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, Q4 2025
Institutional positions in Clearwater Analytics Holdings, Inc. as of Dec 31, 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
- 384
- +58 vs. Q3 2025
- Shares held
- 313.0M
- +33.0M (+11.8%) vs. Q3 2025
- Total value
- $7.55B
- +$2.50B (+49.6%) vs. Q3 2025
- New holders
- 129
- 130 more added
- Sold out
- 71
- 104 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 3 | $72 | 0.00% | +3 | New |
| WPG Advisers, LLC | 12 | $289 | 0.00% | −137−91.9% | Reduced |
| Rachor Investment Advisory Services, LLC | 14 | $338 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 20 | $482 | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 23 | $555 | 0.00% | +23 | New |
| Optima Capital LLC | 23 | $555 | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 25 | $603 | 0.00% | −5−16.7% | Reduced |
| Central Trust Co | 26 | $628 | 0.00% | +26 | New |
| Torren Management, LLC | 28 | $675 | 0.00% | +28 | New |
| CVA Family Office, LLC | 29 | $699 | 0.00% | +29 | New |
| Manchester Capital Management LLC | 29 | $700 | 0.00% | +29 | New |
| TD Private Client Wealth LLC | 30 | $724 | 0.00% | +30 | New |
| Quaker Wealth Management, LLC | 32 | $772 | 0.00% | +32 | New |
| Rossby Financial, LCC | 40 | $965 | 0.00% | +40 | New |
| Rakuten Securities, Inc. | 41 | $989 | 0.00% | −109−72.7% | Reduced |
| Hantz Financial Services, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $1.09K | 0.00% | +45 | New |
| Financial Network Wealth Advisors LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 53 | $1.28K | 0.00% | +53 | New |
| Bogart Wealth, LLC | 54 | $1.30K | 0.00% | +54 | New |
| Crewe Advisors LLC | 59 | $1.42K | 0.00% | +59 | New |
| Private Wealth Management Group, LLC | 62 | $1.50K | 0.00% | −81−56.6% | Reduced |
| Sunbelt Securities, Inc. | 83 | $2.00K | 0.00% | +62+295.2% | Added |
| Marquette Asset Management, LLC | 101 | $2.44K | 0.00% | +25+32.9% | Added |
| True Wealth Design, LLC | 126 | $3.04K | 0.00% | +126 | New |
| Bare Financial Services, Inc | 133 | $3.21K | 0.00% | +77+137.5% | Added |
| Adirondack Trust Co | 140 | $3.38K | 0.00% | +140 | New |
| Sound Income Strategies, LLC | 150 | $3.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 156 | $3.76K | 0.00% | +156 | New |
| Huntington National Bank | 190 | $4.58K | 0.00% | −108−36.2% | Reduced |
| IFP Advisors, Inc | 225 | $5.43K | 0.00% | +59+35.5% | Added |
| Northwestern Mutual Wealth Management Co | 229 | $5.52K | 0.00% | +15+7.0% | Added |
| Clearstead Advisors, LLC | 252 | $6.08K | 0.00% | −420−62.5% | Reduced |
| Versant Capital Management, Inc | 275 | $6.63K | 0.00% | −1,290−82.4% | Reduced |
| Jones Financial Companies LLLP | 319 | $7.69K | 0.00% | +213+200.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 338 | $8.15K | 0.00% | +338 | New |
| Larson Financial Group LLC | 356 | $8.59K | 0.00% | +200+128.2% | Added |
| SageView Advisory Group, LLC | 380 | $9.17K | 0.00% | +380 | New |
| SRS Capital Advisors, Inc. | 389 | $9.38K | 0.00% | −12,064−96.9% | Reduced |
| Essential Partners LLC | 398 | $9.60K | 0.00% | −40−9.1% | Reduced |
| GWM Advisors LLC | 400 | $9.65K | 0.00% | +250+166.7% | Added |
| Optiver Holding B.V. | 443 | $10.7K | 0.00% | −319−41.9% | Reduced |
| Rothschild Investment LLC | 452 | $10.9K | 0.00% | +207+84.5% | Added |
| CIBC Private Wealth Group, LLC | 485 | $11.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 598 | $14.4K | 0.00% | −38−6.0% | Reduced |
| Bryn Mawr Trust Co | 600 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 626 | $15.1K | 0.00% | +219+53.8% | Added |
| First Horizon Corp | 685 | $16.5K | 0.00% | −72−9.5% | Reduced |
| Park Place Capital Corp | 753 | $18.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 771 | $18.6K | 0.00% | +337+77.6% | Added |
