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, Q1 2026
Institutional positions in Clearwater Analytics Holdings, Inc. as of Mar 31, 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, so this page shows Q1 2026. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 330
- −47 vs. Q4 2025
- Shares held
- 306.6M
- +37.8M (+14.1%) vs. Q4 2025
- Total value
- $7.25B
- +$768.0M (+11.8%) vs. Q4 2025
- New holders
- 82
- 103 more added
- Sold out
- 129
- 113 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Clearwater Analytics Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $24 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $48 | 0.00% | −188−98.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 3 | $71 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 5 | $122 | 0.00% | −19,000−100.0% | Reduced |
| Cornerstone Planning Group LLC | 9 | $218 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 11 | $260 | 0.00% | +8+266.7% | Added |
| TopTier Wealth Management, LLC | 11 | $260 | 0.00% | +11 | New |
| WPG Advisers, LLC | 12 | $284 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 15 | $355 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 20 | $473 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 21 | $497 | 0.00% | +21 | New |
| Advisory Services Network, LLC | 21 | $497 | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 23 | $544 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $592 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 26 | $615 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 28 | $662 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $686 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 29 | $686 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 32 | $757 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 46 | $1.09K | 0.00% | +6+15.0% | Added |
| Kilter Group LLC | 49 | $1.16K | 0.00% | +4+8.9% | Added |
| Parallel Advisors, LLC | 66 | $1.56K | 0.00% | −3,480−98.1% | Reduced |
| UMA Financial Services, Inc. | 68 | $1.61K | 0.00% | −878−92.8% | Reduced |
| Marquette Asset Management, LLC | 78 | $1.84K | 0.00% | −23−22.8% | Reduced |
| Sunbelt Securities, Inc. | 83 | $1.96K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $1.99K | 0.00% | −1,222−93.6% | Reduced |
| TD Private Client Wealth LLC | 93 | $2.20K | 0.00% | +63+210.0% | Added |
| Brown Brothers Harriman & Co | 97 | $2.29K | 0.00% | −2,952,711−100.0% | Reduced |
| Danske Bank A/S | 100 | $2.37K | 0.00% | −1,900−95.0% | Reduced |
| True Wealth Design, LLC | 126 | $2.98K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $3.31K | 0.00% | −4,408−96.9% | Reduced |
| Private Wealth Management Group, LLC | 143 | $3.38K | 0.00% | +81+130.6% | Added |
| Richardson Capital Management LLC | 144 | $3.41K | 0.00% | +144 | New |
| Sound Income Strategies, LLC | 150 | $3.57K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 156 | $3.69K | 0.00% | −5,708−97.3% | Reduced |
| Fortitude Family Office, LLC | 156 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 189 | $4.47K | 0.00% | +56+42.1% | Added |
| Walleye Capital LLC | 210 | $4.97K | 0.00% | −73,442−99.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 214 | $5.06K | 0.00% | −15−6.6% | Reduced |
| Smartleaf Asset Management LLC | 219 | $5.16K | 0.00% | −407−65.0% | Reduced |
| IFP Advisors, Inc | 229 | $5.42K | 0.00% | +4+1.8% | Added |
| TimesSquare Capital Management, LLC | 292 | $6.91K | 0.00% | −1,293,515−100.0% | Reduced |
| Larson Financial Group LLC | 361 | $8.54K | 0.00% | +5+1.4% | Added |
| GWM Advisors LLC | 400 | $9.46K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 416 | $9.84K | 0.00% | −55,684−99.3% | Reduced |
| First Horizon Corp | 429 | $10.1K | 0.00% | −256−37.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 436 | $10.3K | 0.00% | −162−27.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 440 | $10.4K | 0.00% | +102+30.2% | Added |
