Clearwater Analytics (CWAN)

CWAN Holdings, LLC • CWAN Acquisition, LLC • Clearwater Analytics, LLC • Clearwater Property Holdings, LLC • Clearwater Analytics, Ltd. • Clearwater Analytics India Private Limited • Clearwater Analytics Singapore Private Limited • Clearwater Analytics France SAS • Clearwater Analytics GmbH ...

CWAN stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$32.38

Low target

$22.00

High target

$40.00

Latest filings (excl ownership)

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8-K

Submission of Matters to a Vote of Security Holders

19 Nov 24

Prospectus supplement for primary offering

12 Nov 24

DEFA14A

Additional proxy soliciting materials

6 Nov 24

6 Nov 24

Clearwater Analytics Announces Third Quarter 2024 Financial Results

6 Nov 24

8-K

Submission of Matters to a Vote of Security Holders

30 Oct 24

Transcripts

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CWAN

Earnings call transcript

2024 Q3

6 Nov 24

CWAN

Earnings call transcript

2024 Q2

31 Jul 24

CWAN

Earnings call transcript

2024 Q1

1 May 24

CWAN

Earnings call transcript

2023 Q4

28 Feb 24

CWAN

Earnings call transcript

2023 Q3

1 Nov 23

CWAN

Earnings call transcript

2023 Q2

2 Aug 23

CWAN

Earnings call transcript

2023 Q2

2 Aug 23

CWAN

Earnings call transcript

2023 Q1

4 May 23

CWAN

Earnings call transcript

2023 Q1

4 May 23

CWAN

Earnings call transcript

2022 Q4

21 Feb 23

Latest ownership filings

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James S Cox

17 Dec 24

Change in insider ownership

16 Dec 24

144

Notice of proposed sale of securities

16 Dec 24

144

Notice of proposed sale of securities

Notice of proposed sale of securities

9 Dec 24

Change in insider ownership

Notice of proposed sale of securities

2 Dec 24

144

Notice of proposed sale of securities

2 Dec 24

Financial summary

Financial statements Chart CWAN financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2024

CWAN institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	232	185	+25.4%
Opened positions	75	157	-52.2%
Closed positions	28	6	+366.7%
Increased positions	79	13	+507.7%
Reduced positions	52	3	+1633.3%

13F shares	Current	Prev Q	Change
Total value	3.40 tn	2.50 tn	+35.7%
Total shares	382.67 mm	343.01 mm	+11.6%
Total puts	39.90 k	14.72 k	+171.1%
Total calls	59.30 k	56.60 k	+4.8%
Total put/call ratio	0.7	0.3	+158.8%

Largest owners	Shares	Value	Change
Wcas Xiii Carbon Analytics Acquisition	111.02 mm	$0.00	0.0%
Galibier Purchaser	33.22 mm	$0.00	0.0%
VII GP S.a r.l. Permira	33.22 mm	$0.00	0.0%
Permira	20.25 mm	$374.98 bn	-21.0%
Vanguard	17.61 mm	$326.10 bn	+16.4%
Wasatch Advisors	17.58 mm	$325.50 bn	+7.2%
Stad Marc	11.83 mm	$302.93 mm	0.0%
Kayne Anderson Rudnick Investment Management	11.37 mm	$210.66 bn	+1.1%
BLK BlackRock	11.32 mm	$209.58 bn	+196.9%
William Blair Investment Management	10.43 mm	$193.18 bn	NEW

Largest transactions	Shares	Bought/sold	Change
William Blair Investment Management	10.43 mm	+10.43 mm	NEW
BLK BlackRock	11.32 mm	+7.50 mm	+196.9%
Permira	20.25 mm	-5.37 mm	-21.0%
Citadel Advisors	4.04 mm	+4.04 mm	NEW
Fred Alger Management	2.95 mm	+2.95 mm	NEW
Vanguard	17.61 mm	+2.48 mm	+16.4%
Hood River Capital Management	2.34 mm	+2.34 mm	NEW
JHG Janus Henderson	1.91 mm	+1.91 mm	NEW
Geode Capital Management	3.32 mm	+1.80 mm	+118.2%
STT State Street	2.61 mm	+1.68 mm	+181.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

CWAN insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
16 Dec 24	James S Cox	Class A Common Stock	Sell	Dispose S	No	Yes	29.6509	5,000	148.25 k	214,044
16 Dec 24	James S Cox	Class A Common Stock	Sell	Dispose S	No	Yes	29.6529	13,700	406.24 k	219,044
16 Dec 24	James S Cox	Class A Common Stock	Payment of exercise	Dispose F	No	No	29.6529	18,918	560.97 k	232,744
16 Dec 24	James S Cox	Class A Common Stock	Option exercise	Acquire M	No	No	4.4	32,618	143.52 k	251,662
16 Dec 24	James S Cox	Stock Option Class A Common Stock	Option exercise	Dispose M	No	No	4.4	32,618	143.52 k	9,365
12 Dec 24	Wcas Xiii Carbon Analytics Acquisition	Class C Common Stock	Other	Dispose J	Yes	No	0	518,652	0.00	10,786,830
12 Dec 24	Wcas Xiii Carbon Analytics Acquisition	Class D Common Stock	Other	Dispose J	Yes	No	0	364,447	0.00	8,171,526
12 Dec 24	Wcas Xiii Carbon Analytics Acquisition	CWAN Holdings LLC Interests Class A or Class C Common Stock	Other	Dispose J	Yes	No	0	518,652	0.00	10,786,830
9 Dec 24	Sandeep Sahai	Class A Common Stock	Sell	Dispose S	No	Yes	28.9359	139,172	4.03 mm	441,724
9 Dec 24	Sandeep Sahai	Class A Common Stock	Payment of exercise	Dispose F	No	No	28.9359	159,790	4.62 mm	580,896