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 |
|---|---|---|---|---|---|
| State of Wyoming | 55,591 | $1.34M | 0.15% | +37,998+216.0% | Added |
| 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 |
| Janney Montgomery Scott LLC | 54,414 | $1.31M | 0.00% | +54,414 | New |
| Captrust Financial Advisors | 54,254 | $1.31M | 0.00% | +8,428+18.4% | Added |
| Nomura Holdings Inc | 52,500 | $1.27M | 0.00% | +52,500 | New |
| Aaron Wealth Advisors | 52,130 | $1.26M | 0.07% | +9,525+22.4% | Added |
| Dimensional Fund Advisors LP | 52,022 | $1.25M | 0.00% | −203,484−79.6% | Reduced |
| ProShare Advisors LLC | 51,025 | $1.23M | 0.00% | +8,816+20.9% | Added |
| Diversify Wealth Management, LLC | 50,705 | $1.22M | 0.06% | +1,554+3.2% | Added |
| 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 |
| Twin Securities, Inc. | 49,314 | $1.19M | 0.46% | +49,314 | New |
| Resona Asset Management Co.,Ltd. | 46,633 | $1.12M | 0.01% | +1,186+2.6% | Added |
| Ieq Capital, LLC | 46,078 | $1.11M | 0.00% | +28,940+168.9% | Added |
| Allianz Asset Management GmbH | 45,415 | $1.10M | 0.00% | −115,521−71.8% | Reduced |
| Rockefeller Capital Management L.P. | 44,848 | $1.08M | 0.00% | +9,890+28.3% | Added |
| Paradiem, LLC | 44,252 | $1.07M | 0.26% | −138−0.3% | Reduced |
| Zions Bancorporation, National Association | 43,580 | $1.05M | 0.05% | −4,604−9.6% | Reduced |
| Bank of Montreal | 43,496 | $1.05M | 0.00% | +6,227+16.7% | Added |
| Pictet Asset Management Holding SA | 43,391 | $1.05M | 0.00% | +6,426+17.4% | Added |
| VARCOV Co. | 43,174 | $1.04M | 0.41% | +43,174 | New |
| Moore Capital Management, LP | 42,118 | $1.02M | 0.02% | +42,118 | New |
| State of Wisconsin Investment Board | 39,495 | $952.6K | 0.00% | −4,104−9.4% | Reduced |
| Wolverine Asset Management LLC | 37,600 | $906.9K | 0.01% | +37,600 | New |
| Glenmede Trust Co NA | 37,560 | $905.9K | 0.00% | +37,560 | New |
| 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 |
| Keybank National Association | 35,270 | $850.7K | 0.00% | +1,395+4.1% | Added |
| Laurion Capital Management LP | 35,066 | $845.8K | 0.06% | +35,066 | New |
| PEAK6 LLC | 34,915 | $842.1K | 0.02% | +34,915 | New |
| XTX Topco Ltd | 33,414 | $805.9K | 0.02% | −5,950−15.1% | 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 |
| Natixis Advisors, L.P. | 29,485 | $711.0K | 0.00% | −39,508−57.3% | Reduced |
| State Board of Administration of Florida Retirement System | 28,826 | $695.3K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 27,720 | $668.6K | 0.02% | −997,694−97.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 27,199 | $656.0K | 0.01% | −275−1.0% | Reduced |
| Freestone Grove Partners LP | 27,143 | $654.7K | 0.00% | +3,097+12.9% | Added |
| Keebeck Wealth Management, LLC | 26,949 | $650.0K | 0.08% | +10,722+66.1% | Added |
| Mariner, LLC | 26,409 | $636.9K | 0.00% | +14,508+121.9% | Added |
| The PNC Financial Services Group, Inc. | 25,617 | $617.9K | 0.00% | −7,896−23.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 25,280 | $609.8K | 0.14% | 00.0% | Unchanged |
| STRS Ohio | 25,100 | $605.4K | 0.00% | −6,000−19.3% | Reduced |
| Chicago Trust Co NA | 23,905 | $576.6K | 0.09% | −8,565−26.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 23,903 | $576.5K | 0.08% | −493,765−95.4% | Reduced |
| Ameritas Investment Partners, Inc. | 22,663 | $546.6K | 0.02% | +2,040+9.9% | Added |
| MML Investors Services, LLC | 22,498 | $542.7K | 0.00% | −5,474−19.6% | Reduced |
| Alliance Wealth Advisors, LLC | 22,394 | $540.1K | 0.12% | −8,697−28.0% | Reduced |
