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 3 季 13F 持有人
Clearwater Analytics Holdings, Inc. 在 2025/9/30 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
- 329
- 較 2025 年第 2 季 −63 家
- 持有股數
- 2.80 億
- 較 2025 年第 2 季 +352.4 萬 (+1.3%)
- 總市值
- $50.5 億
- 較 2025 年第 2 季 −$10.2 億 (−16.8%)
- 新進機構
- 46
- 另有 139 家加碼
- 清倉機構
- 109
- 另有 120 家減碼
另有 6 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 10 | $180 | 0.00% | +10 | 新進 |
| Massmutual Trust Co FSB | 17 | $306 | 0.00% | +11+183.3% | 加碼 |
| Atlantic Union Bankshares Corp | 19 | $343 | 0.00% | +19 | 新進 |
| Sunbelt Securities, Inc. | 21 | $378 | 0.00% | +21 | 新進 |
| Global Retirement Partners, LLC | 22 | $396 | 0.00% | −1−4.3% | 減碼 |
| Bell Investment Advisors, Inc | 30 | $541 | 0.00% | −22−42.3% | 減碼 |
| Wealthspire Advisors, LLC | 34 | $613 | 0.00% | +34 | 新進 |
| Financial Network Wealth Advisors LLC | 50 | $901 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 29 | $1,000 | 0.00% | +29 | 新進 |
| Bare Financial Services, Inc | 56 | $1,009 | 0.00% | +3+5.7% | 加碼 |
| Montag A & Associates Inc | 61 | $1,100 | 0.00% | +61 | 新進 |
| Marquette Asset Management, LLC | 76 | $1,370 | 0.00% | +76 | 新進 |
| Jones Financial Companies LLLP | 106 | $1,918 | 0.00% | −590−84.8% | 減碼 |
| Private Wealth Management Group, LLC | 143 | $2,577 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 149 | $2,685 | 0.00% | −106−41.6% | 減碼 |
| Sound Income Strategies, LLC | 150 | $2,693 | 0.00% | +150 | 新進 |
| Rakuten Securities, Inc. | 150 | $2,703 | 0.00% | −859−85.1% | 減碼 |
| GWM Advisors LLC | 150 | $2,703 | 0.00% | +50+50.0% | 加碼 |
| Larson Financial Group LLC | 156 | $2,811 | 0.00% | −78−33.3% | 減碼 |
| IFP Advisors, Inc | 166 | $2,991 | 0.00% | −1,422−89.5% | 減碼 |
| SBI Securities Co., Ltd. | 189 | $3,406 | 0.00% | −420−69.0% | 減碼 |
| Private Trust Co NA | 208 | $3,748 | 0.00% | −193−48.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 214 | $3,856 | 0.00% | +101+89.4% | 加碼 |
| Rothschild Investment LLC | 245 | $4,415 | 0.00% | −85−25.8% | 減碼 |
| Huntington National Bank | 298 | $5,370 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 341 | $6,145 | 0.00% | +211+162.3% | 加碼 |
| Rise Advisors, LLC | 358 | $6,451 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 407 | $7,407 | 0.00% | +407 | 新進 |
| Harbour Investments, Inc. | 434 | $7,821 | 0.00% | +111+34.4% | 加碼 |
| Essential Partners LLC | 438 | $7,893 | 0.00% | +45+11.5% | 加碼 |
| GAMMA Investing LLC | 462 | $8,325 | 0.00% | −712−60.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 485 | $8,740 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 600 | $1.08 萬 | 0.00% | −400−40.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 636 | $1.15 萬 | 0.00% | −15,935−96.2% | 減碼 |
| Clearstead Advisors, LLC | 672 | $1.21 萬 | 0.00% | −622−48.1% | 減碼 |
| NBC Securities, Inc. | 740 | $1.33 萬 | 0.00% | −2,256−75.3% | 減碼 |
| Park Place Capital Corp | 753 | $1.36 萬 | 0.00% | −299−28.4% | 減碼 |
| First Horizon Corp | 757 | $1.36 萬 | 0.00% | +757 | 新進 |
| Optiver Holding B.V. | 762 | $1.37 萬 | 0.00% | +156+25.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 878 | $1.58 萬 | 0.00% | +23+2.7% | 加碼 |
| Quest Partners LLC | 984 | $1.77 萬 | 0.00% | −1,354−57.9% | 減碼 |
| Allworth Financial LP | 987 | $1.78 萬 | 0.00% | +583+144.3% | 加碼 |
| Ci Investments Inc. | 1,023 | $1.80 萬 | 0.00% | −106−9.4% | 減碼 |
| Farther Finance Advisors, LLC | 1,085 | $1.96 萬 | 0.00% | +791+269.0% | 加碼 |
| Principal Securities, Inc. | 1,201 | $2.16 萬 | 0.00% | −805−40.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,324 | $2.32 萬 | 0.00% | −1,314−49.8% | 減碼 |
| Signaturefd, LLC | 1,311 | $2.36 萬 | 0.00% | +675+106.1% | 加碼 |
| Versant Capital Management, Inc | 1,565 | $2.82 萬 | 0.00% | +1,024+189.3% | 加碼 |
