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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 8,694 | $209.7K | 0.01% | +3,880+80.6% | Added |
| KBC Group NV | 8,511 | $205.0K | 0.00% | +2,121+33.2% | Added |
| Evolutionary Tree Capital Management, LLC | 8,414 | $202.9K | 0.24% | +8,414 | New |
| PenderFund Capital Management Ltd. | 7,100 | $171.3K | 0.03% | +7,100 | New |
| Premier Fund Managers Ltd | 6,747 | $163.0K | 0.01% | −20,128−74.9% | Reduced |
| Advisors Asset Management, Inc. | 5,944 | $143.4K | 0.00% | +1,453+32.4% | Added |
| Assetmark, Inc | 5,864 | $141.4K | 0.00% | −1,637−21.8% | Reduced |
| Hilltop National Bank | 5,533 | $133.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,548 | $109.7K | 0.01% | −24−0.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,990 | $96.0K | 0.00% | +1,428+55.7% | Added |
| Parallel Advisors, LLC | 3,546 | $85.5K | 0.00% | −1,700−32.4% | Reduced |
| Banque Cantonale Vaudoise | 2,974 | $72.0K | 0.00% | +2,974 | New |
| Kemnay Advisory Services Inc. | 2,491 | $60.1K | 0.01% | +2,491 | New |
| Essex Investment Management Co LLC | 2,298 | $55.4K | 0.01% | +492+27.2% | Added |
| Farther Finance Advisors, LLC | 2,269 | $54.7K | 0.00% | +1,184+109.1% | Added |
| Nisa Investment Advisors, LLC | 2,142 | $51.7K | 0.00% | −5,090−70.4% | Reduced |
| Arcadia Investment Management Corp | 2,057 | $49.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 2,000 | $48.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,986 | $47.9K | 0.00% | +1,964+8,927.3% | Added |
| Quest Partners LLC | 1,914 | $46.2K | 0.00% | +930+94.5% | Added |
| Canada Pension Plan Investment Board | 1,900 | $45.8K | 0.00% | +1,900 | New |
| GAMMA Investing LLC | 1,578 | $38.1K | 0.00% | +1,116+241.6% | Added |
| Private Trust Co NA | 1,546 | $37.3K | 0.00% | +1,338+643.3% | Added |
| SBI Securities Co., Ltd. | 1,375 | $33.2K | 0.00% | +1,186+627.5% | Added |
| Signaturefd, LLC | 1,370 | $33.0K | 0.00% | +59+4.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,305 | $31.4K | 0.00% | −19−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,061 | $25.6K | 0.00% | +720+211.1% | Added |
| Allworth Financial LP | 1,006 | $24.3K | 0.00% | +19+1.9% | Added |
| DV Trading LLC | 1,000 | $24.1K | 0.00% | +1,000 | New |
| Caitong International Asset Management Co., Ltd | 998 | $24.1K | 0.01% | +998 | New |
| UMA Financial Services, Inc. | 946 | $22.8K | 0.00% | +68+7.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $20.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,094 | $19.9K | 0.00% | +1,094 | New |
| NBC Securities, Inc. | 819 | $19.8K | 0.00% | +79+10.7% | Added |
| Harbour Investments, Inc. | 771 | $18.6K | 0.00% | +337+77.6% | Added |
| Park Place Capital Corp | 753 | $18.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 685 | $16.5K | 0.00% | −72−9.5% | Reduced |
| Smartleaf Asset Management LLC | 626 | $15.1K | 0.00% | +219+53.8% | Added |
| Bryn Mawr Trust Co | 600 | $14.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 598 | $14.4K | 0.00% | −38−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 485 | $11.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 452 | $10.9K | 0.00% | +207+84.5% | Added |
| Optiver Holding B.V. | 443 | $10.7K | 0.00% | −319−41.9% | Reduced |
| GWM Advisors LLC | 400 | $9.65K | 0.00% | +250+166.7% | Added |
| Essential Partners LLC | 398 | $9.60K | 0.00% | −40−9.1% | Reduced |
| SRS Capital Advisors, Inc. | 389 | $9.38K | 0.00% | −12,064−96.9% | Reduced |
