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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 126 | $2.98K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $2.37K | 0.00% | −1,900−95.0% | Reduced |
| Brown Brothers Harriman & Co | 97 | $2.29K | 0.00% | −2,952,711−100.0% | Reduced |
| TD Private Client Wealth LLC | 93 | $2.20K | 0.00% | +63+210.0% | Added |
| Whittier Trust Co of Nevada Inc | 83 | $1.99K | 0.00% | −1,222−93.6% | Reduced |
| Sunbelt Securities, Inc. | 83 | $1.96K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 78 | $1.84K | 0.00% | −23−22.8% | Reduced |
| UMA Financial Services, Inc. | 68 | $1.61K | 0.00% | −878−92.8% | Reduced |
| Parallel Advisors, LLC | 66 | $1.56K | 0.00% | −3,480−98.1% | Reduced |
| Kilter Group LLC | 49 | $1.16K | 0.00% | +4+8.9% | Added |
| Rossby Financial, LCC | 46 | $1.09K | 0.00% | +6+15.0% | Added |
| Quaker Wealth Management, LLC | 32 | $757 | 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 |
| Torren Management, LLC | 28 | $662 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 26 | $615 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $592 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $544 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 21 | $497 | 0.00% | +21 | New |
| Advisory Services Network, LLC | 21 | $497 | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 20 | $473 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 15 | $355 | 0.00% | +15 | New |
| WPG Advisers, LLC | 12 | $284 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $260 | 0.00% | +8+266.7% | Added |
| TopTier Wealth Management, LLC | 11 | $260 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 9 | $218 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 5 | $122 | 0.00% | −19,000−100.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 3 | $71 | 0.00% | +3 | New |
| Huntington National Bank | 2 | $48 | 0.00% | −188−98.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $24 | 0.00% | +1 | New |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −8,430,212−100.0% | Sold out |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −6,339,500−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −5,882,816−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −5,880,506−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −4,304,707−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −3,531,792−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,581,022−100.0% | Sold out |
| Lead Edge Capital Management, LLC | 0 | $0 | 0.00% | −1,946,446−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,684,445−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,501,384−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −1,298,714−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −1,236,412−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,232,987−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,039,953−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −1,017,690−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −839,499−100.0% | Sold out |
| TFJ Management, LLC | 0 | $0 | 0.00% | −683,114−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −681,972−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −607,253−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −511,779−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −489,635−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −437,932−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −432,025−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −430,350−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −421,242−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −417,761−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −414,346−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −412,927−100.0% | Sold out |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −389,023−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −362,151−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −352,799−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −341,200−100.0% | Sold out |
| Slotnik Capital, LLC | 0 | $0 | 0.00% | −320,000−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −284,213−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −282,380−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −260,908−100.0% | Sold out |
| Irenic Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −237,009−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −218,699−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −166,564−100.0% | Sold out |
| Norwood Investment Partners, LP | 0 | $0 | 0.00% | −159,000−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −147,349−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −146,968−100.0% | Sold out |
| FTV Management Company, L.P. | 0 | $0 | 0.00% | −146,742−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −141,586−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −124,611−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −120,576−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −92,510−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −87,883−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −84,524−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −83,515−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −83,300−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −73,799−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −73,073−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −64,157−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −62,472−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −60,821−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −60,558−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −55,591−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −50,705−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −46,078−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −45,415−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −37,560−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −35,270−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −35,066−100.0% | Sold out |