Clearwater Analytics Holdings, Inc. $CWAN Stock Holdings Lessened by Riverbridge Partners LLC

Key Points

• Riverbridge Partners LLC reduced its stake in Clearwater Analytics by 11.5% in Q4, selling 169,426 shares and ending the period with 1,298,714 shares (about 0.44% of the company) valued at $31.33 million.
• Company insiders have been net sellers recently—including the CFO and CTO—with insiders offloading 1,002,699 shares worth $23.74 million over the last quarter, leaving insiders owning 3.31% of the stock.
• Clearwater trades around $23.49 with a market cap of $6.94 billion and a 52‑week range of $15.73–$27.62; analysts' consensus is a Hold with an average target of $26.17 and several recent target cuts to about $24.55.

Riverbridge Partners LLC lessened its stake in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN - Free Report) by 11.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,298,714 shares of the company's stock after selling 169,426 shares during the period. Riverbridge Partners LLC owned about 0.44% of Clearwater Analytics worth $31,325,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in shares of 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 purchasing an additional 5,967,798 shares during the period. Wellington Management Group LLP boosted its position in shares of Clearwater Analytics by 108.7% in the 3rd quarter. Wellington Management Group LLP now owns 17,793,701 shares of the company's stock valued at $320,642,000 after purchasing an additional 9,268,950 shares during the period. Wasatch Advisors LP increased its stake in Clearwater Analytics by 3.0% in the 2nd quarter. Wasatch Advisors LP now owns 9,567,391 shares of the company's stock worth $209,813,000 after purchasing an additional 274,664 shares in the last quarter. Bamco Inc. NY increased its stake in Clearwater Analytics by 25.9% in the 3rd quarter. Bamco Inc. NY now owns 7,675,038 shares of the company's stock worth $138,304,000 after purchasing an additional 1,580,323 shares in the last quarter. Finally, Blair William & Co. IL raised its holdings in Clearwater Analytics by 83.5% during the 3rd quarter. Blair William & Co. IL now owns 7,134,647 shares of the company's stock worth $128,566,000 after buying an additional 3,245,986 shares during the period. 50.10% of the stock is owned by institutional investors.

Clearwater Analytics Stock Performance

CWAN stock opened at $23.49 on Friday. The firm has a 50 day simple moving average of $23.59 and a 200 day simple moving average of $21.50. Clearwater Analytics Holdings, Inc. has a 52 week low of $15.73 and a 52 week high of $27.62. The stock has a market cap of $6.94 billion, a P/E ratio of -167.74, a P/E/G ratio of 3.25 and a beta of 0.67. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.83 and a current ratio of 1.83.

Insider Buying and Selling

In other Clearwater Analytics news, CFO James S. Cox sold 18,700 shares of Clearwater Analytics stock in a transaction on Monday, March 16th. The shares were sold at an average price of $23.33, for a total transaction of $436,271.00. Following the completion of the sale, the chief financial officer owned 469,114 shares of the company's stock, valued at $10,944,429.62. This trade represents a 3.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CTO Souvik Das sold 10,000 shares of the business's stock in a transaction on Monday, March 9th. The shares were sold at an average price of $23.37, for a total transaction of $233,700.00. Following the transaction, the chief technology officer owned 197,132 shares in the company, valued at approximately $4,606,974.84. This represents a 4.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,002,699 shares of company stock worth $23,741,841. Insiders own 3.31% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on CWAN. Warburg Research set a $24.55 price target on shares of Clearwater Analytics in a report on Monday, December 22nd. Morgan Stanley reiterated an "equal weight" rating and set a $24.55 price objective (down from $27.00) on shares of Clearwater Analytics in a research report on Tuesday, January 27th. UBS Group downgraded shares of Clearwater Analytics from a "buy" rating to a "neutral" rating and cut their target price for the company from $30.00 to $24.55 in a research note on Monday, January 26th. Wells Fargo & Company lowered Clearwater Analytics from an "overweight" rating to an "equal weight" rating and reduced their target price for the company from $27.00 to $24.55 in a report on Thursday, January 8th. Finally, Loop Capital cut Clearwater Analytics from a "buy" rating to a "hold" rating and decreased their target price for the stock from $25.00 to $24.55 in a research report on Monday, December 22nd. Three analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Clearwater Analytics currently has an average rating of "Hold" and a consensus target price of $26.17.

Clearwater Analytics 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.

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