Clearwater Analytics (NYSE:CWAN) CEO Sandeep Sahai Sells 233,813 Shares of Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CEO Sandeep Sahai sold 233,813 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total value of $5,480,576.72. Following the sale, the chief executive officer directly owned 1,357,138 shares of the company’s stock, valued at approximately $31,811,314.72. This trade represents a 14.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link.

Sandeep Sahai also recently made the following trade(s):

• On Wednesday, December 31st, Sandeep Sahai sold 16,394 shares of Clearwater Analytics stock. The stock was sold at an average price of $24.08, for a total transaction of $394,767.52.
• On Thursday, January 1st, Sandeep Sahai sold 134,130 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.09, for a total transaction of $3,231,191.70.

Clearwater Analytics Trading Down 0.1%

Shares of CWAN opened at $23.30 on Friday. The stock has a market capitalization of $6.82 billion, a P/E ratio of -166.39, a PEG ratio of 3.37 and a beta of 0.66. Clearwater Analytics Holdings, Inc. has a twelve month low of $15.73 and a twelve month high of $31.90. The company has a quick ratio of 1.97, a current ratio of 1.83 and a debt-to-equity ratio of 0.40. The firm has a fifty day simple moving average of $23.71 and a two-hundred day simple moving average of $20.92.

Analyst Ratings Changes

CWAN has been the subject of several research analyst reports. Warburg Research set a $24.55 price objective on Clearwater Analytics in a report on Monday, December 22nd. Jefferies Financial Group downgraded Clearwater Analytics to a “hold” rating in a report on Friday, January 16th. Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and dropped their price target for the stock from $27.00 to $24.55 in a research note on Thursday, January 8th. Oppenheimer lowered Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Finally, DA Davidson reissued a “neutral” rating and set a $24.55 price objective on shares of Clearwater Analytics in a research report on Thursday. Four investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, Clearwater Analytics has an average rating of “Hold” and a consensus price target of $27.21.

Key Stories Impacting Clearwater Analytics

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

• Positive Sentiment: Significant institutional backing remains — large managers (Vanguard, Wellington, T. Rowe, plus a new Starboard stake) have recently increased or established positions, which supports longer‑term demand for the stock. MarketBeat CWAN overview
• Neutral Sentiment: DA Davidson reaffirmed a “neutral” rating with a $24.55 price target (only modest upside from current levels), signaling analyst views are cautious/steady rather than bullish. DA Davidson note via TickerReport
• Neutral Sentiment: Coverage of Q4 results and key metrics is mixed — earnings writeups (Zacks, SeattlePI, Yahoo valuation pieces) highlight some operational momentum but leave room for interpretation vs. estimates, so the report did not clearly swing sentiment. Zacks Q4 earnings coverage
• Negative Sentiment: Large insider sales by top executives on Feb. 17–18: CEO Sandeep Sahai, CTO Souvik Das, CFO James Cox, CRO Scott Erickson and another insider each sold substantial blocks (~tens to hundreds of thousands of shares), trimming ownership by double‑digit percentages — this volume can pressure near‑term sentiment even if sales are preplanned. SEC filing (example CEO sale)
• Negative Sentiment: Kaskela Law announced an investigation into whether the recently proposed shareholder buyout price is fair, which raises legal/transactional risk and could complicate or reprice the deal for investors. Litigation or a negotiated raise in price would be material. GlobeNewswire: Kaskela investigation

Institutional Investors Weigh In On Clearwater Analytics

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. AQR Capital Management LLC lifted its position in Clearwater Analytics by 1,027.1% during the first quarter. AQR Capital Management LLC now owns 132,828 shares of the company’s stock valued at $3,560,000 after buying an additional 121,043 shares during the period. Integrated Wealth Concepts LLC bought a new position in shares of Clearwater Analytics in the 1st quarter worth about $208,000. Woodline Partners LP lifted its position in Clearwater Analytics by 75.2% during the 1st quarter. Woodline Partners LP now owns 20,066 shares of the company’s stock valued at $538,000 after acquiring an additional 8,613 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Clearwater Analytics by 1.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 459,292 shares of the company’s stock valued at $12,309,000 after acquiring an additional 6,826 shares during the period. Finally, Envestnet Portfolio Solutions Inc. boosted its stake in Clearwater Analytics by 144.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 19,399 shares of the company’s stock worth $425,000 after acquiring an additional 11,458 shares in the last quarter. 50.10% of the stock is owned by hedge funds and other institutional investors.

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.