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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 255,506 | $4.60M | 0.00% | −38,799−13.2% | Reduced |
| AQR Capital Management LLC | 252,053 | $4.54M | 0.00% | +62,499+33.0% | Added |
| LMR Partners LLP | 250,000 | $4.50M | 0.06% | −150,000−37.5% | Reduced |
| FTV Management Company, L.P. | 246,742 | $4.45M | 100.00% | 00.0% | Unchanged |
| Citigroup Inc | 244,341 | $4.40M | 0.00% | −4,649−1.9% | Reduced |
| California State Teachers Retirement System | 241,820 | $4.36M | 0.00% | +10,898+4.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 237,525 | $4.28M | 0.10% | +53,989+29.4% | Added |
| Axiom Investors LLC | 226,393 | $4.08M | 0.03% | +49,138+27.7% | Added |
| Citadel Advisors LLC | 226,307 | $4.08M | 0.00% | −6,281,127−96.5% | Reduced |
| Forge First Asset Management Inc. | 215,400 | $3.88M | 1.78% | +215,400 | New |
| Invesco Ltd. | 215,223 | $3.88M | 0.00% | −4,207,445−95.1% | Reduced |
| Voya Investment Management LLC | 213,651 | $3.85M | 0.00% | −44,703−17.3% | Reduced |
| Formula Growth Ltd | 200,000 | $3.60M | 1.28% | +130,000+185.7% | Added |
| Bullseye Asset Management LLC | 198,699 | $3.58M | 1.88% | +13,636+7.4% | Added |
| Balyasny Asset Management LLC | 187,753 | $3.38M | 0.01% | −186,407−49.8% | Reduced |
| Thornburg Investment Management Inc | 181,830 | $3.28M | 0.04% | −5,044−2.7% | Reduced |
| Scotia Capital Inc. | 164,739 | $2.97M | 0.01% | +164,739 | New |
| Advantage Alpha Capital Partners LP | 163,645 | $2.95M | 0.89% | +87,472+114.8% | Added |
| Susquehanna International Group, LLP | 162,939 | $2.94M | 0.00% | −880,253−84.4% | Reduced |
| Allianz Asset Management GmbH | 160,936 | $2.90M | 0.00% | −859,491−84.2% | Reduced |
| Nicholas Investment Partners, LP | 160,669 | $2.90M | 0.22% | +52,857+49.0% | Added |
| Verition Fund Management LLC | 153,296 | $2.76M | 0.02% | −63,575−29.3% | Reduced |
| Russell Investments Group, Ltd. | 151,669 | $2.73M | 0.00% | −31,608−17.2% | Reduced |
| MetLife Investment Management | 144,722 | $2.61M | 0.01% | −2,651−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 143,704 | $2.59M | 0.02% | +85,968+148.9% | Added |
| Advisor Group Holdings, Inc. | 141,455 | $2.55M | 0.00% | +134,199+1,849.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 140,200 | $2.53M | 0.00% | −56,434−28.7% | Reduced |
| Manufacturers Life Insurance Company, The | 140,107 | $2.52M | 0.00% | +634+0.5% | Added |
| Oppenheimer Asset Management Inc. | 139,145 | $2.51M | 0.03% | −2,377−1.7% | Reduced |
| Intech Investment Management LLC | 138,450 | $2.49M | 0.02% | −18,831−12.0% | Reduced |
| Tudor Investment Corp Et Al | 132,772 | $2.39M | 0.02% | −1,315,617−90.8% | Reduced |
| Teacher Retirement System of Texas | 126,896 | $2.29M | 0.01% | −5,920−4.5% | Reduced |
| Advisors Capital Management, LLC | 124,906 | $2.25M | 0.03% | +124,906 | New |
| Handelsbanken Fonder AB | 124,700 | $2.25M | 0.01% | +68,200+120.7% | Added |
| Holocene Advisors, LP | 123,351 | $2.22M | 0.01% | +64,954+111.2% | Added |
| Public Employees Retirement System of Ohio | 121,053 | $2.18M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 116,386 | $2.10M | 0.08% | +68,128+141.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 114,683 | $2.07M | 0.00% | −20,621−15.2% | Reduced |
| Jump Financial, LLC | 113,600 | $2.05M | 0.03% | −639,520−84.9% | Reduced |
| Oppenheimer & Co Inc | 113,058 | $2.04M | 0.02% | +89,476+379.4% | Added |
| State of New Jersey Common Pension Fund D | 108,524 | $1.96M | 0.01% | +23,608+27.8% | Added |
| LPL Financial LLC | 104,478 | $1.88M | 0.00% | −29,401−22.0% | Reduced |
| SG Americas Securities, LLC | 101,773 | $1.83M | 0.01% | +81,330+397.8% | Added |
| Scholtz & Company, LLC | 101,611 | $1.83M | 0.80% | −2,325−2.2% | Reduced |
| TD Asset Management Inc | 100,426 | $1.81M | 0.00% | +100,426 | New |
| Pathstone Holdings, LLC | 97,971 | $1.77M | 0.01% | −17,626−15.2% | Reduced |
| Oak Ridge Investments LLC | 96,115 | $1.73M | 0.11% | −749−0.8% | Reduced |
| Mairs & Power Inc | 94,275 | $1.70M | 0.02% | +135+0.1% | Added |
| Magnetar Financial LLC | 87,990 | $1.59M | 0.01% | +73,171+493.8% | Added |
