Legal & General Group Plc Acquires 35,520 Shares of Clearwater Analytics Holdings, Inc. $CWAN

Posted by Brenda Bartman on Jun 6th, 2026

Legal & General Group Plc increased its holdings in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 11.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 332,979 shares of the company’s stock after purchasing an additional 35,520 shares during the period. Legal & General Group Plc’s holdings in Clearwater Analytics were worth $8,031,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Swedbank AB bought a new position in shares of Clearwater Analytics during the 4th quarter valued at about $14,472,000. EverSource Wealth Advisors LLC lifted its holdings 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 valued at $26,000 after purchasing an additional 720 shares in the last quarter. Global Retirement Partners LLC lifted its holdings in shares of Clearwater Analytics by 8,927.3% during the 4th quarter. Global Retirement Partners LLC now owns 1,986 shares of the company’s stock valued at $48,000 after purchasing an additional 1,964 shares in the last quarter. Banque Cantonale Vaudoise bought a new position in shares of Clearwater Analytics during the 4th quarter valued at about $72,000. Finally, Covestor Ltd lifted its stake in Clearwater Analytics by 145.2% in the 4th quarter. Covestor Ltd now owns 14,985 shares of the company’s stock valued at $362,000 after acquiring an additional 8,874 shares in the last quarter. Institutional investors own 50.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on CWAN. Royal Bank Of Canada restated a “sector perform” rating and issued a $24.55 target price (down from $36.00) on shares of Clearwater Analytics in a research note on Wednesday, February 25th. DA Davidson restated a “neutral” rating and issued a $24.55 target price on shares of Clearwater Analytics in a research note on Wednesday, May 20th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Clearwater Analytics in a research note on Friday, May 22nd. Three research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $26.17.

View Our Latest Stock Report on Clearwater Analytics

Insider Activity

In other Clearwater Analytics news, CTO Souvik Das sold 14,686 shares of the business’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total transaction of $349,526.80. Following the transaction, the chief technology officer owned 210,109 shares of the company’s stock, valued at $5,000,594.20. The trade was a 6.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Sandeep Sahai sold 51,967 shares of the business’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total value of $1,236,814.60. Following the transaction, the chief executive officer directly owned 1,415,619 shares in the company, valued at $33,691,732.20. This trade represents a 3.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 194,332 shares of company stock worth $4,624,562. Corporate insiders own 3.31% of the company’s stock.

Clearwater Analytics Trading Down 0.0%

NYSE CWAN opened at $24.38 on Friday. The stock has a market capitalization of $7.28 billion, a price-to-earnings ratio of -135.41, a PEG ratio of 3.35 and a beta of 0.60. The stock’s 50 day moving average price is $24.15 and its two-hundred day moving average price is $23.49. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.26 and a current ratio of 2.26. Clearwater Analytics Holdings, Inc. has a 52 week low of $15.73 and a 52 week high of $25.07.

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

Clearwater Analytics Profile

(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.