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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 48,258 | $1.06M | 0.04% | +1,034+2.2% | Added |
| Cetera Investment Advisers | 46,484 | $1.02M | 0.00% | +31,061+201.4% | Added |
| Atria Investments LLC | 46,407 | $1.02M | 0.01% | +8,355+22.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,910 | $1.01M | 0.00% | +7,855+20.6% | Added |
| Aaron Wealth Advisors | 44,688 | $980.0K | 0.10% | +44,688 | New |
| FourThought Financial Partners, LLC | 43,684 | $958.0K | 0.09% | +5,477+14.3% | Added |
| XTX Topco Ltd | 43,131 | $945.9K | 0.04% | −54,808−56.0% | Reduced |
| Aviso Financial Inc. | 41,681 | $914.1K | 0.04% | +41,681 | New |
| Diversify Wealth Management, LLC | 47,143 | $893.4K | 0.06% | +24,024+103.9% | Added |
| Pictet Asset Management Holding SA | 40,333 | $884.9K | 0.00% | +1,249+3.2% | Added |
| Scientech Research LLC | 40,292 | $883.6K | 0.22% | +40,292 | New |
| Prudential Financial Inc | 31,522 | $831.7K | 0.00% | +17,252+120.9% | Added |
| Virginia Retirement Systems Et Al | 37,914 | $831.5K | 0.01% | −3,200−7.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 36,028 | $790.1K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 35,700 | $782.9K | 0.12% | −25,100−41.3% | Reduced |
| Federated Hermes, Inc. | 35,611 | $780.9K | 0.00% | −233,885−86.8% | Reduced |
| Jennison Associates LLC | 34,261 | $751.3K | 0.00% | +34,261 | New |
| Huntleigh Advisors, Inc. | 34,062 | $747.0K | 0.14% | +1,851+5.7% | Added |
| Hudson Bay Capital Management LP | 33,936 | $744.2K | 0.00% | +33,936 | New |
| Malaga Cove Capital, LLC | 33,808 | $741.4K | 0.29% | +9,165+37.2% | Added |
| Future Fund LLC | 33,363 | $731.7K | 0.33% | +33,363 | New |
| One Capital Management, LLC | 33,363 | $731.6K | 0.03% | +33,363 | New |
| Captrust Financial Advisors | 32,120 | $704.4K | 0.00% | +8,320+35.0% | Added |
| Versor Investments LP | 32,077 | $703.4K | 0.12% | +16,577+106.9% | Added |
| OP Asset Management Ltd | 31,065 | $681.3K | 0.01% | +6,374+25.8% | Added |
| Capula Management Ltd | 30,642 | $672.0K | 0.01% | +30,642 | New |
| CIBC World Markets Corp | 30,415 | $667.0K | 0.00% | −11,088−26.7% | Reduced |
| ExodusPoint Capital Management, LP | 30,064 | $659.0K | 0.01% | −274,673−90.1% | Reduced |
| Diametric Capital, LP | 30,000 | $657.9K | 0.35% | +30,000 | New |
| CI Private Wealth, LLC | 29,540 | $647.8K | 0.00% | −22,707−43.5% | Reduced |
| Alliance Wealth Advisors, LLC | 29,083 | $637.8K | 0.16% | +6,657+29.7% | Added |
| State Board of Administration of Florida Retirement System | 28,826 | $632.2K | 0.00% | +5,036+21.2% | Added |
| Park Avenue Securities LLC | 27,875 | $611.0K | 0.01% | +8,570+44.4% | Added |
| Catalyst Funds Management Pty Ltd | 27,280 | $598.3K | 0.17% | −19,520−41.7% | Reduced |
| Premier Fund Managers Ltd | 26,875 | $591.0K | 0.02% | +3,290+13.9% | Added |
| US Bancorp | 25,457 | $558.3K | 0.00% | +7,103+38.7% | Added |
| Blueshift Asset Management, LLC | 25,331 | $555.5K | 0.17% | +25,331 | New |
| State of Wyoming | 25,260 | $554.0K | 0.07% | −16,207−39.1% | Reduced |
| Ameritas Investment Partners, Inc. | 25,203 | $552.7K | 0.02% | +6,281+33.2% | Added |
| CenterBook Partners LP | 24,564 | $538.7K | 0.03% | −126,687−83.8% | Reduced |
| Inceptionr LLC | 24,369 | $534.4K | 0.12% | +24,369 | New |
| Chicago Trust Co NA | 24,155 | $529.7K | 0.07% | +10,680+79.3% | Added |
| Freestone Grove Partners LP | 24,046 | $527.3K | 0.00% | +24,046 | New |
| Nebula Research & Development LLC | 23,684 | $519.4K | 0.04% | −52,550−68.9% | Reduced |
| Oppenheimer & Co Inc | 23,582 | $517.2K | 0.01% | +4,046+20.7% | Added |
| DC Investments Management, LLC | 22,672 | $497.2K | 0.21% | +22,672 | New |
| Driehaus Capital Management LLC | 22,648 | $496.7K | 0.00% | −2,719,863−99.2% | Reduced |
| Quadrature Capital Ltd | 22,633 | $496.3K | 0.01% | −40,993−64.4% | Reduced |
| State of Wisconsin Investment Board | 22,161 | $486.0K | 0.00% | +159+0.7% | Added |
