CWAN

Investor Moves

Investor	Portfolio Value	Portfolio Change	Position Change	Avg Buy Price	Current Price
Ron BaronBaron Capital $3.7M154.9k shares TrimQ1 2026 $185M $23.65 $24.42

Insider Trades

Actor	Holding Value	Last Transaction	Amount	Transaction Price	Current Price
Mackesy D ScottDirector --292.2k shares Grant / ExerciseMay 28, 2026 Disclosure amount unavailable292.2k shares -- $24.42

News

seekingalpha.comBaron Discovery Fund Q1 2026: Who Moved The Needleseekingalpha.comJun 8

gurufocus.comClearwater Analytics Brings AI Directly Into Institutional Investment Workflowsgurufocus.comJun 3

businesswire.comClearwater Analytics Brings AI Directly Into Institutional Investment Workflowsbusinesswire.comJun 3

zacks.com3 Reasons Growth Investors Will Love Clearwater Analytics (CWAN)zacks.comJun 1

businesswire.comInsurance Investment Outsourcing Surpasses $5.5 Trillion as Private Markets and Global Expansion Reshape the Industrybusinesswire.comMay 20

Trade CWAN

About Clearwater Analytics Holdings, Inc.

Clearwater Analytics Holdings, Inc. offers a cloud-based (Software-as-a-Service) platform engineered to automate and centralize the entire lifecycle of investment data. This encompasses aggregation, reconciliation, comprehensive accounting, and detailed reporting capabilities for a diverse clientele, including insurers, asset managers, corporations, institutional investors, and government entities. Their robust suite of solutions spans critical areas such as investment accounting and reporting, performance measurement, continuous compliance monitoring, and sophisticated risk analytics. A core offering, Clearwater Prism, grants users self-service access to consolidated data feeds originating from various systems—both Clearwater's proprietary platforms and those of external third-party vendors—covering accounting, compliance, performance, and risk domains. It also facilitates highly adaptable reporting functionalities for different stakeholders. Established in 2021, the company's headquarters are located in Boise, Idaho.

CEO: Sandeep Sahai
IPO Date: Sep 24, 2021

Market Data

Open: $24.39
High: $24.40
Low: $24.32
Volume: 2.2M
52W High: $25.07
52W Low: $15.74

Valuation

Market Cap: $7.2B
Enterprise Value: $8.0B

Financials

Free Cash Flow: $164M
Revenue: $731M
Net Income: $-39M
Cash: $91M
Debt: $883M

Events

EarningsAug 5

EPS est. 0.17