Clearwater AnalyticsCWAN
CWAN
About: Clearwater Analytics Holdings Inc provides a SaaS solution for automated investment data aggregation, reconciliation, accounting and reporting services to insurers, investment managers, corporations, institutional investors and government entities. It earns revenue from providing access to its SaaS platform to customers, services that support the implementation on the SaaS platform, selling perpetual and term-based software licenses and providing maintenance and support and professional services under contracts with customers. The majority of the revenue is earned in the United States.
Employees: 1,915
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
37% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 51
23% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 117
20% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 6 (+1) [Q1 2025]
4% more funds holding
Funds holding: 349 [Q4 2024] → 363 (+14) [Q1 2025]
3% more capital invested
Capital invested by funds: $6.14B [Q4 2024] → $6.3B (+$158M) [Q1 2025]
5.41% less ownership
Funds ownership: 113.27% [Q4 2024] → 107.86% (-5.41%) [Q1 2025]
49% less call options, than puts
Call options by funds: $10.7M | Put options by funds: $21M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$28
27%
upside
Avg. target
$31
40%
upside
High target
$36
63%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Oppenheimer Brian Schwartz | 63%upside $36 | Outperform Maintained | 11 Jun 2025 |
Piper Sandler Arvind Ramnani | 27%upside $28 | Overweight Maintained | 1 May 2025 |
JP Morgan Alexei Gogolev | 27%upside $28 | Overweight Reinstated | 25 Apr 2025 |
Wells Fargo Michael Turrin | 45%upside $32 | Overweight Maintained | 22 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
5 days ago
Pool Re Selects Clearwater Analytics to Modernize Investment Operations and Risk Management
BOISE, Idaho & LONDON--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that Pool Re, the UK's terrorism reinsurer overseeing more than £7.2 billion in assets, has selected Clearwater to modernize its investment operations, accounting, and risk management infrastructure. After a 2024 tender process, Pool Re adopted Clearwater's platform as its Investment Accounting Book of Record and has since expanded its.
Neutral
Business Wire
1 month ago
Norli Liv & Pension Modernizes Investment Operations with Clearwater Analytics
BOISE, Idaho & CHICAGO & NEW YORK & LONDON--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that Danish pension provider, Norli Liv & Pension, part of the Norli group, has partnered with Clearwater to modernize its investment accounting, reporting and compliance operations. Clearwater will provide Norli with a single, consolidated view of all in-house and outsourced chief investment officer (OCIO) mana.
Positive
Seeking Alpha
1 month ago
Clearwater Analytics: Boosting Vertical Integration Through Recent Acquisitions (Upgrade)
Clearwater Analytics reported strong Q1 2025 results, beating revenue and earnings estimates, and has turned operating income positive. CWAN's growth strategy includes major acquisitions to enhance its SaaS platform, targeting vertical integration, and expanding capabilities. The company is well-positioned in the growing investment management software market, with a focus on data interoperability, vendor consolidation, and generative AI technologies.
Neutral
Business Wire
1 month ago
Wayne Cooperative Insurance Expands Clearwater Analytics Relationship with Risk and Performance Analytics Suite
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that long-time client Wayne Cooperative Insurance has expanded its relationship with Clearwater to include performance attribution and risk analytics that drive improved returns and reduced risk exposure. Building on their successful use of Clearwater's core investment accounting and reporting platform, Wayne Cooperative Insurance will now enhan.
Neutral
Seeking Alpha
1 month ago
Clearwater Analytics Holdings, Inc. (CWAN) Q1 2025 Earnings Call Transcript
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q1 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer Conference Call Participants Kevin McVeigh - UBS Brian Schwartz - Oppenheimer Michael Infante - Morgan Stanley Rishi Jaluria - RBC Capital Markets Andrew Schmidt - Citi Dylan Becker - William Blair Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Clearwater Analytics First Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
Clearwater Analytics (CWAN) Q1 Earnings and Revenues Surpass Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.10 per share a year ago.
Neutral
Business Wire
1 month ago
Clearwater Analytics Completes Acquisition of Beacon, Deepening Risk and Modeling Capabilities
BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“Clearwater”), the most comprehensive technology platform for investment management, today announced it has completed its acquisition of Beacon Platform Inc. (Beacon), a provider of enterprise risk analytics and developer infrastructure. The acquisition strengthens Clearwater's capabilities in complex portfolio management across both public and private markets, including structured produc.
Neutral
Business Wire
1 month ago
Clearwater Analytics Announces First Quarter 2025 Financial Results
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2025. “In Clearwater's final quarter prior to its acquisitions of Enfusion, Beacon and Bistro, I'm incredibly proud to report both exceptional results and milestone achievements. Since our first Investor Day in 2023, our execution has c.
Neutral
Business Wire
1 month ago
Clearwater Analytics Promotes Key Executives to Accelerate Growth and Operational Excellence
BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the promotion of Subi Sethi to Chief Operating Officer and Cindy Blendu to Chief Administrative Officer. These expanded leadership roles strengthen Clearwater's ability to scale globally, integrate its expanded platform, and deliver even greater value to clients following its recent acquisitions. During.
Positive
Seeking Alpha
1 month ago
Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy
I am upgrading Clearwater Analytics to a 'Strong Buy' due to their strategic acquisitions and robust fundamentals, despite recent stock price fluctuations. Clearwater's acquisition of Enfusion, Beacon, and Bistro significantly enhances their product offerings and positions them as a comprehensive solution provider in the financial software industry. The Enfusion deal, valued at $1.5 billion, adds $200 million ARR and expands Clearwater's capabilities into front office functions, addressing a critical gap.
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