| Nellore Capital Management LLC | 85,110 | $1.53M | 0.17% | −29,407−25.7% | Reduced |
| Renaissance Technologies LLC | 81,499 | $1.47M | 0.00% | +66,600+447.0% | Added |
| Glenmede Investment Management, LP | 79,603 | $1.43M | 0.01% | −5,175−6.1% | Reduced |
| Arizona State Retirement System | 76,109 | $1.37M | 0.01% | +7,680+11.2% | Added |
| Sterling Capital Management LLC | 73,609 | $1.33M | 0.02% | +20,391+38.3% | Added |
| Barbara Oil Co. | 72,370 | $1.30M | 0.49% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 72,027 | $1.30M | 0.01% | +72,027 | New |
| Select Asset Management & Trust | 71,299 | $1.28M | 0.40% | 00.0% | Unchanged |
| Cetera Investment Advisers | 71,010 | $1.28M | 0.00% | +24,526+52.8% | Added |
| Brinker Capital Investments, LLC | 69,260 | $1.25M | 0.01% | +54,332+364.0% | Added |
| Natixis Advisors, L.P. | 68,993 | $1.24M | 0.00% | +8,488+14.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 68,284 | $1.23M | 0.01% | +12,668+22.8% | Added |
| Cim, LLC | 66,184 | $1.19M | 0.16% | +557+0.8% | Added |
| Truist Financial Corp | 62,551 | $1.13M | 0.00% | +44,533+247.2% | Added |
| Teachers Retirement System of the State of Kentucky | 62,472 | $1.13M | 0.01% | −13,756−18.0% | Reduced |
| Aviso Financial Inc. | 62,303 | $1.12M | 0.05% | +20,622+49.5% | Added |
| HSBC Holdings PLC | 58,564 | $1.05M | 0.00% | −170,662−74.5% | Reduced |
| Quantinno Capital Management LP | 54,625 | $984.3K | 0.00% | +43,815+405.3% | Added |
| KLP Kapitalforvaltning AS | 53,676 | $967.2K | 0.00% | +4,900+10.0% | Added |
| Future Fund LLC | 53,649 | $966.8K | 0.34% | +20,286+60.8% | Added |
| One Capital Management, LLC | 53,649 | $966.8K | 0.03% | +20,286+60.8% | Added |
| Morningstar Investment Management LLC | 53,554 | $965.0K | 0.04% | +53,554 | New |
| Elo Mutual Pension Insurance Co | 52,936 | $953.9K | 0.02% | −3,189−5.7% | Reduced |
| Diversify Wealth Management, LLC | 49,151 | $892.1K | 0.05% | +2,008+4.3% | Added |
| Malaga Cove Capital, LLC | 49,249 | $887.5K | 0.32% | +15,441+45.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,787 | $879.1K | 0.00% | +2,877+6.3% | Added |
| Creative Planning | 48,726 | $878.0K | 0.00% | +26,816+122.4% | Added |
| Zions Bancorporation, National Association | 48,184 | $868.3K | 0.04% | −7,494−13.5% | Reduced |
| Captrust Financial Advisors | 45,826 | $825.8K | 0.00% | +13,706+42.7% | Added |
| Resona Asset Management Co.,Ltd. | 45,447 | $819.0K | 0.00% | +9,419+26.1% | Added |
| Paradiem, LLC | 44,390 | $799.9K | 0.19% | +44,390 | New |
| State of Wisconsin Investment Board | 43,599 | $785.7K | 0.00% | +21,438+96.7% | Added |
| Aaron Wealth Advisors | 42,605 | $767.7K | 0.05% | −2,083−4.7% | Reduced |
| ProShare Advisors LLC | 42,209 | $760.6K | 0.00% | −8,365−16.5% | Reduced |
| XTX Topco Ltd | 39,364 | $709.3K | 0.04% | −3,767−8.7% | Reduced |
| Scientech Research LLC | 38,801 | $699.2K | 0.24% | −1,491−3.7% | Reduced |
| Bank of Montreal | 37,269 | $671.6K | 0.00% | +37,269 | New |
| Pictet Asset Management Holding SA | 36,965 | $666.1K | 0.00% | −3,368−8.4% | Reduced |
| Brevan Howard Capital Management LP | 36,645 | $660.3K | 0.01% | −33,519−47.8% | Reduced |
| Stifel Financial Corp | 35,485 | $639.4K | 0.00% | −78,765−68.9% | Reduced |
| Rockefeller Capital Management L.P. | 34,958 | $629.9K | 0.00% | +20,803+147.0% | Added |
| Keybank National Association | 33,875 | $610.4K | 0.00% | +16,287+92.6% | Added |
| The PNC Financial Services Group, Inc. | 33,513 | $603.9K | 0.00% | +12,917+62.7% | Added |
| Chicago Trust Co NA | 32,470 | $585.1K | 0.08% | +8,315+34.4% | Added |
| Prudential Financial Inc | 32,307 | $582.2K | 0.00% | +785+2.5% | Added |
| Virginia Retirement Systems Et Al | 31,614 | $569.7K | 0.00% | −6,300−16.6% | Reduced |
| STRS Ohio | 31,100 | $560.4K | 0.00% | −35,700−53.4% | Reduced |
| Alliance Wealth Advisors, LLC | 31,091 | $560.3K | 0.13% | +2,008+6.9% | Added |
| Bayesian Capital Management, LP | 30,000 | $540.6K | 0.11% | −5,700−16.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,829 | $537.5K | 0.00% | +29,829 | New |
| CenterBook Partners LP | 29,558 | $532.6K | 0.03% | +4,994+20.3% | Added |