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, Q3 2025
Institutional positions in Clearwater Analytics Holdings, Inc. as of Sep 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
- 329
- −63 vs. Q2 2025
- Shares held
- 280.3M
- +3.52M (+1.3%) vs. Q2 2025
- Total value
- $5.05B
- −$1.02B (−16.8%) vs. Q2 2025
- New holders
- 46
- 139 more added
- Sold out
- 109
- 120 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 33,261,349 | $599.4M | 0.01% | +5,967,798+21.9% | Added |
| BlackRock, Inc. | 23,623,170 | $425.7M | 0.01% | +946,631+4.2% | Added |
| Wellington Management Group LLP | 17,793,701 | $320.6M | 0.06% | +9,268,950+108.7% | Added |
| Price T Rowe Associates Inc | 12,256,687 | $220.9M | 0.02% | +9,585,788+358.9% | Added |
| Wasatch Advisors Inc | 9,208,212 | $165.9M | 0.89% | −359,179−3.8% | Reduced |
| William Blair Investment Management, LLC | 8,576,372 | $154.5M | 0.40% | −236,504−2.7% | Reduced |
| Bamco Inc | 7,675,038 | $138.3M | 0.37% | +1,580,323+25.9% | Added |
| Blair William & Co | 7,134,647 | $128.6M | 0.34% | +3,245,986+83.5% | Added |
| JPMorgan Chase & Co | 6,853,859 | $123.5M | 0.01% | +1,079,574+18.7% | Added |
| Morgan Stanley | 6,780,915 | $122.2M | 0.01% | +2,495,524+58.2% | Added |
| Conestoga Capital Advisors, LLC | 6,710,904 | $120.9M | 1.94% | +20,257+0.3% | Added |
| Geode Capital Management, LLC | 6,190,611 | $111.6M | 0.01% | +453,370+7.9% | Added |
| State Street Corp | 5,835,498 | $105.2M | 0.00% | +341,762+6.2% | Added |
| HMI Capital Management, L.P. | 5,361,200 | $96.6M | 5.58% | +5,361,200 | New |
| Macquarie Group Ltd | 4,929,493 | $88.8M | 0.10% | −427,547−8.0% | Reduced |
| UBS Group AG | 4,297,683 | $77.4M | 0.02% | +3,067,164+249.3% | Added |
| Blackstone Group Inc. | 4,067,360 | $73.3M | 0.31% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 4,064,898 | $73.2M | 0.86% | −454,236−10.1% | Reduced |
| Capital World Investors | 3,795,522 | $68.4M | 0.01% | +194,177+5.4% | Added |
| Manning & Napier Advisors LLC | 3,194,969 | $58.1M | 0.74% | +145,013+4.8% | Added |
| Stephens Investment Management Group LLC | 2,978,574 | $53.7M | 0.70% | +692,067+30.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,950,971 | $53.2M | 0.03% | +2,870,924+3,586.5% | Added |
| Janus Henderson Group PLC | 2,766,841 | $49.9M | 0.02% | −386,026−12.2% | Reduced |
| Goldman Sachs Group Inc | 2,628,093 | $47.4M | 0.01% | −499,451−16.0% | Reduced |
| Northern Trust Corp | 2,525,282 | $45.5M | 0.01% | +2,785+0.1% | Added |
| Tensile Capital Management LP | 2,524,672 | $45.5M | 5.68% | +1,166,682+85.9% | Added |
| Brown Capital Management LLC | 2,510,792 | $45.2M | 1.86% | −688,904−21.5% | Reduced |
| Brown Brothers Harriman & Co | 2,490,801 | $44.9M | 0.27% | +2,490,801 | New |
| Charles Schwab Investment Management Inc | 2,430,900 | $43.8M | 0.01% | +417,392+20.7% | Added |
| Raymond James Financial Inc | 2,407,912 | $43.4M | 0.01% | +7,358+0.3% | Added |
