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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 29,337 | $528.7K | 0.05% | +19,540+199.4% | Added |
| State Board of Administration of Florida Retirement System | 28,826 | $519.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,972 | $504.1K | 0.00% | +6,894+32.7% | Added |
| Diversify Advisory Services, LLC | 27,635 | $501.6K | 0.02% | +3,088+12.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 27,474 | $495.0K | 0.00% | +19,685+252.7% | Added |
| Premier Fund Managers Ltd | 26,875 | $489.0K | 0.02% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 27,012 | $486.8K | 0.05% | −25,000−48.1% | Reduced |
| Woodline Partners LP | 26,940 | $485.5K | 0.00% | +7,048+35.4% | Added |
| HM Payson & Co | 26,600 | $479.3K | 0.01% | +11,500+76.2% | Added |
| FORA Capital, LLC | 26,593 | $479.2K | 0.08% | −31,429−54.2% | Reduced |
| CIBC Bancorp USA Inc. | 26,314 | $474.2K | 0.00% | +26,314 | New |
| Legato Capital Management LLC | 26,096 | $470.3K | 0.05% | +11,934+84.3% | Added |
| Walleye Capital LLC | 25,800 | $464.9K | 0.00% | −41,067−61.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 25,280 | $455.5K | 0.07% | −2,000−7.3% | Reduced |
| Freestone Grove Partners LP | 24,046 | $433.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 23,446 | $422.5K | 0.00% | −2,011−7.9% | Reduced |
| Lazard Asset Management LLC | 22,968 | $413.9K | 0.00% | +3,055+15.3% | Added |
| DC Investments Management, LLC | 22,672 | $408.5K | 0.17% | 00.0% | Unchanged |
| Belvedere Trading LLC | 22,663 | $408.4K | 0.03% | +22,663 | New |
| Sender Co & Partners, Inc. | 21,589 | $389.0K | 0.15% | +21,589 | New |
| Ameritas Investment Partners, Inc. | 20,623 | $371.6K | 0.01% | −4,580−18.2% | Reduced |
| Xponance, Inc. | 19,421 | $350.0K | 0.00% | +188+1.0% | Added |
| Dunhill Financial, LLC | 19,000 | $342.4K | 0.09% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 18,907 | $340.7K | 0.01% | +18,907 | New |
| Boothbay Fund Management, LLC | 17,918 | $322.9K | 0.01% | +17,918 | New |
| Yarbrough Capital, LLC | 17,616 | $317.4K | 0.01% | +17,616 | New |
| State of Wyoming | 17,593 | $317.0K | 0.04% | −7,667−30.4% | Reduced |
| Ieq Capital, LLC | 17,138 | $308.8K | 0.00% | +17,138 | New |
| Group One Trading, L.P. | 16,974 | $305.9K | 0.01% | +16,974 | New |
| Vident Advisory, LLC | 16,694 | $300.8K | 0.00% | +7,217+76.2% | Added |
| Federation des caisses Desjardins du Quebec | 16,668 | $300.4K | 0.00% | +16,422+6,675.6% | Added |
| Vontobel Holding Ltd. | 16,265 | $293.1K | 0.00% | +16,265 | New |
| Keebeck Wealth Management, LLC | 16,227 | $292.4K | 0.03% | −2,362−12.7% | Reduced |
| Park Avenue Securities LLC | 16,223 | $292.0K | 0.00% | −11,652−41.8% | Reduced |
| PDT Partners, LLC | 15,968 | $287.7K | 0.02% | −151,151−90.4% | Reduced |
| Portside Wealth Group, LLC | 15,887 | $286.3K | 0.04% | +6,177+63.6% | Added |
| Fca Corp | 15,441 | $278.2K | 0.08% | +1,673+12.2% | Added |
| Landscape Capital Management, L.L.C. | 15,298 | $275.7K | 0.02% | +15,298 | New |
| Public Employees Retirement Association of Colorado | 14,977 | $270.0K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 14,960 | $269.6K | 0.05% | +14,960 | New |
| Mackenzie Financial Corp | 14,921 | $268.9K | 0.00% | +3,198+27.3% | Added |
| Harbour Capital Advisors, LLC | 14,925 | $263.7K | 0.05% | +14,925 | New |
| Fifth Third Bancorp | 14,387 | $259.3K | 0.00% | −1,907−11.7% | Reduced |
| Stephens Inc | 14,193 | $255.8K | 0.00% | +3,272+30.0% | Added |
| Capstone Investment Advisors, LLC | 13,757 | $247.9K | 0.00% | +2,757+25.1% | Added |
| Twin Tree Management, LP | 12,935 | $233.1K | 0.01% | +12,935 | New |
| Connable Office Inc | 12,852 | $231.6K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 12,643 | $227.8K | 0.00% | −123,072−90.7% | Reduced |
| Henshaw Capital LLC | 12,554 | $226.2K | 0.01% | −4,549−26.6% | Reduced |
