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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 50,574 | $1.11M | 0.00% | +10,082+24.9% | Added |
| Azzad Asset Management Inc | 52,012 | $1.14M | 0.12% | +20,344+64.2% | Added |
| Sterling Capital Management LLC | 53,218 | $1.17M | 0.02% | +403+0.8% | Added |
| Engineers Gate Manager LP | 53,444 | $1.17M | 0.01% | −261,617−83.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 55,146 | $1.21M | 0.01% | +2,905+5.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 55,616 | $1.22M | 0.01% | +14,900+36.6% | Added |
| Zions Bancorporation, National Association | 55,678 | $1.22M | 0.07% | +3,895+7.5% | Added |
| Elo Mutual Pension Insurance Co | 56,125 | $1.23M | 0.03% | +23,942+74.4% | Added |
| Handelsbanken Fonder AB | 56,500 | $1.24M | 0.00% | +18,900+50.3% | Added |
| DiNuzzo Private Wealth, Inc. | 57,000 | $1.25M | 0.15% | +57,000 | New |
| B. Metzler seel. Sohn & Co. AG | 57,736 | $1.27M | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 58,022 | $1.27M | 0.14% | +58,022 | New |
| Holocene Advisors, LP | 58,397 | $1.28M | 0.00% | +58,397 | New |
| NewEdge Wealth, LLC | 69,967 | $1.31M | 0.02% | −2,463−3.4% | Reduced |
| Ensign Peak Advisors, Inc | 60,150 | $1.32M | 0.00% | −15,454−20.4% | Reduced |
| Natixis Advisors, L.P. | 60,505 | $1.33M | 0.00% | −28,343−31.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 65,510 | $1.44M | 0.20% | +24,364+59.2% | Added |
| Cim, LLC | 65,627 | $1.44M | 0.19% | +4,850+8.0% | Added |
| Vestmark Advisory Solutions, Inc. | 65,773 | $1.44M | 0.02% | −75,741−53.5% | Reduced |
| STRS Ohio | 66,800 | $1.46M | 0.01% | +15,700+30.7% | Added |
| Walleye Capital LLC | 66,867 | $1.47M | 0.01% | +33,127+98.2% | Added |
| Jefferies Financial Group Inc. | 67,340 | $1.48M | 0.02% | −219,630−76.5% | Reduced |
| Polar Asset Management Partners Inc. | 67,700 | $1.48M | 0.04% | +67,700 | New |
| Arizona State Retirement System | 68,429 | $1.50M | 0.01% | +7,130+11.6% | Added |
| Formula Growth Ltd | 70,000 | $1.54M | 0.58% | +70,000 | New |
| Brevan Howard Capital Management LP | 70,164 | $1.54M | 0.02% | +70,164 | New |
| Select Asset Management & Trust | 71,299 | $1.56M | 0.54% | 00.0% | Unchanged |
| Barbara Oil Co. | 72,370 | $1.59M | 0.62% | +34,640+91.8% | Added |
| Advantage Alpha Capital Partners LP | 76,173 | $1.67M | 0.45% | +76,173 | New |
| Teachers Retirement System of the State of Kentucky | 76,228 | $1.67M | 0.01% | +14,050+22.6% | Added |
| Cubist Systematic Strategies, LLC | 80,011 | $1.75M | 0.02% | −784,683−90.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 80,047 | $1.76M | 0.00% | +80,047 | New |
| Point72 Asset Management, L.P. | 83,832 | $1.84M | 0.00% | −25,931−23.6% | Reduced |
| Glenmede Investment Management, LP | 84,778 | $1.86M | 0.01% | +84,778 | New |
| State of New Jersey Common Pension Fund D | 84,916 | $1.86M | 0.01% | +9,130+12.0% | Added |
| Mairs & Power Inc | 94,140 | $2.06M | 0.02% | +130+0.1% | Added |
| Oak Ridge Investments LLC | 96,864 | $2.12M | 0.15% | −5,050−5.0% | Reduced |
| EFG Asset Management (North America) Corp. | 98,188 | $2.15M | 0.30% | +38,618+64.8% | Added |
| Man Group plc | 101,310 | $2.22M | 0.00% | −358,794−78.0% | Reduced |
| Los Angeles Capital Management LLC | 101,730 | $2.23M | 0.01% | +65,387+179.9% | Added |
| Scholtz & Company, LLC | 103,936 | $2.28M | 1.00% | +103,936 | New |
| Nicholas Investment Partners, LP | 107,812 | $2.36M | 0.21% | +62,371+137.3% | Added |
| Graham Capital Management, L.P. | 108,097 | $2.37M | 0.07% | +42,224+64.1% | Added |
| Cinctive Capital Management LP | 110,453 | $2.42M | 0.14% | +54,405+97.1% | Added |
| Evolutionary Tree Capital Management, LLC | 111,304 | $2.44M | 2.59% | +26,769+31.7% | Added |
| Stifel Financial Corp | 114,250 | $2.51M | 0.00% | +8,718+8.3% | Added |
| Nellore Capital Management LLC | 114,517 | $2.51M | 0.28% | +114,517 | New |
| Callan Family Office, LLC | 114,676 | $2.51M | 0.08% | +105,295+1,122.4% | Added |
| Pathstone Holdings, LLC | 115,597 | $2.54M | 0.01% | −18,279−13.7% | Reduced |
| Congress Wealth Management LLC | 119,869 | $2.63M | 0.03% | +10,255+9.4% | Added |
