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。
2026 年第 1 季 13F 持有人
Clearwater Analytics Holdings, Inc. 在 2026/3/31 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
CWAN 已不再掛牌，所以這裡顯示 2026 年第 1 季；之後各季在 13F 申報持有的機構少得多。
- 持有機構
- 330
- 較 2025 年第 4 季 −47 家
- 持有股數
- 3.07 億
- 較 2025 年第 4 季 +3,781 萬 (+14.1%)
- 總市值
- $72.5 億
- 較 2025 年第 4 季 +$7.68 億 (+11.8%)
- 新進機構
- 82
- 另有 103 家加碼
- 清倉機構
- 129
- 另有 113 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Xponance, Inc. | 26,141 | $61.8 萬 | 0.00% | +4,122+18.7% | 加碼 |
| Zions Bancorporation, National Association | 25,463 | $60.2 萬 | 0.04% | −18,117−41.6% | 減碼 |
| JustInvest LLC | 25,433 | $60.1 萬 | 0.01% | +4,878+23.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 25,280 | $59.8 萬 | 0.10% | 00.0% | 不變 |
| Moore Capital Management, LP | 25,000 | $59.1 萬 | 0.02% | −17,118−40.6% | 減碼 |
| Mercer Global Advisors Inc | 24,618 | $58.2 萬 | 0.00% | +8,019+48.3% | 加碼 |
| Versor Investments LP | 24,358 | $57.6 萬 | 1.41% | −138,688−85.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 23,643 | $55.9 萬 | 0.00% | −71,474−75.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 23,063 | $54.5 萬 | 0.02% | +400+1.8% | 加碼 |
| Mint Tower Capital Management B.V. | 22,500 | $53.2 萬 | 0.05% | +22,500 | 新進 |
| Tower Research Capital LLC (TRC) | 21,846 | $51.7 萬 | 0.01% | +13,152+151.3% | 加碼 |
| Diametric Capital, LP | 21,500 | $50.8 萬 | 0.13% | −16,000−42.7% | 減碼 |
| Occudo Quantitative Strategies LP | 20,725 | $50.2 萬 | 0.03% | +20,725 | 新進 |
| Cannon Global Investment Management, LLC | 20,900 | $49.4 萬 | 1.20% | +20,900 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 20,527 | $48.5 萬 | 0.00% | −921−4.3% | 減碼 |
| CWM, LLC | 20,255 | $47.9 萬 | 0.00% | +2,978+17.2% | 加碼 |
| Principal Financial Group Inc | 20,203 | $47.8 萬 | 0.00% | −2,512,071−99.2% | 減碼 |
| Bluefin Capital Management, LLC | 20,000 | $47.3 萬 | 0.46% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 19,168 | $45.3 萬 | 0.04% | −104,413−84.5% | 減碼 |
| Swiss Life Asset Management Ltd | 17,598 | $41.6 萬 | 0.00% | +4,455+33.9% | 加碼 |
| Two Sigma Securities, LLC | 17,497 | $41.4 萬 | 0.05% | +2,798+19.0% | 加碼 |
| Abel Hall, LLC | 16,929 | $40.0 萬 | 0.09% | +16,929 | 新進 |
| Yorktown Management & Research Co Inc | 16,700 | $39.5 萬 | 0.33% | 00.0% | 不變 |
| Manning & Napier Advisors LLC | 15,622 | $36.9 萬 | 0.01% | −2,799,528−99.4% | 減碼 |
| Vident Advisory, LLC | 15,311 | $36.2 萬 | 0.00% | −1,058−6.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 14,977 | $35.4 萬 | 0.00% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 14,141 | $33.4 萬 | 0.00% | +14,141 | 新進 |
| Callan Family Office, LLC | 14,138 | $33.4 萬 | 0.01% | −5,163−26.7% | 減碼 |
| DnB Asset Management AS | 13,982 | $33.1 萬 | 0.00% | +13,982 | 新進 |
| IMC-Chicago, LLC | 13,436 | $31.8 萬 | 0.00% | +13,436 | 新進 |
| Lazard Asset Management LLC | 13,170 | $31.1 萬 | 0.00% | +708+5.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 12,888 | $30.7 萬 | 0.00% | −149−1.1% | 減碼 |
| PenderFund Capital Management Ltd. | 12,800 | $30.3 萬 | 0.05% | +5,700+80.3% | 加碼 |
| BCK Capital Management LP | 12,500 | $29.6 萬 | 1.29% | +12,500 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 11,651 | $27.6 萬 | 0.01% | +11,651 | 新進 |
| Everence Capital Management Inc | 11,403 | $27.0 萬 | 0.02% | +11,403 | 新進 |
| Bessemer Group Inc | 11,200 | $26.4 萬 | 0.00% | −620−5.2% | 減碼 |
| Global Endowment Management, LP | 11,093 | $26.2 萬 | 0.03% | +11,093 | 新進 |
| Captrust Financial Advisors | 10,285 | $24.3 萬 | 0.00% | −43,969−81.0% | 減碼 |
| Caitong International Asset Management Co., Ltd | 10,109 | $23.9 萬 | 0.04% | +9,111+912.9% | 加碼 |
| Murchinson Ltd. | 10,000 | $23.6 萬 | 0.10% | +10,000 | 新進 |
| Keebeck Wealth Management, LLC | 9,646 | $22.8 萬 | 0.03% | −17,303−64.2% | 減碼 |
| R Squared Ltd | 9,626 | $22.8 萬 | 0.13% | +9,626 | 新進 |
| Cetera Investment Advisers | 9,600 | $22.7 萬 | 0.00% | −58,241−85.8% | 減碼 |
| Guggenheim Capital LLC | 9,453 | $22.4 萬 | 0.00% | −32−0.3% | 減碼 |
