Clearwater Analytics (NYSE:CWAN) CTO Souvik Das Sells 88,848 Shares of Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CTO Souvik Das sold 88,848 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 $2,082,597.12. Following the transaction, the chief technology officer owned 207,132 shares of the company’s stock, valued at $4,855,174.08. This trade represents a 30.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Souvik Das also recently made the following trade(s):

• On Monday, February 9th, Souvik Das sold 10,000 shares of Clearwater Analytics stock. The stock was sold at an average price of $23.89, for a total transaction of $238,900.00.
• On Thursday, January 8th, Souvik Das sold 10,000 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.08, for a total transaction of $240,800.00.
• On Wednesday, December 31st, Souvik Das sold 5,273 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.08, for a total transaction of $126,973.84.
• On Thursday, January 1st, Souvik Das sold 41,594 shares of Clearwater Analytics stock. The stock was sold at an average price of $24.09, for a total transaction of $1,001,999.46.
• On Monday, December 8th, Souvik Das sold 10,000 shares of Clearwater Analytics stock. The shares were sold at an average price of $21.59, for a total transaction of $215,900.00.

Clearwater Analytics Stock Performance

NYSE:CWAN opened at $23.30 on Friday. Clearwater Analytics Holdings, Inc. has a 52 week low of $15.73 and a 52 week high of $31.90. The company has a fifty day simple moving average of $23.71 and a two-hundred day simple moving average of $20.92. The company has a quick ratio of 1.97, a current ratio of 1.83 and a debt-to-equity ratio of 0.40. The company has a market cap of $6.82 billion, a price-to-earnings ratio of -166.39, a price-to-earnings-growth ratio of 3.37 and a beta of 0.66.

Hedge Funds Weigh In On Clearwater Analytics

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. AQR Capital Management LLC raised its holdings in Clearwater Analytics by 1,027.1% during the first quarter. AQR Capital Management LLC now owns 132,828 shares of the company’s stock worth $3,560,000 after purchasing an additional 121,043 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new position in shares of Clearwater Analytics in the 1st quarter valued at $208,000. Woodline Partners LP grew its position in shares of Clearwater Analytics by 75.2% in the 1st quarter. Woodline Partners LP now owns 20,066 shares of the company’s stock valued at $538,000 after buying an additional 8,613 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Clearwater Analytics by 1.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 459,292 shares of the company’s stock worth $12,309,000 after acquiring an additional 6,826 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. raised its stake in Clearwater Analytics by 144.3% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 19,399 shares of the company’s stock worth $425,000 after acquiring an additional 11,458 shares in the last quarter. 50.10% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Morgan Stanley reaffirmed an “equal weight” rating and issued a $24.55 price target (down previously from $27.00) on shares of Clearwater Analytics in a research report on Tuesday, January 27th. Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Jefferies Financial Group downgraded shares of Clearwater Analytics to a “hold” rating in a research note on Friday, January 16th. Loop Capital cut shares of 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 report on Monday, December 22nd. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Clearwater Analytics in a report on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $27.21.

Clearwater Analytics News Roundup

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

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.