Clearwater Analytics Holdings, Inc. $CWAN Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. cut its stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 16.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 509,972 shares of the company’s stock after selling 98,473 shares during the quarter. Envestnet Asset Management Inc. owned about 0.17% of Clearwater Analytics worth $9,190,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Versant Capital Management Inc raised its stake in Clearwater Analytics by 189.3% during the third quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock worth $28,000 after purchasing an additional 1,024 shares during the period. First Horizon Advisors Inc. raised its position in shares of Clearwater Analytics by 278.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock valued at $33,000 after buying an additional 1,121 shares during the period. Bessemer Group Inc. lifted its holdings in Clearwater Analytics by 84.6% in the second quarter. Bessemer Group Inc. now owns 1,545 shares of the company’s stock valued at $35,000 after acquiring an additional 708 shares during the last quarter. Nisa Investment Advisors LLC grew its position in Clearwater Analytics by 36.7% in the second quarter. Nisa Investment Advisors LLC now owns 4,288 shares of the company’s stock worth $94,000 after acquiring an additional 1,151 shares during the period. Finally, Hilltop National Bank increased its stake in Clearwater Analytics by 12.6% during the third quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock worth $100,000 after acquiring an additional 619 shares during the last quarter. Hedge funds and other institutional investors own 50.10% of the company’s stock.

Clearwater Analytics News Roundup

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

• Positive Sentiment: Q4 results showed strength: EPS of $0.15 matched consensus and rose from $0.13 a year ago, while revenue of $217.46M slightly beat estimates and jumped 71.9% year-over-year — a clear growth signal. Company Press Release
• Positive Sentiment: Valuation note: a Yahoo Finance analysis estimates CWAN may be roughly 11.5% undervalued on mixed momentum, which could support upside if fundamentals continue to improve. Yahoo Finance Valuation Article
• Neutral Sentiment: DA Davidson reaffirmed a “neutral” rating and set a $24.55 price target (roughly mid-single-digit upside from recent levels), signaling limited near-term analyst conviction. Benzinga TickerReport
• Neutral Sentiment: Analyst write-ups (Zacks, SeattlePI) provide deeper metric-level analysis of the Q4 results — useful for assessing revenue composition and margin drivers but not changing the headline beat/match narrative. Zacks Q4 Analysis SeattlePI Snapshot
• Neutral Sentiment: Industry commentary (e.g., InsiderMonkey referencing past acquisition-related moves) notes episodic catalysts for share moves; relevance is situational and not an immediate driver of today’s move. InsiderMonkey
• Negative Sentiment: Insider selling: CFO James Cox sold 18,700 shares on Feb 17 at an average ~$22.96 for ~$429K, trimming his stake ~4.6% — a signal some investors view as negative even though his remaining holding is still large. InsiderTrades / MarketBeat
• Negative Sentiment: Analyst positioning is mixed-to-cautious: several recent downgrades/price-target trims to holds/neutral (MarketBeat summary) keep consensus sentiment muted despite pockets of buy ratings; consensus target remains above current price but reflects tempered upside. MarketBeat Analyst Summary

Insider Buying and Selling

In other news, insider Subi Sethi sold 25,646 shares of the stock in a transaction dated Thursday, January 1st. The stock was sold at an average price of $24.09, for a total value of $617,812.14. Following the transaction, the insider owned 277,189 shares in the company, valued at approximately $6,677,483.01. This represents a 8.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO James S. Cox sold 18,700 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $22.96, for a total value of $429,352.00. Following the sale, the chief financial officer owned 390,697 shares of the company’s stock, valued at approximately $8,970,403.12. The trade was a 4.57% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 464,589 shares of company stock valued at $11,036,452 over the last 90 days. 3.31% of the stock is currently owned by corporate insiders.

Clearwater Analytics Trading Up 0.8%

NYSE CWAN opened at $23.33 on Friday. Clearwater Analytics Holdings, Inc. has a 52 week low of $15.73 and a 52 week high of $32.00. The firm has a 50 day moving average of $23.68 and a two-hundred day moving average of $20.90. The stock has a market capitalization of $6.83 billion, a PE ratio of -166.60, a price-to-earnings-growth ratio of 3.34 and a beta of 0.66. The company has a quick ratio of 1.97, a current ratio of 1.97 and a debt-to-equity ratio of 0.42.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on CWAN shares. Loop Capital lowered Clearwater Analytics from a “buy” rating to a “hold” rating and decreased their price target for the company from $25.00 to $24.55 in a research note on Monday, December 22nd. Jefferies Financial Group cut shares of Clearwater Analytics to a “hold” rating in a research report on Friday, January 16th. Royal Bank Of Canada reiterated an “outperform” rating and set a $36.00 price target on shares of Clearwater Analytics in a research report on Monday, December 22nd. William Blair reissued a “market perform” rating on shares of Clearwater Analytics in a research note on Monday, December 22nd. Finally, DA Davidson reaffirmed a “neutral” rating and set a $24.55 price objective on shares of Clearwater Analytics in a research report on Thursday. Four research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $27.21.

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.