Clearwater Analytics (NYSE:CWAN) CRO Sells $1,746,983.20 in Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CRO Scott Stanley Erickson sold 74,530 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $1,746,983.20. Following the completion of the sale, the executive owned 138,630 shares of the company’s stock, valued at approximately $3,249,487.20. This trade represents a 34.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Scott Stanley Erickson also recently made the following trade(s):

• On Wednesday, December 31st, Scott Stanley Erickson sold 4,454 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.08, for a total value of $107,252.32.
• On Thursday, January 1st, Scott Stanley Erickson sold 44,386 shares of Clearwater Analytics stock. The stock was sold at an average price of $24.09, for a total value of $1,069,258.74.

Clearwater Analytics Stock Down 0.1%

NYSE:CWAN opened at $23.30 on Monday. The company has a market cap of $6.82 billion, a PE ratio of -166.39, a P/E/G ratio of 3.24 and a beta of 0.66. The company has a current ratio of 1.83, a quick ratio of 1.83 and a debt-to-equity ratio of 0.40. Clearwater Analytics Holdings, Inc. has a twelve month low of $15.73 and a twelve month high of $31.90. The company’s 50 day moving average is $23.71 and its two-hundred day moving average is $20.93.

Institutional Trading of Clearwater Analytics

Institutional investors and hedge funds have recently modified their holdings of the stock. Intech Investment Management LLC boosted its holdings 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 buying an additional 49,845 shares during the last quarter. Future Fund LLC purchased a new position in shares of Clearwater Analytics in the second quarter valued at approximately $732,000. Hillsdale Investment Management Inc. boosted its stake in shares of Clearwater Analytics by 28.0% in the second quarter. Hillsdale Investment Management Inc. now owns 190,950 shares of the company’s stock worth $4,188,000 after acquiring an additional 41,800 shares during the last quarter. Segall Bryant & Hamill LLC increased its position in shares of Clearwater Analytics by 20.4% during the second quarter. Segall Bryant & Hamill LLC now owns 384,634 shares of the company’s stock worth $8,435,000 after purchasing an additional 65,141 shares in the last quarter. Finally, Swiss National Bank raised its stake in Clearwater Analytics by 8.2% in the 2nd quarter. Swiss National Bank now owns 447,996 shares of the company’s stock valued at $9,825,000 after purchasing an additional 33,896 shares during the last quarter. Hedge funds and other institutional investors own 50.10% of the company’s stock.

Clearwater Analytics News Roundup

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

Wall Street Analyst Weigh In

Several analysts have recently commented on CWAN shares. Loop Capital downgraded shares of Clearwater Analytics from a “buy” rating to a “hold” rating and dropped their price objective for the company from $25.00 to $24.55 in a report on Monday, December 22nd. Weiss Ratings restated a “hold (c)” rating on shares of Clearwater Analytics in a research report on Monday, December 29th. William Blair reaffirmed a “market perform” rating on shares of Clearwater Analytics in a research note on Monday, December 22nd. Jefferies Financial Group cut shares of Clearwater Analytics to a “hold” rating in a research note on Friday, January 16th. Finally, DA Davidson reissued a “neutral” rating and set a $24.55 price target on shares of Clearwater Analytics in a report on Thursday. Four research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $27.21.

About Clearwater Analytics

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.