JPMorgan Chase & Co. Increases Holdings in Clearwater Analytics Holdings, Inc. $CWAN

JPMorgan Chase & Co. increased its position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 18.7% in the third quarter, HoldingsChannel reports. The firm owned 6,853,859 shares of the company’s stock after acquiring an additional 1,079,574 shares during the quarter. JPMorgan Chase & Co.’s holdings in Clearwater Analytics were worth $123,507,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of CWAN. Norges Bank acquired a new stake in Clearwater Analytics during the 2nd quarter valued at approximately $106,504,000. Hood River Capital Management LLC purchased a new position in shares of Clearwater Analytics during the second quarter worth $99,105,000. Tensile Capital Management LP acquired a new position in Clearwater Analytics during the second quarter valued at $29,781,000. Bank of America Corp DE boosted its holdings in Clearwater Analytics by 98.6% in the second quarter. Bank of America Corp DE now owns 2,273,191 shares of the company’s stock valued at $49,851,000 after purchasing an additional 1,128,360 shares during the last quarter. Finally, Brown Capital Management LLC grew its position in Clearwater Analytics by 54.4% during the 2nd quarter. Brown Capital Management LLC now owns 3,199,696 shares of the company’s stock worth $70,169,000 after purchasing an additional 1,126,965 shares during the period. Institutional investors and hedge funds own 50.10% of the company’s stock.

Key Headlines Impacting 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

Insider Activity at Clearwater Analytics

In related news, CFO James S. Cox sold 93,930 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were 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 approximately $11,113,232.16. This trade represents a 16.54% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Subi Sethi sold 76,689 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total value of $1,797,590.16. Following the sale, the insider owned 365,490 shares of the company’s stock, valued at approximately $8,567,085.60. This trade represents a 17.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,032,399 shares of company stock valued at $24,345,918 in the last three months. Company insiders own 3.31% of the company’s stock.

Clearwater Analytics Trading Down 0.1%

Shares of CWAN stock opened at $23.30 on Monday. Clearwater Analytics Holdings, Inc. has a 1-year low of $15.73 and a 1-year high of $31.90. The company has a market cap of $6.82 billion, a price-to-earnings ratio of -166.39, a PEG ratio of 3.24 and a beta of 0.66. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.83 and a quick ratio of 1.83. The stock has a 50 day simple moving average of $23.71 and a 200-day simple moving average of $20.93.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CWAN. William Blair reissued a “market perform” rating on shares of Clearwater Analytics in a report on Monday, December 22nd. Warburg Research set a $24.55 price target on Clearwater Analytics in a report on Monday, December 22nd. Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and lowered their price objective for the stock from $27.00 to $24.55 in a research report on Thursday, January 8th. Jefferies Financial Group lowered shares of Clearwater Analytics to a “hold” rating in a report on Friday, January 16th. Finally, Oppenheimer cut shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Four equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, Clearwater Analytics has a consensus rating of “Hold” and a consensus target price of $27.21.

Clearwater Analytics 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.