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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 17,138 | $308.8K | 0.00% | +17,138 | New |
| State of Wyoming | 17,593 | $317.0K | 0.04% | −7,667−30.4% | Reduced |
| Yarbrough Capital, LLC | 17,616 | $317.4K | 0.01% | +17,616 | New |
| Boothbay Fund Management, LLC | 17,918 | $322.9K | 0.01% | +17,918 | New |
| IMC-Chicago, LLC | 18,907 | $340.7K | 0.01% | +18,907 | New |
| Dunhill Financial, LLC | 19,000 | $342.4K | 0.09% | 00.0% | Unchanged |
| Xponance, Inc. | 19,421 | $350.0K | 0.00% | +188+1.0% | Added |
| Ameritas Investment Partners, Inc. | 20,623 | $371.6K | 0.01% | −4,580−18.2% | Reduced |
| Sender Co & Partners, Inc. | 21,589 | $389.0K | 0.15% | +21,589 | New |
| Belvedere Trading LLC | 22,663 | $408.4K | 0.03% | +22,663 | New |
| DC Investments Management, LLC | 22,672 | $408.5K | 0.17% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 22,968 | $413.9K | 0.00% | +3,055+15.3% | Added |
| US Bancorp | 23,446 | $422.5K | 0.00% | −2,011−7.9% | Reduced |
| Freestone Grove Partners LP | 24,046 | $433.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 25,280 | $455.5K | 0.07% | −2,000−7.3% | Reduced |
| Walleye Capital LLC | 25,800 | $464.9K | 0.00% | −41,067−61.4% | Reduced |
| Legato Capital Management LLC | 26,096 | $470.3K | 0.05% | +11,934+84.3% | Added |
| CIBC Bancorp USA Inc. | 26,314 | $474.2K | 0.00% | +26,314 | New |
| FORA Capital, LLC | 26,593 | $479.2K | 0.08% | −31,429−54.2% | Reduced |
| HM Payson & Co | 26,600 | $479.3K | 0.01% | +11,500+76.2% | Added |
| Woodline Partners LP | 26,940 | $485.5K | 0.00% | +7,048+35.4% | Added |
| Azzad Asset Management Inc | 27,012 | $486.8K | 0.05% | −25,000−48.1% | Reduced |
| Premier Fund Managers Ltd | 26,875 | $489.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 27,474 | $495.0K | 0.00% | +19,685+252.7% | Added |
| Diversify Advisory Services, LLC | 27,635 | $501.6K | 0.02% | +3,088+12.6% | Added |
| MML Investors Services, LLC | 27,972 | $504.1K | 0.00% | +6,894+32.7% | Added |
| State Board of Administration of Florida Retirement System | 28,826 | $519.4K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 29,337 | $528.7K | 0.05% | +19,540+199.4% | Added |
| CenterBook Partners LP | 29,558 | $532.6K | 0.03% | +4,994+20.3% | Added |
| Schonfeld Strategic Advisors LLC | 29,829 | $537.5K | 0.00% | +29,829 | New |
| Bayesian Capital Management, LP | 30,000 | $540.6K | 0.11% | −5,700−16.0% | Reduced |
| Alliance Wealth Advisors, LLC | 31,091 | $560.3K | 0.13% | +2,008+6.9% | Added |
| STRS Ohio | 31,100 | $560.4K | 0.00% | −35,700−53.4% | Reduced |
| Virginia Retirement Systems Et Al | 31,614 | $569.7K | 0.00% | −6,300−16.6% | Reduced |
| Prudential Financial Inc | 32,307 | $582.2K | 0.00% | +785+2.5% | Added |
| Chicago Trust Co NA | 32,470 | $585.1K | 0.08% | +8,315+34.4% | Added |
| The PNC Financial Services Group, Inc. | 33,513 | $603.9K | 0.00% | +12,917+62.7% | Added |
| Keybank National Association | 33,875 | $610.4K | 0.00% | +16,287+92.6% | Added |
| Rockefeller Capital Management L.P. | 34,958 | $629.9K | 0.00% | +20,803+147.0% | Added |
| Stifel Financial Corp | 35,485 | $639.4K | 0.00% | −78,765−68.9% | Reduced |
| Brevan Howard Capital Management LP | 36,645 | $660.3K | 0.01% | −33,519−47.8% | Reduced |
| Pictet Asset Management Holding SA | 36,965 | $666.1K | 0.00% | −3,368−8.4% | Reduced |
| Bank of Montreal | 37,269 | $671.6K | 0.00% | +37,269 | New |
| Scientech Research LLC | 38,801 | $699.2K | 0.24% | −1,491−3.7% | Reduced |
| XTX Topco Ltd | 39,364 | $709.3K | 0.04% | −3,767−8.7% | Reduced |
| ProShare Advisors LLC | 42,209 | $760.6K | 0.00% | −8,365−16.5% | Reduced |
| Aaron Wealth Advisors | 42,605 | $767.7K | 0.05% | −2,083−4.7% | Reduced |
| State of Wisconsin Investment Board | 43,599 | $785.7K | 0.00% | +21,438+96.7% | Added |
| Paradiem, LLC | 44,390 | $799.9K | 0.19% | +44,390 | New |
| Resona Asset Management Co.,Ltd. | 45,447 | $819.0K | 0.00% | +9,419+26.1% | Added |
| Captrust Financial Advisors | 45,826 | $825.8K | 0.00% | +13,706+42.7% | Added |
