CWAN

Clearwater Analytics Holdings Inc

CWAN, USA

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally. It offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. The company's Clearwater Prism SaaS-based data and reporting platform for investment data delivers a range of product modules, including Prism reporting and statements, Prism connectors, Prism data ops, and Prism managed services. It also provides Clearwater LPx, a full-service solution for private funds that delivers complete, timely, accurate, and consumable data for limited partnerships; and Clearwater MLx, a comprehensive mortgage loan investment solution that provides investors to drive growth and make informed decisions, oversight, and reporting capabilities for mortgage loan investments, as well as enhances risk reporting, servicer tracking, oversight, and accounting capabilities. In addition, the company offers Clearwater JUMP that provides a modular front, middle and back office solution to investment managers, private banks, and insurer, as well as portfolio management and order management, unit-linked funds, tri-partite templates, and full trade life cycle solutions. Further, it develops a cloud based integrated data and financial analytics platform for developers, quants, data scientists, and business users. The company was founded in 2004 and is headquartered in Boise, Idaho.

https://clearwateranalytics.com

Stock Price

$ 0.00

0% decrease compared to yesterday.

Dividend

Frequency:

N/A

Rate:

N/A

Next Payout:

N/A
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Clearwater Analytics Is in a Strong Position to Grow but 2025 Deal Integration Is Key Morningstar

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125,000 Shares in Clearwater Analytics Holdings, Inc. $CWAN Bought by Soros Fund Management LLC MarketBeat

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Analyst Ratings & Sentiment

(Last Updated 2025-09-30)

Rating:

STRONG BUY

Target Price:

$28.5455

Analyst Picks

Strong Buy

7

Buy

4

Hold

1

Sell

0

Strong Sell

0

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

Very High

14.14

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Very High

3.16

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Very Low

-0.52 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

-0.35 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very High

21.88 %

Low ≤ 5%

High ≥ 15%

Debt to Equity

-

High

0.50

Low ≥ 1

High ≤ 0.3

Investors

* Institutions hold a combined 77.22% of the total shares of Clearwater Analytics Holdings Inc

1.

Vanguard Group Inc

(9.3329%)

since

2025/06/30

2.

BlackRock Inc

(7.7541%)

since

2025/06/30

4.

Wasatch Advisors LP

(3.2715%)

since

2025/06/30

5.

William Blair Investment Management, LLC

(3.0135%)

since

2025/06/30

6.

Wellington Management Company LLP

(2.915%)

since

2025/06/30

7.

Vanguard Total Stock Mkt Idx Inv

(2.6038%)

since

2025/07/31

8.

Conestoga Capital Advisors, LLC

(2.2878%)

since

2025/06/30

9.

Citadel Advisors Llc

(2.2252%)

since

2025/06/30

10.

BAMCO Inc

(2.0841%)

since

2025/06/30

11.

AllianceBernstein L.P.

(2.0593%)

since

2025/06/30

12.

iShares Russell 2000 ETF

(2.0315%)

since

2025/08/31

13.

Vanguard Small Cap Index

(2.0074%)

since

2025/07/31

14.

JPMorgan Chase & Co

(1.9745%)

since

2025/06/30

15.

Geode Capital Management, LLC

(1.9618%)

since

2025/06/30

16.

State Street Corp

(1.8786%)

since

2025/06/30

17.

Macquarie Group Ltd

(1.8318%)

since

2025/06/30

18.

NORGES BANK

(1.6607%)

since

2025/06/30

19.

Millennium Management LLC

(1.5564%)

since

2025/06/30

20.

Hood River Capital Management LLC

(1.5453%)

since

2025/06/30

21.

Amvescap Plc.

(1.5123%)

since

2025/06/30

22.

Morgan Stanley - Brokerage Accounts

(1.4654%)

since

2025/06/30

23.

Blackstone Inc

(1.3908%)

since

2025/06/30

24.

Vanguard Information Technology ETF

(1.3673%)

since

2025/07/31

25.

Conestoga Small Cap Investors

(1.3071%)

since

2025/07/31

26.

American Funds SMALLCAP World A

(1.227%)

since

2025/06/30

27.

Vanguard Small Cap Growth Index Inv

(1.1307%)

since

2025/07/31

28.

Baron Opp. Small Cap Growth Strategy

(1.0258%)

since

2025/06/30

29.

Baron Small Cap Retail

(1.0258%)

since

2025/06/30

30.

Wasatch Core Growth

(0.9075%)

since

2025/06/30

31.

Hartford MidCap Y

(0.897%)

since

2025/07/31

32.

Vanguard Institutional Extnd Mkt Idx Tr

(0.8879%)

since

2025/07/31

33.

Fidelity Small Cap Index

(0.8471%)

since

2025/06/30

34.

Hood River Small-Cap Growth Instl

(0.8326%)

since

2025/06/30

35.

Invesco OFI Small Cap Growth

(0.7732%)

since

2025/06/30

36.

iShares Russell 2000 Growth ETF

(0.7424%)

since

2025/08/31

37.

Macquarie Mid Cap Growth A

(0.6809%)

since

2025/07/31

38.

Macquarie US Mid Cap Growth Equity

(0.65%)

since

2025/06/30

39.

Invesco Discovery A

(0.619%)

since

2025/07/31

40.

Conestoga Small Cap Growth

(0.5945%)

since

2025/06/30

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

No earnings data available.

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Strong Deep Value(6.5)
Defensive
Highly Defensive(7)
Dividend
Weak Dividend Profile(3)
Economic Moat
Wide Moat Company(6.3)
GARP
Fair GARP(5)
Growth
Moderate Growth(3.5)
Momentum
Moderate Momentum(5.5)
Net Net
Not Undervalued (Net-Net)(2.5)
Quality
Moderate Quality(4.5)
Value
Fair Value(6)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.