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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 26,141 | $618.2K | 0.00% | +4,122+18.7% | Added |
| Zions Bancorporation, National Association | 25,463 | $602.2K | 0.04% | −18,117−41.6% | Reduced |
| JustInvest LLC | 25,433 | $601.5K | 0.01% | +4,878+23.7% | Added |
| Catalyst Funds Management Pty Ltd | 25,280 | $597.9K | 0.10% | 00.0% | Unchanged |
| Moore Capital Management, LP | 25,000 | $591.3K | 0.02% | −17,118−40.6% | Reduced |
| Mercer Global Advisors Inc | 24,618 | $582.2K | 0.00% | +8,019+48.3% | Added |
| Versor Investments LP | 24,358 | $576.1K | 1.41% | −138,688−85.1% | Reduced |
| D. E. Shaw & Co., Inc. | 23,643 | $559.2K | 0.00% | −71,474−75.1% | Reduced |
| Ameritas Investment Partners, Inc. | 23,063 | $545.4K | 0.02% | +400+1.8% | Added |
| Mint Tower Capital Management B.V. | 22,500 | $532.0K | 0.05% | +22,500 | New |
| Tower Research Capital LLC (TRC) | 21,846 | $516.7K | 0.01% | +13,152+151.3% | Added |
| Diametric Capital, LP | 21,500 | $508.5K | 0.13% | −16,000−42.7% | Reduced |
| Occudo Quantitative Strategies LP | 20,725 | $501.5K | 0.03% | +20,725 | New |
| Cannon Global Investment Management, LLC | 20,900 | $494.3K | 1.20% | +20,900 | New |
| Cambridge Investment Research Advisors, Inc. | 20,527 | $485.0K | 0.00% | −921−4.3% | Reduced |
| CWM, LLC | 20,255 | $479.0K | 0.00% | +2,978+17.2% | Added |
| Principal Financial Group Inc | 20,203 | $477.8K | 0.00% | −2,512,071−99.2% | Reduced |
| Bluefin Capital Management, LLC | 20,000 | $473.0K | 0.46% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 19,168 | $453.3K | 0.04% | −104,413−84.5% | Reduced |
| Swiss Life Asset Management Ltd | 17,598 | $416.2K | 0.00% | +4,455+33.9% | Added |
| Two Sigma Securities, LLC | 17,497 | $413.8K | 0.05% | +2,798+19.0% | Added |
| Abel Hall, LLC | 16,929 | $400.4K | 0.09% | +16,929 | New |
| Yorktown Management & Research Co Inc | 16,700 | $395.0K | 0.33% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 15,622 | $369.5K | 0.01% | −2,799,528−99.4% | Reduced |
| Vident Advisory, LLC | 15,311 | $362.1K | 0.00% | −1,058−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 14,977 | $354.0K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 14,141 | $334.4K | 0.00% | +14,141 | New |
| Callan Family Office, LLC | 14,138 | $334.4K | 0.01% | −5,163−26.7% | Reduced |
| DnB Asset Management AS | 13,982 | $330.7K | 0.00% | +13,982 | New |
| IMC-Chicago, LLC | 13,436 | $317.8K | 0.00% | +13,436 | New |
| Lazard Asset Management LLC | 13,170 | $311.5K | 0.00% | +708+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,888 | $306.7K | 0.00% | −149−1.1% | Reduced |
| PenderFund Capital Management Ltd. | 12,800 | $302.7K | 0.05% | +5,700+80.3% | Added |
| BCK Capital Management LP | 12,500 | $295.6K | 1.29% | +12,500 | New |
| Y-Intercept (Hong Kong) Ltd | 11,651 | $275.5K | 0.01% | +11,651 | New |
| Everence Capital Management Inc | 11,403 | $270.0K | 0.02% | +11,403 | New |
| Bessemer Group Inc | 11,200 | $264.0K | 0.00% | −620−5.2% | Reduced |
| Global Endowment Management, LP | 11,093 | $262.0K | 0.03% | +11,093 | New |
| Captrust Financial Advisors | 10,285 | $243.2K | 0.00% | −43,969−81.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 10,109 | $239.1K | 0.04% | +9,111+912.9% | Added |
| Murchinson Ltd. | 10,000 | $236.5K | 0.10% | +10,000 | New |
| Keebeck Wealth Management, LLC | 9,646 | $228.1K | 0.03% | −17,303−64.2% | Reduced |
| R Squared Ltd | 9,626 | $227.7K | 0.13% | +9,626 | New |
| Cetera Investment Advisers | 9,600 | $227.0K | 0.00% | −58,241−85.8% | Reduced |
| Guggenheim Capital LLC | 9,453 | $223.6K | 0.00% | −32−0.3% | Reduced |
| Brevan Howard Capital Management LP | 9,018 | $213.3K | 0.00% | −57,329−86.4% | Reduced |
| American Century Companies Inc | 8,936 | $211.3K | 0.00% | +8,936 | New |
