CWAN
Clearwater Analytics Holdings, Inc.
$24.35
-0.18%
$7.3B
No data for this timeframe.
Vol
Market Cap$7.3B
Cap SizeMid Cap
Analyst ConsensusHold (47%)
Inst. Holders7 funds
Inst. Value$1.3B
Inst. Activity4 buys / 1 sells
Insider Activity0B / 16S
Insider Net $-$4.9M
SEC Reports6
Recent Activity
May 20, 2026
short_volume
Short Volume: CWAN — 58.4% short (0.4M / 0.6M)
Short: 350,132 | Exempt: 0 | TRF Vol: 599,481 | Short Ratio: 58.4% | Off-exchange volume (dark pool
May 8, 2026
Insider
Das Souvik sold 10,000 shares
Chief Technology Officer @ $24.34 ($243.4K)
May 7, 2026
SEC
CWAN reported Q1 2026 revenue of $221.2M (+74% YoY) and non-GAAP EPS of $0.16, in line with consensus. The company is be
8-K — Impact 3/10
Apr 16, 2026
SEC
Two C-suite executives at Clearwater Analytics (CWAN) sold shares in a coordinated 7-day window, totaling $419,000 in op
CLUSTER — Impact 5/10
Apr 15, 2026
SEC
James Cox, an officer of Clearwater Analytics Holdings, Inc., filed a Form 144 notifying intent to sell up to 13,700 sha
144 — Impact 3/10
Apr 15, 2026
Insider
Cox James S sold 13,141 shares
Chief Financial Officer @ $4.40 ($57.8K)
Apr 15, 2026
Insider
Cox James S sold 7,425 shares
Chief Financial Officer @ $24.07 ($178.7K)
Inst.
NORGES BANK — NEW
7,639,740 shares ($184.3M)
Price Targets
$24.47
+0.5% upside
Hold
Current $24.36
Low $24.00
Median $24.55
High $24.55
7 analysts
$24.00
$24.55
Analyst Ratings
3Strong Buy
4Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 20, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Feb 26, 2026 | RBC Capital | DOWNGRADE | Outperform → Sector Perform |
| Feb 24, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Feb 19, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Jan 27, 2026 | Morgan Stanley | DOWNGRADE | Overweight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.16 ▼ -5.2% | $0.14 — $0.17 | 32% YoY | 7 |
| Next Q | $0.17 ▼ -9.5% | $0.16 — $0.18 | 19% YoY | 7 |
| Current FY | $0.68 ▼ -2.7% | $0.65 — $0.72 | 25% YoY | 8 |
| Next FY | $0.26 | $0.26 — $0.26 | 271% YoY | 1 |
Latest Reports
NEUTRAL
8-K
3/10
CWAN reported Q1 2026 revenue of $221.2M (+74% YoY) and non-GAAP EPS of $0.16, in line with consensus. The company is be
May 7, 2026
BEARISH
CLUSTER
5/10
Two C-suite executives at Clearwater Analytics (CWAN) sold shares in a coordinated 7-day window, totaling $419,000 in op
Apr 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $803.5M | — |
| MORGAN STANLEY | $189.5M | ADD |
| NORGES BANK | $184.3M | NEW |
| BANK OF AMERICA CORP | $76.9M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $61.9M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | Das Souvik | SELL | $243.4K |
| Apr 15, 2026 | Cox James | M | $57.8K |
| Apr 15, 2026 | Cox James | SELL | $178.7K |
| Apr 15, 2026 | Cox James | F | $57.4K |
| Apr 15, 2026 | Cox James | M | $0.00 |
7 institutional holders with $1.3B total value (55,054,609 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 33,311,706 | $803.5M | 60.5% | — |
| 2 | MORGAN STANLEY | 7,855,686 | $189.5M | 14.3% | ADD +58.2% |
