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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 72,420 | $1.75M | 0.00% | −432,033−85.6% | Reduced |
| Johnson Investment Counsel Inc | 73,073 | $1.76M | 0.01% | +1,046+1.5% | Added |
| Prelude Capital Management, LLC | 73,412 | $1.77M | 0.13% | +73,412 | New |
| Walleye Capital LLC | 73,652 | $1.78M | 0.01% | +47,852+185.5% | Added |
| Jain Global LLC | 73,799 | $1.78M | 0.02% | −264,813−78.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 74,354 | $1.79M | 0.01% | +6,070+8.9% | Added |
| Sterling Capital Management LLC | 74,835 | $1.81M | 0.03% | +1,226+1.7% | Added |
| Rangeley Capital, LLC | 80,000 | $1.93M | 1.66% | +80,000 | New |
| Arizona State Retirement System | 81,701 | $1.97M | 0.01% | +5,592+7.3% | Added |
| Public Employees Retirement System of Ohio | 82,065 | $1.98M | 0.01% | −38,988−32.2% | Reduced |
| Handelsbanken Fonder AB | 83,200 | $2.01M | 0.01% | −41,500−33.3% | Reduced |
| DLD Asset Management, LP | 83,300 | $2.01M | 0.21% | +83,300 | New |
| Scholtz & Company, LLC | 83,515 | $2.01M | 0.87% | −18,096−17.8% | Reduced |
| First Trust Advisors LP | 84,524 | $2.04M | 0.00% | +84,524 | New |
| SG Americas Securities, LLC | 84,719 | $2.04M | 0.00% | −17,054−16.8% | Reduced |
| Formula Growth Ltd | 87,883 | $2.12M | 0.82% | −112,117−56.1% | Reduced |
| Mairs & Power Inc | 92,510 | $2.23M | 0.02% | −1,765−1.9% | Reduced |
| Pathstone Holdings, LLC | 93,404 | $2.25M | 0.01% | −4,567−4.7% | Reduced |
| D. E. Shaw & Co., Inc. | 95,117 | $2.29M | 0.00% | +95,117 | New |
| LPL Financial LLC | 100,139 | $2.42M | 0.00% | −4,339−4.2% | Reduced |
| Voya Investment Management LLC | 101,543 | $2.45M | 0.00% | −112,108−52.5% | Reduced |
| Teacher Retirement System of Texas | 102,588 | $2.47M | 0.01% | −24,308−19.2% | Reduced |
| State of New Jersey Common Pension Fund D | 103,546 | $2.50M | 0.01% | −4,978−4.6% | Reduced |
| Advisors Capital Management, LLC | 120,576 | $2.91M | 0.03% | −4,330−3.5% | Reduced |
| Intech Investment Management LLC | 123,489 | $2.98M | 0.03% | −14,961−10.8% | Reduced |
| Dark Forest Capital Management LP | 123,581 | $2.98M | 0.14% | +7,195+6.2% | Added |
| Capula Management Ltd | 124,360 | $3.00M | 0.02% | +124,360 | New |
| Capricorn Fund Managers Ltd | 124,611 | $3.01M | 0.72% | +124,611 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 129,642 | $3.13M | 0.00% | +14,959+13.0% | Added |
| Squarepoint Ops LLC | 133,000 | $3.21M | 0.01% | −459,872−77.6% | Reduced |
| Advisor Group Holdings, Inc. | 137,408 | $3.31M | 0.00% | −4,047−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 141,586 | $3.42M | 0.04% | +2,441+1.8% | Added |
| Manufacturers Life Insurance Company, The | 144,445 | $3.48M | 0.00% | +4,338+3.1% | Added |
| FTV Management Company, L.P. | 146,742 | $3.54M | 0.54% | −100,000−40.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 146,968 | $3.54M | 0.03% | +3,264+2.3% | Added |
| Steamboat Capital Partners, LLC | 147,349 | $3.55M | 0.98% | +147,349 | New |
| Schonfeld Strategic Advisors LLC | 148,471 | $3.58M | 0.02% | +118,642+397.7% | Added |
| Sagefield Capital LP | 152,268 | $3.67M | 0.31% | +152,268 | New |
| MetLife Investment Management | 153,995 | $3.71M | 0.02% | +9,273+6.4% | Added |
| Norwood Investment Partners, LP | 159,000 | $3.84M | 4.32% | −694,531−81.4% | Reduced |
| Russell Investments Group, Ltd. | 159,602 | $3.85M | 0.00% | +7,933+5.2% | Added |
| Boothbay Fund Management, LLC | 159,620 | $3.85M | 0.10% | +141,702+790.8% | Added |
| Versor Investments LP | 163,046 | $3.93M | 0.61% | +163,046 | New |
| Scotia Capital Inc. | 166,564 | $4.02M | 0.02% | +1,825+1.1% | Added |
| Gardner Lewis Asset Management L P | 176,000 | $4.25M | 1.08% | +176,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,245 | $4.54M | 0.01% | +48,045+34.3% | Added |
| Creative Planning | 196,157 | $4.73M | 0.00% | +147,431+302.6% | Added |
| Toronto Dominion Bank | 200,000 | $4.82M | 0.01% | +199,990+1,999,900.0% | Added |
