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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 12,716 | $306.7K | 0.03% | +12,716 | New |
| Norden Group LLC | 12,990 | $313.3K | 0.03% | +12,990 | New |
| Wealth Enhancement Advisory Services, LLC | 13,037 | $313.8K | 0.00% | +13,037 | New |
| Swiss Life Asset Management Ltd | 13,143 | $317.0K | 0.00% | +1,450+12.4% | Added |
| Stephens Inc | 13,730 | $331.2K | 0.00% | −463−3.3% | Reduced |
| Vontobel Holding Ltd. | 13,833 | $333.7K | 0.00% | −2,432−15.0% | Reduced |
| Fifth Third Bancorp | 14,056 | $339.0K | 0.00% | −331−2.3% | Reduced |
| Two Sigma Securities, LLC | 14,699 | $354.5K | 0.05% | +14,699 | New |
| Public Employees Retirement Association of Colorado | 14,977 | $361.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15,000 | $361.0K | 0.10% | +11,589+339.8% | Added |
| Covestor Ltd | 14,985 | $362.0K | 0.19% | +8,874+145.2% | Added |
| Fca Corp | 15,215 | $367.0K | 0.10% | −226−1.5% | Reduced |
| Mackenzie Financial Corp | 15,466 | $372.0K | 0.00% | +545+3.7% | Added |
| Amundi | 15,650 | $377.5K | 0.00% | +15,650 | New |
| Portside Wealth Group, LLC | 15,901 | $383.5K | 0.05% | +14+0.1% | Added |
| Third View Private Wealth, LLC | 16,142 | $389.3K | 0.05% | +16,142 | New |
| Vident Advisory, LLC | 16,369 | $394.8K | 0.00% | −325−1.9% | Reduced |
| Mercer Global Advisors Inc | 16,599 | $400.4K | 0.00% | +16,599 | New |
| Yorktown Management & Research Co Inc | 16,700 | $402.8K | 0.32% | +16,700 | New |
| FMR LLC | 17,126 | $413.1K | 0.00% | +9,721+131.3% | Added |
| Prudential Financial Inc | 17,137 | $413.3K | 0.00% | −15,170−47.0% | Reduced |
| CWM, LLC | 17,277 | $417.0K | 0.00% | +7,882+83.9% | Added |
| Susquehanna International Group, LLP | 17,505 | $422.2K | 0.00% | −145,434−89.3% | Reduced |
| Yarbrough Capital, LLC | 17,616 | $424.9K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 18,470 | $445.5K | 0.00% | +18,470 | New |
| Diversify Advisory Services, LLC | 18,508 | $449.2K | 0.01% | −9,127−33.0% | Reduced |
| Dunhill Financial, LLC | 19,005 | $458.4K | 0.11% | +50.0% | Added |
| Callan Family Office, LLC | 19,301 | $465.5K | 0.01% | +19,301 | New |
| One68 Global Capital, LLC | 20,000 | $482.0K | 5.68% | +20,000 | New |
| Bluefin Capital Management, LLC | 20,000 | $482.4K | 0.14% | +20,000 | New |
| Connable Office Inc | 20,154 | $486.1K | 0.04% | +7,302+56.8% | Added |
| Round Rock Advisors, LLC | 20,262 | $488.7K | 0.07% | +20,262 | New |
| JustInvest LLC | 20,555 | $495.8K | 0.00% | +20,555 | New |
| Cambridge Investment Research Advisors, Inc. | 21,448 | $517.0K | 0.00% | +21,448 | New |
| Xponance, Inc. | 22,019 | $531.1K | 0.00% | +2,598+13.4% | Added |
| Alliance Wealth Advisors, LLC | 22,394 | $540.1K | 0.12% | −8,697−28.0% | Reduced |
| MML Investors Services, LLC | 22,498 | $542.7K | 0.00% | −5,474−19.6% | Reduced |
| Ameritas Investment Partners, Inc. | 22,663 | $546.6K | 0.02% | +2,040+9.9% | Added |
| Grandeur Peak Global Advisors, LLC | 23,903 | $576.5K | 0.08% | −493,765−95.4% | Reduced |
| Chicago Trust Co NA | 23,905 | $576.6K | 0.09% | −8,565−26.4% | Reduced |
| STRS Ohio | 25,100 | $605.4K | 0.00% | −6,000−19.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 25,280 | $609.8K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,617 | $617.9K | 0.00% | −7,896−23.6% | Reduced |
| Mariner, LLC | 26,409 | $636.9K | 0.00% | +14,508+121.9% | Added |
| Keebeck Wealth Management, LLC | 26,949 | $650.0K | 0.08% | +10,722+66.1% | Added |
| Freestone Grove Partners LP | 27,143 | $654.7K | 0.00% | +3,097+12.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 27,199 | $656.0K | 0.01% | −275−1.0% | Reduced |
| Emerald Advisers, LLC | 27,720 | $668.6K | 0.02% | −997,694−97.3% | Reduced |
