Clearwater Analytics Holdings, Inc.
At today's price, Clearwater Analytics Holdings, Inc. (CWAN) is priced for today's economics sustained for ~30.1 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Clearwater Analytics has agreed to be taken private at $24.55 per share in cash by a Permira- and Warburg Pincus-led investor group, an approximately $8.4 billion deal that now anchors the stock; at $24.39 the price sits just below the agreed cash value. • The underlying business is a fast-growing investment-accounting SaaS platform: Q1 2026 revenue rose 74% year over year to $221.2 million and annual recurring revenue grew 77% to $872 million, with the 10-K noting that because client assets a
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313 institutional managers reported holding CWAN in 13F filings for the quarter ended 2026-03-31. 71 opened new positions that quarter. Held by Vanguard Group, BlackRock, UBS, among others. On the short side, 22.6M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (6.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CWAN's share count grew 66.2% over the past five years even with $18.05M spent on repurchases. It pays no dividend. Cash returned over the past three years: $18.05M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CWAN over the trailing three years. Absence is a fact about the company, not a signal. 27 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CWAN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +2.2% | +16.0% |
| 2023-11-04 | +2.9% | +5.5% |
| 2024-03-01 | -13.8% | +3.6% |
| 2024-05-03 | +8.9% | +7.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.