Clearwater Analytics Holdings, Inc. $CWAN Holdings Raised by Granite Investment Partners LLC

Granite Investment Partners LLC increased its stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 18.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 312,068 shares of the company’s stock after purchasing an additional 48,208 shares during the quarter. Granite Investment Partners LLC owned about 0.11% of Clearwater Analytics worth $5,623,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of CWAN. Hilltop National Bank raised its position in shares of Clearwater Analytics by 12.6% during the 3rd quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock worth $100,000 after buying an additional 619 shares in the last quarter. Essex Investment Management Co. LLC raised its holdings in Clearwater Analytics by 54.9% during 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. Bessemer Group Inc. lifted its position in Clearwater Analytics by 84.6% in the second quarter. Bessemer Group Inc. now owns 1,545 shares of the company’s stock worth $35,000 after purchasing an additional 708 shares during the period. Versant Capital Management Inc lifted its position in Clearwater Analytics by 189.3% in the third quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock worth $28,000 after purchasing an additional 1,024 shares during the period. Finally, First Horizon Advisors Inc. boosted its stake in Clearwater Analytics by 278.9% during 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 in the last quarter. Institutional investors and hedge funds own 50.10% of the company’s stock.

Insiders Place Their Bets

In related news, CFO James S. Cox sold 93,930 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total value of $2,201,719.20. Following the completion of the transaction, the chief financial officer owned 474,114 shares of the company’s stock, valued at approximately $11,113,232.16. This trade represents a 16.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CRO Scott Stanley Erickson sold 74,530 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $1,746,983.20. Following the sale, the executive directly owned 138,630 shares in the company, valued at approximately $3,249,487.20. This trade represents a 34.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,032,399 shares of company stock worth $24,345,918 in the last quarter. Corporate insiders own 3.31% of the company’s stock.

Wall Street Analyst Weigh In

CWAN has been the subject of several research analyst reports. William Blair restated a “market perform” rating on shares of Clearwater Analytics in a report on Monday, December 22nd. Warburg Research set a $24.55 price target on shares of Clearwater Analytics in a research report on Monday, December 22nd. Jefferies Financial Group lowered shares of Clearwater Analytics to a “hold” rating in a research report on Friday, January 16th. UBS Group cut shares of Clearwater Analytics from a “buy” rating to a “neutral” rating and lowered their price objective for the stock from $30.00 to $24.55 in a research note on Monday, January 26th. Finally, Morgan Stanley reissued an “equal weight” rating and set a $24.55 target price (down from $27.00) on shares of Clearwater Analytics in a research note on Tuesday, January 27th. Four analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $27.21.

Clearwater Analytics Price Performance

NYSE CWAN opened at $23.30 on Monday. 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 1 year low of $15.73 and a 1 year high of $31.90. The company has a market cap of $6.82 billion, a PE ratio of -166.39, a PEG ratio of 3.24 and a beta of 0.66. The stock’s 50-day moving average price is $23.71 and its two-hundred day moving average price is $20.93.

Trending Headlines about Clearwater Analytics

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

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.