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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 10 | $180 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 17 | $306 | 0.00% | +11+183.3% | Added |
| Atlantic Union Bankshares Corp | 19 | $343 | 0.00% | +19 | New |
| Sunbelt Securities, Inc. | 21 | $378 | 0.00% | +21 | New |
| Global Retirement Partners, LLC | 22 | $396 | 0.00% | −1−4.3% | Reduced |
| Bell Investment Advisors, Inc | 30 | $541 | 0.00% | −22−42.3% | Reduced |
| Wealthspire Advisors, LLC | 34 | $613 | 0.00% | +34 | New |
| Financial Network Wealth Advisors LLC | 50 | $901 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Bare Financial Services, Inc | 56 | $1.01K | 0.00% | +3+5.7% | Added |
| Montag A & Associates Inc | 61 | $1.10K | 0.00% | +61 | New |
| Marquette Asset Management, LLC | 76 | $1.37K | 0.00% | +76 | New |
| Jones Financial Companies LLLP | 106 | $1.92K | 0.00% | −590−84.8% | Reduced |
| Private Wealth Management Group, LLC | 143 | $2.58K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 149 | $2.69K | 0.00% | −106−41.6% | Reduced |
| Sound Income Strategies, LLC | 150 | $2.69K | 0.00% | +150 | New |
| Rakuten Securities, Inc. | 150 | $2.70K | 0.00% | −859−85.1% | Reduced |
| GWM Advisors LLC | 150 | $2.70K | 0.00% | +50+50.0% | Added |
| Larson Financial Group LLC | 156 | $2.81K | 0.00% | −78−33.3% | Reduced |
| IFP Advisors, Inc | 166 | $2.99K | 0.00% | −1,422−89.5% | Reduced |
| SBI Securities Co., Ltd. | 189 | $3.41K | 0.00% | −420−69.0% | Reduced |
| Private Trust Co NA | 208 | $3.75K | 0.00% | −193−48.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 214 | $3.86K | 0.00% | +101+89.4% | Added |
| Rothschild Investment LLC | 245 | $4.42K | 0.00% | −85−25.8% | Reduced |
| Huntington National Bank | 298 | $5.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 341 | $6.14K | 0.00% | +211+162.3% | Added |
| Rise Advisors, LLC | 358 | $6.45K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 407 | $7.41K | 0.00% | +407 | New |
| Harbour Investments, Inc. | 434 | $7.82K | 0.00% | +111+34.4% | Added |
| Essential Partners LLC | 438 | $7.89K | 0.00% | +45+11.5% | Added |
| GAMMA Investing LLC | 462 | $8.32K | 0.00% | −712−60.6% | Reduced |
| CIBC Private Wealth Group, LLC | 485 | $8.74K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 600 | $10.8K | 0.00% | −400−40.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 636 | $11.5K | 0.00% | −15,935−96.2% | Reduced |
| Clearstead Advisors, LLC | 672 | $12.1K | 0.00% | −622−48.1% | Reduced |
| NBC Securities, Inc. | 740 | $13.3K | 0.00% | −2,256−75.3% | Reduced |
| Park Place Capital Corp | 753 | $13.6K | 0.00% | −299−28.4% | Reduced |
| First Horizon Corp | 757 | $13.6K | 0.00% | +757 | New |
| Optiver Holding B.V. | 762 | $13.7K | 0.00% | +156+25.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $15.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 878 | $15.8K | 0.00% | +23+2.7% | Added |
| Quest Partners LLC | 984 | $17.7K | 0.00% | −1,354−57.9% | Reduced |
| Allworth Financial LP | 987 | $17.8K | 0.00% | +583+144.3% | Added |
| Ci Investments Inc. | 1,023 | $18.0K | 0.00% | −106−9.4% | Reduced |
| Farther Finance Advisors, LLC | 1,085 | $19.6K | 0.00% | +791+269.0% | Added |
| Principal Securities, Inc. | 1,201 | $21.6K | 0.00% | −805−40.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,324 | $23.2K | 0.00% | −1,314−49.8% | Reduced |
| Signaturefd, LLC | 1,311 | $23.6K | 0.00% | +675+106.1% | Added |
| Versant Capital Management, Inc | 1,565 | $28.2K | 0.00% | +1,024+189.3% | Added |
| NVWM, LLC | 1,700 | $30.6K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,806 | $32.5K | 0.00% | +640+54.9% | Added |