| SRS Capital Advisors, Inc. | 12,453 | $224.4K | 0.00% | +12,256+6,221.3% | Added |
| Mariner, LLC | 11,901 | $214.5K | 0.00% | +11,901 | New |
| Bessemer Group Inc | 11,695 | $211.0K | 0.00% | +10,150+657.0% | Added |
| Swiss Life Asset Management Ltd | 11,693 | $210.7K | 0.00% | +11,693 | New |
| Kestra Advisory Services, LLC | 11,641 | $209.8K | 0.00% | −753−6.1% | Reduced |
| National Philanthropic Trust | 11,204 | $201.9K | 0.00% | +11,204 | New |
| IHT Wealth Management, LLC | 10,544 | $190.0K | 0.00% | −427−3.9% | Reduced |
| Bridgefront Capital, LLC | 10,529 | $189.7K | 0.06% | +10,529 | New |
| Dynamic Technology Lab Private Ltd | 10,508 | $189.0K | 0.03% | −55,002−84.0% | Reduced |
| CWM, LLC | 9,395 | $169.0K | 0.00% | +6,328+206.3% | Added |
| Westpac Banking Corp | 8,053 | $145.1K | 0.01% | +8,053 | New |
| Assetmark, Inc | 7,501 | $135.2K | 0.00% | +4,004+114.5% | Added |
| FMR LLC | 7,405 | $133.4K | 0.00% | −945,877−99.2% | Reduced |
| Nisa Investment Advisors, LLC | 7,232 | $130.3K | 0.00% | +2,944+68.7% | Added |
| Amalgamated Bank | 6,447 | $116.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,390 | $115.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6,111 | $110.0K | 0.06% | +1,728+39.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,797 | $104.5K | 0.00% | −9,760,340−99.9% | Reduced |
| Hilltop National Bank | 5,533 | $99.7K | 0.02% | +619+12.6% | Added |
| Parallel Advisors, LLC | 5,246 | $94.5K | 0.00% | +5,246 | New |
| Tower Research Capital LLC (TRC) | 4,814 | $86.7K | 0.00% | −15,189−75.9% | Reduced |
| Parkside Financial Bank & Trust | 4,572 | $82.4K | 0.01% | −4,383−48.9% | Reduced |
| Advisors Asset Management, Inc. | 4,491 | $80.9K | 0.00% | +360+8.7% | Added |
| Aster Capital Management (DIFC) Ltd | 4,457 | $80.3K | 0.04% | −3,381−43.1% | Reduced |
| FNY Investment Advisers, LLC | 3,411 | $61.0K | 0.02% | +2,742+409.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,562 | $46.0K | 0.00% | +228+9.8% | Added |
| Arcadia Investment Management Corp | 2,057 | $37.1K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 2,000 | $36.0K | 0.00% | −240−10.7% | Reduced |
| Essex Investment Management Co LLC | 1,806 | $32.5K | 0.00% | +640+54.9% | Added |
| NVWM, LLC | 1,700 | $30.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,565 | $28.2K | 0.00% | +1,024+189.3% | Added |
| Signaturefd, LLC | 1,311 | $23.6K | 0.00% | +675+106.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,324 | $23.2K | 0.00% | −1,314−49.8% | Reduced |
| Principal Securities, Inc. | 1,201 | $21.6K | 0.00% | −805−40.1% | Reduced |
| Farther Finance Advisors, LLC | 1,085 | $19.6K | 0.00% | +791+269.0% | Added |
| Ci Investments Inc. | 1,023 | $18.0K | 0.00% | −106−9.4% | Reduced |
| Allworth Financial LP | 987 | $17.8K | 0.00% | +583+144.3% | Added |
| Quest Partners LLC | 984 | $17.7K | 0.00% | −1,354−57.9% | Reduced |
| UMA Financial Services, Inc. | 878 | $15.8K | 0.00% | +23+2.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $15.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 762 | $13.7K | 0.00% | +156+25.7% | Added |
| First Horizon Corp | 757 | $13.6K | 0.00% | +757 | New |
| Park Place Capital Corp | 753 | $13.6K | 0.00% | −299−28.4% | Reduced |
| NBC Securities, Inc. | 740 | $13.3K | 0.00% | −2,256−75.3% | Reduced |
| Clearstead Advisors, LLC | 672 | $12.1K | 0.00% | −622−48.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 636 | $11.5K | 0.00% | −15,935−96.2% | Reduced |
| Bryn Mawr Trust Co | 600 | $10.8K | 0.00% | −400−40.0% | Reduced |
| CIBC Private Wealth Group, LLC | 485 | $8.74K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 462 | $8.32K | 0.00% | −712−60.6% | Reduced |
| Essential Partners LLC | 438 | $7.89K | 0.00% | +45+11.5% | Added |
| Harbour Investments, Inc. | 434 | $7.82K | 0.00% | +111+34.4% | Added |