Versor Investments LP Makes New Investment in Clearwater Analytics Holdings, Inc. $CWAN

Posted by Stanley Muller on May 12th, 2026

Versor Investments LP purchased a new position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 163,046 shares of the company’s stock, valued at approximately $3,933,000. Clearwater Analytics accounts for about 0.6% of Versor Investments LP’s portfolio, making the stock its 25th biggest position.

A number of other institutional investors also recently added to or reduced their stakes in the business. Swiss Life Asset Management Ltd boosted its position in Clearwater Analytics by 12.4% during the 4th quarter. Swiss Life Asset Management Ltd now owns 13,143 shares of the company’s stock worth $317,000 after acquiring an additional 1,450 shares during the period. Connable Office Inc. boosted its position in Clearwater Analytics by 56.8% during the 4th quarter. Connable Office Inc. now owns 20,154 shares of the company’s stock worth $486,000 after acquiring an additional 7,302 shares during the period. Pier Capital LLC boosted its position in Clearwater Analytics by 25.7% during the 4th quarter. Pier Capital LLC now owns 681,972 shares of the company’s stock worth $16,449,000 after acquiring an additional 139,449 shares during the period. Diversify Wealth Management LLC boosted its position in Clearwater Analytics by 3.2% during the 4th quarter. Diversify Wealth Management LLC now owns 50,705 shares of the company’s stock worth $1,222,000 after acquiring an additional 1,554 shares during the period. Finally, Swedbank AB acquired a new position in Clearwater Analytics during the 4th quarter worth $14,472,000. Institutional investors and hedge funds own 50.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Morgan Stanley restated an “equal weight” rating and issued a $24.55 price objective (down from $27.00) on shares of Clearwater Analytics in a report on Tuesday, January 27th. Royal Bank Of Canada restated a “sector perform” rating and issued a $24.55 price objective (down from $36.00) on shares of Clearwater Analytics in a report on Wednesday, February 25th. UBS Group lowered 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 report on Monday, January 26th. DA Davidson restated a “neutral” rating and issued a $24.55 price objective on shares of Clearwater Analytics in a report on Thursday, February 19th. Finally, Jefferies Financial Group lowered Clearwater Analytics to a “hold” rating in a report on Friday, January 16th. Three equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $26.17.

View Our Latest Report on CWAN

Insider Activity at Clearwater Analytics

In other news, insider Subi Sethi sold 19,858 shares of the business’s stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total transaction of $472,620.40. Following the sale, the insider directly owned 388,256 shares of the company’s stock, valued at $9,240,492.80. The trade was a 4.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CRO Scott Stanley Erickson sold 18,790 shares of the business’s stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total value of $447,202.00. Following the sale, the executive directly owned 155,119 shares in the company, valued at $3,691,832.20. This trade represents a 10.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 780,842 shares of company stock valued at $18,363,380 over the last ninety days. Company insiders own 3.31% of the company’s stock.

Clearwater Analytics Stock Up 0.1%

Shares of Clearwater Analytics stock opened at $24.39 on Tuesday. The stock’s fifty day moving average is $23.77 and its 200-day moving average is $22.71. The firm has a market capitalization of $7.20 billion, a PE ratio of -135.46, a price-to-earnings-growth ratio of 3.41 and a beta of 0.61. The company has a quick ratio of 2.26, a current ratio of 2.26 and a debt-to-equity ratio of 0.39. Clearwater Analytics Holdings, Inc. has a 12-month low of $15.73 and a 12-month high of $25.07.

Clearwater Analytics (NYSE:CWAN – Get Free Report) last announced its earnings results on Thursday, May 7th. The company reported $0.16 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.16. The company had revenue of $221.23 million for the quarter, compared to analyst estimates of $214.09 million. Clearwater Analytics had a positive return on equity of 3.17% and a negative net margin of 5.88%.Clearwater Analytics’s revenue for the quarter was up 74.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.13 earnings per share. Equities analysts anticipate that Clearwater Analytics Holdings, Inc. will post 0.36 earnings per share for the current year.

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.