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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 6 | $0 | 0.00% | +6 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 3 | $57 | 0.00% | +3 | 新進 |
| Massmutual Trust Co FSB | 6 | $132 | 0.00% | −16−72.7% | 減碼 |
| Arlington Trust Co LLC | 21 | $461 | 0.00% | +21 | 新進 |
| Fortitude Family Office, LLC | 22 | $482 | 0.00% | +22 | 新進 |
| Global Retirement Partners, LLC | 23 | $504 | 0.00% | +23 | 新進 |
| True Wealth Design, LLC | 25 | $549 | 0.00% | +23+1,150.0% | 加碼 |
| Financial Network Wealth Advisors LLC | 50 | $1,097 | 0.00% | +11+28.2% | 加碼 |
| Bell Investment Advisors, Inc | 52 | $1,141 | 0.00% | +22+73.3% | 加碼 |
| Bare Financial Services, Inc | 53 | $1,162 | 0.00% | +53 | 新進 |
| Skopos Labs, Inc. | 78 | $1,711 | 0.00% | +8+11.4% | 加碼 |
| GWM Advisors LLC | 100 | $2,193 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 113 | $2,478 | 0.00% | −250−68.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 130 | $2,851 | 0.00% | −30−18.8% | 減碼 |
| Private Wealth Management Group, LLC | 143 | $3,136 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 144 | $3,158 | 0.00% | +144 | 新進 |
| Iron Horse Wealth Management, LLC | 149 | $3,268 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 159 | $3,487 | 0.00% | +28+21.4% | 加碼 |
| SRS Capital Advisors, Inc. | 197 | $4,321 | 0.00% | +151+328.3% | 加碼 |
| Riggs Asset Managment Co. Inc. | 205 | $4,496 | 0.00% | +180+720.0% | 加碼 |
| Geneos Wealth Management Inc. | 215 | $4,715 | 0.00% | −27−11.2% | 減碼 |
| Larson Financial Group LLC | 234 | $5,132 | 0.00% | +207+766.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 246 | $5,395 | 0.00% | +46+23.0% | 加碼 |
| WPG Advisers, LLC | 255 | $5,592 | 0.00% | −275−51.9% | 減碼 |
| Farther Finance Advisors, LLC | 294 | $6,447 | 0.00% | −999−77.3% | 減碼 |
| Huntington National Bank | 298 | $6,536 | 0.00% | +61+25.7% | 加碼 |
| Harbour Investments, Inc. | 323 | $7,083 | 0.00% | +323 | 新進 |
| TFC Financial Management | 324 | $7,106 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 330 | $7,237 | 0.00% | +50+17.9% | 加碼 |
| MCF Advisors LLC | 349 | $7,654 | 0.00% | −211−37.7% | 減碼 |
| Rise Advisors, LLC | 358 | $7,851 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 393 | $8,618 | 0.00% | +393 | 新進 |
| Private Trust Co NA | 401 | $8,794 | 0.00% | −54−11.9% | 減碼 |
| Allworth Financial LP | 404 | $8,860 | 0.00% | +225+125.7% | 加碼 |
| Matrix Trust Co | 471 | $1.00 萬 | 0.00% | +471 | 新進 |
| CIBC Private Wealth Group, LLC | 485 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 541 | $1.19 萬 | 0.00% | +521+2,605.0% | 加碼 |
| Optiver Holding B.V. | 606 | $1.33 萬 | 0.00% | −567−48.3% | 減碼 |
| SBI Securities Co., Ltd. | 609 | $1.34 萬 | 0.00% | +316+107.8% | 加碼 |
| Signaturefd, LLC | 636 | $1.39 萬 | 0.00% | +30+5.0% | 加碼 |
| FNY Investment Advisers, LLC | 669 | $1.40 萬 | 0.01% | +669 | 新進 |
| Jones Financial Companies LLLP | 696 | $1.53 萬 | 0.00% | −4−0.6% | 減碼 |
| Financial Management Professionals, Inc. | 795 | $1.74 萬 | 0.00% | −1,303−62.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 855 | $1.88 萬 | 0.00% | +855 | 新進 |
| Bryn Mawr Trust Co | 1,000 | $2.19 萬 | 0.00% | +500+100.0% | 加碼 |
| Rakuten Securities, Inc. | 1,009 | $2.21 萬 | 0.01% | +991+5,505.6% | 加碼 |
| Park Place Capital Corp | 1,052 | $2.30 萬 | 0.01% | +1,052 | 新進 |
| Ci Investments Inc. | 1,129 | $2.50 萬 | 0.00% | +841+292.0% | 加碼 |
| Essex Investment Management Co LLC | 1,166 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,174 | $2.57 萬 | 0.00% | −141−10.7% | 減碼 |
