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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 384,634 | $8.44M | 0.12% | +65,141+20.4% | Added |
| LMR Partners LLP | 400,000 | $8.77M | 0.14% | +220,000+122.2% | Added |
| Osterweis Capital Management Inc | 402,600 | $8.83M | 0.42% | +66,405+19.8% | Added |
| Algert Global LLC | 408,267 | $8.95M | 0.19% | −90,342−18.1% | Reduced |
| Moody Aldrich Partners LLC | 410,952 | $9.01M | 1.74% | +32,532+8.6% | Added |
| Kornitzer Capital Management Inc | 427,950 | $9.38M | 0.19% | +26,585+6.6% | Added |
| Grandeur Peak Global Advisors, LLC | 433,817 | $9.51M | 1.15% | +45,214+11.6% | Added |
| Swiss National Bank | 447,996 | $9.82M | 0.01% | +33,896+8.2% | Added |
| Neuberger Berman Group LLC | 477,685 | $10.5M | 0.01% | +11,595+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 513,900 | $11.3M | 0.02% | −179,700−25.9% | Reduced |
| Capital Fund Management S.A. | 518,578 | $11.4M | 0.13% | +325,954+169.2% | Added |
| Scalar Gauge Management, LLC | 524,244 | $11.5M | 6.57% | −139,351−21.0% | Reduced |
| Palisade Capital Management LLC | 555,604 | $12.2M | 0.35% | +61,722+12.5% | Added |
| Emerald Mutual Fund Advisers Trust | 579,602 | $12.7M | 0.77% | +307,165+112.7% | Added |
| Sea Cliff Partners Management, LP | 590,203 | $12.9M | 4.41% | +590,203 | New |
| Jane Street Group, LLC | 590,694 | $13.0M | 0.02% | +590,694 | New |
| Victory Capital Management Inc | 594,014 | $13.0M | 0.01% | +456,906+333.2% | Added |
| Envestnet Asset Management Inc | 608,445 | $13.3M | 0.00% | +242,257+66.2% | Added |
| Congress Asset Management Co | 636,610 | $14.0M | 0.10% | +170,456+36.6% | Added |
| Comerica Bank | 651,788 | $14.3M | 0.06% | −582−0.1% | Reduced |
| Barclays PLC | 655,271 | $14.4M | 0.01% | +283,593+76.3% | Added |
| Deutsche Bank AG | 663,042 | $14.5M | 0.01% | +417,445+170.0% | Added |
| Seven Grand Managers, LLC | 667,103 | $14.6M | 1.75% | +567,103+567.1% | Added |
| Shannon River Fund Management LLC | 667,281 | $14.6M | 2.25% | −699,612−51.2% | Reduced |
| Norwood Investment Partners, LP | 702,100 | $15.4M | 11.53% | +702,100 | New |
| Jump Financial, LLC | 753,120 | $16.5M | 0.20% | +458,874+155.9% | Added |
| UBS Asset Management Americas Inc | 761,529 | $16.7M | 0.00% | +302,237+65.8% | Added |
| Arrowstreet Capital, Limited Partnership | 833,353 | $18.3M | 0.01% | −348,246−29.5% | Reduced |
| BNP Paribas Arbitrage, SA | 863,079 | $18.9M | 0.01% | +416,846+93.4% | Added |
| Royal Bank of Canada | 898,281 | $19.7M | 0.00% | +406,719+82.7% | Added |
| Ashford Capital Management Inc | 915,444 | $20.1M | 2.36% | +357,035+63.9% | Added |
| FIL Ltd | 953,132 | $20.9M | 0.02% | +953,132 | New |
| FMR LLC | 953,282 | $20.9M | 0.00% | +170,925+21.8% | Added |
| Warburg Pincus LLC | 977,455 | $21.4M | 1.82% | +977,455 | New |
| Jupiter Asset Management Ltd | 988,538 | $21.7M | 0.18% | +988,538 | New |
| Burkehill Global Management, LP | 1,005,548 | $22.1M | 1.63% | +705,548+235.2% | Added |
| Clearbridge Investments, LLC | 1,007,373 | $22.1M | 0.02% | −8,520−0.8% | Reduced |
| Allianz Asset Management GmbH | 1,020,427 | $22.4M | 0.03% | +390,031+61.9% | Added |
| Franklin Resources Inc | 1,023,237 | $22.4M | 0.01% | −1,140,652−52.7% | Reduced |
| Jain Global LLC | 1,039,024 | $22.8M | 0.35% | +683,993+192.7% | Added |
| Qube Research & Technologies Ltd | 1,041,394 | $22.8M | 0.03% | +252,110+31.9% | Added |
| Susquehanna International Group, LLP | 1,043,192 | $22.9M | 0.03% | −158,326−13.2% | Reduced |
| Emerald Advisers, LLC | 1,072,307 | $23.5M | 0.86% | +574,342+115.3% | Added |
| Lead Edge Capital Management, LLC | 1,126,900 | $24.7M | 6.84% | +1,126,900 | New |
| Silvercrest Asset Management Group LLC | 1,220,806 | $26.8M | 0.18% | +296,706+32.1% | Added |
| UBS Group AG | 1,230,519 | $27.0M | 0.01% | +827,122+205.0% | Added |
| Wells Fargo & Company | 1,240,963 | $27.2M | 0.01% | +80,021+6.9% | Added |
| Squarepoint Ops LLC | 1,264,589 | $27.7M | 0.06% | +711,127+128.5% | Added |
| Principal Financial Group Inc | 1,345,332 | $29.5M | 0.02% | −30,480−2.2% | Reduced |
| Tensile Capital Management LP | 1,357,990 | $29.8M | 3.59% | +1,357,990 | New |