| 3 | NORGES BANK | 7,639,740 | $184.3M | 13.9% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 3,189,026 | $76.9M | 5.8% | ADD +33.3% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,568,147 | $61.9M | 4.7% | ADD +28.2% |
| 6 | WELLS FARGO & COMPANY/MN | 473,178 | $11.4M | 0.9% | ADD +45.8% |
| 7 | FMR LLC | 17,126 | $413.1K | 0.0% | DOUBLED +131.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,639,740 | — | $184.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 2,392,784 | 3,189,026 | +33.3% | $76.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 324,432 | 473,178 | +45.8% | $11.4M | 2025-Q4 |
| FMR LLC | DOUBLED | 7,405 | 17,126 | +131.3% | $413.1K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 81,499 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | ADD | 4,285,391 | 6,780,915 | +58.2% | $122.2M | 2025-Q3 |
| UBS Group AG | DOUBLED | 1,230,519 | 4,297,683 | +249.3% | $77.4M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 1,240,963 | 324,432 | -73.9% | $5.8M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 14,899 | 81,499 | +447.0% | $1.5M | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 953,282 | 7,405 | -99.2% | $133.4K | 2025-Q3 |
| NORGES BANK | EXIT | 4,856,526 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 140,540 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 4,856,526 | — | $106.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,144,831 | 2,273,191 | +98.6% | $49.9M | 2025-Q2 |
| UBS Group AG | DOUBLED | 403,397 | 1,230,519 | +205.0% | $27.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 323,628 | 140,540 | -56.6% | $3.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 1,359,100 | 14,899 | -98.9% | $326.7K | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 3,664,559 | 1,906,249 | -48.0% | $51.1M | 2025-Q1 |
| FMR LLC | DOUBLED | 43,772 | 782,357 | +1687.3% | $21.0M | 2025-Q1 |
| NORGES BANK | EXIT | 2,158,519 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 366,017 | 3,664,559 | +901.2% | $100.8M | 2024-Q4 |
| NORGES BANK | NEW | — | 2,158,519 | — | $59.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 1,295,413 | 1,660,566 | +28.2% | $45.7M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 305,000 | 1,507,900 | +394.4% | $41.5M | 2024-Q4 |
| UBS Group AG | DOUBLED | 115,186 | 461,833 | +300.9% | $12.7M | 2024-Q4 |
5 unique insiders with 16 transactions. Net insider value: -$4.9M ($0.00 bought, $4.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | Das Souvik | Chief Technology Officer | SELL | 10,000 | $24.34 | $243.4K |
| Apr 15, 2026 | Cox James S | Chief Financial Officer | M | 13,141 | $4.40 | $57.8K |
| Apr 15, 2026 | Cox James S | Chief Financial Officer | SELL | 7,425 | $24.07 | $178.7K |
| Apr 15, 2026 | Cox James S | Chief Financial Officer | F | 2,387 | $24.06 | $57.4K |
| Apr 15, 2026 | Cox James S | Chief Financial Officer | M | 13,141 | $0.00 | $0.00 |
| Apr 8, 2026 | Das Souvik | Chief Technology Officer | SELL | 10,000 | $24.01 | $240.1K |
| Mar 31, 2026 | Sahai Sandeep | Chief Executive Officer | SELL | 35,717 | $23.80 | $850.0K |
| Mar 31, 2026 | Sethi Subi | Chief Client Officer | M | 7,813 | $0.00 | $0.00 |
