Allspring Global Investments Holdings LLC Sells 722,838 Shares of Clearwater Analytics Holdings, Inc. $CWAN

Allspring Global Investments Holdings LLC lessened its stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 30.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,684,445 shares of the company’s stock after selling 722,838 shares during the period. Allspring Global Investments Holdings LLC owned about 0.58% of Clearwater Analytics worth $40,612,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Soros Fund Management LLC bought a new stake in Clearwater Analytics in the 2nd quarter worth $2,741,000. WCM Investment Management LLC bought a new position in shares of Clearwater Analytics during the third quarter valued at about $11,268,000. Jump Financial LLC boosted its holdings in shares of Clearwater Analytics by 155.9% during the second quarter. Jump Financial LLC now owns 753,120 shares of the company’s stock worth $16,516,000 after purchasing an additional 458,874 shares during the period. Paradiem LLC bought a new stake in shares of Clearwater Analytics in the third quarter worth about $800,000. Finally, Principal Financial Group Inc. increased its holdings in Clearwater Analytics by 76.9% during the 3rd quarter. Principal Financial Group Inc. now owns 2,380,238 shares of the company’s stock valued at $42,892,000 after purchasing an additional 1,034,906 shares during the period. 50.10% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Clearwater Analytics

In other Clearwater Analytics news, CTO Souvik Das sold 14,686 shares of the business’s stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total value of $349,526.80. Following the sale, the chief technology officer directly owned 210,109 shares of the company’s stock, valued at approximately $5,000,594.20. The trade was a 6.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Subi Sethi sold 19,858 shares of the stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total value of $472,620.40. Following the completion of the sale, the insider directly owned 388,256 shares in the company, valued at approximately $9,240,492.80. This represents a 4.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 780,842 shares of company stock worth $18,360,889. Company insiders own 3.31% of the company’s stock.

Key Clearwater Analytics News

Here are the key news stories impacting Clearwater Analytics this week:

• Neutral Sentiment: Analysts maintain a consensus “Hold” rating on CWAN, which signals limited near-term analyst-driven upside. Analyst Coverage
• Neutral Sentiment: Despite the recent sales, senior executives still retain large stakes (for example, CEO Sandeep Sahai remains a >1.4M-share holder), which can partially mitigate market concern that insiders are exiting completely. CEO SEC Filing
• Negative Sentiment: Multiple senior executives sold shares the same day (Mar. 31): CEO Sandeep Sahai (51,967), Subi Sethi (19,858), CTO Souvik Das (14,686), CFO James S. Cox (21,631) and CRO Scott Erickson (18,790) — about 126,932 shares total, roughly $3.0M at the reported ~$23.80 average price. Clustered insider selling by top officers often weighs on sentiment because it can be read as insiders taking money off the table. Insider Sale Filings
• Negative Sentiment: Unusually heavy put-option buying was reported (17,402 puts, a ~71% increase vs. typical daily put volume), indicating some traders are positioning for downside or hedging existing long exposure. Elevated put activity can add short-term selling pressure and increase volatility.
• Negative Sentiment: Scott+Scott (plaintiffs’ firm) launched an investigation into whether Clearwater’s directors breached fiduciary duties related to the proposed buyout by Warburg Pincus and Permira. Legal scrutiny of the sale process can delay the transaction, create uncertainty around deal terms/timing, and add potential liability — all negative catalysts for the stock. Investor Alert

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on CWAN shares. Loop Capital lowered Clearwater Analytics from a “buy” rating to a “hold” rating and cut their price objective for the stock from $25.00 to $24.55 in a research report on Monday, December 22nd. Wells Fargo & Company downgraded shares of Clearwater Analytics from an “overweight” rating to an “equal weight” rating and reduced their price objective for the company from $27.00 to $24.55 in a research report on Thursday, January 8th. Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a report on Monday, December 22nd. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $24.55 target price (down from $36.00) on shares of Clearwater Analytics in a research report on Wednesday, February 25th. Finally, DA Davidson reaffirmed a “neutral” rating and set a $24.55 target price on shares of Clearwater Analytics in a research note on Thursday, February 19th. Three analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $26.17.

Clearwater Analytics Stock Up 0.0%

Shares of Clearwater Analytics stock opened at $23.80 on Friday. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.83 and a quick ratio of 1.83. The company has a 50-day moving average of $23.53 and a 200 day moving average of $21.62. The firm has a market cap of $7.03 billion, a price-to-earnings ratio of -169.95, a PEG ratio of 3.30 and a beta of 0.64. Clearwater Analytics Holdings, Inc. has a 1 year low of $15.73 and a 1 year high of $26.94.

Clearwater Analytics 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.