| State Board of Administration of Florida Retirement System | 28,826 | $695.3K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,485 | $711.0K | 0.00% | −39,508−57.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 30,000 | $723.6K | 0.00% | +30,000 | New |
| Shay Capital LLC | 30,000 | $723.6K | 0.12% | +30,000 | New |
| XTX Topco Ltd | 33,414 | $805.9K | 0.02% | −5,950−15.1% | Reduced |
| PEAK6 LLC | 34,915 | $842.1K | 0.02% | +34,915 | New |
| Laurion Capital Management LP | 35,066 | $845.8K | 0.06% | +35,066 | New |
| Keybank National Association | 35,270 | $850.7K | 0.00% | +1,395+4.1% | Added |
| HM Payson & Co | 37,500 | $904.5K | 0.01% | +10,900+41.0% | Added |
| Diametric Capital, LP | 37,500 | $904.5K | 0.24% | +37,500 | New |
| Glenmede Trust Co NA | 37,560 | $905.9K | 0.00% | +37,560 | New |
| Wolverine Asset Management LLC | 37,600 | $906.9K | 0.01% | +37,600 | New |
| State of Wisconsin Investment Board | 39,495 | $952.6K | 0.00% | −4,104−9.4% | Reduced |
| Moore Capital Management, LP | 42,118 | $1.02M | 0.02% | +42,118 | New |
| VARCOV Co. | 43,174 | $1.04M | 0.41% | +43,174 | New |
| Pictet Asset Management Holding SA | 43,391 | $1.05M | 0.00% | +6,426+17.4% | Added |
| Bank of Montreal | 43,496 | $1.05M | 0.00% | +6,227+16.7% | Added |
| Zions Bancorporation, National Association | 43,580 | $1.05M | 0.05% | −4,604−9.6% | Reduced |
| Paradiem, LLC | 44,252 | $1.07M | 0.26% | −138−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 44,848 | $1.08M | 0.00% | +9,890+28.3% | Added |
| Allianz Asset Management GmbH | 45,415 | $1.10M | 0.00% | −115,521−71.8% | Reduced |
| Ieq Capital, LLC | 46,078 | $1.11M | 0.00% | +28,940+168.9% | Added |
| Resona Asset Management Co.,Ltd. | 46,633 | $1.12M | 0.01% | +1,186+2.6% | Added |
| Twin Securities, Inc. | 49,314 | $1.19M | 0.46% | +49,314 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,000 | $1.21M | 0.01% | +50,000 | New |
| DRW Securities, LLC | 50,000 | $1.21M | 0.09% | +50,000 | New |
| Diversify Wealth Management, LLC | 50,705 | $1.22M | 0.06% | +1,554+3.2% | Added |
| ProShare Advisors LLC | 51,025 | $1.23M | 0.00% | +8,816+20.9% | Added |
| Dimensional Fund Advisors LP | 52,022 | $1.25M | 0.00% | −203,484−79.6% | Reduced |
| Aaron Wealth Advisors | 52,130 | $1.26M | 0.07% | +9,525+22.4% | Added |
| Nomura Holdings Inc | 52,500 | $1.27M | 0.00% | +52,500 | New |
| Captrust Financial Advisors | 54,254 | $1.31M | 0.00% | +8,428+18.4% | Added |
| Janney Montgomery Scott LLC | 54,414 | $1.31M | 0.00% | +54,414 | New |
| Fifth Lane Capital, LP | 55,000 | $1.33M | 1.56% | +55,000 | New |
| Scalar Gauge Management, LLC | 55,000 | $1.33M | 0.88% | +55,000 | New |
| State of Wyoming | 55,591 | $1.34M | 0.15% | +37,998+216.0% | Added |
| Allianz SE | 56,100 | $1.35M | 0.02% | +56,100 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58,323 | $1.41M | 0.00% | +9,536+19.5% | Added |
| Truist Financial Corp | 60,326 | $1.46M | 0.00% | −2,225−3.6% | Reduced |
| Aviso Financial Inc. | 60,558 | $1.46M | 0.06% | −1,745−2.8% | Reduced |
| Rice Hall James & Associates, LLC | 60,821 | $1.47M | 0.08% | +60,821 | New |
| KLP Kapitalforvaltning AS | 61,376 | $1.48M | 0.01% | +7,700+14.3% | Added |
| Quantinno Capital Management LP | 61,655 | $1.49M | 0.00% | +7,030+12.9% | Added |
| Tealwood Asset Management Inc | 62,121 | $1.50M | 0.67% | +62,121 | New |
| Teachers Retirement System of the State of Kentucky | 62,472 | $1.51M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 64,157 | $1.55M | 0.01% | −5,103−7.4% | Reduced |
| Oak Ridge Investments LLC | 65,929 | $1.59M | 0.10% | −30,186−31.4% | Reduced |
| Brevan Howard Capital Management LP | 66,347 | $1.60M | 0.03% | +29,702+81.1% | Added |
| Cetera Investment Advisers | 67,841 | $1.64M | 0.00% | −3,169−4.5% | Reduced |
| Cim, LLC | 68,856 | $1.66M | 0.22% | +2,672+4.0% | Added |
| Nine Masts Capital Ltd | 69,323 | $1.67M | 0.29% | +69,323 | New |
| Select Asset Management & Trust | 71,299 | $1.72M | 0.53% | 00.0% | Unchanged |