James Cox Sells 93,930 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 93,930 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was 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 of the company’s stock, valued at approximately $11,113,232.16. This represents a 16.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Clearwater Analytics Stock Down 0.1%

Shares of CWAN stock traded down $0.03 during trading hours on Friday, hitting $23.30. 10,028,900 shares of the company were exchanged, compared to its average volume of 14,593,130. The stock has a market capitalization of $6.82 billion, a price-to-earnings ratio of -166.39, a P/E/G ratio of 3.34 and a beta of 0.66. Clearwater Analytics Holdings, Inc. has a one year low of $15.73 and a one year high of $31.90. The business’s 50-day simple moving average is $23.68 and its two-hundred day simple moving average is $20.90. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.97 and a current ratio of 1.97.

Analyst Upgrades and Downgrades

CWAN has been the subject of several research reports. William Blair reaffirmed a “market perform” rating on shares of Clearwater Analytics in a report on Monday, December 22nd. Royal Bank Of Canada restated an “outperform” rating and issued a $36.00 target price on shares of Clearwater Analytics in a research note on Monday, December 22nd. Warburg Research set a $24.55 target price on Clearwater Analytics in a report on Monday, December 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of Clearwater Analytics in a report on Monday, December 29th. Finally, Wall Street Zen lowered Clearwater Analytics from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Four research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $27.21.

Key Clearwater Analytics News

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

Institutional Trading of Clearwater Analytics

A number of large investors have recently added to or reduced their stakes in the stock. Intech Investment Management LLC lifted its position in shares of Clearwater Analytics by 46.4% during the 2nd quarter. Intech Investment Management LLC now owns 157,281 shares of the company’s stock valued at $3,449,000 after buying an additional 49,845 shares during the last quarter. Future Fund LLC bought a new stake in Clearwater Analytics in the 2nd quarter valued at about $732,000. Hillsdale Investment Management Inc. lifted its holdings in Clearwater Analytics by 28.0% during the second quarter. Hillsdale Investment Management Inc. now owns 190,950 shares of the company’s stock valued at $4,188,000 after purchasing an additional 41,800 shares during the last quarter. Segall Bryant & Hamill LLC boosted its position in 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 during the period. Finally, Swiss National Bank boosted its position in Clearwater Analytics by 8.2% during the second quarter. Swiss National Bank now owns 447,996 shares of the company’s stock worth $9,825,000 after purchasing an additional 33,896 shares during the period. Hedge funds and other institutional investors own 50.10% of the company’s stock.

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.