| Clearstead Advisors, LLC | 1,294 | $2.84 萬 | 0.00% | +423+48.6% | 加碼 |
| First Horizon Advisors, Inc. | 1,523 | $3.34 萬 | 0.00% | +1,121+278.9% | 加碼 |
| Bessemer Group Inc | 1,545 | $3.50 萬 | 0.00% | +708+84.6% | 加碼 |
| IFP Advisors, Inc | 1,588 | $3.57 萬 | 0.00% | +133+9.1% | 加碼 |
| NVWM, LLC | 1,700 | $3.73 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 2,006 | $4.40 萬 | 0.00% | +1,795+850.7% | 加碼 |
| Arcadia Investment Management Corp | 2,057 | $4.51 萬 | 0.01% | 00.0% | 不變 |
| Danske Bank A/S | 2,240 | $4.91 萬 | 0.00% | −64,452−96.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,334 | $5.10 萬 | 0.00% | +2,334 | 新進 |
| Quest Partners LLC | 2,338 | $5.13 萬 | 0.01% | −4,864−67.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,638 | $5.78 萬 | 0.00% | +867+49.0% | 加碼 |
| NBC Securities, Inc. | 2,996 | $6.50 萬 | 0.01% | −15,310−83.6% | 減碼 |
| CWM, LLC | 3,067 | $6.70 萬 | 0.00% | −4−0.1% | 減碼 |
| Quarry LP | 3,266 | $7.16 萬 | 0.02% | +1,172+56.0% | 加碼 |
| Assetmark, Inc | 3,497 | $7.67 萬 | 0.00% | −242−6.5% | 減碼 |
| Exchange Traded Concepts, LLC | 3,817 | $8.37 萬 | 0.00% | +300+8.5% | 加碼 |
| Advisors Asset Management, Inc. | 4,131 | $9.06 萬 | 0.00% | −638−13.4% | 減碼 |
| Nisa Investment Advisors, LLC | 4,288 | $9.40 萬 | 0.00% | +1,151+36.7% | 加碼 |
| Covestor Ltd | 4,383 | $9.60 萬 | 0.06% | +3,936+880.5% | 加碼 |
| Hilltop National Bank | 4,914 | $10.8 萬 | 0.03% | +4,914 | 新進 |
| RiverPark Advisors, LLC | 5,425 | $11.9 萬 | 0.07% | −5,329−49.6% | 減碼 |
| KBC Group NV | 6,390 | $14.0 萬 | 0.00% | −2,889−31.1% | 減碼 |
| Amalgamated Bank | 6,447 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 7,256 | $16.0 萬 | 0.00% | +6,467+819.6% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 7,789 | $17.1 萬 | 0.00% | +7,789 | 新進 |
| Aster Capital Management (DIFC) Ltd | 7,838 | $17.2 萬 | 0.04% | +7,838 | 新進 |
| Parkside Financial Bank & Trust | 8,955 | $19.6 萬 | 0.02% | +8,187+1,066.0% | 加碼 |
| Integrated Wealth Concepts LLC | 9,200 | $20.2 萬 | 0.00% | +1,444+18.6% | 加碼 |
| PharVision Advisers, LLC | 9,260 | $20.3 萬 | 0.29% | +9,260 | 新進 |
| Vident Advisory, LLC | 9,477 | $20.8 萬 | 0.00% | +9,477 | 新進 |
| Portside Wealth Group, LLC | 9,710 | $21.3 萬 | 0.03% | +2,035+26.5% | 加碼 |
| WoodTrust Financial Corp | 9,750 | $21.4 萬 | 0.03% | +9,750 | 新進 |
| Qsemble Capital Management, LP | 9,797 | $21.5 萬 | 0.02% | −90,815−90.3% | 減碼 |
| Cannon Global Investment Management, LLC | 10,000 | $21.9 萬 | 0.60% | +10,000 | 新進 |
| Cerity Partners LLC | 10,137 | $22.2 萬 | 0.00% | −1,461−12.6% | 減碼 |
| Caxton Associates LLP | 10,340 | $22.7 萬 | 0.01% | −2,395−18.8% | 減碼 |
| Hardy Reed LLC | 10,464 | $22.9 萬 | 0.02% | +10,464 | 新進 |
| D.A. Davidson & Co. | 10,545 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 10,810 | $23.7 萬 | 0.00% | +10,810 | 新進 |
| Stephens Inc | 10,921 | $23.9 萬 | 0.00% | +10,921 | 新進 |
| IHT Wealth Management, LLC | 10,971 | $24.1 萬 | 0.01% | −50.0% | 減碼 |
| Capstone Investment Advisors, LLC | 11,000 | $24.1 萬 | 0.00% | +11,000 | 新進 |
| Argent Trust Co | 11,161 | $24.5 萬 | 0.01% | +214+2.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 11,450 | $25.4 萬 | 0.00% | −254−2.2% | 減碼 |
| Mackenzie Financial Corp | 11,723 | $25.7 萬 | 0.00% | +1,295+12.4% | 加碼 |
| Polen Capital Management LLC | 11,785 | $25.8 萬 | 0.00% | −113,107−90.6% | 減碼 |
| Dakota Wealth Management | 11,882 | $26.1 萬 | 0.01% | +11,882 | 新進 |
| Walleye Trading LLC | 11,994 | $26.3 萬 | 0.01% | +7,503+167.1% | 加碼 |
| Prelude Capital Management, LLC | 12,017 | $26.4 萬 | 0.03% | +3,868+47.5% | 加碼 |