Clearwater Analytics Holdings, Inc.
CWAN2026/6/25 下市- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001866368
Clearwater Analytics Holdings, Inc. 已在 2026/6/25 下市；內部人最後一份 Form 4 在 2026/6/25 申報；2026 年第 1 季末有 330 家機構在 13F 申報持有，市值合計 $72.5 億；Starboard Value、索羅斯基金管理等 3 位大師持有。
2025 年第 1 季 13F 持有人
Clearwater Analytics Holdings, Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 370
- 較 2024 年第 4 季 +21 家
- 持有股數
- 2.37 億
- 較 2024 年第 4 季 +1,517 萬 (+6.9%)
- 總市值
- $63.4 億
- 較 2024 年第 4 季 +$2.46 億 (+4.0%)
- 新進機構
- 72
- 另有 145 家加碼
- 清倉機構
- 51
- 另有 120 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CWAN 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3 | $2.17 萬 |
| 2026 年第 1 季 | 330 | $72.5 億 |
| 2025 年第 4 季 | 384 | $75.5 億 |
| 2025 年第 3 季 | 329 | $50.5 億 |
| 2025 年第 2 季 | 398 | $61.8 億 |
| 2025 年第 1 季 | 370 | $63.4 億 |
| 2024 年第 4 季 | 353 | $61.5 億 |
| 2024 年第 3 季 | 266 | $50.0 億 |
| 2024 年第 2 季 | 229 | $35.0 億 |
| 2024 年第 1 季 | 211 | $30.8 億 |
| 2023 年第 4 季 | 201 | $30.7 億 |
| 2023 年第 3 季 | 139 | $18.1 億 |
| 2023 年第 2 季 | 121 | $14.0 億 |
| 2023 年第 1 季 | 122 | $12.4 億 |
| 2022 年第 4 季 | 99 | $11.5 億 |
| 2022 年第 3 季 | 88 | $10.1 億 |
| 2022 年第 2 季 | 112 | $6.78 億 |
| 2022 年第 1 季 | 69 | $11.7 億 |
| 2021 年第 4 季 | 69 | $11.4 億 |
| 2021 年第 3 季 | 80 | $9.56 億 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 1 季持有機構
每家機構持有 Clearwater Analytics Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,246,312 | $6.23 億 | 0.01% | +2,366,715+11.3% | 加碼 |
| BlackRock, Inc. | 17,228,510 | $4.62 億 | 0.01% | +2,199,817+14.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 10,042,284 | $2.69 億 | 0.66% | −992,743−9.0% | 減碼 |
| Wasatch Advisors Inc | 9,292,727 | $2.49 億 | 1.39% | −3,123,479−25.2% | 減碼 |
| William Blair Investment Management, LLC | 8,839,660 | $2.37 億 | 0.67% | −571,646−6.1% | 減碼 |
| Permira Holdings LTD | 7,983,533 | $2.14 億 | 12.97% | 00.0% | 不變 |
| Conestoga Capital Advisors, LLC | 6,722,552 | $1.80 億 | 2.72% | −28,025−0.4% | 減碼 |
| Alliancebernstein L.P. | 6,491,382 | $1.74 億 | 0.06% | −882,560−12.0% | 減碼 |
| Wellington Management Group LLP | 6,412,929 | $1.72 億 | 0.03% | +458,444+7.7% | 加碼 |
| Invesco Ltd. | 5,706,337 | $1.53 億 | 0.03% | +1,452,474+34.1% | 加碼 |
| Bamco Inc | 5,428,892 | $1.45 億 | 0.43% | +103,922+2.0% | 加碼 |
| JPMorgan Chase & Co | 5,414,865 | $1.45 億 | 0.01% | +801,050+17.4% | 加碼 |
| Macquarie Group Ltd | 5,186,097 | $1.39 億 | 0.17% | +1,979,541+61.7% | 加碼 |
| Geode Capital Management, LLC | 4,676,806 | $1.25 億 | 0.01% | +490,669+11.7% | 加碼 |
| State Street Corp | 4,489,173 | $1.20 億 | 0.00% | +32,964+0.7% | 加碼 |
| Morgan Stanley | 4,170,333 | $1.12 億 | 0.01% | +48,940+1.2% | 加碼 |
| Blackstone Group Inc. | 3,833,333 | $1.03 億 | 0.45% | +3,833,333 | 新進 |
| Capital World Investors | 3,378,171 | $9,053 萬 | 0.01% | −344,283−9.2% | 減碼 |
| Norges Bank | 3,172,645 | $8,503 萬 | 0.01% | +1,014,126+47.0% | 加碼 |
| Loomis Sayles & Co L P | 3,130,163 | $8,389 萬 | 0.12% | −68,248−2.1% | 減碼 |
| Artisan Partners Limited Partnership | 2,743,255 | $7,352 萬 | 0.12% | −926,712−25.3% | 減碼 |
| Driehaus Capital Management LLC | 2,742,511 | $7,350 萬 | 0.71% | +528,059+23.8% | 加碼 |
| Blair William & Co | 2,534,270 | $6,792 萬 | 0.20% | +779,538+44.4% | 加碼 |
