Insider Selling: Clearwater Analytics (NYSE:CWAN) CFO Sells $2,201,719.20 in Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 93,930 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total value of $2,201,719.20. Following the transaction, the chief financial officer directly owned 474,114 shares of the company’s stock, valued at $11,113,232.16. This trade represents a 16.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Clearwater Analytics Stock Performance

NYSE:CWAN opened at $23.30 on Monday. Clearwater Analytics Holdings, Inc. has a twelve month low of $15.73 and a twelve month high of $31.90. The company has a quick ratio of 1.83, a current ratio of 1.83 and a debt-to-equity ratio of 0.40. The stock’s 50-day simple moving average is $23.71 and its 200 day simple moving average is $20.93. The firm has a market capitalization of $6.82 billion, a PE ratio of -166.39, a price-to-earnings-growth ratio of 3.24 and a beta of 0.66.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Essex Investment Management Co. LLC increased its stake in shares of Clearwater Analytics by 27.2% in the fourth quarter. Essex Investment Management Co. LLC now owns 2,298 shares of the company’s stock valued at $55,000 after buying an additional 492 shares during the period. Mackenzie Financial Corp raised its holdings in Clearwater Analytics by 3.7% during the 4th quarter. Mackenzie Financial Corp now owns 15,466 shares of the company’s stock worth $372,000 after purchasing an additional 545 shares during the last quarter. Cim LLC lifted its position in shares of Clearwater Analytics by 0.8% in the 3rd quarter. Cim LLC now owns 66,184 shares of the company’s stock worth $1,193,000 after purchasing an additional 557 shares during the period. Hilltop National Bank boosted its stake in shares of Clearwater Analytics by 12.6% in the 3rd quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock valued at $100,000 after purchasing an additional 619 shares during the last quarter. Finally, Bessemer Group Inc. increased its position in shares of Clearwater Analytics by 84.6% during the second quarter. Bessemer Group Inc. now owns 1,545 shares of the company’s stock worth $35,000 after buying an additional 708 shares during the period. 50.10% of the stock is owned by institutional investors and hedge funds.

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

Analyst Ratings Changes

Several brokerages recently commented on CWAN. DA Davidson reissued a “neutral” rating and issued a $24.55 price objective on shares of Clearwater Analytics in a research note on Thursday. William Blair reiterated a “market perform” rating on shares of Clearwater Analytics in a research note on Monday, December 22nd. Warburg Research set a $24.55 price objective on Clearwater Analytics in a report on Monday, December 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Clearwater Analytics in a report on Monday, December 29th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $36.00 price target on shares of Clearwater Analytics in a research note on Monday, December 22nd. Four research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $27.21.

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.