Discover
CWAN
Clearwater Analytics Holdings, Inc.
24.15
12600 x 24.16
18400 x 24.15
bid
ask
-
0.03
0.12%
15500 @ 04:00 PM
24.15 +0.00 (0.00%)
| Ytd | 0.12% | |
| 1y | 6.15% |
24.14
day range
24.19
15.89
52 week range
24.75
| Open | 24.18 | Prev Close | 24.18 | Low | 24.14 | High | 24.19 | Mkt Cap | 7.19B |
| Vol | 2.18M | Avg Vol | 7.89M | EPS | -0.14 | P/E | N/A | Forward P/E | 27.22 |
| Beta | 0.64 | Short Ratio | 3.69 | Inst. Own | 104.77% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 05-07 | 50-d Avg | 23.57 | 200-d Avg | 21.49 | 1yr Est | 24.47 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-04-29 | 2026-03 | 0.16 | N/A | N/A | N/A |
| 2026-02-18 | 2025-12 | 0.15 | 0.15 | N/A | N/A |
| 2025-11-05 | 2025-09 | 0.15 | 0.14 | -0.01 | -6.67% |
| 2025-11-05 | 2025-09 | 0.15 | N/A | N/A | N/A |
| 2025-08-06 | 2025-06 | 0.13 | 0.12 | -0.01 | -7.69% |
| 2025-08-06 | 2025-06 | 0.13 | N/A | N/A | N/A |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-02-26 | RBC Capital | Downgrade | Outperform | Sector Perform |
| 2026-02-24 | DA Davidson | Upgrade | Neutral | Neutral |
| 2026-02-19 | DA Davidson | Upgrade | Neutral | Neutral |
| 2026-01-27 | Morgan Stanley | Downgrade | Overweight | Equal-Weight |
| 2026-01-26 | UBS | Downgrade | Buy | Neutral |
| 2026-01-16 | DA Davidson | Downgrade | Buy | Neutral |
Profile
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2025-06-22 | AIGRAIN JACQUES | Director | 20.48K | Conversion of Exercise of derivative security |
| 2025-06-22 | CORBET KATHLEEN A. | Director | 22.35K | Conversion of Exercise of derivative security |
| 2026-04-14 | COX JAMES SAMUEL JR. | Chief Financial Officer | 480.42K | Sale |
| 2026-04-07 | DAS SOUVIK | Chief Technology Officer | 200.11K | Sale |
| 2026-03-30 | ERICKSON SCOTT STANLEY | Officer | 155.12K | Sale |
| 2025-06-22 | JONES LISA M. | Director | 26.58K | Conversion of Exercise of derivative security |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2025-12-30 | Vanguard Group Inc | 33.31M | 804.31M | 11.21% |
| 2025-12-30 | Blackrock Inc. | 26.23M | 633.37M | 8.82% |
| 2025-12-30 | Price (T.Rowe) Associates Inc | 13.72M | 331.17M | 4.61% |
| 2025-12-30 | Starboard Value LP | 9.96M | 240.46M | 3.35% |
| 2025-12-30 | Morgan Stanley | 7.86M | 189.68M | 2.64% |
| 2025-12-30 | BAMCO Inc. | 7.82M | 188.73M | 2.63% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 9.08M | 219.20M | 3.05% |
| 2025-12-30 | SmallCap World Fund Inc | 8.08M | 194.99M | 2.72% |
| 2026-02-27 | iShares Trust-iShares Russell 2000 ETF | 6.79M | 163.90M | 2.28% |
| 2025-12-30 | VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 6.54M | 157.94M | 2.20% |
| 2025-11-29 | VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 6.28M | 151.74M | 2.11% |
| 2025-12-30 | T. Rowe Price Mid-Cap Value Fund, Inc. | 6.25M | 151.02M | 2.10% |
