Kapitalo Investimentos Ltda Makes New Investment in Clearwater Analytics Holdings, Inc. $CWAN

Posted by George Bondi on Jul 21st, 2026

Kapitalo Investimentos Ltda purchased a new stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 324,166 shares of the company’s stock, valued at approximately $7,667,000. Clearwater Analytics makes up about 1.4% of Kapitalo Investimentos Ltda’s investment portfolio, making the stock its 21st largest holding. Kapitalo Investimentos Ltda owned 0.11% of Clearwater Analytics at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. EverSource Wealth Advisors LLC raised its position in shares of Clearwater Analytics by 211.1% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock worth $26,000 after purchasing an additional 720 shares during the last quarter. Los Angeles Capital Management LLC acquired a new stake in Clearwater Analytics during the 4th quarter valued at $26,000. SBI Securities Co. Ltd. grew its holdings in Clearwater Analytics by 627.5% during the 4th quarter. SBI Securities Co. Ltd. now owns 1,375 shares of the company’s stock valued at $33,000 after buying an additional 1,186 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Clearwater Analytics during the fourth quarter worth $33,000. Finally, Danske Bank A S purchased a new position in Clearwater Analytics during the third quarter worth $36,000. 50.10% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CWAN. DA Davidson restated a “neutral” rating and issued a $24.55 price objective on shares of Clearwater Analytics in a research report on Wednesday, May 20th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Clearwater Analytics in a research report on Friday, May 22nd. Two analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $24.98.

Get Our Latest Report on CWAN

Clearwater Analytics Stock Performance

NYSE CWAN opened at $24.56 on Tuesday. Clearwater Analytics Holdings, Inc. has a 12 month low of $15.73 and a 12 month high of $24.56. The company has a 50-day moving average of $24.43 and a 200-day moving average of $24.03. The company has a debt-to-equity ratio of 0.39, a current ratio of 2.26 and a quick ratio of 2.26. The company has a market cap of $7.33 billion, a P/E ratio of -136.44, a P/E/G ratio of 3.37 and a beta of 0.60.

Clearwater Analytics (NYSE:CWAN – Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $0.16 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.16. Clearwater Analytics had a negative net margin of 5.88% and a positive return on equity of 3.17%. The business had revenue of $221.23 million for the quarter, compared to analysts’ expectations of $214.09 million. During the same period last year, the company earned $0.13 earnings per share. The company’s quarterly revenue was up 74.4% on a year-over-year basis. As a group, equities analysts predict that Clearwater Analytics Holdings, Inc. will post 0.36 earnings per share for the current year.

Insider Buying and Selling

In other Clearwater Analytics news, CTO Souvik Das sold 10,000 shares of Clearwater Analytics stock in a transaction on Monday, June 8th. The shares were sold at an average price of $24.35, for a total value of $243,500.00. Following the transaction, the chief technology officer owned 180,109 shares in the company, valued at $4,385,654.15. This trade represents a 5.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director D Scott Mackesy sold 633,879 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $24.30, for a total transaction of $15,403,259.70. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 653,879 shares of company stock worth $15,890,160. 3.31% of the stock is currently owned by insiders.

About Clearwater Analytics

(Free Report)

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.