| Franklin Resources Inc | 2,163,889 | $5,799 萬 | 0.02% | +546,515+33.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,113,738 | $5,665 萬 | 0.22% | +2,113,738 | 新進 |
| Northern Trust Corp | 2,075,355 | $5,562 萬 | 0.01% | +132,891+6.8% | 加碼 |
| Brown Capital Management LLC | 2,072,731 | $5,555 萬 | 1.67% | −137,734−6.2% | 減碼 |
| Ameriprise Financial Inc | 2,042,023 | $5,472 萬 | 0.01% | +1,300,525+175.4% | 加碼 |
| Nuveen, LLC | 2,010,961 | $5,389 萬 | 0.02% | +2,010,961 | 新進 |
| Raymond James Financial Inc | 1,979,061 | $5,304 萬 | 0.02% | +1,234,791+165.9% | 加碼 |
| Janus Henderson Group PLC | 1,995,013 | $5,293 萬 | 0.03% | −117,719−5.6% | 減碼 |
| Citadel Advisors LLC | 1,854,749 | $4,971 萬 | 0.05% | −1,718,110−48.1% | 減碼 |
| Goldman Sachs Group Inc | 1,778,807 | $4,767 萬 | 0.01% | −24,467−1.4% | 減碼 |
| Stephens Investment Management Group LLC | 1,720,243 | $4,610 萬 | 0.67% | +451,122+35.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,693,532 | $4,539 萬 | 0.01% | +32,966+2.0% | 加碼 |
| Fred Alger Management, LLC | 1,677,636 | $4,496 萬 | 0.26% | −791,592−32.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,696,832 | $4,446 萬 | 0.08% | −908,519−34.9% | 減碼 |
| Lord, Abbett & Co. LLC | 1,561,249 | $4,184 萬 | 0.15% | +750,590+92.6% | 加碼 |
| Millennium Management LLC | 1,423,156 | $3,814 萬 | 0.04% | +112,482+8.6% | 加碼 |
| Brown Advisory Inc | 1,407,040 | $3,771 萬 | 0.05% | +1,398,113+15,661.6% | 加碼 |
| Principal Financial Group Inc | 1,375,812 | $3,687 萬 | 0.02% | −66,406−4.6% | 減碼 |
| Shannon River Fund Management LLC | 1,366,893 | $3,663 萬 | 9.56% | −495,920−26.6% | 減碼 |
| New York State Common Retirement Fund | 1,365,651 | $3,660 萬 | 0.05% | −40,684−2.9% | 減碼 |
| Renaissance Technologies LLC | 1,359,100 | $3,642 萬 | 0.06% | −148,800−9.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,356,159 | $3,635 萬 | 0.04% | −125,423−8.5% | 減碼 |
| Susquehanna International Group, LLP | 1,201,518 | $3,220 萬 | 0.05% | +202,418+20.3% | 加碼 |
| SEI Investments Co | 1,184,575 | $3,175 萬 | 0.04% | −386,707−24.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,181,599 | $3,167 萬 | 0.03% | +245,833+26.3% | 加碼 |
| Wells Fargo & Company | 1,160,942 | $3,111 萬 | 0.01% | −4,885−0.4% | 減碼 |
| Bank of America Corp | 1,144,831 | $3,068 萬 | 0.00% | +334,907+41.4% | 加碼 |
| TimesSquare Capital Management, LLC | 1,102,500 | $2,955 萬 | 0.48% | −598,205−35.2% | 減碼 |
| Bank of New York Mellon Corp | 1,028,830 | $2,757 萬 | 0.01% | −11,358−1.1% | 減碼 |
| Clearbridge Investments, LLC | 1,015,893 | $2,723 萬 | 0.02% | +453,487+80.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 924,100 | $2,477 萬 | 0.18% | −283,986−23.5% | 減碼 |
| Zevenbergen Capital Investments LLC | 909,429 | $2,437 萬 | 0.59% | +297,414+48.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 864,694 | $2,317 萬 | 0.30% | −239,062−21.7% | 減碼 |
| Qube Research & Technologies Ltd | 789,284 | $2,115 萬 | 0.03% | −67,948−7.9% | 減碼 |
| FMR LLC | 782,357 | $2,097 萬 | 0.00% | +738,585+1,687.3% | 加碼 |
| Voloridge Investment Management, LLC | 751,042 | $2,013 萬 | 0.07% | −307,226−29.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 693,600 | $1,859 萬 | 0.04% | +631,900+1,024.1% | 加碼 |
