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CWAN
Clearwater Analytics Holdings, Inc.
23.80
10400 x 23.77
4200 x 23.78
bid
ask
+
0.01
0.04%
7300 @ 04:03 PM
23.78 -0.02 (0.08%)
Ytd -1.33%
1y -10.96%
23.69
day range
23.80
15.89
52 week range
26.73
Open 23.79 Prev Close 23.79 Low 23.69 High 23.80 Mkt Cap 7.11B
Vol 3.60M Avg Vol 10.04M EPS -0.14 P/E N/A Forward P/E 26.80
Beta 0.66 Short Ratio 2.45 Inst. Own 108.79% Dividend N/A Div Yield N/A
Ex Div Date N/A Earning 04-29 50-d Avg 23.54 200-d Avg 21.34 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 0.05 -0.1 -66.67%
2025-11-05 2025-09 0.15 0.14 -0.01 -6.67%
2025-08-06 2025-06 0.13 0.02 -0.11 -84.62%
2025-08-06 2025-06 0.13 0.12 -0.01 -7.69%
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
2026-03-30 COX JAMES SAMUEL JR. Chief Financial Officer 485.42K Conversion of Exercise of derivative security
2026-03-30 DAS SOUVIK Chief Technology Officer 210.11K Conversion of Exercise of derivative security
2026-03-30 ERICKSON SCOTT STANLEY Officer 155.12K Conversion of Exercise of derivative security
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 792.82M 11.23%
2025-12-30 Blackrock Inc. 26.23M 624.32M 8.85%
2025-12-30 Price (T.Rowe) Associates Inc 13.72M 326.44M 4.63%
2025-12-30 Starboard Value LP 9.96M 237.02M 3.36%
2025-12-30 Wasatch Advisors LP 8.43M 200.64M 2.84%
2025-12-30 Morgan Stanley 7.86M 186.97M 2.65%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 9.08M 216.07M 3.06%
2025-12-30 SmallCap World Fund Inc 8.08M 192.21M 2.72%
2026-01-30 iShares Trust-iShares Russell 2000 ETF 6.65M 158.23M 2.24%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 6.54M 155.68M 2.21%
2025-11-29 VANGUARD WORLD FUND-Vanguard Information Technology Index Fund 6.28M 149.58M 2.12%
2025-12-30 T. Rowe Price Mid-Cap Value Fund, Inc. 6.25M 148.86M 2.11%