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 2 季 13F 持有人
Clearwater Analytics Holdings, Inc. 在 2025/6/30 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
- 398
- 較 2025 年第 1 季 +32 家
- 持有股數
- 2.82 億
- 較 2025 年第 1 季 +4,526 萬 (+19.1%)
- 總市值
- $61.8 億
- 較 2025 年第 1 季 −$1.58 億 (−2.5%)
- 新進機構
- 80
- 另有 200 家加碼
- 清倉機構
- 48
- 另有 95 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,293,551 | $5.99 億 | 0.01% | +4,047,239+17.4% | 加碼 |
| BlackRock, Inc. | 22,676,539 | $4.97 億 | 0.01% | +5,448,029+31.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 9,766,137 | $2.14 億 | 0.51% | −276,147−2.7% | 減碼 |
| Wasatch Advisors Inc | 9,567,391 | $2.10 億 | 1.10% | +274,664+3.0% | 加碼 |
| William Blair Investment Management, LLC | 8,812,876 | $1.93 億 | 0.51% | −26,784−0.3% | 減碼 |
| Wellington Management Group LLP | 8,524,751 | $1.87 億 | 0.03% | +2,111,822+32.9% | 加碼 |
| Conestoga Capital Advisors, LLC | 6,690,647 | $1.47 億 | 2.17% | −31,905−0.5% | 減碼 |
| Citadel Advisors LLC | 6,507,434 | $1.43 億 | 0.12% | +4,652,685+250.9% | 加碼 |
| Bamco Inc | 6,094,715 | $1.34 億 | 0.36% | +665,823+12.3% | 加碼 |
| Alliancebernstein L.P. | 6,022,250 | $1.32 億 | 0.04% | −469,132−7.2% | 減碼 |
| JPMorgan Chase & Co | 5,774,285 | $1.27 億 | 0.01% | +359,420+6.6% | 加碼 |
| Geode Capital Management, LLC | 5,737,241 | $1.26 億 | 0.01% | +1,060,435+22.7% | 加碼 |
| State Street Corp | 5,493,736 | $1.20 億 | 0.00% | +1,004,563+22.4% | 加碼 |
| Macquarie Group Ltd | 5,357,040 | $1.17 億 | 0.14% | +170,943+3.3% | 加碼 |
| Norges Bank | 4,856,526 | $1.07 億 | 0.01% | +1,683,881+53.1% | 加碼 |
| Millennium Management LLC | 4,551,596 | $9,982 萬 | 0.09% | +3,128,440+219.8% | 加碼 |
| Hood River Capital Management LLC | 4,519,134 | $9,910 萬 | 1.38% | +4,519,134 | 新進 |
| Invesco Ltd. | 4,422,668 | $9,699 萬 | 0.02% | −1,283,669−22.5% | 減碼 |
| Morgan Stanley | 4,285,391 | $9,398 萬 | 0.01% | +115,058+2.8% | 加碼 |
| Blackstone Group Inc. | 4,067,360 | $8,920 萬 | 0.40% | +234,027+6.1% | 加碼 |
| Blair William & Co | 3,888,661 | $8,528 萬 | 0.24% | +1,354,391+53.4% | 加碼 |
| Capital World Investors | 3,601,345 | $7,898 萬 | 0.01% | +223,174+6.6% | 加碼 |
| Brown Capital Management LLC | 3,199,696 | $7,017 萬 | 2.04% | +1,126,965+54.4% | 加碼 |
| Janus Henderson Group PLC | 3,152,867 | $6,914 萬 | 0.03% | +1,157,854+58.0% | 加碼 |
| Goldman Sachs Group Inc | 3,127,544 | $6,859 萬 | 0.01% | +1,348,737+75.8% | 加碼 |
| Ameriprise Financial Inc | 3,073,047 | $6,739 萬 | 0.02% | +1,031,024+50.5% | 加碼 |
| Manning & Napier Advisors LLC | 3,049,956 | $6,689 萬 | 0.80% | +3,049,956 | 新進 |
| Price T Rowe Associates Inc | 2,670,899 | $5,857 萬 | 0.01% | +1,977,703+285.3% | 加碼 |
| Loomis Sayles & Co L P | 2,645,199 | $5,801 萬 | 0.07% | −484,964−15.5% | 減碼 |
| Northern Trust Corp | 2,522,497 | $5,532 萬 | 0.01% | +447,142+21.5% | 加碼 |
