JPMorgan Chase & Co. Purchases 1,079,574 Shares of Clearwater Analytics Holdings, Inc. $CWAN

JPMorgan Chase & Co. lifted its position in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 18.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,853,859 shares of the company’s stock after acquiring an additional 1,079,574 shares during the quarter. JPMorgan Chase & Co. owned 2.34% of Clearwater Analytics worth $123,507,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. State of New Jersey Common Pension Fund D increased its position in Clearwater Analytics by 27.8% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 108,524 shares of the company’s stock valued at $1,956,000 after purchasing an additional 23,608 shares during the period. PNC Financial Services Group Inc. boosted its stake in shares of Clearwater Analytics by 62.7% during the third quarter. PNC Financial Services Group Inc. now owns 33,513 shares of the company’s stock valued at $604,000 after purchasing an additional 12,917 shares in the last quarter. TimesSquare Capital Management LLC increased its holdings in Clearwater Analytics by 1.3% during the third quarter. TimesSquare Capital Management LLC now owns 1,378,204 shares of the company’s stock valued at $24,835,000 after buying an additional 17,888 shares during the period. Assetmark Inc. increased its holdings in Clearwater Analytics by 114.5% during the third quarter. Assetmark Inc. now owns 7,501 shares of the company’s stock valued at $135,000 after buying an additional 4,004 shares during the period. Finally, Essex Investment Management Co. LLC raised its stake in Clearwater Analytics by 54.9% in the third quarter. Essex Investment Management Co. LLC now owns 1,806 shares of the company’s stock worth $33,000 after buying an additional 640 shares in the last quarter. 50.10% of the stock is currently owned by institutional investors.

Clearwater Analytics Trading Down 0.1%

Clearwater Analytics stock opened at $23.30 on Monday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.83 and a current ratio of 1.83. The stock has a market cap of $6.82 billion, a PE ratio of -166.39, a price-to-earnings-growth ratio of 3.24 and a beta of 0.66. The stock has a 50-day moving average of $23.71 and a two-hundred day moving average of $20.93. Clearwater Analytics Holdings, Inc. has a one year low of $15.73 and a one year high of $31.90.

Key Headlines Impacting Clearwater Analytics

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

Analysts Set New Price Targets

CWAN has been the topic of several recent research reports. Morgan Stanley reaffirmed an “equal weight” rating and set a $24.55 target price (down previously from $27.00) on shares of Clearwater Analytics in a research report on Tuesday, January 27th. Warburg Research set a $24.55 price objective on Clearwater Analytics in a research report on Monday, December 22nd. Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and cut their target price for the company from $27.00 to $24.55 in a research note on Thursday, January 8th. DA Davidson reiterated a “neutral” rating and issued a $24.55 target price on shares of Clearwater Analytics in a report on Thursday. Finally, Oppenheimer cut shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a report on Monday, December 22nd. 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 MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $27.21.

Insider Buying and Selling

In other Clearwater Analytics news, CEO Sandeep Sahai sold 233,813 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $5,480,576.72. Following the sale, the chief executive officer owned 1,357,138 shares of the company’s stock, valued at approximately $31,811,314.72. The trade was a 14.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CRO Scott Stanley Erickson sold 74,530 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $1,746,983.20. Following the transaction, the executive owned 138,630 shares in the company, valued at $3,249,487.20. The trade was a 34.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,032,399 shares of company stock worth $24,345,918 over the last ninety days. Company insiders own 3.31% 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.