Subi Sethi Sells 19,858 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) insider Subi Sethi sold 19,858 shares of the stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $23.80, for a total transaction of $472,620.40. Following the completion of the sale, the insider directly owned 388,256 shares in the company, valued at approximately $9,240,492.80. This represents a 4.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Subi Sethi also recently made the following trade(s):

• On Wednesday, February 18th, Subi Sethi sold 76,689 shares of Clearwater Analytics stock. The stock was sold at an average price of $23.44, for a total transaction of $1,797,590.16.

Clearwater Analytics Stock Performance

Shares of CWAN stock opened at $23.80 on Friday. The company has a market cap of $7.03 billion, a P/E ratio of -169.95, a PEG ratio of 3.31 and a beta of 0.64. The firm has a fifty day moving average price of $23.52 and a 200 day moving average price of $21.65. The company has a current ratio of 1.83, a quick ratio of 1.83 and a debt-to-equity ratio of 0.40. Clearwater Analytics Holdings, Inc. has a 12 month low of $15.73 and a 12 month high of $26.94.

Analysts Set New Price Targets

A number of research firms have recently commented on CWAN. Wells Fargo & Company downgraded Clearwater Analytics from an “overweight” rating to an “equal weight” rating and dropped their price objective for the company from $27.00 to $24.55 in a report on Thursday, January 8th. Oppenheimer downgraded 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 issued a $24.55 price target (down from $27.00) on shares of Clearwater Analytics in a research note on Tuesday, January 27th. DA Davidson reissued a “neutral” rating and set a $24.55 price objective on shares of Clearwater Analytics in a report on Thursday, February 19th. Finally, William Blair restated a “market perform” rating on shares of Clearwater Analytics in a research report on Monday, December 22nd. Three analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Clearwater Analytics has a consensus rating of “Hold” and an average price target of $26.17.

Institutional Trading of Clearwater Analytics

Several institutional investors and hedge funds have recently made changes to their positions in CWAN. Essex Investment Management Co. LLC boosted its position in shares of Clearwater Analytics by 27.2% in the 4th quarter. Essex Investment Management Co. LLC now owns 2,298 shares of the company’s stock valued at $55,000 after purchasing an additional 492 shares during the period. Mackenzie Financial Corp increased its position in Clearwater Analytics by 3.7% during the fourth quarter. Mackenzie Financial Corp now owns 15,466 shares of the company’s stock worth $372,000 after buying an additional 545 shares during the period. Cim LLC lifted its stake in Clearwater Analytics by 0.8% in the third quarter. Cim LLC now owns 66,184 shares of the company’s stock valued at $1,193,000 after buying an additional 557 shares during the last quarter. Hilltop National Bank lifted its stake in Clearwater Analytics by 12.6% in the third quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock valued at $100,000 after buying an additional 619 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of Clearwater Analytics by 211.1% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock valued at $26,000 after acquiring an additional 720 shares during the period. 50.10% of the stock is owned by hedge funds and other institutional investors.

More 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

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.