| Raymond James Financial Inc | 2,400,554 | $5,264 萬 | 0.02% | +421,493+21.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,336,475 | $5,124 萬 | 0.19% | +222,737+10.5% | 加碼 |
| Stephens Investment Management Group LLC | 2,286,507 | $5,014 萬 | 0.66% | +566,264+32.9% | 加碼 |
| Bank of America Corp | 2,273,191 | $4,985 萬 | 0.00% | +1,128,360+98.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,268,047 | $4,965 萬 | 0.08% | +571,215+33.7% | 加碼 |
| Nuveen, LLC | 2,121,865 | $4,653 萬 | 0.01% | +110,904+5.5% | 加碼 |
| Charles Schwab Investment Management Inc | 2,013,508 | $4,416 萬 | 0.01% | +319,976+18.9% | 加碼 |
| SEI Investments Co | 1,785,012 | $3,915 萬 | 0.05% | +600,437+50.7% | 加碼 |
| Artisan Partners Limited Partnership | 1,771,463 | $3,885 萬 | 0.06% | −971,792−35.4% | 減碼 |
| Fred Alger Management, LLC | 1,715,883 | $3,743 萬 | 0.17% | +38,247+2.3% | 加碼 |
| Brown Advisory Inc | 1,642,492 | $3,602 萬 | 0.05% | +235,452+16.7% | 加碼 |
| New York State Common Retirement Fund | 1,639,265 | $3,595 萬 | 0.05% | +273,614+20.0% | 加碼 |
| Riverbridge Partners LLC | 1,610,240 | $3,531 萬 | 0.57% | +1,610,240 | 新進 |
| Bank of New York Mellon Corp | 1,450,149 | $3,180 萬 | 0.01% | +421,319+41.0% | 加碼 |
| Tudor Investment Corp Et Al | 1,448,389 | $3,176 萬 | 0.24% | +1,047,450+261.2% | 加碼 |
| Zevenbergen Capital Investments LLC | 1,366,580 | $2,997 萬 | 0.58% | +457,151+50.3% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,365,971 | $2,996 萬 | 0.96% | +1,365,971 | 新進 |
| TimesSquare Capital Management, LLC | 1,360,316 | $2,983 萬 | 0.43% | +257,816+23.4% | 加碼 |
| Tensile Capital Management LP | 1,357,990 | $2,978 萬 | 3.59% | +1,357,990 | 新進 |
| Principal Financial Group Inc | 1,345,332 | $2,950 萬 | 0.02% | −30,480−2.2% | 減碼 |
| Squarepoint Ops LLC | 1,264,589 | $2,773 萬 | 0.06% | +711,127+128.5% | 加碼 |
| Wells Fargo & Company | 1,240,963 | $2,721 萬 | 0.01% | +80,021+6.9% | 加碼 |
| UBS Group AG | 1,230,519 | $2,699 萬 | 0.01% | +827,122+205.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 1,220,806 | $2,677 萬 | 0.18% | +296,706+32.1% | 加碼 |
| Lead Edge Capital Management, LLC | 1,126,900 | $2,471 萬 | 6.84% | +1,126,900 | 新進 |
| Emerald Advisers, LLC | 1,072,307 | $2,352 萬 | 0.86% | +574,342+115.3% | 加碼 |
| Susquehanna International Group, LLP | 1,043,192 | $2,288 萬 | 0.03% | −158,326−13.2% | 減碼 |
| Qube Research & Technologies Ltd | 1,041,394 | $2,284 萬 | 0.03% | +252,110+31.9% | 加碼 |
| Jain Global LLC | 1,039,024 | $2,279 萬 | 0.35% | +683,993+192.7% | 加碼 |
| Franklin Resources Inc | 1,023,237 | $2,244 萬 | 0.01% | −1,140,652−52.7% | 減碼 |
| Allianz Asset Management GmbH | 1,020,427 | $2,238 萬 | 0.03% | +390,031+61.9% | 加碼 |
| Clearbridge Investments, LLC | 1,007,373 | $2,209 萬 | 0.02% | −8,520−0.8% | 減碼 |
| Burkehill Global Management, LP | 1,005,548 | $2,205 萬 | 1.63% | +705,548+235.2% | 加碼 |
| Jupiter Asset Management Ltd | 988,538 | $2,168 萬 | 0.18% | +988,538 | 新進 |
| Warburg Pincus LLC | 977,455 | $2,144 萬 | 1.82% | +977,455 | 新進 |
