Advisors Capital Management LLC Buys New Position in Clearwater Analytics Holdings, Inc. $CWAN

Advisors Capital Management LLC bought a new stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund bought 124,906 shares of the company’s stock, valued at approximately $2,251,000.

Several other hedge funds have also made changes to their positions in CWAN. Intech Investment Management LLC increased its holdings in Clearwater Analytics by 46.4% in the second quarter. Intech Investment Management LLC now owns 157,281 shares of the company’s stock valued at $3,449,000 after buying an additional 49,845 shares during the last quarter. Future Fund LLC acquired a new position in shares of Clearwater Analytics during the 2nd quarter worth about $732,000. Hillsdale Investment Management Inc. increased its holdings in shares of Clearwater Analytics by 28.0% in the 2nd quarter. Hillsdale Investment Management Inc. now owns 190,950 shares of the company’s stock valued at $4,188,000 after acquiring an additional 41,800 shares during the last quarter. Segall Bryant & Hamill LLC raised its position in shares of Clearwater Analytics by 20.4% during the 2nd quarter. Segall Bryant & Hamill LLC now owns 384,634 shares of the company’s stock worth $8,435,000 after acquiring an additional 65,141 shares in the last quarter. Finally, Swiss National Bank lifted its stake in Clearwater Analytics by 8.2% during the second quarter. Swiss National Bank now owns 447,996 shares of the company’s stock worth $9,825,000 after purchasing an additional 33,896 shares during the last quarter. Institutional investors and hedge funds own 50.10% of the company’s stock.

Insider Transactions at Clearwater Analytics

In other news, CRO Scott Stanley Erickson sold 44,386 shares of the business’s stock in a transaction that occurred on Thursday, January 1st. The stock was sold at an average price of $24.09, for a total transaction of $1,069,258.74. Following the completion of the transaction, the executive directly owned 72,917 shares in the company, valued at approximately $1,756,570.53. The trade was a 37.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO James S. Cox sold 18,700 shares of the 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 completion of the transaction, the chief financial officer directly owned 390,697 shares of the company’s stock, valued at $8,970,403.12. This trade represents a 4.57% decrease in their ownership of the stock. 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 three months. 3.31% of the stock is currently owned by company insiders.

Clearwater Analytics News Summary

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

Clearwater Analytics Stock Performance

Shares of NYSE CWAN opened at $23.33 on Friday. The stock has a market capitalization of $6.83 billion, a P/E ratio of -166.60, a P/E/G ratio of 3.34 and a beta of 0.66. The firm’s 50-day moving average price is $23.68 and its two-hundred day moving average price is $20.90. Clearwater Analytics Holdings, Inc. has a 52-week low of $15.73 and a 52-week high of $32.00. 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 Ratings Changes

Several brokerages have recently weighed in on CWAN. Weiss Ratings restated a “hold (c)” rating on shares of Clearwater Analytics in a research report on Monday, December 29th. JPMorgan Chase & Co. reduced their price target on shares of Clearwater Analytics from $28.00 to $26.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. Oppenheimer lowered Clearwater Analytics from an “outperform” rating to a “market perform” rating in a report on Monday, December 22nd. Morgan Stanley reiterated an “equal weight” rating and set a $24.55 target price (down previously from $27.00) on shares of Clearwater Analytics in a research report on Tuesday, January 27th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $36.00 target price on shares of Clearwater Analytics in a research report on Monday, December 22nd. Four research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, Clearwater Analytics has an average rating of “Hold” and an average target price of $27.21.

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.