Clearwater Analytics (NYSE:CWAN) CEO Sells $1,236,814.60 in Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CEO Sandeep Sahai sold 51,967 shares of the business’s 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 $1,236,814.60. Following the completion of the sale, the chief executive officer directly owned 1,415,619 shares in the company, valued at approximately $33,691,732.20. This trade represents a 3.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

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

• On Wednesday, February 18th, Sandeep Sahai sold 233,813 shares of Clearwater Analytics stock. The stock was sold at an average price of $23.44, for a total transaction of $5,480,576.72.

Clearwater Analytics Stock Down 0.0%

Clearwater Analytics stock opened at $23.80 on Friday. The firm has a 50 day simple moving average of $23.52 and a 200 day simple moving average of $21.67. 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 $26.94. The firm has a market capitalization of $7.03 billion, a price-to-earnings ratio of -169.95, a P/E/G ratio of 3.31 and a beta of 0.64.

Institutional Investors Weigh In On Clearwater Analytics

A number of institutional investors and hedge funds have recently bought and sold shares of CWAN. AQR Capital Management LLC lifted its position in Clearwater Analytics by 1,027.1% during the first quarter. AQR Capital Management LLC now owns 132,828 shares of the company’s stock valued at $3,560,000 after purchasing an additional 121,043 shares during the last quarter. Integrated Wealth Concepts LLC bought a new position in shares of Clearwater Analytics in the 1st quarter worth $208,000. Woodline Partners LP raised its position in shares of Clearwater Analytics by 75.2% during the 1st quarter. Woodline Partners LP now owns 20,066 shares of the company’s stock valued at $538,000 after buying an additional 8,613 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Clearwater Analytics by 1.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 459,292 shares of the company’s stock worth $12,309,000 after acquiring an additional 6,826 shares during the last quarter. Finally, Cetera Investment Advisers lifted its holdings in shares of Clearwater Analytics by 201.4% during the 2nd quarter. Cetera Investment Advisers now owns 46,484 shares of the company’s stock worth $1,019,000 after acquiring an additional 31,061 shares during the last quarter. 50.10% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

CWAN has been the topic of a number of analyst reports. Loop Capital lowered Clearwater Analytics from a “buy” rating to a “hold” rating and decreased their price objective for the company from $25.00 to $24.55 in a research note on Monday, December 22nd. Weiss Ratings lowered Clearwater Analytics from a “hold (c)” rating to a “sell (d+)” rating in a report on Monday, February 23rd. Jefferies Financial Group cut Clearwater Analytics to a “hold” rating in a research report on Friday, January 16th. Wells Fargo & Company downgraded shares of Clearwater Analytics from an “overweight” rating to an “equal weight” rating and lowered their price target for the stock from $27.00 to $24.55 in a report on Thursday, January 8th. Finally, UBS Group lowered shares of Clearwater Analytics from a “buy” rating to a “neutral” rating and cut their price objective for the company from $30.00 to $24.55 in a research report on Monday, January 26th. Three equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Clearwater Analytics has a consensus rating of “Hold” and an average price target of $26.17.

Key Stories Impacting Clearwater Analytics

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.