Blair William & Co. IL Has $128.57 Million Stock Position in Clearwater Analytics Holdings, Inc. $CWAN

Blair William & Co. IL boosted its holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 83.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,134,647 shares of the company’s stock after purchasing an additional 3,245,986 shares during the quarter. Blair William & Co. IL owned about 2.44% of Clearwater Analytics worth $128,566,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in CWAN. Versant Capital Management Inc grew its position in shares of Clearwater Analytics by 189.3% during the 3rd quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock worth $28,000 after buying an additional 1,024 shares during the period. First Horizon Advisors Inc. lifted its position in shares of Clearwater Analytics by 278.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock valued at $33,000 after acquiring an additional 1,121 shares during the period. Essex Investment Management Co. LLC boosted its stake in Clearwater Analytics by 54.9% during the third quarter. Essex Investment Management Co. LLC now owns 1,806 shares of the company’s stock worth $33,000 after acquiring an additional 640 shares in the last quarter. Hilltop National Bank boosted its stake in Clearwater Analytics by 12.6% during the third quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock worth $100,000 after acquiring an additional 619 shares in the last quarter. Finally, Covestor Ltd grew its holdings in Clearwater Analytics by 39.4% in the third quarter. Covestor Ltd now owns 6,111 shares of the company’s stock worth $110,000 after purchasing an additional 1,728 shares during the period. 50.10% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have weighed in on CWAN. UBS Group downgraded shares of Clearwater Analytics from a “buy” rating to a “neutral” rating and decreased their price target for the company from $30.00 to $24.55 in a research note on Monday, January 26th. Warburg Research set a $24.55 target price on Clearwater Analytics in a research note on Monday, December 22nd. Loop Capital lowered Clearwater Analytics from a “buy” rating to a “hold” rating and decreased their target price for the company from $25.00 to $24.55 in a research report on Monday, December 22nd. Oppenheimer downgraded Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Finally, Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and cut their price target for the stock from $27.00 to $24.55 in a report on Thursday, January 8th. Three analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Clearwater Analytics currently has a consensus rating of “Hold” and a consensus target price of $26.17.

Insider Buying and Selling

In related news, CFO James S. Cox sold 93,930 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $2,201,719.20. Following the transaction, the chief financial officer directly owned 474,114 shares in the company, valued at approximately $11,113,232.16. The trade was a 16.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Sandeep Sahai sold 233,813 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 $5,480,576.72. Following the completion of the transaction, the chief executive officer owned 1,357,138 shares in the company, valued at $31,811,314.72. The trade was a 14.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,002,699 shares of company stock valued at $23,692,518. 3.31% of the stock is currently owned by company insiders.

Clearwater Analytics Trading Down 0.3%

CWAN opened at $23.47 on Friday. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.83 and a quick ratio of 1.83. Clearwater Analytics Holdings, Inc. has a fifty-two week low of $15.73 and a fifty-two week high of $29.43. The firm has a market capitalization of $6.93 billion, a PE ratio of -167.63, a P/E/G ratio of 3.27 and a beta of 0.67. The company’s 50-day moving average is $23.81 and its 200 day moving average is $21.20.

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.