| Xponance, Inc. | 22,019 | $531.1K | 0.00% | +2,598+13.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,448 | $517.0K | 0.00% | +21,448 | New |
| JustInvest LLC | 20,555 | $495.8K | 0.00% | +20,555 | New |
| Round Rock Advisors, LLC | 20,262 | $488.7K | 0.07% | +20,262 | New |
| Connable Office Inc | 20,154 | $486.1K | 0.04% | +7,302+56.8% | Added |
| Bluefin Capital Management, LLC | 20,000 | $482.4K | 0.14% | +20,000 | New |
| One68 Global Capital, LLC | 20,000 | $482.0K | 5.68% | +20,000 | New |
| Callan Family Office, LLC | 19,301 | $465.5K | 0.01% | +19,301 | New |
| Dunhill Financial, LLC | 19,005 | $458.4K | 0.11% | +50.0% | Added |
| Diversify Advisory Services, LLC | 18,508 | $449.2K | 0.01% | −9,127−33.0% | Reduced |
| CIBC World Markets Corp | 18,470 | $445.5K | 0.00% | +18,470 | New |
| Yarbrough Capital, LLC | 17,616 | $424.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,505 | $422.2K | 0.00% | −145,434−89.3% | Reduced |
| CWM, LLC | 17,277 | $417.0K | 0.00% | +7,882+83.9% | Added |
| Prudential Financial Inc | 17,137 | $413.3K | 0.00% | −15,170−47.0% | Reduced |
| FMR LLC | 17,126 | $413.1K | 0.00% | +9,721+131.3% | Added |
| Yorktown Management & Research Co Inc | 16,700 | $402.8K | 0.32% | +16,700 | New |
| Mercer Global Advisors Inc | 16,599 | $400.4K | 0.00% | +16,599 | New |
| Vident Advisory, LLC | 16,369 | $394.8K | 0.00% | −325−1.9% | Reduced |
| Third View Private Wealth, LLC | 16,142 | $389.3K | 0.05% | +16,142 | New |
| Portside Wealth Group, LLC | 15,901 | $383.5K | 0.05% | +14+0.1% | Added |
| Amundi | 15,650 | $377.5K | 0.00% | +15,650 | New |
| Mackenzie Financial Corp | 15,466 | $372.0K | 0.00% | +545+3.7% | Added |
| Fca Corp | 15,215 | $367.0K | 0.10% | −226−1.5% | Reduced |
| Covestor Ltd | 14,985 | $362.0K | 0.19% | +8,874+145.2% | Added |
| 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 |
| Two Sigma Securities, LLC | 14,699 | $354.5K | 0.05% | +14,699 | New |
| Fifth Third Bancorp | 14,056 | $339.0K | 0.00% | −331−2.3% | Reduced |
| Vontobel Holding Ltd. | 13,833 | $333.7K | 0.00% | −2,432−15.0% | Reduced |
| Stephens Inc | 13,730 | $331.2K | 0.00% | −463−3.3% | Reduced |
| Swiss Life Asset Management Ltd | 13,143 | $317.0K | 0.00% | +1,450+12.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,037 | $313.8K | 0.00% | +13,037 | New |
| Norden Group LLC | 12,990 | $313.3K | 0.03% | +12,990 | New |
| Levin Capital Strategies, L.P. | 12,716 | $306.7K | 0.03% | +12,716 | New |
| Lazard Asset Management LLC | 12,462 | $300.6K | 0.00% | −10,506−45.7% | Reduced |
| Bessemer Group Inc | 11,820 | $285.0K | 0.00% | +125+1.1% | Added |
| Kestra Advisory Services, LLC | 11,114 | $268.1K | 0.00% | −527−4.5% | Reduced |
| Park Avenue Securities LLC | 11,113 | $268.0K | 0.00% | −5,110−31.5% | Reduced |
| Atria Investments LLC | 10,112 | $243.9K | 0.00% | +10,112 | New |
| IHT Wealth Management, LLC | 10,061 | $242.7K | 0.01% | −483−4.6% | Reduced |
| Fortress Investment Group LLC | 10,000 | $241.2K | 0.06% | +10,000 | New |
| US Bancorp | 9,683 | $233.6K | 0.00% | −13,763−58.7% | Reduced |
| Guggenheim Capital LLC | 9,485 | $228.8K | 0.00% | +9,485 | New |
| Larry Mathis Financial Planning, LLC | 9,463 | $228.2K | 0.20% | +9,463 | New |
| Snowden Capital Advisors LLC | 9,351 | $225.5K | 0.01% | +9,351 | New |
| First Bank & Trust | 9,227 | $222.6K | 0.04% | +9,227 | New |
| Trust Point Inc. | 9,146 | $220.6K | 0.02% | +9,146 | New |
| Vestmark Advisory Solutions, Inc. | 8,943 | $215.7K | 0.00% | +8,943 | New |
| CIBC Asset Management Inc | 8,872 | $214.0K | 0.00% | +8,872 | New |
| Amalgamated Bank | 8,771 | $212.0K | 0.00% | +2,324+36.0% | Added |