Scott Stanley Erickson Sells 18,790 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CRO Scott Stanley Erickson sold 18,790 shares of the stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $23.80, for a total transaction of $447,202.00. Following the completion of the transaction, the executive directly owned 155,119 shares in the company, valued at $3,691,832.20. The trade was a 10.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Scott Stanley Erickson also recently made the following trade(s):

• On Wednesday, February 18th, Scott Stanley Erickson sold 74,530 shares of Clearwater Analytics stock. The stock was sold at an average price of $23.44, for a total transaction of $1,746,983.20.

Clearwater Analytics Stock Down 0.0%

Shares of CWAN opened at $23.80 on Friday. Clearwater Analytics Holdings, Inc. has a 52 week low of $15.73 and a 52 week high of $26.94. The firm has a market cap of $7.03 billion, a P/E ratio of -169.95, a price-to-earnings-growth ratio of 3.31 and a beta of 0.64. The firm’s 50-day simple moving average is $23.52 and its 200 day simple moving average is $21.65. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.83 and a current ratio of 1.83.

Hedge Funds Weigh In On Clearwater Analytics

A number of hedge funds have recently added to or reduced their stakes in the stock. Starboard Value LP acquired a new position in Clearwater Analytics in the 4th quarter valued at $240,212,000. Wellington Management Group LLP grew its holdings in shares of Clearwater Analytics by 108.7% during the 3rd quarter. Wellington Management Group LLP now owns 17,793,701 shares of the company’s stock worth $320,642,000 after purchasing an additional 9,268,950 shares in the last quarter. Norges Bank bought a new position in shares of Clearwater Analytics in the fourth quarter worth $184,271,000. Vanguard Group Inc. raised its stake 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 in the last quarter. Finally, Hood River Capital Management LLC acquired a new position in Clearwater Analytics in the second quarter valued at about $99,105,000. Institutional investors own 50.10% of the company’s stock.

Key Stories Impacting Clearwater Analytics

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

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on CWAN shares. DA Davidson reiterated a “neutral” rating and set a $24.55 target price on shares of Clearwater Analytics in a research note on Thursday, February 19th. Morgan Stanley restated an “equal weight” rating and issued a $24.55 price target (down from $27.00) on shares of Clearwater Analytics in a research note on Tuesday, January 27th. Weiss Ratings cut Clearwater Analytics from a “hold (c)” rating to a “sell (d+)” rating in a research report on Monday, February 23rd. Royal Bank Of Canada reissued a “sector perform” rating and set a $24.55 target price (down from $36.00) on shares of Clearwater Analytics in a report on Wednesday, February 25th. Finally, Warburg Research set a $24.55 target price on shares of Clearwater Analytics in a research report on Monday, December 22nd. Three equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Clearwater Analytics presently has an average rating of “Hold” and an average price target of $26.17.

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.