| Mar 31, 2026 | Sahai Sandeep | Chief Executive Officer | M | 12,539 | $0.00 | $0.00 |
| Mar 31, 2026 | Sethi Subi | Chief Client Officer | SELL | 3,641 | $23.80 | $86.7K |
| Mar 31, 2026 | Sahai Sandeep | Chief Executive Officer | M | 12,539 | $0.00 | $0.00 |
| Mar 31, 2026 | Sethi Subi | Chief Client Officer | M | 7,813 | $0.00 | $0.00 |
| Mar 31, 2026 | Das Souvik | Chief Technology Officer | SELL | 2,738 | $23.80 | $65.2K |
| Mar 31, 2026 | Das Souvik | Chief Technology Officer | M | 4,688 | $0.00 | $0.00 |
| Mar 31, 2026 | Cox James S | Chief Financial Officer | SELL | 1,783 | $23.80 | $42.4K |
| Mar 31, 2026 | Das Souvik | Chief Technology Officer | M | 4,688 | $0.00 | $0.00 |
| Mar 31, 2026 | Cox James S | Chief Financial Officer | M | 3,125 | $0.00 | $0.00 |
| Mar 31, 2026 | Erickson Scott Stanley | Chief Revenue Officer | M | 3,125 | $0.00 | $0.00 |
| Mar 31, 2026 | Cox James S | Chief Financial Officer | M | 3,125 | $0.00 | $0.00 |
| Mar 31, 2026 | Erickson Scott Stanley | Chief Revenue Officer | M | 3,125 | $0.00 | $0.00 |
| Mar 31, 2026 | Erickson Scott Stanley | Chief Revenue Officer | SELL | 14,378 | $23.80 | $342.2K |
| Mar 16, 2026 | Cox James S | Chief Financial Officer | SELL | 13,700 | $23.32 | $319.5K |
| Mar 16, 2026 | Cox James S | Chief Financial Officer | M | 37,235 | $4.40 | $163.8K |
| Mar 16, 2026 | Cox James S | Chief Financial Officer | M | 37,235 | $0.00 | $0.00 |
| Mar 16, 2026 | Cox James S | Chief Financial Officer | F | 23,535 | $23.32 | $548.9K |
| Mar 9, 2026 | Das Souvik | Chief Technology Officer | SELL | 10,000 | $23.37 | $233.7K |
| Feb 18, 2026 | Sethi Subi | Chief Client Officer | M | 45,832 | $0.00 | $0.00 |
| Feb 18, 2026 | Sethi Subi | Chief Client Officer | SELL | 21,302 | $23.44 | $499.4K |
| Feb 18, 2026 | Cox James S | Chief Financial Officer | M | 18,332 | $0.00 | $0.00 |
| Feb 18, 2026 | Cox James S | Chief Financial Officer | SELL | 9,710 | $23.44 | $227.6K |
| Feb 18, 2026 | Sahai Sandeep | Chief Executive Officer | M | 73,558 | $0.00 | $0.00 |
| Feb 18, 2026 | Sahai Sandeep | Chief Executive Officer | SELL | 34,533 | $23.44 | $809.5K |
| Feb 18, 2026 | Erickson Scott Stanley | Chief Revenue Officer | M | 18,332 | $0.00 | $0.00 |
| Feb 18, 2026 | Erickson Scott Stanley | Chief Revenue Officer | SELL | 9,742 | $23.44 | $228.4K |
| Feb 18, 2026 | Das Souvik | Chief Technology Officer | M | 27,500 | $0.00 | $0.00 |
| Feb 18, 2026 | Das Souvik | Chief Technology Officer | SELL | 14,566 | $23.44 | $341.5K |
| Feb 11, 2026 | Das Souvik | Chief Technology Officer | A | 142,548 | $0.00 | $0.00 |
| Feb 11, 2026 | Cox James S | Chief Financial Officer | A | 215,982 | $0.00 | $0.00 |
| Feb 11, 2026 | Sethi Subi | Chief Client Officer | A | 215,982 | $0.00 | $0.00 |
| Feb 11, 2026 | Sahai Sandeep | Chief Executive Officer | A | 607,341 | $0.00 | $0.00 |
| Feb 11, 2026 | Erickson Scott Stanley | Chief Revenue Officer | A | 215,982 | $0.00 | $0.00 |
| Feb 9, 2026 | Das Souvik | Chief Technology Officer | SELL | 10,000 | $23.89 | $238.9K |
6 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 5.2/10.