| Public Employees Retirement System of Ohio | 121,053 | $2.65M | 0.01% | −7,881−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 124,889 | $2.74M | 0.00% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 125,000 | $2.74M | 0.05% | +125,000 | New |
| Divisadero Street Capital Management, LP | 125,000 | $2.74M | 0.18% | +125,000 | New |
| Teacher Retirement System of Texas | 132,816 | $2.91M | 0.01% | +26,967+25.5% | Added |
| LPL Financial LLC | 133,879 | $2.94M | 0.00% | +18,700+16.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 135,304 | $2.97M | 0.01% | +23,931+21.5% | Added |
| Regions Financial Corp | 135,715 | $2.98M | 0.02% | +2,297+1.7% | Added |
| Manufacturers Life Insurance Company, The | 139,473 | $3.06M | 0.00% | +28,941+26.2% | Added |
| Two Sigma Investments, LP | 140,540 | $3.08M | 0.01% | −183,088−56.6% | Reduced |
| Oppenheimer Asset Management Inc. | 141,522 | $3.10M | 0.04% | +42,248+42.6% | Added |
| MetLife Investment Management | 147,373 | $3.23M | 0.02% | +38,356+35.2% | Added |
| Royce & Associates LP | 153,037 | $3.36M | 0.03% | +27,007+21.4% | Added |
| Baird Financial Group, Inc. | 153,649 | $3.37M | 0.01% | −41,435−21.2% | Reduced |
| Intech Investment Management LLC | 157,281 | $3.45M | 0.03% | +49,845+46.4% | Added |
| First Trust Advisors LP | 165,885 | $3.64M | 0.00% | −65,763−28.4% | Reduced |
| PDT Partners, LLC | 167,119 | $3.66M | 0.21% | +35,149+26.6% | Added |
| Gotham Asset Management, LLC | 172,063 | $3.77M | 0.02% | +118,021+218.4% | Added |
| Axiom Investors LLC | 177,255 | $3.89M | 0.03% | −306,470−63.4% | Reduced |
| Russell Investments Group, Ltd. | 183,277 | $4.02M | 0.01% | −50,065−21.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 183,536 | $4.02M | 0.10% | +183,536 | New |
| Bullseye Asset Management LLC | 185,063 | $4.06M | 2.02% | +70,882+62.1% | Added |
| Thornburg Investment Management Inc | 186,874 | $4.10M | 0.05% | −17,662−8.6% | Reduced |
| AQR Capital Management LLC | 189,554 | $4.16M | 0.00% | +56,726+42.7% | Added |
| Hillsdale Investment Management Inc. | 190,950 | $4.19M | 0.15% | +41,800+28.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 196,634 | $4.31M | 0.01% | −175,176−47.1% | Reduced |
| Sone Capital Management, LLC | 205,140 | $4.50M | 0.42% | +205,140 | New |
| D. E. Shaw & Co., Inc. | 207,991 | $4.56M | 0.00% | −1,148,168−84.7% | Reduced |
| Verition Fund Management LLC | 216,871 | $4.76M | 0.03% | +5,256+2.5% | Added |
| Quantbot Technologies LP | 219,449 | $4.81M | 0.12% | +37,588+20.7% | Added |
| J. Goldman & Co LP | 227,446 | $4.99M | 0.16% | −27,693−10.9% | Reduced |
| HSBC Holdings PLC | 229,226 | $5.01M | 0.00% | +114,546+99.9% | Added |
| California State Teachers Retirement System | 230,922 | $5.06M | 0.01% | +34,803+17.7% | Added |
| FTV Management Company, L.P. | 246,742 | $5.41M | 100.00% | +246,742 | New |
| Citigroup Inc | 248,990 | $5.46M | 0.00% | +61,740+33.0% | Added |
| Voya Investment Management LLC | 258,354 | $5.67M | 0.01% | +11,059+4.5% | Added |
| Granite Investment Partners, LLC | 263,860 | $5.79M | 0.28% | +122,523+86.7% | Added |
| Great Lakes Advisors, LLC | 268,931 | $5.90M | 0.05% | −28,604−9.6% | Reduced |
| Aquatic Capital Management LLC | 272,153 | $5.97M | 0.12% | +57,415+26.7% | Added |
| Canada Pension Plan Investment Board | 286,800 | $6.29M | 0.01% | +282,500+6,569.8% | Added |
| Renaissance Group LLC | 288,858 | $6.33M | 0.25% | +288,858 | New |
| Pier Capital, LLC | 288,865 | $6.33M | 0.97% | −14,609−4.8% | Reduced |
| Dimensional Fund Advisors LP | 294,305 | $6.45M | 0.00% | +244,226+487.7% | Added |
| Next Century Growth Investors LLC | 325,680 | $7.14M | 0.55% | −201,081−38.2% | Reduced |
| Summit Creek Advisors LLC | 330,633 | $7.25M | 1.01% | −14,137−4.1% | Reduced |
| Legal & General Group Plc | 344,954 | $7.56M | 0.00% | +37,132+12.1% | Added |
| RMB Capital Management, LLC | 355,244 | $7.79M | 0.15% | +18,091+5.4% | Added |
| Rhumbline Advisers | 361,861 | $7.94M | 0.01% | +102,570+39.6% | Added |
| Peregrine Capital Management LLC | 365,990 | $8.03M | 0.24% | +365,990 | New |
| Balyasny Asset Management LLC | 374,160 | $8.21M | 0.02% | +31,308+9.1% | Added |