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Clearwater Analytics Holdings Inc

CWAN

19.240USD

-0.130-0.67%
Close 08/15, 16:00ETQuotes delayed by 15 min
5.53BMarket Cap
12.90P/E TTM

Clearwater Analytics Holdings Inc

19.240

-0.130-0.67%
More Details of Clearwater Analytics Holdings Inc Company
Clearwater Analytics Holdings, Inc. is a provider of software-as-a-service (SaaS)-based investment management, accounting, reporting, and analytics solutions. With a single instance, multi-tenant architecture, the Company offers investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Its cloud-native software allows clients to radically simplify their investment accounting operations, enabling them to focus on higher-value business functions, such as asset allocation strategy and investment selection. Its platform provides comprehensive accounting, data, and advanced analytics as well as highly configurable reporting for global investment assets daily or on-demand, instead of weekly or monthly. Its software automates data aggregation, data reconciliation, data validation, and trade management of each security in its client’s investment portfolios. It serves a broad universe of institutional clients.
Company Info
Ticker SymbolCWAN
Company nameClearwater Analytics Holdings Inc
IPO dateSep 24, 2021
CEOMr. Sandeep Sahai
Number of employees1915
Security typeOrdinary Share
Fiscal year-endSep 24
Address777 W. Main Street, Suite 900
CityBOISE
Stock exchangeNYSE Consolidated
CountryUnited States of America
Postal code83702
Phone12089182400
Websitehttps://clearwateranalytics.com/
Ticker SymbolCWAN
IPO dateSep 24, 2021
CEOMr. Sandeep Sahai
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Sandeep Sahai
Mr. Sandeep Sahai
Chief Executive Officer, Director
Chief Executive Officer, Director
894.86K
--
Ms. Subi Sethi
Ms. Subi Sethi
Chief Operating Officer
Chief Operating Officer
218.79K
+3.93%
Mr. Souvik Das
Mr. Souvik Das
Chief Technology Officer
Chief Technology Officer
142.31K
+3.32%
Mr. Jacques Aigrain
Mr. Jacques Aigrain
Independent Director
Independent Director
20.48K
+62.19%
Mr. Cary Davis
Mr. Cary Davis
Independent Director
Independent Director
--
--
Mr. Scott Erickson
Mr. Scott Erickson
Chief Revenue Officer
Chief Revenue Officer
--
--
Mr. Andrew Young
Mr. Andrew Young
Independent Director
Independent Director
--
--
Mr. Jim Cox
Mr. Jim Cox
Chief Financial Officer
Chief Financial Officer
--
--
Mr. Christopher Hooper
Mr. Christopher Hooper
Independent Director
Independent Director
--
--
Mr. D. Scott Mackesy
Mr. D. Scott Mackesy
Independent Director
Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Sandeep Sahai
Mr. Sandeep Sahai
Chief Executive Officer, Director
Chief Executive Officer, Director
894.86K
--
Ms. Subi Sethi
Ms. Subi Sethi
Chief Operating Officer
Chief Operating Officer
218.79K
+3.93%
Mr. Souvik Das
Mr. Souvik Das
Chief Technology Officer
Chief Technology Officer
142.31K
+3.32%
Mr. Jacques Aigrain
Mr. Jacques Aigrain
Independent Director
Independent Director
20.48K
+62.19%
Mr. Cary Davis
Mr. Cary Davis
Independent Director
Independent Director
--
--
Mr. Scott Erickson
Mr. Scott Erickson
Chief Revenue Officer
Chief Revenue Officer
--
--
Revenue Breakdown
Currency: USDUpdated: Sun, Jul 6
Currency: USDUpdated: Sun, Jul 6
