InsidersTradesSigma
Track the Clearwater Analytics Holdings, Inc. stock price and the full directors' dealings record of the company, a listed equity based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Business Services sector, Clearwater Analytics Holdings, Inc. has published 358 public disclosures. Market capitalisation: €7.3bn. The latest transaction was filed on 25 June 2026 (Disposition). Among the most active insiders: Cox James S. All data is accessible without an account.
358
Insider Decl.
n/a
Thresholds
€12m
35 ops.
Buy Volume
€12m
59 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.
33Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 20,908 of 29,063 companies
36.9
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 analysis generation is paused.
Last declaration on 25 June 2026
Declarations358 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
10,000 shares@ US$24.370.0033% mcap100.0% of flowCommonSEC144:0001950047-26-005777
292,180 sharesClass B Common StockSEC:0001193125-26-252177:0
292,180 sharesClass A Common StockSEC:0001193125-26-252177:1
3,792 shares@ US$4.400.0002% mcap0.4% of flowClass A Common StockSEC:0001441361-26-000018:1
2,387 shares@ US$24.060.0008% mcap1.3% of flowClass A Common StockSEC:0001441361-26-000018:5
8,271 shares@ US$24.07160.0026% mcap4.5% of flowClass A Common StockSEC:0001441361-26-000018:6
5,000 shares@ US$24.07180.0016% mcap2.7% of flowClass A Common StockSEC:0001441361-26-000018:9
13,141 shares@ US$4.400.0008% mcap1.3% of flowClass A Common StockSEC:0001441361-26-000018:0
20,035 shares@ US$4.400.0012% mcap2.0% of flowClass A Common StockSEC:0001441361-26-000018:2
25 of 358 declarations
关于 Clearwater Analytics Holdings, Inc.
Clearwater Analytics Holdings, Inc. (NYSE: CWAN) 是一家总部位于美国的SaaS企业软件公司，专注于为机构投资管理提供云原生解决方案。Clearwater总部位于美国爱达荷州博伊西，其业务围绕一个SaaS平台构建，旨在自动化关键任务工作流程，如投资组合会计、投资数据聚合、监管和投资者报告、分析，以及最近更集成的端到端运营流程。该公司成立于2000年代初期，并逐渐确立了自己作为寻求现代化、标准化、高度自动化投资技术栈的机构客户的参考提供商地位。 Clearwater的业务模式以单一实例、多租户云平台为中心，该平台支持数据一致性、可扩展性和运营效率。其客户群包括全球公共和私人市场的机构投资者，尤其与保险公司、资产管理公司、基金、银行、养老金计划以及其他管理复杂投资组合的组织相关。这使得Clearwater处于企业软件和金融服务的交汇点，其价值主张建立在降低运营风险、提高透明度和简化投资运营的基础上。 从竞争角度来看，Clearwater被定位为机构投资运营的领先平台，尤其是在传统系统仍然分散、维护成本高昂且难以集成的情况下。该公司于2025年收购Enfusion，显著扩大了其在前台和主动投资组合管理工作流程方面的覆盖范围，而Beacon的整合则拓宽了其交易、风险管理和跨资产分析能力。Clearwater还在向更专业的用例扩展，包括能源相关风险解决方案，这表明其产品战略已超越其核心历史会计和报告特许经营权。 最近的发展非常重要。Clearwater报告了2025年和2026年初强劲的财务业绩，突出了收入增长、年度经常性收入的增加以及与生成式AI计划相关的效率提升。2025年12月，由Permira和Warburg Pincus牵头的投资者集团宣布达成最终协议，以全现金交易方式收购所有已发行股份，这成为股东的一项重大战略事件。对于投资者而言，CWAN代表了一个在美国纽约证券交易所上市的金融科技和企业软件平台，受益于机构投资管理的长期数字化趋势。
