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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 140,107 | $2.52M | 0.00% | +634+0.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 140,200 | $2.53M | 0.00% | −56,434−28.7% | Reduced |
| Advisor Group Holdings, Inc. | 141,455 | $2.55M | 0.00% | +134,199+1,849.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 143,704 | $2.59M | 0.02% | +85,968+148.9% | Added |
| MetLife Investment Management | 144,722 | $2.61M | 0.01% | −2,651−1.8% | Reduced |
| Russell Investments Group, Ltd. | 151,669 | $2.73M | 0.00% | −31,608−17.2% | Reduced |
| Verition Fund Management LLC | 153,296 | $2.76M | 0.02% | −63,575−29.3% | Reduced |
| Nicholas Investment Partners, LP | 160,669 | $2.90M | 0.22% | +52,857+49.0% | Added |
| Allianz Asset Management GmbH | 160,936 | $2.90M | 0.00% | −859,491−84.2% | Reduced |
| Susquehanna International Group, LLP | 162,939 | $2.94M | 0.00% | −880,253−84.4% | Reduced |
| Advantage Alpha Capital Partners LP | 163,645 | $2.95M | 0.89% | +87,472+114.8% | Added |
| Scotia Capital Inc. | 164,739 | $2.97M | 0.01% | +164,739 | New |
| Thornburg Investment Management Inc | 181,830 | $3.28M | 0.04% | −5,044−2.7% | Reduced |
| Balyasny Asset Management LLC | 187,753 | $3.38M | 0.01% | −186,407−49.8% | Reduced |
| Bullseye Asset Management LLC | 198,699 | $3.58M | 1.88% | +13,636+7.4% | Added |
| Formula Growth Ltd | 200,000 | $3.60M | 1.28% | +130,000+185.7% | Added |
| Voya Investment Management LLC | 213,651 | $3.85M | 0.00% | −44,703−17.3% | Reduced |
| Invesco Ltd. | 215,223 | $3.88M | 0.00% | −4,207,445−95.1% | Reduced |
| Forge First Asset Management Inc. | 215,400 | $3.88M | 1.78% | +215,400 | New |
| Citadel Advisors LLC | 226,307 | $4.08M | 0.00% | −6,281,127−96.5% | Reduced |
| Axiom Investors LLC | 226,393 | $4.08M | 0.03% | +49,138+27.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 237,525 | $4.28M | 0.10% | +53,989+29.4% | Added |
| California State Teachers Retirement System | 241,820 | $4.36M | 0.00% | +10,898+4.7% | Added |
| Citigroup Inc | 244,341 | $4.40M | 0.00% | −4,649−1.9% | Reduced |
| FTV Management Company, L.P. | 246,742 | $4.45M | 100.00% | 00.0% | Unchanged |
| LMR Partners LLP | 250,000 | $4.50M | 0.06% | −150,000−37.5% | Reduced |
| AQR Capital Management LLC | 252,053 | $4.54M | 0.00% | +62,499+33.0% | Added |
| Dimensional Fund Advisors LP | 255,506 | $4.60M | 0.00% | −38,799−13.2% | Reduced |
| California Public Employees Retirement System | 279,020 | $5.03M | 0.00% | +279,020 | New |
| Alliancebernstein L.P. | 288,236 | $5.19M | 0.00% | −5,734,014−95.2% | Reduced |
| Legal & General Group Plc | 297,459 | $5.36M | 0.00% | −47,495−13.8% | Reduced |
| Granite Investment Partners, LLC | 312,068 | $5.62M | 0.32% | +48,208+18.3% | Added |
| Wells Fargo & Company | 324,432 | $5.85M | 0.00% | −916,531−73.9% | Reduced |
| Algert Global LLC | 337,810 | $6.09M | 0.10% | −70,457−17.3% | Reduced |
| Jain Global LLC | 338,612 | $6.10M | 0.08% | −700,412−67.4% | Reduced |
| RMB Capital Management, LLC | 340,031 | $6.13M | 0.11% | −15,213−4.3% | Reduced |
| Moody Aldrich Partners LLC | 342,713 | $6.18M | 1.17% | −68,239−16.6% | Reduced |
| Neuberger Berman Group LLC | 352,739 | $6.36M | 0.00% | −124,946−26.2% | Reduced |
| Rhumbline Advisers | 354,138 | $6.38M | 0.01% | −7,723−2.1% | Reduced |
| TFJ Management, LLC | 357,043 | $6.43M | 4.33% | +357,043 | New |
| Summit Creek Advisors LLC | 379,156 | $6.83M | 1.00% | +48,523+14.7% | Added |
| Segall Bryant & Hamill, LLC | 394,353 | $7.11M | 0.09% | +9,719+2.5% | Added |
| New York State Common Retirement Fund | 398,795 | $7.19M | 0.01% | −1,240,470−75.7% | Reduced |
| Kornitzer Capital Management Inc | 430,350 | $7.75M | 0.16% | +2,400+0.6% | Added |
| UBS Asset Management Americas Inc | 444,007 | $8.00M | 0.00% | −317,522−41.7% | Reduced |
| Renaissance Group LLC | 446,289 | $8.04M | 0.30% | +157,431+54.5% | Added |
| Osterweis Capital Management Inc | 446,490 | $8.05M | 0.36% | +43,890+10.9% | Added |
| Victory Capital Management Inc | 455,251 | $8.20M | 0.01% | −138,763−23.4% | Reduced |
| Artisan Partners Limited Partnership | 483,792 | $8.72M | 0.01% | −1,287,671−72.7% | Reduced |
