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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 12,121 | $265.8K | 0.01% | −220−1.8% | Reduced |
| Kestra Advisory Services, LLC | 12,394 | $271.8K | 0.00% | +12,394 | New |
| Pensionmark Financial Group, LLC | 12,398 | $271.9K | 0.01% | +12,398 | New |
| Norden Group LLC | 12,474 | $273.6K | 0.03% | +3,800+43.8% | Added |
| Connable Office Inc | 12,852 | $281.8K | 0.03% | +4,909+61.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,932 | $283.6K | 0.02% | +12,932 | New |
| Schroder Investment Management Group | 13,011 | $285.3K | 0.00% | −11,409−46.7% | Reduced |
| M&T Bank Corp | 13,164 | $289.1K | 0.00% | +4,492+51.8% | Added |
| American Century Companies Inc | 13,724 | $301.0K | 0.00% | −55,672−80.2% | Reduced |
| Fca Corp | 13,768 | $301.9K | 0.09% | +699+5.3% | Added |
| Axq Capital, LP | 13,963 | $306.2K | 0.10% | +13,963 | New |
| Rockefeller Capital Management L.P. | 14,155 | $310.4K | 0.00% | +14,155 | New |
| Legato Capital Management LLC | 14,162 | $310.6K | 0.04% | −11,093−43.9% | Reduced |
| Corton Capital Inc. | 14,695 | $322.3K | 0.38% | +14,695 | New |
| Wesbanco Bank Inc | 14,703 | $322.4K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,819 | $325.0K | 0.00% | +1,393+10.4% | Added |
| Quantum Private Wealth, LLC | 14,842 | $325.5K | 0.11% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 14,899 | $326.7K | 0.00% | −1,344,201−98.9% | Reduced |
| Brinker Capital Investments, LLC | 14,928 | $327.4K | 0.00% | +254+1.7% | Added |
| Public Employees Retirement Association of Colorado | 14,977 | $328.0K | 0.00% | 00.0% | Unchanged |
| Fortress Investment Group LLC | 15,000 | $328.9K | 0.05% | −32,906−68.7% | Reduced |
| HM Payson & Co | 15,100 | $331.1K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 15,183 | $333.0K | 0.04% | +91+0.6% | Added |
| Papamarkou Wellner Asset Management inc. | 15,240 | $334.2K | 0.22% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 15,250 | $334.4K | 0.32% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 15,552 | $341.0K | 0.01% | +15,552 | New |
| Avantax Advisory Services, Inc. | 15,913 | $349.0K | 0.00% | +15,913 | New |
| Fifth Third Bancorp | 16,294 | $357.3K | 0.00% | −1,698−9.4% | Reduced |
| Impact Capital Partners LLC | 16,407 | $359.8K | 0.12% | −169−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,571 | $363.4K | 0.00% | −22−0.1% | Reduced |
| Henshaw Capital LLC | 17,103 | $375.1K | 0.01% | +3,669+27.3% | Added |
| Keybank National Association | 17,588 | $385.7K | 0.00% | +4,350+32.9% | Added |
| Truist Financial Corp | 18,018 | $395.1K | 0.00% | +66+0.4% | Added |
| Keebeck Wealth Management, LLC | 18,589 | $407.7K | 0.05% | +18,589 | New |
| Dunhill Financial, LLC | 19,000 | $416.7K | 0.12% | 00.0% | Unchanged |
| Xponance, Inc. | 19,233 | $421.8K | 0.00% | +5,148+36.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,399 | $425.4K | 0.00% | +11,458+144.3% | Added |
| Lazard Asset Management LLC | 19,913 | $435.0K | 0.00% | +2,339+13.3% | Added |
| Woodline Partners LP | 19,892 | $436.2K | 0.00% | −174−0.9% | Reduced |
| Erste Asset Management GmbH | 19,528 | $437.0K | 0.00% | +19,528 | New |
| Tower Research Capital LLC (TRC) | 20,003 | $438.7K | 0.01% | +11,984+149.4% | Added |
| Fieldview Capital Management, LLC | 20,021 | $439.1K | 0.07% | +301+1.5% | Added |
| Sanctuary Advisors, LLC | 20,259 | $444.3K | 0.00% | −163−0.8% | Reduced |
| SG Americas Securities, LLC | 20,443 | $448.0K | 0.00% | +13,175+181.3% | Added |
| The PNC Financial Services Group, Inc. | 20,596 | $451.7K | 0.00% | +8,255+66.9% | Added |
| Aviva PLC | 20,754 | $455.1K | 0.00% | −888−4.1% | Reduced |
| MML Investors Services, LLC | 21,078 | $462.0K | 0.00% | +10,516+99.6% | Added |
| Diversify Advisory Services, LLC | 24,547 | $465.2K | 0.02% | +24,547 | New |
| Creative Planning | 21,910 | $480.5K | 0.00% | −24,861−53.2% | Reduced |
| State of Wisconsin Investment Board | 22,161 | $486.0K | 0.00% | +159+0.7% | Added |
