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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 361,861 | $7.94M | 0.01% | +102,570+39.6% | Added |
| RMB Capital Management, LLC | 355,244 | $7.79M | 0.15% | +18,091+5.4% | Added |
| Legal & General Group Plc | 344,954 | $7.56M | 0.00% | +37,132+12.1% | Added |
| Summit Creek Advisors LLC | 330,633 | $7.25M | 1.01% | −14,137−4.1% | Reduced |
| Next Century Growth Investors LLC | 325,680 | $7.14M | 0.55% | −201,081−38.2% | Reduced |
| Dimensional Fund Advisors LP | 294,305 | $6.45M | 0.00% | +244,226+487.7% | Added |
| Pier Capital, LLC | 288,865 | $6.33M | 0.97% | −14,609−4.8% | Reduced |
| Renaissance Group LLC | 288,858 | $6.33M | 0.25% | +288,858 | New |
| Canada Pension Plan Investment Board | 286,800 | $6.29M | 0.01% | +282,500+6,569.8% | Added |
| Aquatic Capital Management LLC | 272,153 | $5.97M | 0.12% | +57,415+26.7% | Added |
| Great Lakes Advisors, LLC | 268,931 | $5.90M | 0.05% | −28,604−9.6% | Reduced |
| Granite Investment Partners, LLC | 263,860 | $5.79M | 0.28% | +122,523+86.7% | Added |
| Voya Investment Management LLC | 258,354 | $5.67M | 0.01% | +11,059+4.5% | Added |
| Citigroup Inc | 248,990 | $5.46M | 0.00% | +61,740+33.0% | Added |
| FTV Management Company, L.P. | 246,742 | $5.41M | 100.00% | +246,742 | New |
| California State Teachers Retirement System | 230,922 | $5.06M | 0.01% | +34,803+17.7% | Added |
| HSBC Holdings PLC | 229,226 | $5.01M | 0.00% | +114,546+99.9% | Added |
| J. Goldman & Co LP | 227,446 | $4.99M | 0.16% | −27,693−10.9% | Reduced |
| Quantbot Technologies LP | 219,449 | $4.81M | 0.12% | +37,588+20.7% | Added |
| Verition Fund Management LLC | 216,871 | $4.76M | 0.03% | +5,256+2.5% | Added |
| D. E. Shaw & Co., Inc. | 207,991 | $4.56M | 0.00% | −1,148,168−84.7% | Reduced |
| Sone Capital Management, LLC | 205,140 | $4.50M | 0.42% | +205,140 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 196,634 | $4.31M | 0.01% | −175,176−47.1% | Reduced |
| Hillsdale Investment Management Inc. | 190,950 | $4.19M | 0.15% | +41,800+28.0% | Added |
| AQR Capital Management LLC | 189,554 | $4.16M | 0.00% | +56,726+42.7% | Added |
| Thornburg Investment Management Inc | 186,874 | $4.10M | 0.05% | −17,662−8.6% | Reduced |
| Bullseye Asset Management LLC | 185,063 | $4.06M | 2.02% | +70,882+62.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 183,536 | $4.02M | 0.10% | +183,536 | New |
| Russell Investments Group, Ltd. | 183,277 | $4.02M | 0.01% | −50,065−21.5% | Reduced |
| Axiom Investors LLC | 177,255 | $3.89M | 0.03% | −306,470−63.4% | Reduced |
| Gotham Asset Management, LLC | 172,063 | $3.77M | 0.02% | +118,021+218.4% | Added |
| PDT Partners, LLC | 167,119 | $3.66M | 0.21% | +35,149+26.6% | Added |
| First Trust Advisors LP | 165,885 | $3.64M | 0.00% | −65,763−28.4% | Reduced |
| Intech Investment Management LLC | 157,281 | $3.45M | 0.03% | +49,845+46.4% | Added |
| Baird Financial Group, Inc. | 153,649 | $3.37M | 0.01% | −41,435−21.2% | Reduced |
| Royce & Associates LP | 153,037 | $3.36M | 0.03% | +27,007+21.4% | Added |
| MetLife Investment Management | 147,373 | $3.23M | 0.02% | +38,356+35.2% | Added |
| Oppenheimer Asset Management Inc. | 141,522 | $3.10M | 0.04% | +42,248+42.6% | Added |
| Two Sigma Investments, LP | 140,540 | $3.08M | 0.01% | −183,088−56.6% | Reduced |
| Manufacturers Life Insurance Company, The | 139,473 | $3.06M | 0.00% | +28,941+26.2% | Added |
| Regions Financial Corp | 135,715 | $2.98M | 0.02% | +2,297+1.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 135,304 | $2.97M | 0.01% | +23,931+21.5% | Added |
| LPL Financial LLC | 133,879 | $2.94M | 0.00% | +18,700+16.2% | Added |
| Teacher Retirement System of Texas | 132,816 | $2.91M | 0.01% | +26,967+25.5% | Added |
| 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 |
| Robeco Institutional Asset Management B.V. | 124,889 | $2.74M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 121,053 | $2.65M | 0.01% | −7,881−6.1% | Reduced |
| Congress Wealth Management LLC | 119,869 | $2.63M | 0.03% | +10,255+9.4% | Added |