| Zions Bancorporation, National Association | 48,184 | $868.3K | 0.04% | −7,494−13.5% | Reduced |
| Creative Planning | 48,726 | $878.0K | 0.00% | +26,816+122.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,787 | $879.1K | 0.00% | +2,877+6.3% | Added |
| Malaga Cove Capital, LLC | 49,249 | $887.5K | 0.32% | +15,441+45.7% | Added |
| Diversify Wealth Management, LLC | 49,151 | $892.1K | 0.05% | +2,008+4.3% | Added |
| Elo Mutual Pension Insurance Co | 52,936 | $953.9K | 0.02% | −3,189−5.7% | Reduced |
| Morningstar Investment Management LLC | 53,554 | $965.0K | 0.04% | +53,554 | New |
| One Capital Management, LLC | 53,649 | $966.8K | 0.03% | +20,286+60.8% | Added |
| Future Fund LLC | 53,649 | $966.8K | 0.34% | +20,286+60.8% | Added |
| KLP Kapitalforvaltning AS | 53,676 | $967.2K | 0.00% | +4,900+10.0% | Added |
| Quantinno Capital Management LP | 54,625 | $984.3K | 0.00% | +43,815+405.3% | Added |
| HSBC Holdings PLC | 58,564 | $1.05M | 0.00% | −170,662−74.5% | Reduced |
| Aviso Financial Inc. | 62,303 | $1.12M | 0.05% | +20,622+49.5% | Added |
| Teachers Retirement System of the State of Kentucky | 62,472 | $1.13M | 0.01% | −13,756−18.0% | Reduced |
| Truist Financial Corp | 62,551 | $1.13M | 0.00% | +44,533+247.2% | Added |
| Cim, LLC | 66,184 | $1.19M | 0.16% | +557+0.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 68,284 | $1.23M | 0.01% | +12,668+22.8% | Added |
| Natixis Advisors, L.P. | 68,993 | $1.24M | 0.00% | +8,488+14.0% | Added |
| Brinker Capital Investments, LLC | 69,260 | $1.25M | 0.01% | +54,332+364.0% | Added |
| Cetera Investment Advisers | 71,010 | $1.28M | 0.00% | +24,526+52.8% | Added |
| Select Asset Management & Trust | 71,299 | $1.28M | 0.40% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 72,027 | $1.30M | 0.01% | +72,027 | New |
| Barbara Oil Co. | 72,370 | $1.30M | 0.49% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 73,609 | $1.33M | 0.02% | +20,391+38.3% | Added |
| Arizona State Retirement System | 76,109 | $1.37M | 0.01% | +7,680+11.2% | Added |
| Glenmede Investment Management, LP | 79,603 | $1.43M | 0.01% | −5,175−6.1% | Reduced |
| Renaissance Technologies LLC | 81,499 | $1.47M | 0.00% | +66,600+447.0% | Added |
| Nellore Capital Management LLC | 85,110 | $1.53M | 0.17% | −29,407−25.7% | Reduced |
| Magnetar Financial LLC | 87,990 | $1.59M | 0.01% | +73,171+493.8% | Added |
| Mairs & Power Inc | 94,275 | $1.70M | 0.02% | +135+0.1% | Added |
| Oak Ridge Investments LLC | 96,115 | $1.73M | 0.11% | −749−0.8% | Reduced |
| Pathstone Holdings, LLC | 97,971 | $1.77M | 0.01% | −17,626−15.2% | Reduced |
| TD Asset Management Inc | 100,426 | $1.81M | 0.00% | +100,426 | New |
| Scholtz & Company, LLC | 101,611 | $1.83M | 0.80% | −2,325−2.2% | Reduced |
| SG Americas Securities, LLC | 101,773 | $1.83M | 0.01% | +81,330+397.8% | Added |
| LPL Financial LLC | 104,478 | $1.88M | 0.00% | −29,401−22.0% | Reduced |
| State of New Jersey Common Pension Fund D | 108,524 | $1.96M | 0.01% | +23,608+27.8% | Added |
| Oppenheimer & Co Inc | 113,058 | $2.04M | 0.02% | +89,476+379.4% | Added |
| Jump Financial, LLC | 113,600 | $2.05M | 0.03% | −639,520−84.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 114,683 | $2.07M | 0.00% | −20,621−15.2% | Reduced |
| Dark Forest Capital Management LP | 116,386 | $2.10M | 0.08% | +68,128+141.2% | Added |
| Public Employees Retirement System of Ohio | 121,053 | $2.18M | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 123,351 | $2.22M | 0.01% | +64,954+111.2% | Added |
| Handelsbanken Fonder AB | 124,700 | $2.25M | 0.01% | +68,200+120.7% | Added |
| Advisors Capital Management, LLC | 124,906 | $2.25M | 0.03% | +124,906 | New |
| Teacher Retirement System of Texas | 126,896 | $2.29M | 0.01% | −5,920−4.5% | Reduced |
| Tudor Investment Corp Et Al | 132,772 | $2.39M | 0.02% | −1,315,617−90.8% | Reduced |
| Intech Investment Management LLC | 138,450 | $2.49M | 0.02% | −18,831−12.0% | Reduced |
| Oppenheimer Asset Management Inc. | 139,145 | $2.51M | 0.03% | −2,377−1.7% | Reduced |