Clearwater Analytics Holdings, Inc.

NYSE:CWAN Stock Report

Market Cap: US$6.5b

Clearwater Analytics Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:CWAN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 May 25SellUS$298,948Kathleen CorbetIndividual12,634US$23.66
17 Mar 25SellUS$199,265Kathleen CorbetIndividual7,527US$26.47
13 Nov 24SellUS$452,353,244Welsh, Carson, Anderson & Stowe, L.P.Company15,539,445US$29.11
09 Aug 24SellUS$558,848Jacques Alfred AigrainIndividual25,000US$22.35
08 Aug 24SellUS$201,690,000Warburg Pincus LLCCompany9,000,000US$22.41

Insider Trading Volume

Insider Buying: CWAN insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CWAN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders2,459,4550.908%
General Public12,570,9434.64%
Institutions255,711,21094.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 15.1%.

Top Shareholders

Top 25 shareholders own 61.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.59%
The Vanguard Group, Inc.
23,246,312US$555.1m11.3%0.01%
6.36%
BlackRock, Inc.
17,228,510US$411.4m14.6%0.01%
4.2%
William Blair Investment Management, LLC
11,373,930US$271.6m20.9%0.35%
3.7%
Kayne Anderson Rudnick Investment Management, LLC
10,026,065US$239.4m-9.14%0.54%
3.43%
Wasatch Advisors LP
9,292,727US$221.9m-25.2%0.77%
3.02%
Welsh, Carson, Anderson & Stowe, L.P.
8,171,526US$195.1m0%43.1%
2.95%
Permira Advisers Ltd.
7,983,533US$190.6m0%4.13%
2.48%
Conestoga Capital Advisors, LLC
6,722,552US$160.5m-0.42%2.36%
2.4%
AllianceBernstein L.P.
6,491,382US$155.0m-12%0.04%
2.37%
Wellington Management Group LLP
6,412,929US$153.1m7.7%0.03%
2.25%
Warburg Pincus LLC
6,088,609US$145.4m0%4.66%
2.1%
Invesco Ltd.
5,682,348US$135.7m34.1%0.04%
2.01%
Baron Capital Group, Inc.
5,428,892US$129.6m1.95%0.33%
1.92%
Macquarie Investment Management Business Trust
5,186,097US$123.8m61.7%0.15%
1.73%
Geode Capital Management, LLC
4,676,806US$111.7m11.7%0.01%
1.69%
JP Morgan Asset Management
4,564,169US$109.0m23.6%0.01%
1.66%
State Street Global Advisors, Inc.
4,489,173US$107.2m0.74%no data
1.42%
Blackstone Inc.
3,833,333US$91.5m0%0.42%
1.25%
Capital Research and Management Company
3,378,171US$80.7m-9.25%no data
1.16%
Loomis Sayles & Company, L.P.
3,130,163US$74.7m-2.13%0.1%
1.01%
Artisan Partners Limited Partnership
2,743,255US$65.5m-25.3%0.05%
1.01%
Driehaus Capital Management LLC
2,742,511US$65.5m23.9%0.4%
0.87%
Morgan Stanley, Investment Banking and Brokerage Investments
2,359,663US$56.3m1.98%0.01%
0.8%
Norges Bank Investment Management
2,158,519US$51.5m0%no data
0.78%
Fuller & Thaler Asset Management, Inc.
2,113,738US$50.5m0%0.2%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/13 21:31
End of Day Share Price 2025/06/13 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Clearwater Analytics Holdings, Inc. is covered by 15 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew SchmidtCitigroup Inc
Kevin McVeighCredit Suisse
Peter HeckmannD.A. Davidson & Co.