| CIBC Asset Management Inc | 8,872 | $209.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,771 | $207.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 8,511 | $201.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,851 | $162.0K | 0.00% | −75,214−91.7% | Reduced |
| Advisors Asset Management, Inc. | 5,874 | $138.9K | 0.00% | −70−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,383 | $127.3K | 0.00% | +1,393+34.9% | Added |
| The PNC Financial Services Group, Inc. | 4,298 | $101.6K | 0.00% | −21,319−83.2% | Reduced |
| Twin Tree Management, LP | 4,128 | $97.6K | 0.02% | +4,128 | New |
| GAMMA Investing LLC | 4,078 | $96.4K | 0.00% | +2,500+158.4% | Added |
| Covestor Ltd | 3,232 | $76.0K | 0.05% | −11,753−78.4% | Reduced |
| Longfellow Investment Management Co LLC | 3,106 | $73.5K | 0.02% | +3,106 | New |
| Banque Cantonale Vaudoise | 2,974 | $70.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,367 | $56.0K | 0.00% | +1,306+123.1% | Added |
| Nisa Investment Advisors, LLC | 2,149 | $50.8K | 0.00% | +7+0.3% | Added |
| Arcadia Investment Management Corp | 2,057 | $48.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,904 | $45.0K | 0.00% | −7,779−80.3% | Reduced |
| Sterling Capital Management LLC | 1,809 | $42.8K | 0.00% | −73,026−97.6% | Reduced |
| Hilltop National Bank | 1,634 | $38.6K | 0.01% | −3,899−70.5% | Reduced |
| Allworth Financial LP | 1,624 | $38.4K | 0.00% | +618+61.4% | Added |
| Farther Finance Advisors, LLC | 1,499 | $35.7K | 0.00% | −770−33.9% | Reduced |
| SBI Securities Co., Ltd. | 1,116 | $26.4K | 0.00% | −259−18.8% | Reduced |
| Los Angeles Capital Management LLC | 1,094 | $25.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,007 | $23.8K | 0.00% | −43,841−97.8% | Reduced |
| Versant Capital Management, Inc | 909 | $21.5K | 0.00% | +634+230.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $20.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 819 | $19.4K | 0.00% | +376+84.9% | Added |
| Advisor Group Holdings, Inc. | 699 | $16.6K | 0.00% | −136,709−99.5% | Reduced |
| Signaturefd, LLC | 663 | $15.7K | 0.00% | −707−51.6% | Reduced |
| RWM Asset Management, LLC | 625 | $14.8K | 0.00% | +625 | New |
| Essential Partners LLC | 617 | $14.6K | 0.00% | +219+55.0% | Added |
| Whittier Trust Co | 518 | $12.4K | 0.00% | +518 | New |
| Owl Creek Wealth Partners LLC | 520 | $12.3K | 0.00% | +520 | New |
| Jones Financial Companies LLLP | 507 | $11.9K | 0.00% | +188+58.9% | Added |
| Salomon & Ludwin, LLC | 485 | $11.5K | 0.00% | +485 | New |
| Rothschild Investment LLC | 476 | $11.3K | 0.00% | +24+5.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 440 | $10.4K | 0.00% | +102+30.2% | Added |
| Steward Partners Investment Advisory, LLC | 436 | $10.3K | 0.00% | −162−27.1% | Reduced |
| First Horizon Corp | 429 | $10.1K | 0.00% | −256−37.4% | Reduced |
| Allianz SE | 416 | $9.84K | 0.00% | −55,684−99.3% | Reduced |
| GWM Advisors LLC | 400 | $9.46K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 361 | $8.54K | 0.00% | +5+1.4% | Added |
| TimesSquare Capital Management, LLC | 292 | $6.91K | 0.00% | −1,293,515−100.0% | Reduced |
| IFP Advisors, Inc | 229 | $5.42K | 0.00% | +4+1.8% | Added |
| Smartleaf Asset Management LLC | 219 | $5.16K | 0.00% | −407−65.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 214 | $5.06K | 0.00% | −15−6.6% | Reduced |
| Walleye Capital LLC | 210 | $4.97K | 0.00% | −73,442−99.7% | Reduced |
| Bare Financial Services, Inc | 189 | $4.47K | 0.00% | +56+42.1% | Added |
| Assetmark, Inc | 156 | $3.69K | 0.00% | −5,708−97.3% | Reduced |
| Fortitude Family Office, LLC | 156 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 150 | $3.57K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 144 | $3.41K | 0.00% | +144 | New |
| Private Wealth Management Group, LLC | 143 | $3.38K | 0.00% | +81+130.6% | Added |
| Parkside Financial Bank & Trust | 140 | $3.31K | 0.00% | −4,408−96.9% | Reduced |