| Creative Planning | 21,910 | $480.5K | 0.00% | −24,861−53.2% | Reduced |
| Diversify Advisory Services, LLC | 24,547 | $465.2K | 0.02% | +24,547 | New |
| MML Investors Services, LLC | 21,078 | $462.0K | 0.00% | +10,516+99.6% | Added |
| Aviva PLC | 20,754 | $455.1K | 0.00% | −888−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 20,596 | $451.7K | 0.00% | +8,255+66.9% | Added |
| SG Americas Securities, LLC | 20,443 | $448.0K | 0.00% | +13,175+181.3% | Added |
| Sanctuary Advisors, LLC | 20,259 | $444.3K | 0.00% | −163−0.8% | Reduced |
| Fieldview Capital Management, LLC | 20,021 | $439.1K | 0.07% | +301+1.5% | Added |
| Tower Research Capital LLC (TRC) | 20,003 | $438.7K | 0.01% | +11,984+149.4% | Added |
| Erste Asset Management GmbH | 19,528 | $437.0K | 0.00% | +19,528 | New |
| Woodline Partners LP | 19,892 | $436.2K | 0.00% | −174−0.9% | Reduced |
| Lazard Asset Management LLC | 19,913 | $435.0K | 0.00% | +2,339+13.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,399 | $425.4K | 0.00% | +11,458+144.3% | Added |
| Xponance, Inc. | 19,233 | $421.8K | 0.00% | +5,148+36.5% | Added |
| Dunhill Financial, LLC | 19,000 | $416.7K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 18,589 | $407.7K | 0.05% | +18,589 | New |
| Truist Financial Corp | 18,018 | $395.1K | 0.00% | +66+0.4% | Added |
| Keybank National Association | 17,588 | $385.7K | 0.00% | +4,350+32.9% | Added |
| Henshaw Capital LLC | 17,103 | $375.1K | 0.01% | +3,669+27.3% | Added |
| Steward Partners Investment Advisory, LLC | 16,571 | $363.4K | 0.00% | −22−0.1% | Reduced |
| Impact Capital Partners LLC | 16,407 | $359.8K | 0.12% | −169−1.0% | Reduced |
| Fifth Third Bancorp | 16,294 | $357.3K | 0.00% | −1,698−9.4% | Reduced |
| Avantax Advisory Services, Inc. | 15,913 | $349.0K | 0.00% | +15,913 | New |
| Eisler Capital Management Ltd. | 15,552 | $341.0K | 0.01% | +15,552 | New |
| Yorktown Management & Research Co Inc | 15,250 | $334.4K | 0.32% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 15,240 | $334.2K | 0.22% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 15,183 | $333.0K | 0.04% | +91+0.6% | Added |
| HM Payson & Co | 15,100 | $331.1K | 0.01% | 00.0% | Unchanged |
| Fortress Investment Group LLC | 15,000 | $328.9K | 0.05% | −32,906−68.7% | Reduced |
| Public Employees Retirement Association of Colorado | 14,977 | $328.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 14,928 | $327.4K | 0.00% | +254+1.7% | Added |
| Renaissance Technologies LLC | 14,899 | $326.7K | 0.00% | −1,344,201−98.9% | Reduced |
| Quantum Private Wealth, LLC | 14,842 | $325.5K | 0.11% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,819 | $325.0K | 0.00% | +1,393+10.4% | Added |
| Wesbanco Bank Inc | 14,703 | $322.4K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 14,695 | $322.3K | 0.38% | +14,695 | New |
| Legato Capital Management LLC | 14,162 | $310.6K | 0.04% | −11,093−43.9% | Reduced |
| Rockefeller Capital Management L.P. | 14,155 | $310.4K | 0.00% | +14,155 | New |
| Axq Capital, LP | 13,963 | $306.2K | 0.10% | +13,963 | New |
| Fca Corp | 13,768 | $301.9K | 0.09% | +699+5.3% | Added |
| American Century Companies Inc | 13,724 | $301.0K | 0.00% | −55,672−80.2% | Reduced |
| M&T Bank Corp | 13,164 | $289.1K | 0.00% | +4,492+51.8% | Added |
| Schroder Investment Management Group | 13,011 | $285.3K | 0.00% | −11,409−46.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,932 | $283.6K | 0.02% | +12,932 | New |
| Connable Office Inc | 12,852 | $281.8K | 0.03% | +4,909+61.8% | Added |
| Norden Group LLC | 12,474 | $273.6K | 0.03% | +3,800+43.8% | Added |
| Pensionmark Financial Group, LLC | 12,398 | $271.9K | 0.01% | +12,398 | New |
| Kestra Advisory Services, LLC | 12,394 | $271.8K | 0.00% | +12,394 | New |
| Apollon Wealth Management, LLC | 12,121 | $265.8K | 0.01% | −220−1.8% | Reduced |
| Prelude Capital Management, LLC | 12,017 | $263.5K | 0.03% | +3,868+47.5% | Added |
| Walleye Trading LLC | 11,994 | $263.0K | 0.01% | +7,503+167.1% | Added |