Clearwater AnalyticsCWAN
CWAN
About: Clearwater Analytics describes its mission as aiming to be the world's most trusted and comprehensive technology platform for the entire investment cycle. Clearwater has historically focused on back-office functions such as investment accounting, but with acquisitions such Enfusion, Beacon, and Bistro, the firm has broadened its focus with front-office and middle-office capabilities. Clearwater primarily serves insurance companies, asset managers, hedge funds, and corporate treasuries. Pro forma for Enfusion, about 76% of Clearwater's revenue is generated in the US.
Employees: 1,915
0
Funds holding %
of 7,331 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
39% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 51
22% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 118
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: 350 [Q4 2024] → 365 (+15) [Q1 2025]
3% more capital invested
Capital invested by funds: $6.14B [Q4 2024] → $6.3B (+$159M) [Q1 2025]
5.4% less ownership
Funds ownership: 113.28% [Q4 2024] → 107.88% (-5.4%) [Q1 2025]
49% less call options, than puts
Call options by funds: $10.7M | Put options by funds: $21M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$27
32%
upside
Avg. target
$32
54%
upside
High target
$36
77%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Patrick Moley | 32%upside $27 | Overweight Assumed | 24 Jun 2025 |
Oppenheimer Brian Schwartz | 77%upside $36 | Outperform Maintained | 11 Jun 2025 |
Financial journalist opinion
Based on 9 articles about CWAN published over the past 30 days
Neutral
Business Wire
3 hours ago
Clearwater Analytics Announces New Board Members to Accelerate International Growth and Innovation
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the appointment of two new independent board members: Dr. Mukesh Aghi, former CEO of several technology companies and the current CEO of the U.S.-India Strategic Partnership Forum, and Bas NieuweWeme, former Global CEO of Aegon Asset Management. The additions reflect Clearwater's focus on scaling its glo.
Neutral
Business Wire
1 week ago
Clearwater Analytics Expands Solutions for Prosperity to Support Growing Mortgage Portfolio
BOISE, Idaho & CHICAGO & NEW YORK & LONDON--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the expansion of its solutions for existing client Prosperity Life Group and its insurance-focused asset manager, Prosperity Asset Management (collectively “Prosperity”), to support their continued growth in mortgage assets, particularly complex residential tranche loans (RTLs). The additional solution, which has be.
Neutral
Business Wire
1 week ago
Clearwater Analytics to Host 2nd Investor Day and to Participate in Upcoming Investor Conferences in Third Quarter 2025
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), the most comprehensive technology platform for investment management, today announced that members of its executive leadership team will be participating in the following investor conferences in the third quarter of 2025. Clearwater Analytics Chief Executive Officer Sandeep Sahai, Chief Financial Officer Jim Cox, and the rest of it.
Neutral
Business Wire
1 week ago
Clearwater Analytics to Announce Second Quarter 2025 Financial Results on August 6, 2025
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), the most comprehensive technology platform for investment management, will release financial results for the second quarter ended June 30, 2025 after the U.S. financial markets close on Wednesday, August 6, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on August 6, 2025, at 5:00 p.m.
Positive
Zacks Investment Research
1 week ago
Clearwater Analytics (CWAN) to Report Q2 Results: Wall Street Expects Earnings Growth
Clearwater Analytics (CWAN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
2 weeks ago
McCormick & Company Selects Clearwater Analytics to Optimize Short-Term Capital Strategy
BOISE, Idaho & CHICAGO & NEW YORK & LONDON--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that McCormick & Company (NYSE: MKC) a global leader in flavor, has adopted Clearwater's commercial paper (CP) workflow solution to streamline short-term capital raising and improve oversight of its program. The move comes as higher interest rates and increased issuance volumes push corporations to rethink how t.
Neutral
Business Wire
3 weeks ago
Clearwater Analytics Bolsters Insurance Leadership to Enhance Global Delivery and Investment Operations
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the addition of three senior leaders to its global client and delivery teams. These appointments support Clearwater's continued growth and investment in helping insurers, asset owners, and asset managers modernize investment operations and achieve stronger outcomes. Barrie Mellin joins as Head of Insuran.
Neutral
PRNewsWire
3 weeks ago
Bloomberg And Clearwater Analytics Partner to Optimize Investment Management Workflows
NEW YORK , July 9, 2025 /PRNewswire/ -- Bloomberg and Clearwater Analytics (NYSE: CWAN) ("Clearwater") today announced a strategic collaboration to deliver a front-to-back investment solution for asset owners and asset managers using an open and modular approach. This collaboration brings together best-in-class solutions to introduce a comprehensive investment management offering.
Neutral
PRNewsWire
3 weeks ago
Bloomberg And Clearwater Analytics Partner to Optimize Investment Management Workflows
NEW YORK , July 9, 2025 /PRNewswire/ -- Bloomberg and Clearwater Analytics (NYSE: CWAN) ("Clearwater") today announced a strategic collaboration to deliver a front-to-back investment solution for asset owners and asset managers using an open and modular approach. This collaboration brings together best-in-class solutions to introduce a comprehensive investment management offering.
Neutral
Business Wire
1 month ago
Germany's Largest Public Insurer Versicherungskammer Selects Clearwater Analytics for Scalable Investment Operations
BOISE, Idaho & CHICAGO & NEW YORK & MUNICH & FRANKFURT A.M., Germany--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that Versicherungskammer Group has selected Clearwater Analytics' platform to power their middle, back office and risk functions. This decision is based on a comprehensive operating model review that began in 2024, followed by a structured selection process to identify a strategic partner.
Charts implemented using Lightweight Charts™