Tealwood Asset Management Inc. Makes New $1.50 Million Investment in Clearwater Analytics Holdings, Inc. $CWAN

Tealwood Asset Management Inc. acquired a new stake in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 62,121 shares of the company’s stock, valued at approximately $1,498,000.

Other institutional investors have also recently bought and sold shares of the company. GAMMA Investing LLC lifted its position in shares of Clearwater Analytics by 241.6% in the fourth quarter. GAMMA Investing LLC now owns 1,578 shares of the company’s stock worth $38,000 after purchasing an additional 1,116 shares in the last quarter. FNY Investment Advisers LLC increased its stake in Clearwater Analytics by 409.9% in the 3rd quarter. FNY Investment Advisers LLC now owns 3,411 shares of the company’s stock valued at $61,000 after buying an additional 2,742 shares during the last quarter. Swiss Life Asset Management Ltd bought a new stake in Clearwater Analytics during the 3rd quarter worth about $211,000. CIBC Bancorp USA Inc. acquired a new position in shares of Clearwater Analytics during the 3rd quarter worth about $474,000. Finally, Danske Bank A S acquired a new position in shares of Clearwater Analytics during the 3rd quarter worth about $36,000. Institutional investors own 50.10% of the company’s stock.

Insider Activity

In other Clearwater Analytics news, insider Subi Sethi sold 76,689 shares of Clearwater Analytics stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $1,797,590.16. Following the completion of the transaction, the insider directly owned 365,490 shares of the company’s stock, valued at $8,567,085.60. The trade was a 17.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CTO Souvik Das sold 88,848 shares of Clearwater Analytics stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total transaction of $2,082,597.12. Following the sale, the chief technology officer directly owned 207,132 shares of the company’s stock, valued at $4,855,174.08. The trade was a 30.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,002,699 shares of company stock valued at $23,741,841. 3.31% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of analysts recently issued reports on CWAN shares. UBS Group downgraded Clearwater Analytics from a “buy” rating to a “neutral” rating and lowered their target price for the company from $30.00 to $24.55 in a research report on Monday, January 26th. Weiss Ratings cut Clearwater Analytics from a “hold (c)” rating to a “sell (d+)” rating in a research report on Monday, February 23rd. Jefferies Financial Group downgraded Clearwater Analytics to a “hold” rating in a research note on Friday, January 16th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $24.55 price target (down from $36.00) on shares of Clearwater Analytics in a research report on Wednesday, February 25th. Finally, Wells Fargo & Company cut Clearwater Analytics from an “overweight” rating to an “equal weight” rating and dropped their price objective for the stock from $27.00 to $24.55 in a research note on Thursday, January 8th. Three research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $26.17.

Clearwater Analytics Stock Up 0.2%

Shares of CWAN stock opened at $23.41 on Friday. Clearwater Analytics Holdings, Inc. has a 52-week low of $15.73 and a 52-week high of $27.76. The stock has a market cap of $6.92 billion, a price-to-earnings ratio of -167.17, a PEG ratio of 3.24 and a beta of 0.67. The firm’s 50-day moving average is $23.65 and its 200-day moving average is $21.41. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.83 and a current ratio of 1.83.

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.