| Bank of America Corp | 2,392,784 | $43.1M | 0.00% | +119,593+5.3% | Added |
| Brown Advisory Inc | 2,390,040 | $43.1M | 0.06% | +747,548+45.5% | Added |
| Ameriprise Financial Inc | 2,384,372 | $43.0M | 0.01% | −688,675−22.4% | Reduced |
| Principal Financial Group Inc | 2,380,238 | $42.9M | 0.02% | +1,034,906+76.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,407,283 | $42.8M | 0.07% | +139,236+6.1% | Added |
| Qube Research & Technologies Ltd | 2,104,922 | $37.9M | 0.05% | +1,063,528+102.1% | Added |
| FIL Ltd | 1,995,367 | $36.0M | 0.03% | +1,042,235+109.3% | Added |
| Lead Edge Capital Management, LLC | 1,946,446 | $35.1M | 9.27% | +819,546+72.7% | Added |
| SEI Investments Co | 1,644,056 | $29.6M | 0.03% | −140,956−7.9% | Reduced |
| Nuveen, LLC | 1,609,271 | $29.0M | 0.01% | −512,594−24.2% | Reduced |
| Riverbridge Partners LLC | 1,468,140 | $26.5M | 0.45% | −142,100−8.8% | Reduced |
| Marshall Wace, LLP | 1,424,833 | $25.7M | 0.03% | +1,424,833 | New |
| TimesSquare Capital Management, LLC | 1,378,204 | $24.8M | 0.36% | +17,888+1.3% | Added |
| Royal Bank of Canada | 1,375,472 | $24.8M | 0.00% | +477,191+53.1% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,365,971 | $24.6M | 0.60% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,210,842 | $21.8M | 0.14% | −9,964−0.8% | Reduced |
| Bank of New York Mellon Corp | 1,174,522 | $21.2M | 0.00% | −275,627−19.0% | Reduced |
| Jane Street Group, LLC | 1,120,677 | $20.2M | 0.02% | +529,983+89.7% | Added |
| Sea Cliff Partners Management, LP | 1,101,680 | $19.9M | 7.60% | +511,477+86.7% | Added |
| Emerald Advisers, LLC | 1,025,414 | $18.5M | 0.59% | −46,893−4.4% | Reduced |
| Warburg Pincus LLC | 977,455 | $17.6M | 1.31% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 954,765 | $17.2M | 0.47% | +399,161+71.8% | Added |
| Franklin Resources Inc | 939,240 | $16.9M | 0.00% | −83,997−8.2% | Reduced |
| Deutsche Bank AG | 871,463 | $15.7M | 0.01% | +208,421+31.4% | Added |
| Norwood Investment Partners, LP | 853,531 | $15.4M | 13.23% | +151,431+21.6% | Added |
| Jennison Associates LLC | 828,878 | $14.9M | 0.01% | +794,617+2,319.3% | Added |
| Ashford Capital Management Inc | 777,719 | $14.0M | 1.56% | −137,725−15.0% | Reduced |
| Barclays PLC | 726,441 | $13.1M | 0.00% | +71,170+10.9% | Added |
| Congress Asset Management Co | 706,930 | $12.7M | 0.08% | +70,320+11.0% | Added |
| Clearbridge Investments, LLC | 689,842 | $12.4M | 0.01% | −317,531−31.5% | Reduced |
| Loup Funds, LLC | 680,652 | $12.3M | 4.88% | +680,652 | New |
| Shannon River Fund Management LLC | 677,693 | $12.2M | 1.97% | +10,412+1.6% | Added |
| Capital Fund Management S.A. | 634,259 | $11.4M | 0.11% | +115,681+22.3% | Added |
| WCM Investment Management, LLC | 619,140 | $11.3M | 0.02% | +619,140 | New |
| Comerica Bank | 612,535 | $11.0M | 0.04% | −39,253−6.0% | Reduced |