NEUTRAL
8-K
3/10
CWAN reported Q1 2026 revenue of $221.2M (+74% YoY) and non-GAAP EPS of $0.16, in line with consensu
May 7, 2026
BEARISH
CLUSTER
5/10
Two C-suite executives at Clearwater Analytics (CWAN) sold shares in a coordinated 7-day window, tot
Apr 16, 2026
NEUTRAL
144
3/10
James Cox, an officer of Clearwater Analytics Holdings, Inc., filed a Form 144 notifying intent to s
Apr 15, 2026
BULLISH
DEFM14A
8/10
Clearwater Analytics (CWAN) shareholders are being asked to vote on a $7.1 billion take-private merg
Apr 8, 2026
NEUTRAL
10-K/A
3/10
Clearwater Analytics filed an amended 10-K to include previously omitted Part III disclosures on dir
Apr 1, 2026
BULLISH
PREM14A
9/10
Clearwater Analytics Holdings, Inc. (CWAN) has agreed to be acquired by a private equity consortium
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (47% buy). Based on 15 analysts: 3 strong buy, 4 buy, 8 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$24.47 mean target
+0.5% upside
Hold (3.00)
$24.00 Low
$24.55 High
| Metric | Value |
|---|---|
| Current Price | $24.36 |
| Target Low | $24.00 |
| Target Mean | $24.47 |
| Target Median | $24.55 |
| Target High | $24.55 |
| # Analysts | 7 |
| Recommendation | Hold (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.16 | $0.14 | $0.17 | 32.1% | -5.2% | 1↑ 1↓ | $0.2B | 27.7% | 7 |
| Next Q 2026-09-30 |
$0.17 | $0.16 | $0.18 | 19.4% | -9.5% | 0↑ 1↓ | $0.2B | 17.4% | 7 |
| Current FY 2026-12-31 |
$0.68 | $0.65 | $0.72 | 25.2% | -2.7% | 1↑ 0↓ | $0.9B | 29.8% | 8 |
| Next FY 2027-12-31 |
$0.26 | $0.26 | $0.26 | 271.4% | +0.0% | 0↑ 1↓ | $1.1B | 17.2% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.159 | |
| 7d ago | $0.170 | -0.011 |
| 30d ago | $0.167 | -0.009 |
| 60d ago | $0.167 | -0.009 |
| 90d ago | $0.165 | -0.007 |
9 analyst firms have rated this stock: 0 upgrades, 9 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 20, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 26, 2026 | RBC Capital | DOWNGRADE | Outperform | Sector Perform |
| Feb 24, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 19, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Jan 27, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Jan 26, 2026 | UBS | DOWNGRADE | Buy | Neutral |
| Jan 16, 2026 | DA Davidson | DOWNGRADE | Buy | Neutral |
| Jan 8, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Dec 23, 2025 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Dec 22, 2025 | Oppenheimer | DOWNGRADE | Outperform | Perform |
| Dec 22, 2025 | Loop Capital | DOWNGRADE | Buy | Hold |
| Dec 22, 2025 | RBC Capital | REITERATE | Outperform | Outperform |
| Dec 22, 2025 | William Blair | DOWNGRADE | Outperform | Market Perform |
| Dec 10, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 4 | 8 | 0 | 0 | 47% | |
| Apr 1, 2026 | 3 | 4 | 8 | 0 | 0 | 47% | |
| Mar 1, 2026 | 3 | 4 | 9 | 0 | 0 | 44% | |
| Feb 1, 2026 | 3 | 5 | 8 | 0 | 0 | 50% | |
| Jan 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 20, 2026
short_volume
Short Volume: CWAN — 58.4% short (0.4M / 0.6M)
Short: 350,132 | Exempt: 0 | TRF Vol: 599,481 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CWAN — 68.6% short (0.5M / 0.7M)
Short: 480,955 | Exempt: 104 | TRF Vol: 701,020 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
CWAN Q1 2026 Earnings After Market Close — 2026-05-07
Apr 7, 2026
short_volume
Short Volume: CWAN — 61.4% short (0.7M / 1.1M)
Short: 663,992 | Exempt: 16,800 | TRF Vol: 1,081,289 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)