| TimesSquare Capital Management, LLC | 1,360,316 | $29.8M | 0.43% | +257,816+23.4% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,365,971 | $30.0M | 0.96% | +1,365,971 | New |
| Zevenbergen Capital Investments LLC | 1,366,580 | $30.0M | 0.58% | +457,151+50.3% | Added |
| Tudor Investment Corp Et Al | 1,448,389 | $31.8M | 0.24% | +1,047,450+261.2% | Added |
| Bank of New York Mellon Corp | 1,450,149 | $31.8M | 0.01% | +421,319+41.0% | Added |
| Riverbridge Partners LLC | 1,610,240 | $35.3M | 0.57% | +1,610,240 | New |
| New York State Common Retirement Fund | 1,639,265 | $35.9M | 0.05% | +273,614+20.0% | Added |
| Brown Advisory Inc | 1,642,492 | $36.0M | 0.05% | +235,452+16.7% | Added |
| Fred Alger Management, LLC | 1,715,883 | $37.4M | 0.17% | +38,247+2.3% | Added |
| Artisan Partners Limited Partnership | 1,771,463 | $38.8M | 0.06% | −971,792−35.4% | Reduced |
| SEI Investments Co | 1,785,012 | $39.1M | 0.05% | +600,437+50.7% | Added |
| Charles Schwab Investment Management Inc | 2,013,508 | $44.2M | 0.01% | +319,976+18.9% | Added |
| Nuveen, LLC | 2,121,865 | $46.5M | 0.01% | +110,904+5.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,268,047 | $49.6M | 0.08% | +571,215+33.7% | Added |
| Bank of America Corp | 2,273,191 | $49.9M | 0.00% | +1,128,360+98.6% | Added |
| Stephens Investment Management Group LLC | 2,286,507 | $50.1M | 0.66% | +566,264+32.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,336,475 | $51.2M | 0.19% | +222,737+10.5% | Added |
| Raymond James Financial Inc | 2,400,554 | $52.6M | 0.02% | +421,493+21.3% | Added |
| Northern Trust Corp | 2,522,497 | $55.3M | 0.01% | +447,142+21.5% | Added |
| Loomis Sayles & Co L P | 2,645,199 | $58.0M | 0.07% | −484,964−15.5% | Reduced |
| Price T Rowe Associates Inc | 2,670,899 | $58.6M | 0.01% | +1,977,703+285.3% | Added |
| Manning & Napier Advisors LLC | 3,049,956 | $66.9M | 0.80% | +3,049,956 | New |
| Ameriprise Financial Inc | 3,073,047 | $67.4M | 0.02% | +1,031,024+50.5% | Added |
| Goldman Sachs Group Inc | 3,127,544 | $68.6M | 0.01% | +1,348,737+75.8% | Added |
| Janus Henderson Group PLC | 3,152,867 | $69.1M | 0.03% | +1,157,854+58.0% | Added |
| Brown Capital Management LLC | 3,199,696 | $70.2M | 2.04% | +1,126,965+54.4% | Added |
| Capital World Investors | 3,601,345 | $79.0M | 0.01% | +223,174+6.6% | Added |
| Blair William & Co | 3,888,661 | $85.3M | 0.24% | +1,354,391+53.4% | Added |
| Blackstone Group Inc. | 4,067,360 | $89.2M | 0.40% | +234,027+6.1% | Added |
| Morgan Stanley | 4,285,391 | $94.0M | 0.01% | +115,058+2.8% | Added |
| Invesco Ltd. | 4,422,668 | $97.0M | 0.02% | −1,283,669−22.5% | Reduced |
| Hood River Capital Management LLC | 4,519,134 | $99.1M | 1.38% | +4,519,134 | New |
| Millennium Management LLC | 4,551,596 | $99.8M | 0.09% | +3,128,440+219.8% | Added |
| Norges Bank | 4,856,526 | $106.5M | 0.01% | +1,683,881+53.1% | Added |
| Macquarie Group Ltd | 5,357,040 | $117.5M | 0.14% | +170,943+3.3% | Added |
| State Street Corp | 5,493,736 | $120.5M | 0.00% | +1,004,563+22.4% | Added |
| Geode Capital Management, LLC | 5,737,241 | $125.8M | 0.01% | +1,060,435+22.7% | Added |
| JPMorgan Chase & Co | 5,774,285 | $126.6M | 0.01% | +359,420+6.6% | Added |
| Alliancebernstein L.P. | 6,022,250 | $132.1M | 0.04% | −469,132−7.2% | Reduced |
| Bamco Inc | 6,094,715 | $133.7M | 0.36% | +665,823+12.3% | Added |
| Citadel Advisors LLC | 6,507,434 | $142.7M | 0.12% | +4,652,685+250.9% | Added |
| Conestoga Capital Advisors, LLC | 6,690,647 | $146.7M | 2.17% | −31,905−0.5% | Reduced |
| Wellington Management Group LLP | 8,524,751 | $186.9M | 0.03% | +2,111,822+32.9% | Added |
| William Blair Investment Management, LLC | 8,812,876 | $193.3M | 0.51% | −26,784−0.3% | Reduced |
| Wasatch Advisors Inc | 9,567,391 | $209.8M | 1.10% | +274,664+3.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,766,137 | $214.2M | 0.51% | −276,147−2.7% | Reduced |
| BlackRock, Inc. | 22,676,539 | $497.3M | 0.01% | +5,448,029+31.6% | Added |
| Vanguard Group Inc | 27,293,551 | $598.5M | 0.01% | +4,047,239+17.4% | Added |
| Permira Holdings LTD | 0 | $0 | 0.00% | −7,983,533−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,561,249−100.0% | Sold out |