| Swiss National Bank | 498,796 | $8.99M | 0.01% | +50,800+11.3% | Added |
| Seven Grand Managers, LLC | 500,000 | $9.01M | 0.73% | −167,103−25.0% | Reduced |
| BNP Paribas Arbitrage, SA | 504,453 | $9.09M | 0.01% | −358,626−41.6% | Reduced |
| Burkehill Global Management, LP | 505,548 | $9.11M | 0.52% | −500,000−49.7% | Reduced |
| Envestnet Asset Management Inc | 509,972 | $9.19M | 0.00% | −98,473−16.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 517,668 | $9.33M | 1.25% | +83,851+19.3% | Added |
| Ensign Peak Advisors, Inc | 518,536 | $9.34M | 0.02% | +458,386+762.1% | Added |
| Pier Capital, LLC | 542,523 | $9.78M | 1.53% | +253,658+87.8% | Added |
| Fred Alger Management, LLC | 553,720 | $9.98M | 0.04% | −1,162,163−67.7% | Reduced |
| Peregrine Capital Management LLC | 565,278 | $10.2M | 0.31% | +199,288+54.5% | Added |
| Sone Capital Management, LLC | 587,131 | $10.6M | 0.89% | +381,991+186.2% | Added |
| Millennium Management LLC | 591,397 | $10.7M | 0.01% | −3,960,199−87.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 592,802 | $10.7M | 0.55% | +13,200+2.3% | Added |
| Squarepoint Ops LLC | 592,872 | $10.7M | 0.02% | −671,717−53.1% | Reduced |
| Comerica Bank | 612,535 | $11.0M | 0.04% | −39,253−6.0% | Reduced |
| WCM Investment Management, LLC | 619,140 | $11.3M | 0.02% | +619,140 | New |
| Capital Fund Management S.A. | 634,259 | $11.4M | 0.11% | +115,681+22.3% | Added |
| Shannon River Fund Management LLC | 677,693 | $12.2M | 1.97% | +10,412+1.6% | Added |
| Loup Funds, LLC | 680,652 | $12.3M | 4.88% | +680,652 | New |
| Clearbridge Investments, LLC | 689,842 | $12.4M | 0.01% | −317,531−31.5% | Reduced |
| Congress Asset Management Co | 706,930 | $12.7M | 0.08% | +70,320+11.0% | Added |
| Barclays PLC | 726,441 | $13.1M | 0.00% | +71,170+10.9% | Added |
| Ashford Capital Management Inc | 777,719 | $14.0M | 1.56% | −137,725−15.0% | Reduced |
| Jennison Associates LLC | 828,878 | $14.9M | 0.01% | +794,617+2,319.3% | Added |
| Norwood Investment Partners, LP | 853,531 | $15.4M | 13.23% | +151,431+21.6% | Added |
| Deutsche Bank AG | 871,463 | $15.7M | 0.01% | +208,421+31.4% | Added |
| Franklin Resources Inc | 939,240 | $16.9M | 0.00% | −83,997−8.2% | Reduced |
| Palisade Capital Management LLC | 954,765 | $17.2M | 0.47% | +399,161+71.8% | Added |
| Warburg Pincus LLC | 977,455 | $17.6M | 1.31% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,025,414 | $18.5M | 0.59% | −46,893−4.4% | Reduced |
| Sea Cliff Partners Management, LP | 1,101,680 | $19.9M | 7.60% | +511,477+86.7% | Added |
| Jane Street Group, LLC | 1,120,677 | $20.2M | 0.02% | +529,983+89.7% | Added |
| Bank of New York Mellon Corp | 1,174,522 | $21.2M | 0.00% | −275,627−19.0% | Reduced |
| Silvercrest Asset Management Group LLC | 1,210,842 | $21.8M | 0.14% | −9,964−0.8% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,365,971 | $24.6M | 0.60% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,375,472 | $24.8M | 0.00% | +477,191+53.1% | Added |
| TimesSquare Capital Management, LLC | 1,378,204 | $24.8M | 0.36% | +17,888+1.3% | Added |
| Marshall Wace, LLP | 1,424,833 | $25.7M | 0.03% | +1,424,833 | New |
| Riverbridge Partners LLC | 1,468,140 | $26.5M | 0.45% | −142,100−8.8% | Reduced |
| Nuveen, LLC | 1,609,271 | $29.0M | 0.01% | −512,594−24.2% | Reduced |
| SEI Investments Co | 1,644,056 | $29.6M | 0.03% | −140,956−7.9% | Reduced |
| Lead Edge Capital Management, LLC | 1,946,446 | $35.1M | 9.27% | +819,546+72.7% | Added |
| FIL Ltd | 1,995,367 | $36.0M | 0.03% | +1,042,235+109.3% | Added |
| Qube Research & Technologies Ltd | 2,104,922 | $37.9M | 0.05% | +1,063,528+102.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,407,283 | $42.8M | 0.07% | +139,236+6.1% | Added |
| Principal Financial Group Inc | 2,380,238 | $42.9M | 0.02% | +1,034,906+76.9% | Added |
| Ameriprise Financial Inc | 2,384,372 | $43.0M | 0.01% | −688,675−22.4% | Reduced |
| Brown Advisory Inc | 2,390,040 | $43.1M | 0.06% | +747,548+45.5% | Added |
| Bank of America Corp | 2,392,784 | $43.1M | 0.00% | +119,593+5.3% | Added |
| Raymond James Financial Inc | 2,407,912 | $43.4M | 0.01% | +7,358+0.3% | Added |
| Charles Schwab Investment Management Inc | 2,430,900 | $43.8M | 0.01% | +417,392+20.7% | Added |