Clearwater Analytics (NYSE:CWAN) CFO James Cox Sells 21,631 Shares

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 21,631 shares of the company’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 $514,817.80. Following the sale, the chief financial officer directly owned 485,419 shares of the company’s stock, valued at $11,552,972.20. The trade was a 4.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Clearwater Analytics Price Performance

Shares of NYSE:CWAN traded up $0.01 during midday trading on Thursday, hitting $23.80. The company’s stock had a trading volume of 3,977,279 shares, compared to its average volume of 10,208,298. The company has a market cap of $7.03 billion, a P/E ratio of -169.95, a price-to-earnings-growth ratio of 3.28 and a beta of 0.64. Clearwater Analytics Holdings, Inc. has a 12-month low of $15.73 and a 12-month high of $26.94. The business’s 50 day simple moving average is $23.54 and its 200 day simple moving average is $21.61. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.83 and a current ratio of 1.83.

Institutional Trading of Clearwater Analytics

A number of hedge funds and other institutional investors have recently made changes to their positions in CWAN. Starboard Value LP purchased a new stake in shares of Clearwater Analytics during the 4th quarter valued at approximately $240,212,000. Wellington Management Group LLP grew its position in Clearwater Analytics by 108.7% in the third quarter. Wellington Management Group LLP now owns 17,793,701 shares of the company’s stock worth $320,642,000 after acquiring an additional 9,268,950 shares during the period. Norges Bank purchased a new position in Clearwater Analytics in the fourth quarter worth approximately $184,271,000. Vanguard Group Inc. increased its stake in Clearwater Analytics by 21.9% during the third quarter. Vanguard Group Inc. now owns 33,261,349 shares of the company’s stock worth $599,370,000 after acquiring an additional 5,967,798 shares during the last quarter. Finally, Hood River Capital Management LLC acquired a new stake in Clearwater Analytics during the second quarter worth $99,105,000. Institutional investors and hedge funds own 50.10% of the company’s stock.

Key Headlines Impacting Clearwater Analytics

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

• Neutral Sentiment: Analysts maintain a consensus “Hold” on CWAN, indicating limited near-term upside from broker views. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Receives Consensus Rating of “Hold” from Analysts
• Negative Sentiment: Scott+Scott has opened an investigation into whether Clearwater’s directors breached fiduciary duties related to the proposed buyout by Warburg Pincus and Permira — litigation risk and governance concerns can pressure the stock. CLEARWATER ANALYTICS HOLDINGS, INC. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates Clearwater Analytics Holdings, Inc.’s Directors for Breach of Fiduciary Duties – CWAN
• Negative Sentiment: Unusually large put-option volume — traders bought ~17,402 puts (≈ +71% vs. normal). This indicates increased short/hedge interest and can add downward pressure on the stock.
• Negative Sentiment: CEO Sandeep Sahai sold 51,967 shares at an average $23.80 (≈ $1.24M). Insider selling from the CEO can be read as a negative signal by investors. SEC Filing – Sandeep Sahai Sale
• Negative Sentiment: Insider Subi Sethi sold 19,858 shares at $23.80; position reduced ~4.87%. SEC Filing – Subi Sethi Sale
• Negative Sentiment: CTO Souvik Das sold 14,686 shares at $23.80 (≈6.5% reduction). SEC Filing – Souvik Das Sale
• Negative Sentiment: CFO James S. Cox sold 21,631 shares at $23.80 (≈4.3% reduction). SEC Filing – James S. Cox Sale
• Negative Sentiment: CRO Scott Stanley Erickson sold 18,790 shares at $23.80 (≈10.8% reduction). Multiple C‑suite sell-offs in the same day amplify the negative signal. SEC Filing – Scott Stanley Erickson Sale

Analyst Upgrades and Downgrades

CWAN has been the topic of several recent research reports. DA Davidson restated a “neutral” rating and set a $24.55 target price on shares of Clearwater Analytics in a report on Thursday, February 19th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $24.55 price objective (down from $36.00) on shares of Clearwater Analytics in a research report on Wednesday, February 25th. Loop Capital lowered 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 note on Monday, December 22nd. UBS Group cut Clearwater Analytics from a “buy” rating to a “neutral” rating and dropped their target price for the company from $30.00 to $24.55 in a report on Monday, January 26th. Finally, Weiss Ratings downgraded Clearwater Analytics from a “hold (c)” rating to a “sell (d+)” rating in a research note on Monday, February 23rd. Three analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Clearwater Analytics presently has a consensus rating of “Hold” and a consensus target price of $26.17.

About Clearwater Analytics

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.