| Pathstone Holdings, LLC | 115,597 | $2.54M | 0.01% | −18,279−13.7% | Reduced |
| Callan Family Office, LLC | 114,676 | $2.51M | 0.08% | +105,295+1,122.4% | Added |
| Nellore Capital Management LLC | 114,517 | $2.51M | 0.28% | +114,517 | New |
| Stifel Financial Corp | 114,250 | $2.51M | 0.00% | +8,718+8.3% | Added |
| Evolutionary Tree Capital Management, LLC | 111,304 | $2.44M | 2.59% | +26,769+31.7% | Added |
| Cinctive Capital Management LP | 110,453 | $2.42M | 0.14% | +54,405+97.1% | Added |
| Graham Capital Management, L.P. | 108,097 | $2.37M | 0.07% | +42,224+64.1% | Added |
| Nicholas Investment Partners, LP | 107,812 | $2.36M | 0.21% | +62,371+137.3% | Added |
| Scholtz & Company, LLC | 103,936 | $2.28M | 1.00% | +103,936 | New |
| Los Angeles Capital Management LLC | 101,730 | $2.23M | 0.01% | +65,387+179.9% | Added |
| Man Group plc | 101,310 | $2.22M | 0.00% | −358,794−78.0% | Reduced |
| EFG Asset Management (North America) Corp. | 98,188 | $2.15M | 0.30% | +38,618+64.8% | Added |
| Oak Ridge Investments LLC | 96,864 | $2.12M | 0.15% | −5,050−5.0% | Reduced |
| Mairs & Power Inc | 94,140 | $2.06M | 0.02% | +130+0.1% | Added |
| State of New Jersey Common Pension Fund D | 84,916 | $1.86M | 0.01% | +9,130+12.0% | Added |
| Glenmede Investment Management, LP | 84,778 | $1.86M | 0.01% | +84,778 | New |
| Point72 Asset Management, L.P. | 83,832 | $1.84M | 0.00% | −25,931−23.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 80,047 | $1.76M | 0.00% | +80,047 | New |
| Cubist Systematic Strategies, LLC | 80,011 | $1.75M | 0.02% | −784,683−90.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,228 | $1.67M | 0.01% | +14,050+22.6% | Added |
| Advantage Alpha Capital Partners LP | 76,173 | $1.67M | 0.45% | +76,173 | New |
| Barbara Oil Co. | 72,370 | $1.59M | 0.62% | +34,640+91.8% | Added |
| Select Asset Management & Trust | 71,299 | $1.56M | 0.54% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 70,164 | $1.54M | 0.02% | +70,164 | New |
| Formula Growth Ltd | 70,000 | $1.54M | 0.58% | +70,000 | New |
| Arizona State Retirement System | 68,429 | $1.50M | 0.01% | +7,130+11.6% | Added |
| Polar Asset Management Partners Inc. | 67,700 | $1.48M | 0.04% | +67,700 | New |
| Jefferies Financial Group Inc. | 67,340 | $1.48M | 0.02% | −219,630−76.5% | Reduced |
| Walleye Capital LLC | 66,867 | $1.47M | 0.01% | +33,127+98.2% | Added |
| STRS Ohio | 66,800 | $1.46M | 0.01% | +15,700+30.7% | Added |
| Vestmark Advisory Solutions, Inc. | 65,773 | $1.44M | 0.02% | −75,741−53.5% | Reduced |
| Cim, LLC | 65,627 | $1.44M | 0.19% | +4,850+8.0% | Added |
| Dynamic Technology Lab Private Ltd | 65,510 | $1.44M | 0.20% | +24,364+59.2% | Added |
| Natixis Advisors, L.P. | 60,505 | $1.33M | 0.00% | −28,343−31.9% | Reduced |
| Ensign Peak Advisors, Inc | 60,150 | $1.32M | 0.00% | −15,454−20.4% | Reduced |
| NewEdge Wealth, LLC | 69,967 | $1.31M | 0.02% | −2,463−3.4% | Reduced |
| Holocene Advisors, LP | 58,397 | $1.28M | 0.00% | +58,397 | New |
| FORA Capital, LLC | 58,022 | $1.27M | 0.14% | +58,022 | New |
| B. Metzler seel. Sohn & Co. AG | 57,736 | $1.27M | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 57,000 | $1.25M | 0.15% | +57,000 | New |
| Handelsbanken Fonder AB | 56,500 | $1.24M | 0.00% | +18,900+50.3% | Added |
| Elo Mutual Pension Insurance Co | 56,125 | $1.23M | 0.03% | +23,942+74.4% | Added |
| Zions Bancorporation, National Association | 55,678 | $1.22M | 0.07% | +3,895+7.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 55,616 | $1.22M | 0.01% | +14,900+36.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 55,146 | $1.21M | 0.01% | +2,905+5.6% | Added |
| Engineers Gate Manager LP | 53,444 | $1.17M | 0.01% | −261,617−83.0% | Reduced |
| Sterling Capital Management LLC | 53,218 | $1.17M | 0.02% | +403+0.8% | Added |
| Azzad Asset Management Inc | 52,012 | $1.14M | 0.12% | +20,344+64.2% | Added |
| ProShare Advisors LLC | 50,574 | $1.11M | 0.00% | +10,082+24.9% | Added |
| Thrivent Financial for Lutherans | 49,325 | $1.08M | 0.00% | −7,179−12.7% | Reduced |
| KLP Kapitalforvaltning AS | 48,776 | $1.07M | 0.00% | +7,476+18.1% | Added |