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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.

Institutional holdersQ2 2026: 3 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 80 institutionsQ4 2021: 69 institutionsQ1 2022: 69 institutionsQ2 2022: 112 institutionsQ3 2022: 88 institutionsQ4 2022: 99 institutionsQ1 2023: 122 institutionsQ2 2023: 121 institutionsQ3 2023: 139 institutionsQ4 2023: 201 institutionsQ1 2024: 211 institutionsQ2 2024: 229 institutionsQ3 2024: 266 institutionsQ4 2024: 353 institutionsQ1 2025: 370 institutionsQ2 2025: 398 institutionsQ3 2025: 329 institutionsQ4 2025: 384 institutionsQ1 2026: 330 institutionsQ2 2026: 3 institutions
Value heldQ2 2026: $21.7K
Q1 2021: $0Q2 2021: $0Q3 2021: $955.5MQ4 2021: $1.14BQ1 2022: $1.17BQ2 2022: $678.4MQ3 2022: $1.01BQ4 2022: $1.15BQ1 2023: $1.24BQ2 2023: $1.40BQ3 2023: $1.81BQ4 2023: $3.07BQ1 2024: $3.08BQ2 2024: $3.50BQ3 2024: $5.00BQ4 2024: $6.15BQ1 2025: $6.34BQ2 2025: $6.18BQ3 2025: $5.05BQ4 2025: $7.55BQ1 2026: $7.25BQ2 2026: $21.7K
Institutions holding CWAN and their total value by quarter
QuarterHoldersValue
Q2 20263$21.7K
Q1 2026330$7.25B
Q4 2025384$7.55B
Q3 2025329$5.05B
Q2 2025398$6.18B
Q1 2025370$6.34B
Q4 2024353$6.15B
Q3 2024266$5.00B
Q2 2024229$3.50B
Q1 2024211$3.08B
Q4 2023201$3.07B
Q3 2023139$1.81B
Q2 2023121$1.40B
Q1 2023122$1.24B
Q4 202299$1.15B
Q3 202288$1.01B
Q2 2022112$678.4M
Q1 202269$1.17B
Q4 202169$1.14B
Q3 202180$955.5M
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q1 2026.

Institutions holding CWAN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Whittier Trust Co of Nevada Inc0$00.00%−83−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−78−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−68−100.0%Sold out
Parallel Advisors, LLC0$00.00%−66−100.0%Sold out
Kilter Group LLC0$00.00%−49−100.0%Sold out
Rossby Financial, LCC0$00.00%−46−100.0%Sold out
Quaker Wealth Management, LLC0$00.00%−32−100.0%Sold out
Manchester Capital Management LLC0$00.00%−29−100.0%Sold out
CVA Family Office, LLC0$00.00%−29−100.0%Sold out
Torren Management, LLC0$00.00%−28−100.0%Sold out
Central Trust Co0$00.00%−26−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−25−100.0%Sold out
Principia Wealth Advisory, LLC0$00.00%−23−100.0%Sold out
MAI Capital Management0$00.00%−21−100.0%Sold out
Advisory Services Network, LLC0$00.00%−21−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−20−100.0%Sold out
American Capital Advisory, LLC0$00.00%−15−100.0%Sold out
WPG Advisers, LLC0$00.00%−12−100.0%Sold out
Hughes Financial Services, LLC0$00.00%−11−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−11−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−9−100.0%Sold out
Dunhill Financial, LLC0$00.00%−5−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−3−100.0%Sold out
Keating Financial Advisory Services, Inc.0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CIBRA Capital Ltd––––Not filed
CWM, LLC––––Not filed
BCK Capital Management LP––––Not filed
Arcadia Investment Management Corp––––Not filed
Sunbelt Securities, Inc.––––Not filed