Clearwater Analytics Holdings, Inc. CWAN
Jun 29, 2026, 9:30 AM EDT
- YTD
- +1.82%
- 1 year
- +9.89%
- Market cap
- 7.30B
- Revenue (ttm)
- 825.73M
- Profit margin
- -5.82%
- EPS (ttm)
- -0.18
- Shares out
- 297.38M
- P/E ratio
- 67.47
- Forward P/E
- 28.47
- YTD return
- +1.82%
- 1-year return
- +9.89%
- Avg volume
- 7.17M
- Open
- 24.56
- Previous close
- 24.56
- Day's range
- 24.56 – 24.56
- 52-week range
- 15.74 – 24.56
- Beta
- 0.60
- Analysts
- Hold
- Price target
- 24.44 (-0.5%)
- Earnings date
- Aug 5, 2026
YTD +0.45 (+1.87%)
Key statistics
- Enterprise value
- 8.09B
- PEG ratio
- 1.78
- Price / sales
- 8.88
- Price / book
- 3.56
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 74.40%
- Free cash flow
- 160.31M
- Total cash
- 81.51M
- Total debt
- 860.84M
- Return on equity
- -3.13%
- Short % of float
- 7.48%
- 50-day average
- 24.34
- 200-day average
- 22.38
Analyst view
Consensus: hold
- Target (low)
- 24.00
- Target (mean)
- 24.44
- Target (high)
- 24.55
- Strong buy0
- Buy0
- Hold6
- Sell0
- Strong sell0
Next earnings
Aug 5, 2026
Expected Aug 5, 2026. Consensus EPS estimate 0.16867.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Aug 5, 2026 | Jun 30, 2026 | 0.17 | — | — | — |
| May 7, 2026 | Mar 31, 2026 | 0.16 | 0.16 | 0.00 | 0.00% |
| Feb 18, 2026 | Dec 31, 2025 | 0.15 | 0.15 | 0.00 | 0.00% |
| Nov 5, 2025 | Sep 30, 2025 | 0.15 | 0.14 | -0.01 | -6.67% |
| Aug 6, 2025 | Jun 30, 2025 | 0.13 | 0.12 | -0.01 | -7.69% |
| Apr 30, 2025 | Mar 31, 2025 | 0.12 | 0.13 | +0.01 | +8.33% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| May 20, 2026 | DA Davidson | main | Neutral | Neutral |
| Feb 26, 2026 | RBC Capital | down | Outperform | Sector Perform |
| Feb 24, 2026 | DA Davidson | main | Neutral | Neutral |
| Feb 19, 2026 | DA Davidson | main | Neutral | Neutral |
| Jan 27, 2026 | Morgan Stanley | down | Overweight | Equal-Weight |
| Jan 26, 2026 | UBS | down | Buy | Neutral |
About Clearwater Analytics Holdings, Inc.
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.
- Sector
- Technology
- Industry
- Software - Application
- Country
- United States
- Website
- cwan.com
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| AIGRAIN JACQUES | Director | Conversion of Exercise of derivative security | Jun 22, 2025 | 20,481 |
| CORBET KATHLEEN A. | Director | Conversion of Exercise of derivative security | Jun 22, 2025 | 22,351 |
| COX JAMES SAMUEL JR. | Chief Financial Officer | Sale | Apr 14, 2026 | 480,419 |
| DAS SOUVIK | Chief Technology Officer | Sale | Jun 7, 2026 | 180,109 |
| ERICKSON SCOTT STANLEY | Officer | Sale | Mar 30, 2026 | 155,119 |
| JONES LISA M. | Director | Conversion of Exercise of derivative security | Jun 22, 2025 | 26,584 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 9.51% | 28,270,108 | 694.31M | Mar 30, 2026 |
| Vanguard Portfolio Management LLC | 6.15% | 18,293,833 | 449.30M | Mar 30, 2026 |
| UBS Group AG | 4.96% | 14,735,354 | 361.90M | Mar 30, 2026 |
| HBK Investments L P | 4.67% | 13,875,000 | 340.77M | Mar 30, 2026 |
| Vanguard Capital Management LLC | 4.40% | 13,097,435 | 321.67M | Mar 30, 2026 |
| FIL LTD | 3.96% | 11,774,123 | 289.17M | Mar 30, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.14% | 9,345,476 | 229.52M | Mar 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.28% | 6,787,076 | 166.69M | Mar 30, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.21% | 6,557,909 | 161.06M | Apr 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.17% | 6,443,046 | 158.24M | Feb 27, 2026 |
| NexPoint Funds I-NexPoint Merger Arbitrage Fund | 1.34% | 3,978,350 | 97.71M | Mar 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.28% | 3,793,758 | 93.17M | Mar 30, 2026 |