| Brevan Howard Capital Management LP | 9,018 | $21.3 萬 | 0.00% | −57,329−86.4% | 減碼 |
| American Century Companies Inc | 8,936 | $21.1 萬 | 0.00% | +8,936 | 新進 |
| CIBC Asset Management Inc | 8,872 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 8,771 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 8,511 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 6,851 | $16.2 萬 | 0.00% | −75,214−91.7% | 減碼 |
| Advisors Asset Management, Inc. | 5,874 | $13.9 萬 | 0.00% | −70−1.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,383 | $12.7 萬 | 0.00% | +1,393+34.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,298 | $10.2 萬 | 0.00% | −21,319−83.2% | 減碼 |
| Twin Tree Management, LP | 4,128 | $9.76 萬 | 0.02% | +4,128 | 新進 |
| GAMMA Investing LLC | 4,078 | $9.64 萬 | 0.00% | +2,500+158.4% | 加碼 |
| Covestor Ltd | 3,232 | $7.60 萬 | 0.05% | −11,753−78.4% | 減碼 |
| Longfellow Investment Management Co LLC | 3,106 | $7.35 萬 | 0.02% | +3,106 | 新進 |
| Banque Cantonale Vaudoise | 2,974 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,367 | $5.60 萬 | 0.00% | +1,306+123.1% | 加碼 |
| Nisa Investment Advisors, LLC | 2,149 | $5.08 萬 | 0.00% | +7+0.3% | 加碼 |
| Arcadia Investment Management Corp | 2,057 | $4.86 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 1,904 | $4.50 萬 | 0.00% | −7,779−80.3% | 減碼 |
| Sterling Capital Management LLC | 1,809 | $4.28 萬 | 0.00% | −73,026−97.6% | 減碼 |
| Hilltop National Bank | 1,634 | $3.86 萬 | 0.01% | −3,899−70.5% | 減碼 |
| Allworth Financial LP | 1,624 | $3.84 萬 | 0.00% | +618+61.4% | 加碼 |
| Farther Finance Advisors, LLC | 1,499 | $3.57 萬 | 0.00% | −770−33.9% | 減碼 |
| SBI Securities Co., Ltd. | 1,116 | $2.64 萬 | 0.00% | −259−18.8% | 減碼 |
| Los Angeles Capital Management LLC | 1,094 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 1,007 | $2.38 萬 | 0.00% | −43,841−97.8% | 減碼 |
| Versant Capital Management, Inc | 909 | $2.15 萬 | 0.00% | +634+230.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 847 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 819 | $1.94 萬 | 0.00% | +376+84.9% | 加碼 |
| Advisor Group Holdings, Inc. | 699 | $1.66 萬 | 0.00% | −136,709−99.5% | 減碼 |
| Signaturefd, LLC | 663 | $1.57 萬 | 0.00% | −707−51.6% | 減碼 |
| RWM Asset Management, LLC | 625 | $1.48 萬 | 0.00% | +625 | 新進 |
| Essential Partners LLC | 617 | $1.46 萬 | 0.00% | +219+55.0% | 加碼 |
| Whittier Trust Co | 518 | $1.24 萬 | 0.00% | +518 | 新進 |
| Owl Creek Wealth Partners LLC | 520 | $1.23 萬 | 0.00% | +520 | 新進 |
| Jones Financial Companies LLLP | 507 | $1.19 萬 | 0.00% | +188+58.9% | 加碼 |
| Salomon & Ludwin, LLC | 485 | $1.15 萬 | 0.00% | +485 | 新進 |
| Rothschild Investment LLC | 476 | $1.13 萬 | 0.00% | +24+5.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 440 | $1.04 萬 | 0.00% | +102+30.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 436 | $1.03 萬 | 0.00% | −162−27.1% | 減碼 |
| First Horizon Corp | 429 | $1.01 萬 | 0.00% | −256−37.4% | 減碼 |
| Allianz SE | 416 | $9,838 | 0.00% | −55,684−99.3% | 減碼 |
| GWM Advisors LLC | 400 | $9,460 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 361 | $8,538 | 0.00% | +5+1.4% | 加碼 |
| TimesSquare Capital Management, LLC | 292 | $6,906 | 0.00% | −1,293,515−100.0% | 減碼 |
| IFP Advisors, Inc | 229 | $5,416 | 0.00% | +4+1.8% | 加碼 |
| Smartleaf Asset Management LLC | 219 | $5,157 | 0.00% | −407−65.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 214 | $5,061 | 0.00% | −15−6.6% | 減碼 |
| Walleye Capital LLC | 210 | $4,967 | 0.00% | −73,442−99.7% | 減碼 |
| Bare Financial Services, Inc | 189 | $4,470 | 0.00% | +56+42.1% | 加碼 |
| Assetmark, Inc | 156 | $3,689 | 0.00% | −5,708−97.3% | 減碼 |
| Fortitude Family Office, LLC | 156 | $3,689 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 150 | $3,569 | 0.00% | 00.0% | 不變 |
| Richardson Capital Management LLC | 144 | $3,406 | 0.00% | +144 | 新進 |
| Private Wealth Management Group, LLC | 143 | $3,382 | 0.00% | +81+130.6% | 加碼 |
| Parkside Financial Bank & Trust | 140 | $3,311 | 0.00% | −4,408−96.9% | 減碼 |