Insider Selling: Clearwater Analytics (NYSE:CWAN) CEO Sells $5,480,576.72 in Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CEO Sandeep Sahai sold 233,813 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total value of $5,480,576.72. Following the sale, the chief executive officer directly owned 1,357,138 shares of the company’s stock, valued at $31,811,314.72. This trade represents a 14.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Sandeep Sahai also recently made the following trade(s):

• On Wednesday, December 31st, Sandeep Sahai sold 16,394 shares of Clearwater Analytics stock. The stock was sold at an average price of $24.08, for a total value of $394,767.52.
• On Thursday, January 1st, Sandeep Sahai sold 134,130 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.09, for a total transaction of $3,231,191.70.

Clearwater Analytics Stock Down 0.1%

NYSE CWAN traded down $0.03 during trading on Friday, reaching $23.30. The company’s stock had a trading volume of 10,028,900 shares, compared to its average volume of 14,593,130. The company has a current ratio of 1.97, a quick ratio of 1.97 and a debt-to-equity ratio of 0.42. The stock has a market capitalization of $6.82 billion, a PE ratio of -166.39, a PEG ratio of 3.34 and a beta of 0.66. Clearwater Analytics Holdings, Inc. has a 1-year low of $15.73 and a 1-year high of $31.90. The business has a 50-day moving average price of $23.68 and a 200-day moving average price of $20.90.

Clearwater Analytics News Summary

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

• Positive Sentiment: Significant institutional backing remains — large managers (Vanguard, Wellington, T. Rowe, plus a new Starboard stake) have recently increased or established positions, which supports longer‑term demand for the stock. MarketBeat CWAN overview
• Neutral Sentiment: DA Davidson reaffirmed a “neutral” rating with a $24.55 price target (only modest upside from current levels), signaling analyst views are cautious/steady rather than bullish. DA Davidson note via TickerReport
• Neutral Sentiment: Coverage of Q4 results and key metrics is mixed — earnings writeups (Zacks, SeattlePI, Yahoo valuation pieces) highlight some operational momentum but leave room for interpretation vs. estimates, so the report did not clearly swing sentiment. Zacks Q4 earnings coverage
• Negative Sentiment: Large insider sales by top executives on Feb. 17–18: CEO Sandeep Sahai, CTO Souvik Das, CFO James Cox, CRO Scott Erickson and another insider each sold substantial blocks (~tens to hundreds of thousands of shares), trimming ownership by double‑digit percentages — this volume can pressure near‑term sentiment even if sales are preplanned. SEC filing (example CEO sale)
• Negative Sentiment: Kaskela Law announced an investigation into whether the recently proposed shareholder buyout price is fair, which raises legal/transactional risk and could complicate or reprice the deal for investors. Litigation or a negotiated raise in price would be material. GlobeNewswire: Kaskela investigation

Wall Street Analysts Forecast Growth

CWAN has been the topic of several recent research reports. Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and cut their target price for the company from $27.00 to $24.55 in a report on Thursday, January 8th. Jefferies Financial Group downgraded Clearwater Analytics to a “hold” rating in a research note on Friday, January 16th. UBS Group cut Clearwater Analytics from a “buy” rating to a “neutral” rating and decreased their target price for the stock from $30.00 to $24.55 in a research report on Monday, January 26th. Royal Bank Of Canada reiterated an “outperform” rating and set a $36.00 price target on shares of Clearwater Analytics in a report on Monday, December 22nd. Finally, Loop Capital cut shares of Clearwater Analytics from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $25.00 to $24.55 in a research note on Monday, December 22nd. Four analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, Clearwater Analytics currently has a consensus rating of “Hold” and a consensus price target of $27.21.

Institutional Trading of Clearwater Analytics

A number of institutional investors and hedge funds have recently modified their holdings of the company. EverSource Wealth Advisors LLC grew its stake in Clearwater Analytics by 211.1% during the fourth quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock worth $26,000 after buying an additional 720 shares during the last quarter. Los Angeles Capital Management LLC bought a new stake in Clearwater Analytics during the 4th quarter worth approximately $26,000. Versant Capital Management Inc increased its holdings in Clearwater Analytics by 189.3% during the 3rd quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock valued at $28,000 after purchasing an additional 1,024 shares in the last quarter. First Horizon Advisors Inc. raised its position in Clearwater Analytics by 278.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock valued at $33,000 after purchasing an additional 1,121 shares during the last quarter. Finally, Essex Investment Management Co. LLC boosted its stake in Clearwater Analytics by 54.9% in the third quarter. Essex Investment Management Co. LLC now owns 1,806 shares of the company’s stock worth $33,000 after purchasing an additional 640 shares in the last quarter. 50.10% of the stock is currently owned by institutional investors.

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.