Insider Selling: Clearwater Analytics (NYSE:CWAN) CFO Sells $429,352.00 in Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 18,700 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $22.96, for a total transaction of $429,352.00. Following the sale, the chief financial officer directly owned 390,697 shares in the company, valued at $8,970,403.12. The trade was a 4.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

Clearwater Analytics Price Performance

Shares of NYSE CWAN opened at $23.30 on Friday. The company has a 50 day simple moving average of $23.71 and a two-hundred day simple moving average of $20.92. Clearwater Analytics Holdings, Inc. has a fifty-two week low of $15.73 and a fifty-two week high of $31.90. The company has a market capitalization of $6.82 billion, a price-to-earnings ratio of -166.39, a P/E/G ratio of 3.37 and a beta of 0.66. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.97 and a current ratio of 1.83.

Analyst Upgrades and Downgrades

CWAN has been the topic of several analyst reports. UBS Group downgraded Clearwater Analytics from a “buy” rating to a “neutral” rating and dropped their target price for the stock from $30.00 to $24.55 in a report on Monday, January 26th. Warburg Research set a $24.55 price target on Clearwater Analytics in a research report on Monday, December 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Clearwater Analytics in a research note on Monday, December 29th. Wall Street Zen downgraded shares of Clearwater Analytics from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Finally, JPMorgan Chase & Co. decreased their target price on shares of Clearwater Analytics from $28.00 to $26.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Four equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, Clearwater Analytics presently has an average rating of “Hold” and a consensus target price of $27.21.

Trending Headlines about Clearwater Analytics

Here are the key news stories impacting Clearwater Analytics this week:

• Positive Sentiment: Significant institutional backing remains — large managers (Vanguard, Wellington, T. Rowe, plus a new Starboard stake) have recently increased or established positions, which supports longer‑term demand for the stock. MarketBeat CWAN overview
• Neutral Sentiment: DA Davidson reaffirmed a “neutral” rating with a $24.55 price target (only modest upside from current levels), signaling analyst views are cautious/steady rather than bullish. DA Davidson note via TickerReport
• Neutral Sentiment: Coverage of Q4 results and key metrics is mixed — earnings writeups (Zacks, SeattlePI, Yahoo valuation pieces) highlight some operational momentum but leave room for interpretation vs. estimates, so the report did not clearly swing sentiment. Zacks Q4 earnings coverage
• Negative Sentiment: Large insider sales by top executives on Feb. 17–18: CEO Sandeep Sahai, CTO Souvik Das, CFO James Cox, CRO Scott Erickson and another insider each sold substantial blocks (~tens to hundreds of thousands of shares), trimming ownership by double‑digit percentages — this volume can pressure near‑term sentiment even if sales are preplanned. SEC filing (example CEO sale)
• Negative Sentiment: Kaskela Law announced an investigation into whether the recently proposed shareholder buyout price is fair, which raises legal/transactional risk and could complicate or reprice the deal for investors. Litigation or a negotiated raise in price would be material. GlobeNewswire: Kaskela investigation

Institutional Investors Weigh In On Clearwater Analytics

Large investors have recently bought and sold shares of the business. Intech Investment Management LLC grew its position in Clearwater Analytics by 46.4% in the 2nd quarter. Intech Investment Management LLC now owns 157,281 shares of the company’s stock worth $3,449,000 after purchasing an additional 49,845 shares during the period. Future Fund LLC purchased a new position in shares of Clearwater Analytics in the 2nd quarter worth $732,000. Hillsdale Investment Management Inc. boosted its stake in shares of Clearwater Analytics by 28.0% in the 2nd quarter. Hillsdale Investment Management Inc. now owns 190,950 shares of the company’s stock worth $4,188,000 after buying an additional 41,800 shares during the last quarter. Segall Bryant & Hamill LLC grew its holdings in shares of Clearwater Analytics by 20.4% in the second quarter. Segall Bryant & Hamill LLC now owns 384,634 shares of the company’s stock worth $8,435,000 after acquiring an additional 65,141 shares during the period. Finally, Swiss National Bank increased its position in Clearwater Analytics by 8.2% during the second quarter. Swiss National Bank now owns 447,996 shares of the company’s stock valued at $9,825,000 after acquiring an additional 33,896 shares during the last quarter. 50.10% of the stock is currently owned by institutional investors.

Clearwater Analytics Company Profile

Clearwater Analytics LLC is a global provider of web-based investment portfolio accounting, reporting, and analytics solutions. The company’s software-as-a-service platform automates complex processes involved in investment data aggregation, reconciliation, valuation, and regulatory reporting. Serving institutional investors—including insurers, asset managers, corporations, government entities, and asset owners—Clearwater Analytics enables clients to optimize performance visibility, risk management, and operational efficiency.

Founded in 2004 and headquartered in Boise, Idaho, Clearwater Analytics has grown its global footprint with offices across North America, Europe, and the Asia-Pacific region.