InsidersTradesSigma
Clearwater Analytics Holdings, Inc. Stock: price and management transactions · United States · SEC (Form 4)
Follow the Clearwater Analytics Holdings, Inc. share price and the full insider trade history of the company, a publicly traded company based in United States. Shares are quoted on US US, under the supervision of SEC (Form 4). Operating in the Business Services sector, Clearwater Analytics Holdings, Inc. has logged 282 public disclosures. Market capitalisation: €7.3bn. The latest transaction was reported on 25 June 2026 (Disposition). Among the most active insiders: Cox James S. The full history is free.
282
Insider Decl.
0
Thresholds
€20m
55 ops.
Buy Volume
€7m
33 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Clearwater Analytics Holdings, Inc. Hold (neutral), based on 5 analysts. Average price target: US$24.44.
36Σ signal
Informational score on this market. Our backtest validates the signal only on 8 EU venues; elsewhere (notably US markets) insider buys historically invert or do not hold. Not a recommendation.
Fundamental score
Ranked 18,509 of 25,535 companies
36.7
score / 100
Value40
Quality34
FCF yld2.1%
Earn yld-0.5%
EV/EBITDA·
ROE-3.1%
Gross mgn67%
Net mgn-5.3%
Debt/EBITDA7.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 25 June 2026
Declarations282 total
20,481 sharesClass A Common StockSEC:0001193125-26-283287:0
136,573 sharesClass A Common StockSEC:0001193125-26-283273:0
136,573 sharesClass B Common StockSEC:0001193125-26-283273:1
241,833 sharesClass A Common StockSEC:0001193125-26-283273:2
220,137 sharesClass A Common StockSEC:0001193125-26-283279:0
220,137 sharesClass B Common StockSEC:0001193125-26-283279:1
531,457 sharesClass A Common StockSEC:0001193125-26-283279:2
26,584 sharesClass A Common StockSEC:0001193125-26-283285:0
180,372 sharesClass A Common StockSEC:0001193125-26-283289:0
388,256 sharesClass A Common StockSEC:0001193125-26-283293:0
1,416,794 sharesClass A Common StockSEC:0001193125-26-283300:0
155,119 sharesClass A Common StockSEC:0001193125-26-283303:0
480,419 sharesClass A Common StockSEC:0001193125-26-283304:0
633,879 sharesClass A Common StockSEC:0001193125-26-274464:0
30,000 sharesClass A Common StockSEC:0001193125-26-273176:0
10,000 sharesClass A Common StockSEC:0001879939-26-000022:0
292,180 sharesClass B Common StockSEC:0001193125-26-252177:0
292,180 sharesClass A Common StockSEC:0001193125-26-252177:1
16,898 shares@ US$4.4034.9% of flowClass A Common StockSEC:0001441361-25-000007
16,898 shares@ US$4.400.0009% mcap34.9% of flowClass A Common StockSEC:0001441361-25-000007:0
10,000 shares@ US$20.000.0024% mcap45.1% of flowClass A Common StockSEC:0001562180-25-006160:0
10,000 shares@ US$20.0045.1% of flowClass A Common StockSEC:0001562180-25-006160
113,648 shares@ US$4.404.6% of flowClass A Common StockSEC:0001562180-25-005431:0
63,648 shares@ US$22.152512.9% of flowClass A Common StockSEC:0001562180-25-005431:1
50,000 shares@ US$22.152510.2% of flowClass A Common StockSEC:0001562180-25-005431:2
25 of 282 declarations
About Clearwater Analytics Holdings, Inc.
Clearwater Analytics Holdings, Inc. (NYSE: CWAN) is a U.S.-based enterprise software company focused on cloud-native solutions for institutional investment management. Headquartered in Boise, Idaho, United States, Clearwater has built its business around a SaaS platform designed to automate mission-critical workflows such as portfolio accounting, investment data aggregation, regulatory and investor reporting, analytics, and, more recently, more integrated front-to-back operating processes. The company was founded in the early 2000s and has gradually established itself as a reference provider for institutional clients seeking a modern, standardized, highly automated investment technology stack. Clearwater’s business model centers on a single-instance, multi-tenant cloud platform, which supports data consistency, scalability, and operational efficiency. Its customer base includes institutional investors across global public and private markets, with particular relevance for insurers, asset managers, funds, banks, pension plans, and other organizations managing complex portfolios. This positions Clearwater at the intersection of enterprise software and financial services, with a value proposition built on reducing operational risk, improving transparency, and streamlining investment operations. From a competitive standpoint, Clearwater is positioned as a leading platform for institutional investment operations, especially as legacy systems remain fragmented, costly to maintain, and difficult to integrate. The company’s 2025 acquisition of Enfusion materially expanded its reach into the front office and active portfolio management workflows, while the integration of Beacon broadened its trading, risk management, and cross-asset analytics capabilities. Clearwater has also been expanding into more specialized use cases, including energy-related risk solutions, signaling a broader product strategy beyond its core historical accounting and reporting franchise. Recent developments have been highly material. Clearwater reported strong 2025 and early 2026 financial results, highlighting revenue growth, rising annualized recurring revenue, and efficiency gains tied to generative AI initiatives. In December 2025, an investor group led by Permira and Warburg Pincus announced a definitive agreement to acquire all outstanding shares in an all-cash transaction, making this a major strategic event for shareholders. For investors, CWAN represents a U.S. NYSE-listed financial technology and enterprise software platform exposed to the secular digitization of institutional investment management.