| SageView Advisory Group, LLC | 380 | $9.17K | 0.00% | +380 | New |
| Larson Financial Group LLC | 356 | $8.59K | 0.00% | +200+128.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 338 | $8.15K | 0.00% | +338 | New |
| Jones Financial Companies LLLP | 319 | $7.69K | 0.00% | +213+200.9% | Added |
| Versant Capital Management, Inc | 275 | $6.63K | 0.00% | −1,290−82.4% | Reduced |
| Clearstead Advisors, LLC | 252 | $6.08K | 0.00% | −420−62.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 229 | $5.52K | 0.00% | +15+7.0% | Added |
| IFP Advisors, Inc | 225 | $5.43K | 0.00% | +59+35.5% | Added |
| Huntington National Bank | 190 | $4.58K | 0.00% | −108−36.2% | Reduced |
| Fortitude Family Office, LLC | 156 | $3.76K | 0.00% | +156 | New |
| Sound Income Strategies, LLC | 150 | $3.64K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 140 | $3.38K | 0.00% | +140 | New |
| Bare Financial Services, Inc | 133 | $3.21K | 0.00% | +77+137.5% | Added |
| True Wealth Design, LLC | 126 | $3.04K | 0.00% | +126 | New |
| Marquette Asset Management, LLC | 101 | $2.44K | 0.00% | +25+32.9% | Added |
| Sunbelt Securities, Inc. | 83 | $2.00K | 0.00% | +62+295.2% | Added |
| Private Wealth Management Group, LLC | 62 | $1.50K | 0.00% | −81−56.6% | Reduced |
| Crewe Advisors LLC | 59 | $1.42K | 0.00% | +59 | New |
| Bogart Wealth, LLC | 54 | $1.30K | 0.00% | +54 | New |
| Bellevue Asset Management, LLC | 53 | $1.28K | 0.00% | +53 | New |
| Financial Network Wealth Advisors LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $1.09K | 0.00% | +45 | New |
| Hantz Financial Services, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 41 | $989 | 0.00% | −109−72.7% | Reduced |
| Rossby Financial, LCC | 40 | $965 | 0.00% | +40 | New |
| Quaker Wealth Management, LLC | 32 | $772 | 0.00% | +32 | New |
| TD Private Client Wealth LLC | 30 | $724 | 0.00% | +30 | New |
| Manchester Capital Management LLC | 29 | $700 | 0.00% | +29 | New |
| CVA Family Office, LLC | 29 | $699 | 0.00% | +29 | New |
| Torren Management, LLC | 28 | $675 | 0.00% | +28 | New |
| Central Trust Co | 26 | $628 | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 25 | $603 | 0.00% | −5−16.7% | Reduced |
| Principia Wealth Advisory, LLC | 23 | $555 | 0.00% | +23 | New |
| Optima Capital LLC | 23 | $555 | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 20 | $482 | 0.00% | +20 | New |
| Rachor Investment Advisory Services, LLC | 14 | $338 | 0.00% | +14 | New |
| WPG Advisers, LLC | 12 | $289 | 0.00% | −137−91.9% | Reduced |
| Hughes Financial Services, LLC | 3 | $72 | 0.00% | +3 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −4,929,493−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,950,971−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,120,677−100.0% | Sold out |
| Sea Cliff Partners Management, LP | 0 | $0 | 0.00% | −1,101,680−100.0% | Sold out |
| Loup Funds, LLC | 0 | $0 | 0.00% | −680,652−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −634,259−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −592,802−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −587,131−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −505,548−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −483,792−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −446,490−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −342,713−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −337,810−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −237,525−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −226,393−100.0% | Sold out |