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Clearwater Analytics Holdings Inc

CWAN
17.540USD
-0.050-0.28%
Close 10/03, 16:00ETQuotes delayed by 15 min
5.05BMarket Cap
12.42P/E TTM

Clearwater Analytics Holdings Inc

17.540
-0.050-0.28%

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.

Clearwater Analytics Holdings Inc 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 of Clearwater Analytics Holdings Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Sandeep Sahai
Mr. Sandeep Sahai
Chief Executive Officer, Director
Chief Executive Officer, Director
912.80K
+2.00%
Ms. Subi Sethi
Ms. Subi Sethi
Chief Operating Officer
Chief Operating Officer
226.98K
+3.74%
Mr. Souvik Das
Mr. Souvik Das
Chief Technology Officer
Chief Technology Officer
126.83K
-4.14%
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
912.80K
+2.00%
Ms. Subi Sethi
Ms. Subi Sethi
Chief Operating Officer
Chief Operating Officer
226.98K
+3.74%
Mr. Souvik Das
Mr. Souvik Das
Chief Technology Officer
Chief Technology Officer
126.83K
-4.14%
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: Thu, Oct 2
Currency: USDUpdated: Thu, Oct 2
FY2025Q2
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
134.49M
73.92%
Rest of World
47.45M
26.08%
By Business
By Region
No Data

Shareholding Stats

Updated: Sat, Aug 16
Updated: Sat, Aug 16
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
44.25%
Investment Advisor/Hedge Fund
37.28%
Hedge Fund
8.07%
Research Firm
4.12%
Private Equity
2.86%
Sovereign Wealth Fund
1.71%
Pension Fund
1.62%
Individual Investor
0.84%
Bank and Trust
0.58%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
699
289.38M
100.50%
+39.90M
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
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
27.24M
9.46%
+4.04M
+17.42%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
18.17M
6.31%
+3.38M
+22.88%
Jun 30, 2025
Kayne Anderson Rudnick Investment Management, LLC
9.77M
3.39%
-276.15K
-2.75%
Jun 30, 2025
Wasatch Global Investors Inc
9.57M
3.32%
+274.66K
+2.96%
Jun 30, 2025
William Blair Investment Management, LLC
8.81M
3.06%
-26.78K
-0.30%
Jun 30, 2025
Wellington Management Company, LLP
8.52M
2.96%
+2.11M
+32.93%
Jun 30, 2025
Conestoga Capital Advisors, LLC
6.69M
2.32%
-31.91K
-0.47%
Jun 30, 2025
Citadel Advisors LLC
6.51M
2.26%
+4.65M
+250.85%
Jun 30, 2025
Baron Capital Management, Inc.
6.09M
2.12%
+665.82K
+12.26%
Jun 30, 2025
AllianceBernstein L.P.
6.02M
2.09%
-469.13K
-7.23%
Jun 30, 2025
View more

Related ETFs

Name
Proportion
No Data

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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