Peregrine Capital Management LLC Purchases 199,288 Shares of Clearwater Analytics Holdings, Inc. $CWAN

Peregrine Capital Management LLC grew its position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 54.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 565,278 shares of the company’s stock after buying an additional 199,288 shares during the quarter. Peregrine Capital Management LLC owned 0.19% of Clearwater Analytics worth $10,186,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in CWAN. Hilltop National Bank boosted its position in shares of Clearwater Analytics by 12.6% during the third quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock valued at $100,000 after buying an additional 619 shares during the last quarter. Bessemer Group Inc. lifted its stake in shares of Clearwater Analytics by 84.6% in the 2nd quarter. Bessemer Group Inc. now owns 1,545 shares of the company’s stock worth $35,000 after purchasing an additional 708 shares during the period. First Horizon Advisors Inc. increased its stake in Clearwater Analytics by 278.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock worth $33,000 after buying an additional 1,121 shares in the last quarter. Nisa Investment Advisors LLC raised its stake in Clearwater Analytics by 36.7% during the 2nd quarter. Nisa Investment Advisors LLC now owns 4,288 shares of the company’s stock valued at $94,000 after purchasing an additional 1,151 shares during the period. Finally, Magnetar Financial LLC grew its holdings in Clearwater Analytics by 10.4% during the 2nd quarter. Magnetar Financial LLC now owns 14,819 shares of the company’s stock valued at $325,000 after buying an additional 1,393 shares in the last quarter. 50.10% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research report on Monday, December 22nd. Loop Capital cut Clearwater Analytics from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $25.00 to $24.55 in a research report on Monday, December 22nd. DA Davidson reaffirmed a “buy” rating and set a $30.00 target price on shares of Clearwater Analytics in a research report on Wednesday, December 10th. William Blair reiterated a “market perform” rating on shares of Clearwater Analytics in a research note on Monday, December 22nd. Finally, Wall Street Zen downgraded shares of Clearwater Analytics from a “hold” rating to a “sell” rating in a report on Saturday, November 22nd. Seven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $28.42.

Clearwater Analytics Trading Down 0.1%

CWAN stock opened at $24.09 on Friday. The business’s 50-day moving average is $21.43 and its 200 day moving average is $20.46. Clearwater Analytics Holdings, Inc. has a 12-month low of $15.73 and a 12-month high of $32.00. The company has a current ratio of 1.97, a quick ratio of 1.97 and a debt-to-equity ratio of 0.42. The stock has a market cap of $7.05 billion, a price-to-earnings ratio of 15.74, a PEG ratio of 3.48 and a beta of 0.66.

Clearwater Analytics (NYSE:CWAN) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.14 earnings per share for the quarter, missing analysts’ consensus estimates of $0.16 by ($0.02). Clearwater Analytics had a return on equity of 2.77% and a net margin of 61.28%.The business had revenue of $205.11 million for the quarter, compared to analyst estimates of $203.66 million. During the same quarter in the previous year, the firm posted $0.14 earnings per share. The business’s revenue was up 77.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Clearwater Analytics Holdings, Inc. will post 0.18 EPS for the current fiscal year.

Insider Transactions at Clearwater Analytics

In other Clearwater Analytics news, insider Subi Sethi sold 25,646 shares of Clearwater Analytics stock in a transaction on Thursday, January 1st. The shares were sold at an average price of $24.09, for a total value of $617,812.14. Following the transaction, the insider directly owned 277,189 shares in the company, valued at approximately $6,677,483.01. The trade was a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO James S. Cox sold 63,709 shares of the business’s stock in a transaction that occurred on Thursday, January 1st. The stock was sold at an average price of $24.09, for a total value of $1,534,749.81. Following the transaction, the chief financial officer owned 400,691 shares in the company, valued at $9,652,646.19. The trade was a 13.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 429,739 shares of company stock worth $10,101,275. Insiders own 3.31% of the company’s stock.

Key Clearwater Analytics News

Here are the key news stories impacting Clearwater Analytics this week:

• Positive Sentiment: RBC Capital reiterated its Buy rating on CWAN, signaling continued analyst conviction in the company’s fundamentals and deal thesis; that support may limit downside while the buyout process proceeds. RBC Keeps Their Buy Rating on Clearwater Analytics
• Neutral Sentiment: Wells Fargo reaffirmed an “Equal Weight” rating but trimmed its price target from $27.00 to $24.55 — effectively aligning the target with the announced buyout price. The unchanged rating plus a lower PT is a mild headwind but not a full downgrade. Wells Fargo Reaffirms Equal Weight, Lowers PT
• Negative Sentiment: Kaskela Law announced an investigation into whether the proposed $24.55-per-share buyout undervalues CWAN, which raises the prospect of litigation or shareholder pressure for a higher bid — a development that can create deal uncertainty and short‑term volatility. Kaskela Law Investigates Buyout Fairness
• Negative Sentiment: Multiple insider sale filings were reported (including large blocks sold by senior officers), which can be read as a signal of reduced insider conviction or simply liquidity/heirsizing — but the scale of reported sales is likely adding downward pressure on sentiment. Example: James Cox Sells Shares

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.