | Added |
| FNY Investment Advisers, LLC | 669 | $14.0K | 0.01% | +669 | New |
| Jones Financial Companies LLLP | 696 | $15.3K | 0.00% | −4−0.6% | Reduced |
| Financial Management Professionals, Inc. | 795 | $17.4K | 0.00% | −1,303−62.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $18.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 855 | $18.8K | 0.00% | +855 | New |
| Bryn Mawr Trust Co | 1,000 | $21.9K | 0.00% | +500+100.0% | Added |
| Rakuten Securities, Inc. | 1,009 | $22.1K | 0.01% | +991+5,505.6% | Added |
| Park Place Capital Corp | 1,052 | $23.0K | 0.01% | +1,052 | New |
| Ci Investments Inc. | 1,129 | $25.0K | 0.00% | +841+292.0% | Added |
| Essex Investment Management Co LLC | 1,166 | $25.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,174 | $25.7K | 0.00% | −141−10.7% | Reduced |
| Clearstead Advisors, LLC | 1,294 | $28.4K | 0.00% | +423+48.6% | Added |
| First Horizon Advisors, Inc. | 1,523 | $33.4K | 0.00% | +1,121+278.9% | Added |
| Bessemer Group Inc | 1,545 | $35.0K | 0.00% | +708+84.6% | Added |
| IFP Advisors, Inc | 1,588 | $35.7K | 0.00% | +133+9.1% | Added |
| NVWM, LLC | 1,700 | $37.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,006 | $44.0K | 0.00% | +1,795+850.7% | Added |
| Arcadia Investment Management Corp | 2,057 | $45.1K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 2,240 | $49.1K | 0.00% | −64,452−96.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,334 | $51.0K | 0.00% | +2,334 | New |
| Quest Partners LLC | 2,338 | $51.3K | 0.01% | −4,864−67.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,638 | $57.8K | 0.00% | +867+49.0% | Added |
| NBC Securities, Inc. | 2,996 | $65.0K | 0.01% | −15,310−83.6% | Reduced |
| CWM, LLC | 3,067 | $67.0K | 0.00% | −4−0.1% | Reduced |
| Quarry LP | 3,266 | $71.6K | 0.02% | +1,172+56.0% | Added |
| Assetmark, Inc | 3,497 | $76.7K | 0.00% | −242−6.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,817 | $83.7K | 0.00% | +300+8.5% | Added |
| Advisors Asset Management, Inc. | 4,131 | $90.6K | 0.00% | −638−13.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,288 | $94.0K | 0.00% | +1,151+36.7% | Added |
| Covestor Ltd | 4,383 | $96.0K | 0.06% | +3,936+880.5% | Added |
| Hilltop National Bank | 4,914 | $107.8K | 0.03% | +4,914 | New |
| RiverPark Advisors, LLC | 5,425 | $119.0K | 0.07% | −5,329−49.6% | Reduced |
| KBC Group NV | 6,390 | $140.0K | 0.00% | −2,889−31.1% | Reduced |
| Amalgamated Bank | 6,447 | $141.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,256 | $159.7K | 0.00% | +6,467+819.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,789 | $171.0K | 0.00% | +7,789 | New |
| Aster Capital Management (DIFC) Ltd | 7,838 | $171.9K | 0.04% | +7,838 | New |
| Parkside Financial Bank & Trust | 8,955 | $196.4K | 0.02% | +8,187+1,066.0% | Added |
| Integrated Wealth Concepts LLC | 9,200 | $201.8K | 0.00% | +1,444+18.6% | Added |
| PharVision Advisers, LLC | 9,260 | $203.1K | 0.29% | +9,260 | New |
| Vident Advisory, LLC | 9,477 | $207.8K | 0.00% | +9,477 | New |
| Portside Wealth Group, LLC | 9,710 | $212.9K | 0.03% | +2,035+26.5% | Added |
| WoodTrust Financial Corp | 9,750 | $214.0K | 0.03% | +9,750 | New |
| Qsemble Capital Management, LP | 9,797 | $214.8K | 0.02% | −90,815−90.3% | Reduced |
| Cannon Global Investment Management, LLC | 10,000 | $219.3K | 0.60% | +10,000 | New |
| Cerity Partners LLC | 10,137 | $222.3K | 0.00% | −1,461−12.6% | Reduced |
| Caxton Associates LLP | 10,340 | $226.8K | 0.01% | −2,395−18.8% | Reduced |
| Hardy Reed LLC | 10,464 | $229.5K | 0.02% | +10,464 | New |
| D.A. Davidson & Co. | 10,545 | $231.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,810 | $237.1K | 0.00% | +10,810 | New |
| Stephens Inc | 10,921 | $239.5K | 0.00% | +10,921 | New |
| IHT Wealth Management, LLC | 10,971 | $240.6K | 0.01% | −50.0% | Reduced |
| Capstone Investment Advisors, LLC | 11,000 | $241.2K | 0.00% | +11,000 | New |
| Argent Trust Co | 11,161 | $244.8K | 0.01% | +214+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,450 | $253.5K | 0.00% | −254−2.2% | Reduced |
| Mackenzie Financial Corp | 11,723 | $257.1K | 0.00% | +1,295+12.4% | Added |
| Polen Capital Management LLC | 11,785 | $258.4K | 0.00% | −113,107−90.6% | Reduced |
| Dakota Wealth Management | 11,882 | $260.6K | 0.01% | +11,882 | New |
| Walleye Trading LLC | 11,994 | $263.0K | 0.01% | +7,503+167.1% | Added |
| Prelude Capital Management, LLC | 12,017 | $263.5K | 0.03% | +3,868+47.5% | Added |