| Danske Bank A/S | 2,000 | $36.0K | 0.00% | −240−10.7% | Reduced |
| Arcadia Investment Management Corp | 2,057 | $37.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,562 | $46.0K | 0.00% | +228+9.8% | Added |
| FNY Investment Advisers, LLC | 3,411 | $61.0K | 0.02% | +2,742+409.9% | Added |
| Aster Capital Management (DIFC) Ltd | 4,457 | $80.3K | 0.04% | −3,381−43.1% | Reduced |
| Advisors Asset Management, Inc. | 4,491 | $80.9K | 0.00% | +360+8.7% | Added |
| Parkside Financial Bank & Trust | 4,572 | $82.4K | 0.01% | −4,383−48.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,814 | $86.7K | 0.00% | −15,189−75.9% | Reduced |
| Parallel Advisors, LLC | 5,246 | $94.5K | 0.00% | +5,246 | New |
| Hilltop National Bank | 5,533 | $99.7K | 0.02% | +619+12.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,797 | $104.5K | 0.00% | −9,760,340−99.9% | Reduced |
| Covestor Ltd | 6,111 | $110.0K | 0.06% | +1,728+39.4% | Added |
| KBC Group NV | 6,390 | $115.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,447 | $116.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,232 | $130.3K | 0.00% | +2,944+68.7% | Added |
| FMR LLC | 7,405 | $133.4K | 0.00% | −945,877−99.2% | Reduced |
| Assetmark, Inc | 7,501 | $135.2K | 0.00% | +4,004+114.5% | Added |
| Westpac Banking Corp | 8,053 | $145.1K | 0.01% | +8,053 | New |
| CWM, LLC | 9,395 | $169.0K | 0.00% | +6,328+206.3% | Added |
| Dynamic Technology Lab Private Ltd | 10,508 | $189.0K | 0.03% | −55,002−84.0% | Reduced |
| Bridgefront Capital, LLC | 10,529 | $189.7K | 0.06% | +10,529 | New |
| IHT Wealth Management, LLC | 10,544 | $190.0K | 0.00% | −427−3.9% | Reduced |
| National Philanthropic Trust | 11,204 | $201.9K | 0.00% | +11,204 | New |
| Kestra Advisory Services, LLC | 11,641 | $209.8K | 0.00% | −753−6.1% | Reduced |
| Swiss Life Asset Management Ltd | 11,693 | $210.7K | 0.00% | +11,693 | New |
| Bessemer Group Inc | 11,695 | $211.0K | 0.00% | +10,150+657.0% | Added |
| Mariner, LLC | 11,901 | $214.5K | 0.00% | +11,901 | New |
| SRS Capital Advisors, Inc. | 12,453 | $224.4K | 0.00% | +12,256+6,221.3% | Added |
| Henshaw Capital LLC | 12,554 | $226.2K | 0.01% | −4,549−26.6% | Reduced |
| Regions Financial Corp | 12,643 | $227.8K | 0.00% | −123,072−90.7% | Reduced |
| Connable Office Inc | 12,852 | $231.6K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 12,935 | $233.1K | 0.01% | +12,935 | New |
| Capstone Investment Advisors, LLC | 13,757 | $247.9K | 0.00% | +2,757+25.1% | Added |
| Stephens Inc | 14,193 | $255.8K | 0.00% | +3,272+30.0% | Added |
| Fifth Third Bancorp | 14,387 | $259.3K | 0.00% | −1,907−11.7% | Reduced |
| Harbour Capital Advisors, LLC | 14,925 | $263.7K | 0.05% | +14,925 | New |
| Mackenzie Financial Corp | 14,921 | $268.9K | 0.00% | +3,198+27.3% | Added |
| 111 Capital | 14,960 | $269.6K | 0.05% | +14,960 | New |
| Public Employees Retirement Association of Colorado | 14,977 | $270.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,298 | $275.7K | 0.02% | +15,298 | New |
| Fca Corp | 15,441 | $278.2K | 0.08% | +1,673+12.2% | Added |
| Portside Wealth Group, LLC | 15,887 | $286.3K | 0.04% | +6,177+63.6% | Added |
| PDT Partners, LLC | 15,968 | $287.7K | 0.02% | −151,151−90.4% | Reduced |
| Park Avenue Securities LLC | 16,223 | $292.0K | 0.00% | −11,652−41.8% | Reduced |
| Keebeck Wealth Management, LLC | 16,227 | $292.4K | 0.03% | −2,362−12.7% | Reduced |
| Vontobel Holding Ltd. | 16,265 | $293.1K | 0.00% | +16,265 | New |
| Federation des caisses Desjardins du Quebec | 16,668 | $300.4K | 0.00% | +16,422+6,675.6% | Added |
| Vident Advisory, LLC | 16,694 | $300.8K | 0.00% | +7,217+76.2% | Added |
| Group One Trading, L.P. | 16,974 | $305.9K | 0.01% | +16,974 | New |