Clearwater Analytics (NYSE:CWAN) CFO James Cox Sells 21,631 Shares of Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 21,631 shares of the stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total value of $514,817.80. Following the sale, the chief financial officer owned 485,419 shares of the company’s stock, valued at $11,552,972.20. This represents a 4.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Clearwater Analytics Price Performance

NYSE:CWAN opened at $23.80 on Friday. The business’s 50-day moving average is $23.53 and its 200 day moving average is $21.62. The company has a current ratio of 1.83, a quick ratio of 1.83 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $7.03 billion, a P/E ratio of -169.95, a P/E/G ratio of 3.30 and a beta of 0.64. Clearwater Analytics Holdings, Inc. has a 12 month low of $15.73 and a 12 month high of $26.94.

Key Stories Impacting Clearwater Analytics

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

• Neutral Sentiment: Analysts maintain a consensus “Hold” rating on CWAN, which signals limited near-term analyst-driven upside. Analyst Coverage
• Neutral Sentiment: Despite the recent sales, senior executives still retain large stakes (for example, CEO Sandeep Sahai remains a >1.4M-share holder), which can partially mitigate market concern that insiders are exiting completely. CEO SEC Filing
• Negative Sentiment: Multiple senior executives sold shares the same day (Mar. 31): CEO Sandeep Sahai (51,967), Subi Sethi (19,858), CTO Souvik Das (14,686), CFO James S. Cox (21,631) and CRO Scott Erickson (18,790) — about 126,932 shares total, roughly $3.0M at the reported ~$23.80 average price. Clustered insider selling by top officers often weighs on sentiment because it can be read as insiders taking money off the table. Insider Sale Filings
• Negative Sentiment: Unusually heavy put-option buying was reported (17,402 puts, a ~71% increase vs. typical daily put volume), indicating some traders are positioning for downside or hedging existing long exposure. Elevated put activity can add short-term selling pressure and increase volatility.
• Negative Sentiment: Scott+Scott (plaintiffs’ firm) launched an investigation into whether Clearwater’s directors breached fiduciary duties related to the proposed buyout by Warburg Pincus and Permira. Legal scrutiny of the sale process can delay the transaction, create uncertainty around deal terms/timing, and add potential liability — all negative catalysts for the stock. Investor Alert

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. William Blair reaffirmed a “market perform” rating on shares of Clearwater Analytics in a research note on Monday, December 22nd. DA Davidson restated a “neutral” rating and set a $24.55 price target on shares of Clearwater Analytics in a report on Thursday, February 19th. Loop Capital downgraded Clearwater Analytics from a “buy” rating to a “hold” rating and lowered their price target for the stock from $25.00 to $24.55 in a research report on Monday, December 22nd. Morgan Stanley reaffirmed an “equal weight” rating and set a $24.55 price objective (down from $27.00) on shares of Clearwater Analytics in a research note on Tuesday, January 27th. Finally, Warburg Research set a $24.55 target price on shares of Clearwater Analytics in a research note on Monday, December 22nd. Three equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $26.17.

Institutional Investors Weigh In On Clearwater Analytics

Several hedge funds and other institutional investors have recently modified their holdings of CWAN. AQR Capital Management LLC boosted its holdings in Clearwater Analytics by 1,027.1% during the 1st quarter. AQR Capital Management LLC now owns 132,828 shares of the company’s stock valued at $3,560,000 after acquiring an additional 121,043 shares during the period. Integrated Wealth Concepts LLC purchased a new stake in Clearwater Analytics in the first quarter worth $208,000. Woodline Partners LP lifted its position in shares of Clearwater Analytics by 75.2% during the first quarter. Woodline Partners LP now owns 20,066 shares of the company’s stock worth $538,000 after purchasing an additional 8,613 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Clearwater Analytics by 1.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 459,292 shares of the company’s stock valued at $12,309,000 after purchasing an additional 6,826 shares during the period. Finally, Cetera Investment Advisers boosted its stake in shares of Clearwater Analytics by 201.4% during the second quarter. Cetera Investment Advisers now owns 46,484 shares of the company’s stock valued at $1,019,000 after purchasing an additional 31,061 shares during the period. 50.10% of the stock is currently owned by hedge funds and other institutional investors.

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.