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
No Data
By RegionUSD
Name
Revenue
Proportion
United States
102.94M
81.14%
Rest of World
23.93M
18.86%
By Business
By Region
No Data
Shareholding Stats
Updated: 11 hours ago
Updated: 11 hours ago
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
9.46%
BlackRock Institutional Trust Company, N.A.
6.31%
Kayne Anderson Rudnick Investment Management, LLC
3.39%
Wasatch Global Investors Inc
3.32%
William Blair Investment Management, LLC
3.06%
Other
74.45%
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
9.46%
BlackRock Institutional Trust Company, N.A.
6.31%
Kayne Anderson Rudnick Investment Management, LLC
3.39%
Wasatch Global Investors Inc
3.32%
William Blair Investment Management, LLC
3.06%
Other
74.45%
Shareholder Types
Shareholders
Proportion
Investment Advisor
37.55%
Investment Advisor/Hedge Fund
34.87%
Hedge Fund
5.04%
Private Equity
4.10%
Research Firm
3.72%
Pension Fund
1.45%
Individual Investor
0.85%
Sovereign Wealth Fund
0.77%
Bank and Trust
0.55%
Other
11.10%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
669
256.59M
89.19%
+18.82M
2025Q1
653
244.23M
92.09%
+7.67M
2024Q4
582
229.20M
106.98%
+16.80M
2024Q3
502
202.78M
118.86%
-1.83M
2024Q2
447
193.81M
121.90%
+6.86M
2024Q1
403
179.33M
123.76%
+15.08M
2023Q4
369
158.15M
143.89%
+52.24M
2023Q3
324
98.38M
110.63%
-3.74M
2023Q2
294
92.10M
118.49%
+2.11M
2023Q1
276
81.94M
106.51%
+11.71M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
23.20M
8.57%
+2.36M
+11.34%
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
14.79M
5.46%
+1.25M
+9.22%
Mar 31, 2025
Kayne Anderson Rudnick Investment Management, LLC
10.04M
3.71%
-992.74K
-9.00%
Mar 31, 2025
Wasatch Global Investors Inc
11.36M
4.2%
+2.07M
+22.27%
Jun 12, 2025
William Blair Investment Management, LLC
8.84M
3.27%
-571.65K
-6.07%
Mar 31, 2025
Wellington Management Company, LLP
6.41M
2.37%
+458.44K
+7.70%
Mar 31, 2025
Conestoga Capital Advisors, LLC
6.72M
2.48%
-28.02K
-0.42%
Mar 31, 2025
Baron Capital Management, Inc.
5.43M
2.01%
+103.92K
+1.95%
Mar 31, 2025
AllianceBernstein L.P.
6.49M
2.4%
-882.56K
-11.97%
Mar 31, 2025
View more
Related ETFs
Updated: Wed, Aug 6
Updated: Wed, Aug 6
Name
Proportion
Congress SMid Growth ETF
1.91%
Alger Mid Cap 40 ETF
1.7%
SPDR FactSet Innovative Technology ETF
1.2%
WisdomTree Cloud Computing Fund
1.08%
First Trust Multi-Manager Small Cap Opportunities ETF
0.71%
SPDR S&P Software & Services ETF
0.68%
WisdomTree US Multifactor Fund
0.62%
Invesco Russell 2000 Dynamic Multifactor ETF
0.4%
JPMorgan Fundamental Data Science Small Core ETF
0.39%
Principal U.S. Small-Cap ETF
0.39%
View more
Congress SMid Growth ETF
Proportion1.91%
Alger Mid Cap 40 ETF
Proportion1.7%
SPDR FactSet Innovative Technology ETF
Proportion1.2%
WisdomTree Cloud Computing Fund
Proportion1.08%
First Trust Multi-Manager Small Cap Opportunities ETF
Proportion0.71%
SPDR S&P Software & Services ETF
Proportion0.68%
WisdomTree US Multifactor Fund
Proportion0.62%
Invesco Russell 2000 Dynamic Multifactor ETF
Proportion0.4%
JPMorgan Fundamental Data Science Small Core ETF
Proportion0.39%
Principal U.S. Small-Cap ETF
Proportion0.39%
Dividend
A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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