Institutional Ownership Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN). We have compiled data on the 371 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
23
shares
|
$442
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
22
shares
|
$423
0.0% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
21
shares
|
$404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
20
shares
|
$385
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
19
shares
|
$365
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
10
shares
|
$192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|