| Rothschild Investment LLC | 476 | $11.3K | 0.00% | +24+5.3% | Added |
| Salomon & Ludwin, LLC | 485 | $11.5K | 0.00% | +485 | New |
| Jones Financial Companies LLLP | 507 | $11.9K | 0.00% | +188+58.9% | Added |
| Owl Creek Wealth Partners LLC | 520 | $12.3K | 0.00% | +520 | New |
| Whittier Trust Co | 518 | $12.4K | 0.00% | +518 | New |
| Essential Partners LLC | 617 | $14.6K | 0.00% | +219+55.0% | Added |
| RWM Asset Management, LLC | 625 | $14.8K | 0.00% | +625 | New |
| Signaturefd, LLC | 663 | $15.7K | 0.00% | −707−51.6% | Reduced |
| Advisor Group Holdings, Inc. | 699 | $16.6K | 0.00% | −136,709−99.5% | Reduced |
| Optiver Holding B.V. | 819 | $19.4K | 0.00% | +376+84.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $20.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 909 | $21.5K | 0.00% | +634+230.5% | Added |
| Rockefeller Capital Management L.P. | 1,007 | $23.8K | 0.00% | −43,841−97.8% | Reduced |
| Los Angeles Capital Management LLC | 1,094 | $25.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,116 | $26.4K | 0.00% | −259−18.8% | Reduced |
| Farther Finance Advisors, LLC | 1,499 | $35.7K | 0.00% | −770−33.9% | Reduced |
| Allworth Financial LP | 1,624 | $38.4K | 0.00% | +618+61.4% | Added |
| Hilltop National Bank | 1,634 | $38.6K | 0.01% | −3,899−70.5% | Reduced |
| Sterling Capital Management LLC | 1,809 | $42.8K | 0.00% | −73,026−97.6% | Reduced |
| US Bancorp | 1,904 | $45.0K | 0.00% | −7,779−80.3% | Reduced |
| Arcadia Investment Management Corp | 2,057 | $48.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,149 | $50.8K | 0.00% | +7+0.3% | Added |
| EverSource Wealth Advisors, LLC | 2,367 | $56.0K | 0.00% | +1,306+123.1% | Added |
| Banque Cantonale Vaudoise | 2,974 | $70.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,106 | $73.5K | 0.02% | +3,106 | New |
| Covestor Ltd | 3,232 | $76.0K | 0.05% | −11,753−78.4% | Reduced |
| GAMMA Investing LLC | 4,078 | $96.4K | 0.00% | +2,500+158.4% | Added |
| Twin Tree Management, LP | 4,128 | $97.6K | 0.02% | +4,128 | New |
| The PNC Financial Services Group, Inc. | 4,298 | $101.6K | 0.00% | −21,319−83.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,383 | $127.3K | 0.00% | +1,393+34.9% | Added |
| Advisors Asset Management, Inc. | 5,874 | $138.9K | 0.00% | −70−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 6,851 | $162.0K | 0.00% | −75,214−91.7% | Reduced |
| KBC Group NV | 8,511 | $201.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,771 | $207.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,872 | $209.8K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 8,936 | $211.3K | 0.00% | +8,936 | New |
| Brevan Howard Capital Management LP | 9,018 | $213.3K | 0.00% | −57,329−86.4% | Reduced |
| Guggenheim Capital LLC | 9,453 | $223.6K | 0.00% | −32−0.3% | Reduced |
| Cetera Investment Advisers | 9,600 | $227.0K | 0.00% | −58,241−85.8% | Reduced |
| R Squared Ltd | 9,626 | $227.7K | 0.13% | +9,626 | New |
| Keebeck Wealth Management, LLC | 9,646 | $228.1K | 0.03% | −17,303−64.2% | Reduced |
| Murchinson Ltd. | 10,000 | $236.5K | 0.10% | +10,000 | New |
| Caitong International Asset Management Co., Ltd | 10,109 | $239.1K | 0.04% | +9,111+912.9% | Added |
| Captrust Financial Advisors | 10,285 | $243.2K | 0.00% | −43,969−81.0% | Reduced |
| Global Endowment Management, LP | 11,093 | $262.0K | 0.03% | +11,093 | New |
| Bessemer Group Inc | 11,200 | $264.0K | 0.00% | −620−5.2% | Reduced |
| Everence Capital Management Inc | 11,403 | $270.0K | 0.02% | +11,403 | New |
| Y-Intercept (Hong Kong) Ltd | 11,651 | $275.5K | 0.01% | +11,651 | New |
| BCK Capital Management LP | 12,500 | $295.6K | 1.29% | +12,500 | New |
| PenderFund Capital Management Ltd. | 12,800 | $302.7K | 0.05% | +5,700+80.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,888 | $306.7K | 0.00% | −149−1.1% | Reduced |
| Lazard Asset Management LLC | 13,170 | $311.5K | 0.00% | +708+5.7% | Added |