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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 0 | $0 | 0.00% | −13,724−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −13,164−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −13,011−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −12,932−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −12,474−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −12,398−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −12,121−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,017−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −11,994−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −11,882−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −11,785−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −11,161−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −10,545−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −9,750−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −9,260−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −5,425−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −3,817−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |