B. Metzler seel. Sohn & Co. AG Grows Holdings in Clearwater Analytics Holdings, Inc. $CWAN

B. Metzler seel. Sohn & Co. AG lifted its stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 148.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 143,704 shares of the company’s stock after acquiring an additional 85,968 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in Clearwater Analytics were worth $2,590,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its position in Clearwater Analytics by 21.9% in the third quarter. Vanguard Group Inc. now owns 33,261,349 shares of the company’s stock valued at $599,370,000 after purchasing an additional 5,967,798 shares during the period. Wasatch Advisors LP grew its stake in shares of Clearwater Analytics by 3.0% in the second quarter. Wasatch Advisors LP now owns 9,567,391 shares of the company’s stock valued at $209,813,000 after buying an additional 274,664 shares in the last quarter. Blair William & Co. IL grew its stake in shares of Clearwater Analytics by 83.5% in the third quarter. Blair William & Co. IL now owns 7,134,647 shares of the company’s stock valued at $128,566,000 after buying an additional 3,245,986 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in shares of Clearwater Analytics by 18.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,853,859 shares of the company’s stock valued at $123,507,000 after buying an additional 1,079,574 shares during the period. Finally, Conestoga Capital Advisors LLC raised its holdings in shares of Clearwater Analytics by 0.3% in the 3rd quarter. Conestoga Capital Advisors LLC now owns 6,710,904 shares of the company’s stock valued at $120,930,000 after buying an additional 20,257 shares during the period. Institutional investors and hedge funds own 50.10% of the company’s stock.

Insiders Place Their Bets

In related news, CRO Scott Stanley Erickson sold 74,530 shares of the firm’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 value of $1,746,983.20. Following the sale, the executive owned 138,630 shares of the company’s stock, valued at $3,249,487.20. This trade represents a 34.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Subi Sethi sold 76,689 shares of Clearwater Analytics stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total transaction of $1,797,590.16. Following the completion of the transaction, the insider owned 365,490 shares of the company’s stock, valued at $8,567,085.60. This represents a 17.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 992,699 shares of company stock worth $23,476,618. Corporate insiders own 3.31% of the company’s stock.

Analysts Set New Price Targets

CWAN has been the subject of a number of research analyst reports. Jefferies Financial Group cut Clearwater Analytics to a “hold” rating in a report on Friday, January 16th. Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Weiss Ratings cut shares of Clearwater Analytics from a “hold (c)” rating to a “sell (d+)” rating in a research report on Monday, February 23rd. UBS Group lowered shares of Clearwater Analytics from a “buy” rating to a “neutral” rating and lowered their price objective for the company from $30.00 to $24.55 in a research note on Monday, January 26th. Finally, Royal Bank Of Canada restated a “sector perform” rating and issued a $24.55 price objective (down from $36.00) on shares of Clearwater Analytics in a report on Wednesday, February 25th. Three equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $26.17.

Clearwater Analytics Trading Down 0.1%

NYSE:CWAN opened at $23.44 on Tuesday. Clearwater Analytics Holdings, Inc. has a 12-month low of $15.73 and a 12-month high of $28.37. The firm has a market cap of $6.92 billion, a PE ratio of -167.38, a price-to-earnings-growth ratio of 3.26 and a beta of 0.67. 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 stock has a fifty day moving average price of $23.79 and a 200 day moving average price of $21.25.

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.