| NBC Securities, Inc. | 819 | $19.8K | 0.00% | +79+10.7% | Added |
| Los Angeles Capital Management LLC | 1,094 | $19.9K | 0.00% | +1,094 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $20.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 946 | $22.8K | 0.00% | +68+7.7% | Added |
| Caitong International Asset Management Co., Ltd | 998 | $24.1K | 0.01% | +998 | New |
| DV Trading LLC | 1,000 | $24.1K | 0.00% | +1,000 | New |
| Allworth Financial LP | 1,006 | $24.3K | 0.00% | +19+1.9% | Added |
| EverSource Wealth Advisors, LLC | 1,061 | $25.6K | 0.00% | +720+211.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,305 | $31.4K | 0.00% | −19−1.4% | Reduced |
| Signaturefd, LLC | 1,370 | $33.0K | 0.00% | +59+4.5% | Added |
| SBI Securities Co., Ltd. | 1,375 | $33.2K | 0.00% | +1,186+627.5% | Added |
| Private Trust Co NA | 1,546 | $37.3K | 0.00% | +1,338+643.3% | Added |
| GAMMA Investing LLC | 1,578 | $38.1K | 0.00% | +1,116+241.6% | Added |
| Canada Pension Plan Investment Board | 1,900 | $45.8K | 0.00% | +1,900 | New |
| Quest Partners LLC | 1,914 | $46.2K | 0.00% | +930+94.5% | Added |
| Global Retirement Partners, LLC | 1,986 | $47.9K | 0.00% | +1,964+8,927.3% | Added |
| Danske Bank A/S | 2,000 | $48.2K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,057 | $49.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,142 | $51.7K | 0.00% | −5,090−70.4% | Reduced |
| Farther Finance Advisors, LLC | 2,269 | $54.7K | 0.00% | +1,184+109.1% | Added |
| Essex Investment Management Co LLC | 2,298 | $55.4K | 0.01% | +492+27.2% | Added |
| Kemnay Advisory Services Inc. | 2,491 | $60.1K | 0.01% | +2,491 | New |
| Banque Cantonale Vaudoise | 2,974 | $72.0K | 0.00% | +2,974 | New |
| Parallel Advisors, LLC | 3,546 | $85.5K | 0.00% | −1,700−32.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,990 | $96.0K | 0.00% | +1,428+55.7% | Added |
| Parkside Financial Bank & Trust | 4,548 | $109.7K | 0.01% | −24−0.5% | Reduced |
| Hilltop National Bank | 5,533 | $133.5K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 5,864 | $141.4K | 0.00% | −1,637−21.8% | Reduced |
| Advisors Asset Management, Inc. | 5,944 | $143.4K | 0.00% | +1,453+32.4% | Added |
| Premier Fund Managers Ltd | 6,747 | $163.0K | 0.01% | −20,128−74.9% | Reduced |
| PenderFund Capital Management Ltd. | 7,100 | $171.3K | 0.03% | +7,100 | New |
| Evolutionary Tree Capital Management, LLC | 8,414 | $202.9K | 0.24% | +8,414 | New |
| KBC Group NV | 8,511 | $205.0K | 0.00% | +2,121+33.2% | Added |
| Tower Research Capital LLC (TRC) | 8,694 | $209.7K | 0.01% | +3,880+80.6% | Added |
| Amalgamated Bank | 8,771 | $212.0K | 0.00% | +2,324+36.0% | Added |
| CIBC Asset Management Inc | 8,872 | $214.0K | 0.00% | +8,872 | New |
| Vestmark Advisory Solutions, Inc. | 8,943 | $215.7K | 0.00% | +8,943 | New |
| Trust Point Inc. | 9,146 | $220.6K | 0.02% | +9,146 | New |
| First Bank & Trust | 9,227 | $222.6K | 0.04% | +9,227 | New |
| Snowden Capital Advisors LLC | 9,351 | $225.5K | 0.01% | +9,351 | New |
| Larry Mathis Financial Planning, LLC | 9,463 | $228.2K | 0.20% | +9,463 | New |
| Guggenheim Capital LLC | 9,485 | $228.8K | 0.00% | +9,485 | New |
| US Bancorp | 9,683 | $233.6K | 0.00% | −13,763−58.7% | Reduced |
| Fortress Investment Group LLC | 10,000 | $241.2K | 0.06% | +10,000 | New |
| IHT Wealth Management, LLC | 10,061 | $242.7K | 0.01% | −483−4.6% | Reduced |
| Atria Investments LLC | 10,112 | $243.9K | 0.00% | +10,112 | New |
| Park Avenue Securities LLC | 11,113 | $268.0K | 0.00% | −5,110−31.5% | Reduced |
| Kestra Advisory Services, LLC | 11,114 | $268.1K | 0.00% | −527−4.5% | Reduced |
| Bessemer Group Inc | 11,820 | $285.0K | 0.00% | +125+1.1% | Added |
| Lazard Asset Management LLC | 12,462 | $300.6K | 0.00% | −10,506−45.7% | Reduced |