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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 0 | $0 | 0.00% | −34,915−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −33,414−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −29,485−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −27,720−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −27,199−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −27,143−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −26,409−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −23,905−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −23,903−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −22,498−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,394−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −20,262−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −20,154−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −18,508−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −17,616−100.0% | Sold out |
| Third View Private Wealth, LLC | 0 | $0 | 0.00% | −16,142−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −15,901−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −15,466−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −15,215−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −13,833−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −13,730−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −12,990−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −12,716−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,114−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −10,112−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,061−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Larry Mathis Financial Planning, LLC | 0 | $0 | 0.00% | −9,463−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −9,351−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −9,227−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −9,146−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −8,943−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −8,414−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −6,747−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Omni Event Management Ltd | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |