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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $54 | 0.00% | +2 | 新進 |
| Rakuten Securities, Inc. | 18 | $482 | 0.00% | +18 | 新進 |
| Versant Capital Management, Inc | 20 | $536 | 0.00% | 00.0% | 不變 |
| South State Corp. | 21 | $563 | 0.00% | +21 | 新進 |
| Massmutual Trust Co FSB | 22 | $590 | 0.00% | +22 | 新進 |
| Riggs Asset Managment Co. Inc. | 25 | $670 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 27 | $724 | 0.00% | +27 | 新進 |
| Bell Investment Advisors, Inc | 30 | $804 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 39 | $1,045 | 0.00% | +39 | 新進 |
| Stephens Consulting, LLC | 45 | $1,206 | 0.00% | +45 | 新進 |
| SRS Capital Advisors, Inc. | 46 | $1,233 | 0.00% | +46 | 新進 |
| Creative Financial Designs Inc | 69 | $1,849 | 0.00% | +69 | 新進 |
| Skopos Labs, Inc. | 70 | $1,876 | 0.00% | +70 | 新進 |
| Parallel Advisors, LLC | 100 | $2,680 | 0.00% | +9+9.9% | 加碼 |
| GWM Advisors LLC | 100 | $2,680 | 0.00% | +100 | 新進 |
| Highline Wealth Partners LLC | 124 | $3,323 | 0.00% | +124 | 新進 |
| Caitong International Asset Management Co., Ltd | 131 | $3,511 | 0.00% | −3,185−96.0% | 減碼 |
| TD Private Client Wealth LLC | 133 | $3,564 | 0.00% | +133 | 新進 |
| Private Wealth Management Group, LLC | 143 | $3,833 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 145 | $3,886 | 0.00% | +145 | 新進 |
| Iron Horse Wealth Management, LLC | 149 | $3,993 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 179 | $4,073 | 0.00% | +50+38.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 160 | $4,288 | 0.00% | +92+135.3% | 加碼 |
| Coldstream Capital Management Inc | 160 | $4,289 | 0.00% | +160 | 新進 |
| Lindbrook Capital, LLC | 188 | $5,038 | 0.00% | +66+54.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 200 | $5,360 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 211 | $5,807 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 237 | $6,352 | 0.00% | −104−30.5% | 減碼 |
| Geneos Wealth Management Inc. | 242 | $6,486 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 280 | $7,504 | 0.00% | +105+60.0% | 加碼 |
| SBI Securities Co., Ltd. | 293 | $7,852 | 0.00% | −19−6.1% | 減碼 |
| Ci Investments Inc. | 288 | $8,000 | 0.00% | −70−19.6% | 減碼 |
| TFC Financial Management | 324 | $8,684 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 358 | $9,594 | 0.00% | +358 | 新進 |
| Northwestern Mutual Wealth Management Co | 363 | $9,728 | 0.00% | +61+20.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 485 | $1.08 萬 | 0.00% | −74,670−99.4% | 減碼 |
| First Horizon Advisors, Inc. | 402 | $1.08 萬 | 0.00% | +159+65.4% | 加碼 |
| Covestor Ltd | 447 | $1.20 萬 | 0.01% | +437+4,370.0% | 加碼 |
| Private Trust Co NA | 455 | $1.22 萬 | 0.00% | −147−24.4% | 減碼 |
| Bryn Mawr Trust Co | 500 | $1.34 萬 | 0.00% | +200+66.7% | 加碼 |
| WPG Advisers, LLC | 530 | $1.42 萬 | 0.01% | +77+17.0% | 加碼 |
| MCF Advisors LLC | 560 | $1.50 萬 | 0.00% | +315+128.6% | 加碼 |
| Signaturefd, LLC | 606 | $1.62 萬 | 0.00% | +35+6.1% | 加碼 |
| Jones Financial Companies LLLP | 700 | $1.86 萬 | 0.00% | +97+16.1% | 加碼 |
| Parkside Financial Bank & Trust | 768 | $2.06 萬 | 0.00% | −182−19.2% | 減碼 |
| Advisor Group Holdings, Inc. | 789 | $2.11 萬 | 0.00% | −420−34.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $2.27 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 837 | $2.30 萬 | 0.00% | −28,012−97.1% | 減碼 |
| Clearstead Advisors, LLC | 871 | $2.33 萬 | 0.00% | +87+11.1% | 加碼 |
| Hollencrest Capital Management | 873 | $2.34 萬 | 0.00% | +315+56.5% | 加碼 |
| Essex Investment Management Co LLC | 1,166 | $3.12 萬 | 0.01% | 00.0% | 不變 |