| Invesco Ltd. | 200,930 | $4.85M | 0.00% | −14,293−6.6% | Reduced |
| Vestcor Inc | 205,000 | $4.95M | 0.14% | +205,000 | New |
| Victory Capital Management Inc | 217,100 | $5.24M | 0.00% | −238,151−52.3% | Reduced |
| Bullseye Asset Management LLC | 218,699 | $5.28M | 2.84% | +20,000+10.1% | Added |
| LMR Partners LLP | 225,000 | $5.43M | 0.05% | −25,000−10.0% | Reduced |
| Walleye Trading LLC | 226,028 | $5.45M | 0.09% | +226,028 | New |
| Stifel Financial Corp | 237,009 | $5.72M | 0.01% | +201,524+567.9% | Added |
| Chase Investment Counsel Corp | 237,532 | $5.73M | 1.60% | +237,532 | New |
| Picton Mahoney Asset Management | 250,000 | $6.03M | 0.07% | +250,000 | New |
| Irenic Capital Management LP | 250,000 | $6.03M | 0.79% | +250,000 | New |
| Fred Alger Management, LLC | 260,908 | $6.29M | 0.02% | −292,812−52.9% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 267,800 | $6.46M | 0.97% | +267,800 | New |
| California State Teachers Retirement System | 271,599 | $6.55M | 0.01% | +29,779+12.3% | Added |
| Centiva Capital, LP | 280,000 | $6.75M | 0.41% | +280,000 | New |
| Ovata Capital Management Ltd | 282,380 | $6.81M | 0.83% | +282,380 | New |
| Granite Investment Partners, LLC | 284,213 | $6.86M | 0.41% | −27,855−8.9% | Reduced |
| Carmignac Gestion | 288,126 | $6.95M | 0.09% | +288,126 | New |
| Alliancebernstein L.P. | 312,628 | $7.54M | 0.00% | +24,392+8.5% | Added |
| Slotnik Capital, LLC | 320,000 | $7.72M | 2.11% | +320,000 | New |
| Gabelli Funds LLC | 328,200 | $7.92M | 0.05% | +328,200 | New |
| Rhumbline Advisers | 332,499 | $8.02M | 0.01% | −21,639−6.1% | Reduced |
| Legal & General Group Plc | 332,979 | $8.03M | 0.00% | +35,520+11.9% | Added |
| Royal Bank of Canada | 336,918 | $8.13M | 0.00% | −1,038,554−75.5% | Reduced |
| Natixis | 341,200 | $8.23M | 0.03% | +341,200 | New |
| Arnhold LLC | 346,510 | $8.36M | 0.63% | +346,510 | New |
| Meteora Capital, LLC | 347,000 | $8.37M | 0.70% | +347,000 | New |
| Potrero Capital Research LLC | 350,000 | $8.44M | 2.84% | +350,000 | New |
| Neuberger Berman Group LLC | 352,799 | $8.51M | 0.01% | +600.0% | Added |
| Qube Research & Technologies Ltd | 358,205 | $8.64M | 0.01% | −1,746,717−83.0% | Reduced |
| Summit Creek Advisors LLC | 362,151 | $8.74M | 1.37% | −17,005−4.5% | Reduced |
| California Public Employees Retirement System | 363,465 | $8.77M | 0.01% | +84,445+30.3% | Added |
| HBK Investments L P | 373,303 | $9.00M | 0.10% | +373,303 | New |
| Maven Securities LTD | 375,000 | $9.04M | 1.15% | +375,000 | New |
| Alpine Associates Management Inc. | 385,000 | $9.29M | 0.63% | +385,000 | New |
| AQR Capital Management LLC | 385,083 | $9.29M | 0.00% | +133,030+52.8% | Added |
| Citigroup Inc | 388,094 | $9.36M | 0.01% | +143,753+58.8% | Added |
| Beryl Capital Management LLC | 389,023 | $9.38M | 0.95% | +389,023 | New |
| ExodusPoint Capital Management, LP | 394,445 | $9.51M | 0.11% | +394,445 | New |
| Segall Bryant & Hamill, LLC | 412,927 | $9.96M | 0.13% | +18,574+4.7% | Added |
| RMB Capital Management, LLC | 414,346 | $9.99M | 0.17% | +74,315+21.9% | Added |
| Renaissance Group LLC | 417,761 | $10.1M | 0.40% | −28,528−6.4% | Reduced |
| Ardmore Road Asset Management LP | 421,242 | $10.2M | 0.77% | +421,242 | New |
| New York State Common Retirement Fund | 425,411 | $10.3M | 0.01% | +26,616+6.7% | Added |
| Kornitzer Capital Management Inc | 430,350 | $10.4M | 0.22% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 432,025 | $10.4M | 0.02% | −187,115−30.2% | Reduced |
| Ensign Peak Advisors, Inc | 437,932 | $10.6M | 0.02% | −80,604−15.5% | Reduced |
| Barclays PLC | 438,639 | $10.6M | 0.00% | −287,802−39.6% | Reduced |
| Marshall Wace, LLP | 469,869 | $11.3M | 0.01% | −954,964−67.0% | Reduced |
| Envestnet Asset Management Inc | 469,886 | $11.3M | 0.00% | −40,086−7.9% | Reduced |
| Wells Fargo & Company | 473,178 | $11.4M | 0.00% | +148,746+45.8% | Added |
| Caption Management, LLC | 489,635 | $11.8M | 0.52% | +489,635 | New |
| Ashford Capital Management Inc | 511,779 | $12.3M | 1.38% | −265,940−34.2% | Reduced |