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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 2,490,801 | $44.9M | 0.27% | +2,490,801 | New |
| Brown Capital Management LLC | 2,510,792 | $45.2M | 1.86% | −688,904−21.5% | Reduced |
| Tensile Capital Management LP | 2,524,672 | $45.5M | 5.68% | +1,166,682+85.9% | Added |
| Northern Trust Corp | 2,525,282 | $45.5M | 0.01% | +2,785+0.1% | Added |
| Goldman Sachs Group Inc | 2,628,093 | $47.4M | 0.01% | −499,451−16.0% | Reduced |
| Janus Henderson Group PLC | 2,766,841 | $49.9M | 0.02% | −386,026−12.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,950,971 | $53.2M | 0.03% | +2,870,924+3,586.5% | Added |
| Stephens Investment Management Group LLC | 2,978,574 | $53.7M | 0.70% | +692,067+30.3% | Added |
| Manning & Napier Advisors LLC | 3,194,969 | $58.1M | 0.74% | +145,013+4.8% | Added |
| Capital World Investors | 3,795,522 | $68.4M | 0.01% | +194,177+5.4% | Added |
| Hood River Capital Management LLC | 4,064,898 | $73.2M | 0.86% | −454,236−10.1% | Reduced |
| Blackstone Group Inc. | 4,067,360 | $73.3M | 0.31% | 00.0% | Unchanged |
| UBS Group AG | 4,297,683 | $77.4M | 0.02% | +3,067,164+249.3% | Added |
| Macquarie Group Ltd | 4,929,493 | $88.8M | 0.10% | −427,547−8.0% | Reduced |
| HMI Capital Management, L.P. | 5,361,200 | $96.6M | 5.58% | +5,361,200 | New |
| State Street Corp | 5,835,498 | $105.2M | 0.00% | +341,762+6.2% | Added |
| Geode Capital Management, LLC | 6,190,611 | $111.6M | 0.01% | +453,370+7.9% | Added |
| Conestoga Capital Advisors, LLC | 6,710,904 | $120.9M | 1.94% | +20,257+0.3% | Added |
| Morgan Stanley | 6,780,915 | $122.2M | 0.01% | +2,495,524+58.2% | Added |
| JPMorgan Chase & Co | 6,853,859 | $123.5M | 0.01% | +1,079,574+18.7% | Added |
| Blair William & Co | 7,134,647 | $128.6M | 0.34% | +3,245,986+83.5% | Added |
| Bamco Inc | 7,675,038 | $138.3M | 0.37% | +1,580,323+25.9% | Added |
| William Blair Investment Management, LLC | 8,576,372 | $154.5M | 0.40% | −236,504−2.7% | Reduced |
| Wasatch Advisors Inc | 9,208,212 | $165.9M | 0.89% | −359,179−3.8% | Reduced |
| Price T Rowe Associates Inc | 12,256,687 | $220.9M | 0.02% | +9,585,788+358.9% | Added |
| Wellington Management Group LLP | 17,793,701 | $320.6M | 0.06% | +9,268,950+108.7% | Added |
| BlackRock, Inc. | 23,623,170 | $425.7M | 0.01% | +946,631+4.2% | Added |
| Vanguard Group Inc | 33,261,349 | $599.4M | 0.01% | +5,967,798+21.9% | Added |
| Colony Group, LLC | 17,436 | – | – | +17,436 | New |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −2,645,199−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −2,336,475−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −1,366,580−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −988,538−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −833,353−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −524,244−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −513,900−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −325,680−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −286,800−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −272,153−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −268,931−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −227,446−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −219,449−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −207,991−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −190,950−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −172,063−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −165,885−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −153,649−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −153,037−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −140,540−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −124,889−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −114,676−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −111,304−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −110,453−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −108,097−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −101,730−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −101,310−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −98,188−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −83,832−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −80,011−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −67,700−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −67,340−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −65,773−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −69,967−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −55,146−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −53,444−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −49,325−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −46,407−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −43,684−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −35,611−100.0% | Sold out |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −34,062−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −33,936−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −32,077−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −31,065−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −30,642−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,064−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −29,540−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −25,331−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −24,369−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −23,684−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −22,648−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,633−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −20,754−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −20,259−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −20,021−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −19,528−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −19,399−100.0% | Sold out |
| Impact Capital Partners LLC | 0 | $0 | 0.00% | −16,407−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −15,552−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −15,250−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −15,240−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −15,183−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −14,842−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −14,703−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −14,695−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,963−100.0% | Sold out |