| FMR LLC | 953,282 | $2,091 萬 | 0.00% | +170,925+21.8% | 加碼 |
| FIL Ltd | 953,132 | $2,090 萬 | 0.02% | +953,132 | 新進 |
| Ashford Capital Management Inc | 915,444 | $2,008 萬 | 2.36% | +357,035+63.9% | 加碼 |
| Royal Bank of Canada | 898,281 | $1,970 萬 | 0.00% | +406,719+82.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 863,079 | $1,893 萬 | 0.01% | +416,846+93.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 833,353 | $1,828 萬 | 0.01% | −348,246−29.5% | 減碼 |
| UBS Asset Management Americas Inc | 761,529 | $1,670 萬 | 0.00% | +302,237+65.8% | 加碼 |
| Jump Financial, LLC | 753,120 | $1,652 萬 | 0.20% | +458,874+155.9% | 加碼 |
| Norwood Investment Partners, LP | 702,100 | $1,540 萬 | 11.53% | +702,100 | 新進 |
| Shannon River Fund Management LLC | 667,281 | $1,463 萬 | 2.25% | −699,612−51.2% | 減碼 |
| Seven Grand Managers, LLC | 667,103 | $1,463 萬 | 1.75% | +567,103+567.1% | 加碼 |
| Deutsche Bank AG | 663,042 | $1,454 萬 | 0.01% | +417,445+170.0% | 加碼 |
| Barclays PLC | 655,271 | $1,437 萬 | 0.01% | +283,593+76.3% | 加碼 |
| Comerica Bank | 651,788 | $1,429 萬 | 0.06% | −582−0.1% | 減碼 |
| Congress Asset Management Co | 636,610 | $1,396 萬 | 0.10% | +170,456+36.6% | 加碼 |
| Envestnet Asset Management Inc | 608,445 | $1,334 萬 | 0.00% | +242,257+66.2% | 加碼 |
| Victory Capital Management Inc | 594,014 | $1,303 萬 | 0.01% | +456,906+333.2% | 加碼 |
| Jane Street Group, LLC | 590,694 | $1,295 萬 | 0.02% | +590,694 | 新進 |
| Sea Cliff Partners Management, LP | 590,203 | $1,294 萬 | 4.41% | +590,203 | 新進 |
| Emerald Mutual Fund Advisers Trust | 579,602 | $1,271 萬 | 0.77% | +307,165+112.7% | 加碼 |
| Palisade Capital Management LLC | 555,604 | $1,218 萬 | 0.35% | +61,722+12.5% | 加碼 |
| Scalar Gauge Management, LLC | 524,244 | $1,150 萬 | 6.57% | −139,351−21.0% | 減碼 |
| Capital Fund Management S.A. | 518,578 | $1,137 萬 | 0.13% | +325,954+169.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 513,900 | $1,127 萬 | 0.02% | −179,700−25.9% | 減碼 |
| Neuberger Berman Group LLC | 477,685 | $1,048 萬 | 0.01% | +11,595+2.5% | 加碼 |
| Swiss National Bank | 447,996 | $982.5 萬 | 0.01% | +33,896+8.2% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 433,817 | $951.4 萬 | 1.15% | +45,214+11.6% | 加碼 |
| Kornitzer Capital Management Inc | 427,950 | $938.5 萬 | 0.19% | +26,585+6.6% | 加碼 |
| Moody Aldrich Partners LLC | 410,952 | $901.2 萬 | 1.74% | +32,532+8.6% | 加碼 |
| Algert Global LLC | 408,267 | $895.3 萬 | 0.19% | −90,342−18.1% | 減碼 |
| Osterweis Capital Management Inc | 402,600 | $882.9 萬 | 0.42% | +66,405+19.8% | 加碼 |
| LMR Partners LLP | 400,000 | $877.2 萬 | 0.14% | +220,000+122.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 384,634 | $843.5 萬 | 0.12% | +65,141+20.4% | 加碼 |
| Balyasny Asset Management LLC | 374,160 | $820.5 萬 | 0.02% | +31,308+9.1% | 加碼 |
| Peregrine Capital Management LLC | 365,990 | $802.6 萬 | 0.24% | +365,990 | 新進 |