Clearwater Analytics (NYSE:CWAN) CEO Sandeep Sahai Sells 51,967 Shares

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CEO Sandeep Sahai sold 51,967 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 $1,236,814.60. Following the sale, the chief executive officer owned 1,415,619 shares in the company, valued at $33,691,732.20. The trade was a 3.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Sandeep Sahai also recently made the following trade(s):

• On Wednesday, February 18th, Sandeep Sahai sold 233,813 shares of Clearwater Analytics stock. The shares were sold at an average price of $23.44, for a total value of $5,480,576.72.

Clearwater Analytics Stock Performance

Clearwater Analytics stock opened at $23.80 on Friday. Clearwater Analytics Holdings, Inc. has a 12-month low of $15.73 and a 12-month high of $26.94. The stock has a 50-day simple moving average of $23.53 and a 200 day simple moving average of $21.62. The company has a quick ratio of 1.83, a current ratio of 1.83 and a debt-to-equity ratio of 0.40. The stock has a market capitalization of $7.03 billion, a price-to-earnings ratio of -169.95, a P/E/G ratio of 3.30 and a beta of 0.64.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on CWAN shares. William Blair reissued a “market perform” rating on shares of Clearwater Analytics in a report on Monday, December 22nd. DA Davidson reiterated a “neutral” rating and issued a $24.55 price objective on shares of Clearwater Analytics in a research report on Thursday, February 19th. Morgan Stanley reissued an “equal weight” rating and issued a $24.55 target price (down from $27.00) on shares of Clearwater Analytics in a research note on Tuesday, January 27th. Royal Bank Of Canada restated a “sector perform” rating and set a $24.55 target price (down from $36.00) on shares of Clearwater Analytics in a research report on Wednesday, February 25th. Finally, Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and cut their price target for the company from $27.00 to $24.55 in a research note on Thursday, January 8th. Three research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $26.17.

Institutional Trading of Clearwater Analytics

A number of institutional investors and hedge funds have recently modified their holdings of the stock. AQR Capital Management LLC boosted its stake in Clearwater Analytics by 1,027.1% during the 1st quarter. AQR Capital Management LLC now owns 132,828 shares of the company’s stock worth $3,560,000 after acquiring an additional 121,043 shares during the last quarter. Integrated Wealth Concepts LLC bought a new stake in Clearwater Analytics in the first quarter valued at approximately $208,000. Woodline Partners LP increased its stake in Clearwater Analytics by 75.2% in the first quarter. Woodline Partners LP now owns 20,066 shares of the company’s stock valued at $538,000 after purchasing an additional 8,613 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Clearwater Analytics by 1.5% in the first 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 purchasing an additional 6,826 shares during the period. Finally, Cetera Investment Advisers boosted its position in shares of Clearwater Analytics by 201.4% during the second quarter. Cetera Investment Advisers now owns 46,484 shares of the company’s stock worth $1,019,000 after purchasing an additional 31,061 shares in the last quarter. 50.10% of the stock is owned by institutional investors.

Clearwater Analytics News Roundup

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

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.