| NVWM, LLC | 1,700 | $3.06 萬 | 0.01% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 1,806 | $3.25 萬 | 0.00% | +640+54.9% | 加碼 |
| Danske Bank A/S | 2,000 | $3.60 萬 | 0.00% | −240−10.7% | 減碼 |
| Arcadia Investment Management Corp | 2,057 | $3.71 萬 | 0.01% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,562 | $4.60 萬 | 0.00% | +228+9.8% | 加碼 |
| FNY Investment Advisers, LLC | 3,411 | $6.10 萬 | 0.02% | +2,742+409.9% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 4,457 | $8.03 萬 | 0.04% | −3,381−43.1% | 減碼 |
| Advisors Asset Management, Inc. | 4,491 | $8.09 萬 | 0.00% | +360+8.7% | 加碼 |
| Parkside Financial Bank & Trust | 4,572 | $8.24 萬 | 0.01% | −4,383−48.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,814 | $8.67 萬 | 0.00% | −15,189−75.9% | 減碼 |
| Parallel Advisors, LLC | 5,246 | $9.45 萬 | 0.00% | +5,246 | 新進 |
| Hilltop National Bank | 5,533 | $9.97 萬 | 0.02% | +619+12.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5,797 | $10.4 萬 | 0.00% | −9,760,340−99.9% | 減碼 |
| Covestor Ltd | 6,111 | $11.0 萬 | 0.06% | +1,728+39.4% | 加碼 |
| KBC Group NV | 6,390 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 6,447 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 7,232 | $13.0 萬 | 0.00% | +2,944+68.7% | 加碼 |
| FMR LLC | 7,405 | $13.3 萬 | 0.00% | −945,877−99.2% | 減碼 |
| Assetmark, Inc | 7,501 | $13.5 萬 | 0.00% | +4,004+114.5% | 加碼 |
| Westpac Banking Corp | 8,053 | $14.5 萬 | 0.01% | +8,053 | 新進 |
| CWM, LLC | 9,395 | $16.9 萬 | 0.00% | +6,328+206.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,508 | $18.9 萬 | 0.03% | −55,002−84.0% | 減碼 |
| Bridgefront Capital, LLC | 10,529 | $19.0 萬 | 0.06% | +10,529 | 新進 |
| IHT Wealth Management, LLC | 10,544 | $19.0 萬 | 0.00% | −427−3.9% | 減碼 |
| National Philanthropic Trust | 11,204 | $20.2 萬 | 0.00% | +11,204 | 新進 |
| Kestra Advisory Services, LLC | 11,641 | $21.0 萬 | 0.00% | −753−6.1% | 減碼 |
| Swiss Life Asset Management Ltd | 11,693 | $21.1 萬 | 0.00% | +11,693 | 新進 |
| Bessemer Group Inc | 11,695 | $21.1 萬 | 0.00% | +10,150+657.0% | 加碼 |
| Mariner, LLC | 11,901 | $21.4 萬 | 0.00% | +11,901 | 新進 |
| SRS Capital Advisors, Inc. | 12,453 | $22.4 萬 | 0.00% | +12,256+6,221.3% | 加碼 |
| Henshaw Capital LLC | 12,554 | $22.6 萬 | 0.01% | −4,549−26.6% | 減碼 |
| Regions Financial Corp | 12,643 | $22.8 萬 | 0.00% | −123,072−90.7% | 減碼 |
| Connable Office Inc | 12,852 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Twin Tree Management, LP | 12,935 | $23.3 萬 | 0.01% | +12,935 | 新進 |
| Capstone Investment Advisors, LLC | 13,757 | $24.8 萬 | 0.00% | +2,757+25.1% | 加碼 |
| Stephens Inc | 14,193 | $25.6 萬 | 0.00% | +3,272+30.0% | 加碼 |
| Fifth Third Bancorp | 14,387 | $25.9 萬 | 0.00% | −1,907−11.7% | 減碼 |
| Harbour Capital Advisors, LLC | 14,925 | $26.4 萬 | 0.05% | +14,925 | 新進 |
| Mackenzie Financial Corp | 14,921 | $26.9 萬 | 0.00% | +3,198+27.3% | 加碼 |
| 111 Capital | 14,960 | $27.0 萬 | 0.05% | +14,960 | 新進 |
| Public Employees Retirement Association of Colorado | 14,977 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 15,298 | $27.6 萬 | 0.02% | +15,298 | 新進 |
| Fca Corp | 15,441 | $27.8 萬 | 0.08% | +1,673+12.2% | 加碼 |
| Portside Wealth Group, LLC | 15,887 | $28.6 萬 | 0.04% | +6,177+63.6% | 加碼 |
| PDT Partners, LLC | 15,968 | $28.8 萬 | 0.02% | −151,151−90.4% | 減碼 |
| Park Avenue Securities LLC | 16,223 | $29.2 萬 | 0.00% | −11,652−41.8% | 減碼 |
| Keebeck Wealth Management, LLC | 16,227 | $29.2 萬 | 0.03% | −2,362−12.7% | 減碼 |
| Vontobel Holding Ltd. | 16,265 | $29.3 萬 | 0.00% | +16,265 | 新進 |
| Federation des caisses Desjardins du Quebec | 16,668 | $30.0 萬 | 0.00% | +16,422+6,675.6% | 加碼 |
| Vident Advisory, LLC | 16,694 | $30.1 萬 | 0.00% | +7,217+76.2% | 加碼 |
| Group One Trading, L.P. | 16,974 | $30.6 萬 | 0.01% | +16,974 | 新進 |