| Price T Rowe Associates Inc | 693,196 | $1,858 萬 | 0.00% | +499,703+258.3% | 加碼 |
| Science & Technology Partners, L.P. | 681,771 | $1,827 萬 | 7.24% | +681,771 | 新進 |
| Scalar Gauge Management, LLC | 663,595 | $1,778 萬 | 10.88% | +76,597+13.0% | 加碼 |
| Comerica Bank | 652,370 | $1,748 萬 | 0.07% | +112,925+20.9% | 加碼 |
| Allianz Asset Management GmbH | 630,396 | $1,689 萬 | 0.02% | +630,396 | 新進 |
| Ashford Capital Management Inc | 558,409 | $1,497 萬 | 1.93% | +277,289+98.6% | 加碼 |
| Squarepoint Ops LLC | 553,462 | $1,483 萬 | 0.04% | +494,655+841.1% | 加碼 |
| Next Century Growth Investors LLC | 526,761 | $1,412 萬 | 1.26% | +279,920+113.4% | 加碼 |
| Algert Global LLC | 498,609 | $1,336 萬 | 0.33% | +100,838+25.4% | 加碼 |
| Emerald Advisers, LLC | 497,965 | $1,335 萬 | 0.60% | +83,857+20.3% | 加碼 |
| Palisade Capital Management LLC | 493,882 | $1,324 萬 | 0.38% | −4,418−0.9% | 減碼 |
| Royal Bank of Canada | 491,562 | $1,317 萬 | 0.00% | +27,462+5.9% | 加碼 |
| Axiom Investors LLC | 483,725 | $1,296 萬 | 0.12% | −262,075−35.1% | 減碼 |
| Congress Asset Management Co | 466,154 | $1,249 萬 | 0.09% | +466,154 | 新進 |
| Neuberger Berman Group LLC | 466,090 | $1,249 萬 | 0.01% | +466,090 | 新進 |
| Man Group plc | 460,104 | $1,233 萬 | 0.04% | +219,927+91.6% | 加碼 |
| UBS Asset Management Americas Inc | 459,292 | $1,231 萬 | 0.00% | +6,826+1.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 446,233 | $1,196 萬 | 0.01% | +230,789+107.1% | 加碼 |
| Swiss National Bank | 414,100 | $1,110 萬 | 0.01% | +26,800+6.9% | 加碼 |
| UBS Group AG | 403,397 | $1,081 萬 | 0.00% | −58,436−12.7% | 減碼 |
| Kornitzer Capital Management Inc | 401,365 | $1,076 萬 | 0.22% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 400,939 | $1,075 萬 | 0.10% | +272,073+211.1% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 388,603 | $1,041 萬 | 1.15% | −39,046−9.1% | 減碼 |
| Moody Aldrich Partners LLC | 378,420 | $1,014 萬 | 2.12% | −8,004−2.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 371,810 | $996.5 萬 | 0.02% | +60,038+19.3% | 加碼 |
| Barclays PLC | 371,678 | $996.1 萬 | 0.00% | −22,182−5.6% | 減碼 |
| Envestnet Asset Management Inc | 366,188 | $981.4 萬 | 0.00% | −61,086−14.3% | 減碼 |
| Jain Global LLC | 355,031 | $951.5 萬 | 0.19% | −16,792−4.5% | 減碼 |
| Summit Creek Advisors LLC | 344,770 | $924.0 萬 | 1.35% | +59,725+21.0% | 加碼 |
| Balyasny Asset Management LLC | 342,852 | $918.8 萬 | 0.02% | −1,285,062−78.9% | 減碼 |
| RMB Capital Management, LLC | 337,153 | $903.6 萬 | 0.22% | +122,575+57.1% | 加碼 |
| Osterweis Capital Management Inc | 336,195 | $901.0 萬 | 0.44% | −15,365−4.4% | 減碼 |
| Two Sigma Investments, LP | 323,628 | $867.3 萬 | 0.02% | −105,511−24.6% | 減碼 |
| Segall Bryant & Hamill, LLC | 319,493 | $856.2 萬 | 0.13% | −9,018−2.7% | 減碼 |
| Engineers Gate Manager LP | 315,061 | $844.4 萬 | 0.14% | −5,600−1.7% | 減碼 |
| Legal & General Group Plc | 307,822 | $825.0 萬 | 0.00% | +119,800+63.7% | 加碼 |
| ExodusPoint Capital Management, LP | 304,737 | $816.7 萬 | 0.11% | +304,737 | 新進 |
| Pier Capital, LLC | 303,474 | $813.3 萬 | 1.36% | +174,904+136.0% | 加碼 |
| Burkehill Global Management, LP | 300,000 | $804.0 萬 | 0.60% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 297,535 | $797.4 萬 | 0.07% | −10,340−3.4% | 減碼 |