James Cox Sells 21,631 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 21,631 shares of the stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total value of $514,817.80. Following the sale, the chief financial officer directly owned 485,419 shares in the company, valued at $11,552,972.20. This trade represents a 4.27% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Clearwater Analytics Stock Down 0.0%

Shares of NYSE CWAN opened at $23.80 on Friday. 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 company has a market cap of $7.03 billion, a P/E ratio of -169.95, a P/E/G ratio of 3.31 and a beta of 0.64. Clearwater Analytics Holdings, Inc. has a 52 week low of $15.73 and a 52 week high of $26.94. The business has a 50-day simple moving average of $23.52 and a two-hundred day simple moving average of $21.65.

Institutional Investors Weigh In On Clearwater Analytics

Institutional investors and hedge funds have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC lifted its position in Clearwater Analytics by 211.1% during the fourth quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock valued at $26,000 after purchasing an additional 720 shares during the last quarter. Los Angeles Capital Management LLC bought a new position in shares of Clearwater Analytics in the 4th quarter worth $26,000. SBI Securities Co. Ltd. raised its position in shares of Clearwater Analytics by 627.5% during the 4th quarter. SBI Securities Co. Ltd. now owns 1,375 shares of the company’s stock valued at $33,000 after buying an additional 1,186 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Clearwater Analytics during the 4th quarter valued at $33,000. Finally, Private Trust Co. NA lifted its holdings in shares of Clearwater Analytics by 643.3% during the 4th quarter. Private Trust Co. NA now owns 1,546 shares of the company’s stock worth $37,000 after acquiring an additional 1,338 shares during the last quarter. 50.10% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on CWAN shares. Warburg Research set a $24.55 target price on shares of Clearwater Analytics in a report on Monday, December 22nd. DA Davidson reissued a “neutral” rating and issued a $24.55 price target on shares of Clearwater Analytics in a report on Thursday, February 19th. Royal Bank Of Canada restated a “sector perform” rating and set a $24.55 price target (down from $36.00) on shares of Clearwater Analytics in a research report on Wednesday, February 25th. Morgan Stanley reaffirmed an “equal weight” rating and issued a $24.55 price target (down from $27.00) on shares of Clearwater Analytics in a report on Tuesday, January 27th. Finally, Loop Capital lowered Clearwater Analytics from a “buy” rating to a “hold” rating and dropped their price objective for the company from $25.00 to $24.55 in a research note on Monday, December 22nd. Three research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Clearwater Analytics presently has an average rating of “Hold” and an average target price of $26.17.

Key Clearwater Analytics News

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

• Positive Sentiment: Institutional buying: Several large funds have recently increased positions (AQR, UBS, Woodline), signaling continued institutional interest that can stabilize the share base.
• Neutral Sentiment: Analyst stance is largely muted (consensus “Hold”) and several brokers have price targets clustered near the mid-$20s; that suggests limited near-term upside from analyst revisions.
• Neutral Sentiment: Insiders still retain large stakes (CEO Sandeep Sahai remains a >1.4M-share holder), which reduces—but does not eliminate—concerns that executives are exiting entirely. CEO SEC Filing
• Negative Sentiment: Clustered insider selling: Multiple senior officers sold shares the same day (CEO, CFO, CTO, CRO and another insider — ~127k shares total, ~ $3M at reported prices). Clustered top-executive sales often weigh on sentiment because they look like officers taking money off the table. Insider Trades
• Negative Sentiment: Options flow indicates downside positioning: unusually large put buying (~17,402 puts, ~+71% vs. average daily put volume), which can increase short-term selling pressure and volatility.
• Negative Sentiment: Shareholder litigation/investigation: Plaintiffs’ firm Scott+Scott launched an investigation into whether Clearwater’s directors breached fiduciary duties tied to the proposed buyout by Warburg Pincus and Permira — legal scrutiny can delay the transaction, add uncertainty to deal terms, and create potential liability. Investor Alert

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.