| Quadrature Capital Ltd | 22,633 | $496.3K | 0.01% | −40,993−64.4% | Reduced |
| Driehaus Capital Management LLC | 22,648 | $496.7K | 0.00% | −2,719,863−99.2% | Reduced |
| DC Investments Management, LLC | 22,672 | $497.2K | 0.21% | +22,672 | New |
| Oppenheimer & Co Inc | 23,582 | $517.2K | 0.01% | +4,046+20.7% | Added |
| Nebula Research & Development LLC | 23,684 | $519.4K | 0.04% | −52,550−68.9% | Reduced |
| Freestone Grove Partners LP | 24,046 | $527.3K | 0.00% | +24,046 | New |
| Chicago Trust Co NA | 24,155 | $529.7K | 0.07% | +10,680+79.3% | Added |
| Inceptionr LLC | 24,369 | $534.4K | 0.12% | +24,369 | New |
| CenterBook Partners LP | 24,564 | $538.7K | 0.03% | −126,687−83.8% | Reduced |
| Ameritas Investment Partners, Inc. | 25,203 | $552.7K | 0.02% | +6,281+33.2% | Added |
| State of Wyoming | 25,260 | $554.0K | 0.07% | −16,207−39.1% | Reduced |
| Blueshift Asset Management, LLC | 25,331 | $555.5K | 0.17% | +25,331 | New |
| US Bancorp | 25,457 | $558.3K | 0.00% | +7,103+38.7% | Added |
| Premier Fund Managers Ltd | 26,875 | $591.0K | 0.02% | +3,290+13.9% | Added |
| Catalyst Funds Management Pty Ltd | 27,280 | $598.3K | 0.17% | −19,520−41.7% | Reduced |
| Park Avenue Securities LLC | 27,875 | $611.0K | 0.01% | +8,570+44.4% | Added |
| State Board of Administration of Florida Retirement System | 28,826 | $632.2K | 0.00% | +5,036+21.2% | Added |
| Alliance Wealth Advisors, LLC | 29,083 | $637.8K | 0.16% | +6,657+29.7% | Added |
| CI Private Wealth, LLC | 29,540 | $647.8K | 0.00% | −22,707−43.5% | Reduced |
| Diametric Capital, LP | 30,000 | $657.9K | 0.35% | +30,000 | New |
| ExodusPoint Capital Management, LP | 30,064 | $659.0K | 0.01% | −274,673−90.1% | Reduced |
| CIBC World Markets Corp | 30,415 | $667.0K | 0.00% | −11,088−26.7% | Reduced |
| Capula Management Ltd | 30,642 | $672.0K | 0.01% | +30,642 | New |
| OP Asset Management Ltd | 31,065 | $681.3K | 0.01% | +6,374+25.8% | Added |
| Versor Investments LP | 32,077 | $703.4K | 0.12% | +16,577+106.9% | Added |
| Captrust Financial Advisors | 32,120 | $704.4K | 0.00% | +8,320+35.0% | Added |
| One Capital Management, LLC | 33,363 | $731.6K | 0.03% | +33,363 | New |
| Future Fund LLC | 33,363 | $731.7K | 0.33% | +33,363 | New |
| Malaga Cove Capital, LLC | 33,808 | $741.4K | 0.29% | +9,165+37.2% | Added |
| Hudson Bay Capital Management LP | 33,936 | $744.2K | 0.00% | +33,936 | New |
| Huntleigh Advisors, Inc. | 34,062 | $747.0K | 0.14% | +1,851+5.7% | Added |
| Jennison Associates LLC | 34,261 | $751.3K | 0.00% | +34,261 | New |
| Federated Hermes, Inc. | 35,611 | $780.9K | 0.00% | −233,885−86.8% | Reduced |
| Bayesian Capital Management, LP | 35,700 | $782.9K | 0.12% | −25,100−41.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 36,028 | $790.1K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 37,914 | $831.5K | 0.01% | −3,200−7.8% | Reduced |
| Prudential Financial Inc | 31,522 | $831.7K | 0.00% | +17,252+120.9% | Added |
| Scientech Research LLC | 40,292 | $883.6K | 0.22% | +40,292 | New |
| Pictet Asset Management Holding SA | 40,333 | $884.9K | 0.00% | +1,249+3.2% | Added |
| Diversify Wealth Management, LLC | 47,143 | $893.4K | 0.06% | +24,024+103.9% | Added |
| Aviso Financial Inc. | 41,681 | $914.1K | 0.04% | +41,681 | New |
| XTX Topco Ltd | 43,131 | $945.9K | 0.04% | −54,808−56.0% | Reduced |
| FourThought Financial Partners, LLC | 43,684 | $958.0K | 0.09% | +5,477+14.3% | Added |
| Aaron Wealth Advisors | 44,688 | $980.0K | 0.10% | +44,688 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,910 | $1.01M | 0.00% | +7,855+20.6% | Added |
| Atria Investments LLC | 46,407 | $1.02M | 0.01% | +8,355+22.0% | Added |
| Cetera Investment Advisers | 46,484 | $1.02M | 0.00% | +31,061+201.4% | Added |
| Dark Forest Capital Management LP | 48,258 | $1.06M | 0.04% | +1,034+2.2% | Added |
| KLP Kapitalforvaltning AS | 48,776 | $1.07M | 0.00% | +7,476+18.1% | Added |
| Thrivent Financial for Lutherans | 49,325 | $1.08M | 0.00% | −7,179−12.7% | Reduced |