| Optiver Holding B.V. | 1,173 | $3.14 萬 | 0.00% | +1,173 | 新進 |
| Headlands Technologies LLC | 1,201 | $3.22 萬 | 0.00% | −5,202−81.2% | 減碼 |
| Farther Finance Advisors, LLC | 1,293 | $3.39 萬 | 0.00% | −2−0.2% | 減碼 |
| GAMMA Investing LLC | 1,315 | $3.52 萬 | 0.00% | +31+2.4% | 加碼 |
| IFP Advisors, Inc | 1,455 | $3.93 萬 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 1,700 | $4.56 萬 | 0.01% | +1,700 | 新進 |
| Whittier Trust Co of Nevada Inc | 1,771 | $4.74 萬 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 2,057 | $5.51 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 2,094 | $5.61 萬 | 0.01% | +1,900+979.4% | 加碼 |
| Financial Management Professionals, Inc. | 2,098 | $5.62 萬 | 0.01% | −180−7.9% | 減碼 |
| CWM, LLC | 3,071 | $8.20 萬 | 0.00% | +2,694+714.6% | 加碼 |
| Nisa Investment Advisors, LLC | 3,137 | $8.41 萬 | 0.00% | +9+0.3% | 加碼 |
| Exchange Traded Concepts, LLC | 3,517 | $9.43 萬 | 0.00% | −1,641−31.8% | 減碼 |
| Assetmark, Inc | 3,739 | $10.0 萬 | 0.00% | −282−7.0% | 減碼 |
| Canada Pension Plan Investment Board | 4,300 | $11.5 萬 | 0.00% | −259,700−98.4% | 減碼 |
| Walleye Trading LLC | 4,491 | $12.0 萬 | 0.00% | +4,491 | 新進 |
| Advisors Asset Management, Inc. | 4,769 | $12.8 萬 | 0.00% | +169+3.7% | 加碼 |
| Amalgamated Bank | 6,447 | $17.3 萬 | 0.00% | +349+5.7% | 加碼 |
| Quest Partners LLC | 7,202 | $19.3 萬 | 0.02% | −7,895−52.3% | 減碼 |
| SG Americas Securities, LLC | 7,268 | $19.5 萬 | 0.00% | +1,731+31.3% | 加碼 |
| Marco Investment Management LLC | 7,555 | $20.2 萬 | 0.02% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 7,675 | $20.6 萬 | 0.03% | +7,675 | 新進 |
| Mariner, LLC | 7,705 | $20.6 萬 | 0.00% | −996−11.4% | 減碼 |
| Integrated Wealth Concepts LLC | 7,756 | $20.8 萬 | 0.00% | +7,756 | 新進 |
| Amundi | 8,452 | $21.2 萬 | 0.00% | −1,234−12.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 7,941 | $21.3 萬 | 0.00% | −2,413−23.3% | 減碼 |
| Connable Office Inc | 7,943 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,019 | $21.5 萬 | 0.01% | −1,811−18.4% | 減碼 |
| Lindenwold Advisors | 8,080 | $21.7 萬 | 0.12% | −1,415−14.9% | 減碼 |
| Prelude Capital Management, LLC | 8,149 | $21.8 萬 | 0.02% | −3,754−31.5% | 減碼 |
| Norden Group LLC | 8,674 | $23.2 萬 | 0.03% | +8,674 | 新進 |
| M&T Bank Corp | 8,672 | $23.3 萬 | 0.00% | −66,726−88.5% | 減碼 |
| KBC Group NV | 9,279 | $24.9 萬 | 0.00% | +234+2.6% | 加碼 |
| Callan Family Office, LLC | 9,381 | $25.1 萬 | 0.02% | −7,099−43.1% | 減碼 |
| Sandia Investment Management LP | 10,000 | $26.8 萬 | 0.78% | −15,000−60.0% | 減碼 |
| Mackenzie Financial Corp | 10,428 | $27.9 萬 | 0.00% | −568−5.2% | 減碼 |
| Point72 Hong Kong Ltd | 10,494 | $28.1 萬 | 0.02% | +10,494 | 新進 |
| D.A. Davidson & Co. | 10,545 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,562 | $28.3 萬 | 0.00% | +2,142+25.4% | 加碼 |
| RiverPark Advisors, LLC | 10,754 | $28.8 萬 | 0.22% | +4,991+86.6% | 加碼 |
| Argent Trust Co | 10,947 | $29.3 萬 | 0.01% | −2,908−21.0% | 減碼 |
| IHT Wealth Management, LLC | 10,976 | $29.4 萬 | 0.01% | +50.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 11,020 | $29.5 萬 | 0.00% | +2,002+22.2% | 加碼 |
| Cerity Partners LLC | 11,598 | $31.1 萬 | 0.00% | +793+7.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 11,704 | $31.4 萬 | 0.00% | +11,704 | 新進 |
| Apollon Wealth Management, LLC | 12,341 | $33.1 萬 | 0.01% | +459+3.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,341 | $33.1 萬 | 0.00% | +9,589+348.4% | 加碼 |
| Caxton Associates LLP | 12,735 | $34.1 萬 | 0.01% | +12,735 | 新進 |
| EntryPoint Capital, LLC | 13,043 | $35.0 萬 | 0.16% | 00.0% | 不變 |