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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 11,882 | $260.6K | 0.01% | +11,882 | New |
| Polen Capital Management LLC | 11,785 | $258.4K | 0.00% | −113,107−90.6% | Reduced |
| Mackenzie Financial Corp | 11,723 | $257.1K | 0.00% | +1,295+12.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,450 | $253.5K | 0.00% | −254−2.2% | Reduced |
| Argent Trust Co | 11,161 | $244.8K | 0.01% | +214+2.0% | Added |
| Capstone Investment Advisors, LLC | 11,000 | $241.2K | 0.00% | +11,000 | New |
| IHT Wealth Management, LLC | 10,971 | $240.6K | 0.01% | −50.0% | Reduced |
| Stephens Inc | 10,921 | $239.5K | 0.00% | +10,921 | New |
| Quantinno Capital Management LP | 10,810 | $237.1K | 0.00% | +10,810 | New |
| D.A. Davidson & Co. | 10,545 | $231.3K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 10,464 | $229.5K | 0.02% | +10,464 | New |
| Caxton Associates LLP | 10,340 | $226.8K | 0.01% | −2,395−18.8% | Reduced |
| Cerity Partners LLC | 10,137 | $222.3K | 0.00% | −1,461−12.6% | Reduced |
| Cannon Global Investment Management, LLC | 10,000 | $219.3K | 0.60% | +10,000 | New |
| Qsemble Capital Management, LP | 9,797 | $214.8K | 0.02% | −90,815−90.3% | Reduced |
| WoodTrust Financial Corp | 9,750 | $214.0K | 0.03% | +9,750 | New |
| Portside Wealth Group, LLC | 9,710 | $212.9K | 0.03% | +2,035+26.5% | Added |
| Vident Advisory, LLC | 9,477 | $207.8K | 0.00% | +9,477 | New |
| PharVision Advisers, LLC | 9,260 | $203.1K | 0.29% | +9,260 | New |
| Integrated Wealth Concepts LLC | 9,200 | $201.8K | 0.00% | +1,444+18.6% | Added |
| Parkside Financial Bank & Trust | 8,955 | $196.4K | 0.02% | +8,187+1,066.0% | Added |
| Aster Capital Management (DIFC) Ltd | 7,838 | $171.9K | 0.04% | +7,838 | New |
| Harel Insurance Investments & Financial Services Ltd. | 7,789 | $171.0K | 0.00% | +7,789 | New |
| Advisor Group Holdings, Inc. | 7,256 | $159.7K | 0.00% | +6,467+819.6% | Added |
| Amalgamated Bank | 6,447 | $141.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,390 | $140.0K | 0.00% | −2,889−31.1% | Reduced |
| RiverPark Advisors, LLC | 5,425 | $119.0K | 0.07% | −5,329−49.6% | Reduced |
| Hilltop National Bank | 4,914 | $107.8K | 0.03% | +4,914 | New |
| Covestor Ltd | 4,383 | $96.0K | 0.06% | +3,936+880.5% | Added |
| Nisa Investment Advisors, LLC | 4,288 | $94.0K | 0.00% | +1,151+36.7% | Added |
| Advisors Asset Management, Inc. | 4,131 | $90.6K | 0.00% | −638−13.4% | Reduced |
| Exchange Traded Concepts, LLC | 3,817 | $83.7K | 0.00% | +300+8.5% | Added |
| Assetmark, Inc | 3,497 | $76.7K | 0.00% | −242−6.5% | Reduced |
| Quarry LP | 3,266 | $71.6K | 0.02% | +1,172+56.0% | Added |
| CWM, LLC | 3,067 | $67.0K | 0.00% | −4−0.1% | Reduced |
| NBC Securities, Inc. | 2,996 | $65.0K | 0.01% | −15,310−83.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,638 | $57.8K | 0.00% | +867+49.0% | Added |
| Quest Partners LLC | 2,338 | $51.3K | 0.01% | −4,864−67.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,334 | $51.0K | 0.00% | +2,334 | New |
| Danske Bank A/S | 2,240 | $49.1K | 0.00% | −64,452−96.6% | Reduced |
| Arcadia Investment Management Corp | 2,057 | $45.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,006 | $44.0K | 0.00% | +1,795+850.7% | Added |
| NVWM, LLC | 1,700 | $37.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,588 | $35.7K | 0.00% | +133+9.1% | Added |
| Bessemer Group Inc | 1,545 | $35.0K | 0.00% | +708+84.6% | Added |
| First Horizon Advisors, Inc. | 1,523 | $33.4K | 0.00% | +1,121+278.9% | Added |
| Clearstead Advisors, LLC | 1,294 | $28.4K | 0.00% | +423+48.6% | Added |
| GAMMA Investing LLC | 1,174 | $25.7K | 0.00% | −141−10.7% | Reduced |
