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, Q2 2026
Institutional positions in Clearwater Analytics Holdings, Inc. as of Jun 30, 2026. 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
CWAN is no longer listed, and 13F filings after Q1 2026 list far fewer holders. See Q1 2026
- Institutional holders
- 3
- −321 vs. Q1 2026
- Shares held
- 908
- −304.8M (−100.0%) vs. Q1 2026
- Total value
- $21.7K
- −$7.21B (−100.0%) vs. Q1 2026
- New holders
- 0
- 0 more added
- Sold out
- 321
- 3 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Xponance, Inc. | 0 | $0 | 0.00% | −26,141−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −25,463−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −25,433−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −25,280−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −24,618−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −24,358−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −23,643−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −23,063−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −21,846−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,725−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −20,527−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −20,203−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −19,168−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −17,598−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,497−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −16,929−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −15,622−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −15,311−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −14,977−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −14,141−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −14,138−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −13,982−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,436−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −13,170−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,888−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,651−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −11,403−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −11,093−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −9,646−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −9,626−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,453−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,018−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −8,936−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −8,872−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −6,851−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −5,874−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Owl Creek Wealth Partners LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |