Capricorn Fund Managers Ltd Buys New Position in Clearwater Analytics Holdings, Inc. $CWAN

Capricorn Fund Managers Ltd purchased a new position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 124,611 shares of the company’s stock, valued at approximately $3,006,000.

A number of other hedge funds and other institutional investors have also modified their holdings of CWAN. FNY Investment Advisers LLC lifted its stake in shares of Clearwater Analytics by 339.8% during the fourth quarter. FNY Investment Advisers LLC now owns 15,000 shares of the company’s stock valued at $361,000 after buying an additional 11,589 shares during the period. Trust Point Inc. acquired a new position in Clearwater Analytics in the 4th quarter valued at $221,000. Norden Group LLC purchased a new position in shares of Clearwater Analytics during the 4th quarter worth $313,000. First Bank & Trust acquired a new stake in shares of Clearwater Analytics during the fourth quarter worth $223,000. Finally, Congress Asset Management Co. grew its position in shares of Clearwater Analytics by 18.8% in the fourth quarter. Congress Asset Management Co. now owns 839,499 shares of the company’s stock valued at $20,249,000 after purchasing an additional 132,569 shares during the period. 50.10% of the stock is currently owned by hedge funds and other institutional investors.

Clearwater Analytics News Roundup

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

Insider Buying and Selling at Clearwater Analytics

In other Clearwater Analytics news, CFO James S. Cox sold 21,631 shares of the stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $23.80, for a total transaction of $514,817.80. Following the transaction, the chief financial officer directly owned 485,419 shares in the company, valued at $11,552,972.20. This represents a 4.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CRO Scott Stanley Erickson sold 18,790 shares of the firm’s stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total transaction of $447,202.00. Following the transaction, the executive directly owned 155,119 shares of the company’s stock, valued at approximately $3,691,832.20. This represents a 10.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 780,842 shares of company stock valued at $18,360,889. Corporate insiders own 3.31% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Jefferies Financial Group downgraded Clearwater Analytics to a “hold” rating in a research report on Friday, January 16th. William Blair reaffirmed a “market perform” rating on shares of Clearwater Analytics in a research note on Monday, December 22nd. Warburg Research set a $24.55 price objective on shares of Clearwater Analytics in a report on Monday, December 22nd. Morgan Stanley reiterated an “equal weight” rating and set a $24.55 price objective (down from $27.00) on shares of Clearwater Analytics in a research note on Tuesday, January 27th. Finally, Oppenheimer downgraded shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Three 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 MarketBeat, Clearwater Analytics currently has an average rating of “Hold” and an average target price of $26.17.

Clearwater Analytics Price Performance

Shares of NYSE CWAN opened at $23.80 on Monday. The company has a quick ratio of 1.83, a current ratio of 1.83 and a debt-to-equity ratio of 0.40. Clearwater Analytics Holdings, Inc. has a fifty-two week low of $15.73 and a fifty-two week high of $26.94. The business has a 50 day moving average price of $23.52 and a two-hundred day moving average price of $21.69. The firm has a market cap of $7.03 billion, a PE ratio of -169.95, a price-to-earnings-growth ratio of 3.31 and a beta of 0.64.

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.