| Essex Investment Management Co LLC | 1,166 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,129 | $25.0K | 0.00% | +841+292.0% | Added |
| Park Place Capital Corp | 1,052 | $23.0K | 0.01% | +1,052 | New |
| Rakuten Securities, Inc. | 1,009 | $22.1K | 0.01% | +991+5,505.6% | Added |
| Bryn Mawr Trust Co | 1,000 | $21.9K | 0.00% | +500+100.0% | Added |
| UMA Financial Services, Inc. | 855 | $18.8K | 0.00% | +855 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $18.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 795 | $17.4K | 0.00% | −1,303−62.1% | Reduced |
| Jones Financial Companies LLLP | 696 | $15.3K | 0.00% | −4−0.6% | Reduced |
| FNY Investment Advisers, LLC | 669 | $14.0K | 0.01% | +669 | New |
| Signaturefd, LLC | 636 | $13.9K | 0.00% | +30+5.0% | Added |
| SBI Securities Co., Ltd. | 609 | $13.4K | 0.00% | +316+107.8% | Added |
| Optiver Holding B.V. | 606 | $13.3K | 0.00% | −567−48.3% | Reduced |
| Versant Capital Management, Inc | 541 | $11.9K | 0.00% | +521+2,605.0% | Added |
| CIBC Private Wealth Group, LLC | 485 | $10.6K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 471 | $10.0K | 0.00% | +471 | New |
| Allworth Financial LP | 404 | $8.86K | 0.00% | +225+125.7% | Added |
| Private Trust Co NA | 401 | $8.79K | 0.00% | −54−11.9% | Reduced |
| Essential Partners LLC | 393 | $8.62K | 0.00% | +393 | New |
| Rise Advisors, LLC | 358 | $7.85K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 349 | $7.65K | 0.00% | −211−37.7% | Reduced |
| Rothschild Investment LLC | 330 | $7.24K | 0.00% | +50+17.9% | Added |
| TFC Financial Management | 324 | $7.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 323 | $7.08K | 0.00% | +323 | New |
| Huntington National Bank | 298 | $6.54K | 0.00% | +61+25.7% | Added |
| Farther Finance Advisors, LLC | 294 | $6.45K | 0.00% | −999−77.3% | Reduced |
| WPG Advisers, LLC | 255 | $5.59K | 0.00% | −275−51.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 246 | $5.39K | 0.00% | +46+23.0% | Added |
| Larson Financial Group LLC | 234 | $5.13K | 0.00% | +207+766.7% | Added |
| Geneos Wealth Management Inc. | 215 | $4.71K | 0.00% | −27−11.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 205 | $4.50K | 0.00% | +180+720.0% | Added |
| SRS Capital Advisors, Inc. | 197 | $4.32K | 0.00% | +151+328.3% | Added |
| Caitong International Asset Management Co., Ltd | 159 | $3.49K | 0.00% | +28+21.4% | Added |
| Iron Horse Wealth Management, LLC | 149 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 144 | $3.16K | 0.00% | +144 | New |
| Private Wealth Management Group, LLC | 143 | $3.14K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 130 | $2.85K | 0.00% | −30−18.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 113 | $2.48K | 0.00% | −250−68.9% | Reduced |
| GWM Advisors LLC | 100 | $2.19K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 78 | $1.71K | 0.00% | +8+11.4% | Added |
| Bare Financial Services, Inc | 53 | $1.16K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 52 | $1.14K | 0.00% | +22+73.3% | Added |
| Financial Network Wealth Advisors LLC | 50 | $1.10K | 0.00% | +11+28.2% | Added |
| True Wealth Design, LLC | 25 | $549 | 0.00% | +23+1,150.0% | Added |
| Global Retirement Partners, LLC | 23 | $504 | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 22 | $482 | 0.00% | +22 | New |
| Arlington Trust Co LLC | 21 | $461 | 0.00% | +21 | New |
| Massmutual Trust Co FSB | 6 | $132 | 0.00% | −16−72.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3 | $57 | 0.00% | +3 | New |
| Migdal Insurance & Financial Holdings Ltd. | 6 | $0 | 0.00% | +6 | New |
| 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 |