CLEARWATER ANALYTICS HLDGS I (CWAN)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
5
Reporting holders
$5.3M
Reported value
0.0%
Held as options
-307
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Grandeur Peak Global Advisors, LLC | $5.3M | 46,026 | 0.61% | new | NEW |
| BARCLAYS PLC | $16.8K | 711 | 0.00% | 18q | -99.5%-$3.6M |
| IFP Advisors, Inc | $4.8K | 196 | 0.00% | 8q | -14.4% |
| SIMPLEX TRADING, LLC | $26 | options only | 0.00% | 2q | OPTIONS |
| HUNTINGTON NATIONAL BANK | $25 | 1 | 0.00% | 11q | -50.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-01 | 13G | Glazer Capital, LLCwith 1 co-filers | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $5.3M | 46,934 | 1 | 0 | 3 | 0.0% |
| Q1 2026 | 312 | $7.4B | 296,314,364 | 66 | 96 | 106 | 5.6% |
| Q4 2025 | 369 | $7.4B | 292,947,952 | 118 | 117 | 101 | 4.2% |
| Q3 2025 | 311 | $4.9B | 269,608,642 | 44 | 121 | 119 | 1.0% |
| Q2 2025 | 374 | $6.1B | 279,057,316 | 71 | 186 | 85 | 0.6% |
| Q1 2025 | 356 | $6.3B | 231,945,117 | 73 | 134 | 108 | 0.3% |
| Q4 2024 | 328 | $6.0B | 218,670,278 | 84 | 126 | 64 | 0.1% |
| Q3 2024 | 245 | $5.0B | 197,295,374 | 65 | 81 | 66 | 0.1% |
| Q2 2024 | 210 | $3.5B | 190,646,503 | 42 | 78 | 59 | 0.1% |
| Q1 2024 | 195 | $3.1B | 177,585,467 | 42 | 91 | 42 | 0.1% |
| Q4 2023 | 185 | $3.1B | 154,738,739 | 65 | 80 | 22 | 0.1% |
| Q3 2023 | 125 | $1.8B | 90,898,344 | 34 | 49 | 26 | 0.4% |
| Q2 2023 | 108 | $1.4B | 87,257,422 | 16 | 55 | 20 | 0.1% |
| Q1 2023 | 107 | $1.2B | 77,140,656 | 30 | 53 | 17 | 0.0% |
| Q4 2022 | 84 | $1.0B | 53,828,488 | 13 | 38 | 22 | 0.1% |
| Q3 2022 | 91 | $1.0B | 61,864,390 | 8 | 42 | 27 | 0.1% |
| Q2 2022 | 113 | $678.9M | 56,340,176 | 49 | 32 | 19 | 0.1% |
| Q1 2022 | 70 | $1.2B | 55,766,712 | 19 | 27 | 17 | 0.0% |
| Q4 2021 | 69 | $1.1B | 49,899,221 | 30 | 18 | 11 | 0.0% |
| Q3 2021 | 80 | $955.5M | 37,460,572 | 80 | 0 | 0 | 0.0% |