| Squarepoint Ops LLC | 592,872 | $10.7M | 0.02% | −671,717−53.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 592,802 | $10.7M | 0.55% | +13,200+2.3% | Added |
| Millennium Management LLC | 591,397 | $10.7M | 0.01% | −3,960,199−87.0% | Reduced |
| Sone Capital Management, LLC | 587,131 | $10.6M | 0.89% | +381,991+186.2% | Added |
| Peregrine Capital Management LLC | 565,278 | $10.2M | 0.31% | +199,288+54.5% | Added |
| Fred Alger Management, LLC | 553,720 | $9.98M | 0.04% | −1,162,163−67.7% | Reduced |
| Pier Capital, LLC | 542,523 | $9.78M | 1.53% | +253,658+87.8% | Added |
| Ensign Peak Advisors, Inc | 518,536 | $9.34M | 0.02% | +458,386+762.1% | Added |
| Grandeur Peak Global Advisors, LLC | 517,668 | $9.33M | 1.25% | +83,851+19.3% | Added |
| Envestnet Asset Management Inc | 509,972 | $9.19M | 0.00% | −98,473−16.2% | Reduced |
| Burkehill Global Management, LP | 505,548 | $9.11M | 0.52% | −500,000−49.7% | Reduced |
| BNP Paribas Arbitrage, SA | 504,453 | $9.09M | 0.01% | −358,626−41.6% | Reduced |
| Seven Grand Managers, LLC | 500,000 | $9.01M | 0.73% | −167,103−25.0% | Reduced |
| Swiss National Bank | 498,796 | $8.99M | 0.01% | +50,800+11.3% | Added |
| Artisan Partners Limited Partnership | 483,792 | $8.72M | 0.01% | −1,287,671−72.7% | Reduced |
| Victory Capital Management Inc | 455,251 | $8.20M | 0.01% | −138,763−23.4% | Reduced |
| Osterweis Capital Management Inc | 446,490 | $8.05M | 0.36% | +43,890+10.9% | Added |
| Renaissance Group LLC | 446,289 | $8.04M | 0.30% | +157,431+54.5% | Added |
| UBS Asset Management Americas Inc | 444,007 | $8.00M | 0.00% | −317,522−41.7% | Reduced |
| Kornitzer Capital Management Inc | 430,350 | $7.75M | 0.16% | +2,400+0.6% | Added |
| New York State Common Retirement Fund | 398,795 | $7.19M | 0.01% | −1,240,470−75.7% | Reduced |
| Segall Bryant & Hamill, LLC | 394,353 | $7.11M | 0.09% | +9,719+2.5% | Added |
| Summit Creek Advisors LLC | 379,156 | $6.83M | 1.00% | +48,523+14.7% | Added |
| TFJ Management, LLC | 357,043 | $6.43M | 4.33% | +357,043 | New |
| Rhumbline Advisers | 354,138 | $6.38M | 0.01% | −7,723−2.1% | Reduced |
| Neuberger Berman Group LLC | 352,739 | $6.36M | 0.00% | −124,946−26.2% | Reduced |
| Moody Aldrich Partners LLC | 342,713 | $6.18M | 1.17% | −68,239−16.6% | Reduced |
| RMB Capital Management, LLC | 340,031 | $6.13M | 0.11% | −15,213−4.3% | Reduced |
| Jain Global LLC | 338,612 | $6.10M | 0.08% | −700,412−67.4% | Reduced |
| Algert Global LLC | 337,810 | $6.09M | 0.10% | −70,457−17.3% | Reduced |
| Wells Fargo & Company | 324,432 | $5.85M | 0.00% | −916,531−73.9% | Reduced |
| Granite Investment Partners, LLC | 312,068 | $5.62M | 0.32% | +48,208+18.3% | Added |
| Legal & General Group Plc | 297,459 | $5.36M | 0.00% | −47,495−13.8% | Reduced |
| Alliancebernstein L.P. | 288,236 | $5.19M | 0.00% | −5,734,014−95.2% | Reduced |
| California Public Employees Retirement System | 279,020 | $5.03M | 0.00% | +279,020 | New |