Clearwater Analytics Holdings, Inc.
US ˙ NYSE ˙ US1851231068

SecurityCWAN / Clearwater Analytics Holdings, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership229,675 shares
Latest Disclosed Value $ 5,431,814
Creative Planning reports 17.09% increase in ownership of CWAN / Clearwater Analytics Holdings, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 229,675 shares of Clearwater Analytics Holdings, Inc. (US:CWAN) valued at $5,431,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 196,157 shares of Clearwater Analytics Holdings, Inc.. This represents a change in shares of 17.09% during the quarter. The current value of the position is $5,601,773 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F CLEARWATER ANALYTICS HLDGS I CL A 185123106 229,675 33,518 17.09 5,432 14.80 0.0036
2026-02-17 2025-12-31 13F CLEARWATER ANALYTICS HLDGS I CL A 185123106 196,157 147,431 302.57 4,731 438.84 0.0034
2025-11-14 2025-09-30 13F CLEARWATER ANALYTICS HLDGS I CL A 185123106 48,726 26,816 122.39 878 82.92 0.0007
2025-08-08 2025-06-30 13F CLEARWATER ANALYTICS HLDGS I CL A 185123106 21,910 -24,861 -53.15 480 -61.69 0.0004
2025-05-15 2025-03-31 13F CLEARWATER ANALYTICS HLDGS I CL A 185123106 46,771 13,450 40.36 1,253 36.79 0.0012
2025-02-14 2024-12-31 13F CLEARWATER ANALYTICS HLDGS I CL A 185123106 33,321 13,332 66.70 917 81.75 0.0009
2024-10-11 2024-09-30 13F CLEARWATER ANALYTICS HLDGS I CL A 185123106 19,989 19,989 505 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.