Merger at $24.55 per share: Clearwater Analytics (NYSE: CWAN) to be taken private by Permira-led group
Clearwater Analytics (NYSE: CWAN) shareholders are being asked to approve a merger agreement for the company to be taken private by a Permira-led group for $24.55 per share in cash. The deal, which also involves Warburg Pincus, Francisco Partners, and Temasek, has been unanimously recommended by Clearwater's Special Committee and Board of Directors, contingent on shareholder and regulatory approvals. The offer represents a significant premium over Clearwater's unaffected stock price, and the transaction is expected to close in Q2 2026.
Clearwater (NYSE: CWAN) CTO nets more shares after tax-related sale
Clearwater Analytics Holdings' CTO, Souvik Das, acquired 27,663 shares of Class A Common Stock through RSU vesting on March 31, 2026. On the same day, Das sold 14,686 shares at an average price of $23.7995 per share to cover tax withholding obligations via a mandated "sell to cover" arrangement. Following these transactions, Das directly holds 210,109 Class A Common shares.
Vanguard units disaggregate holdings; CWAN shows 0 shares (CWAN)
The Vanguard Group filed an amended Schedule 13G/A for Clearwater Analytics Holdings Inc (CWAN), reporting 0 shares beneficially owned and 0% class ownership. This change is due to an internal realignment on January 12, 2026, causing Vanguard subsidiaries to report their holdings separately. The filing clarifies reporting structure shifts rather than market transactions or changes in issuer control.
KBFR ETF Holdings List — AMEX:KBFR
This article provides a detailed list of the holdings for the Innovator U.S. Small Cap Managed 10 Buffer ETF (KBFR) as of March 16, 2026. It includes the symbol, weight percentage, number of shares, and market value for each security held by the ETF. Key holdings include OPTIONS, U.S. Dollar, Viavi Solutions Inc., Planet Labs PBC Class A, and Clearwater Analytics Holdings, Inc. Class A, among others.
Clearwater analytics CFO Cox sells $436k in shares
Clearwater Analytics CFO James S. Cox sold 18,700 shares of Class A Common Stock for approximately $436,354 on March 16, 2026. Prior to the sale, he exercised options to acquire 37,235 shares. Following these transactions and covering tax obligations, Cox directly holds 469,114 shares, while the company maintains a "GOOD" financial health score and strong revenue growth.
Clearwater analytics CFO Cox sells $436k in shares
Clearwater Analytics Holdings Inc. CFO James S. Cox sold 18,700 shares of Class A Common Stock for approximately $436,354 on March 16, 2026. Prior to selling, Cox also exercised options to acquire 37,235 shares and used 23,535 shares to cover tax obligations. Following these transactions, Cox directly owns 469,114 shares, as the company navigates strategic shifts including recent downgrades by major firms and a new agreement with Generali Deutschland.
Clearwater Analytics (CWAN) CFO exercises options and sells 18,700 shares under 10b5-1 plan
Clearwater Analytics Holdings, Inc. CFO James S. Cox exercised stock options for 37,235 shares of Class A common stock at $4.40 per share. In connection with this, 23,535 shares were withheld for taxes, and 18,700 shares were sold on the open market at weighted average prices between $23.27 and $23.44. These transactions, executed under a Rule 10b5-1 trading plan adopted on March 11, 2024, are described as routine for tax and portfolio management, leaving Cox with 469,114 shares.
Wall Street Analysts Are Bullish on Top Technology Picks
Wall Street analysts are expressing bullish sentiments on select technology stocks. Analysts from Wells Fargo have maintained Buy ratings on ServiceTitan, Inc. Class A (TTAN) and KLA (KLAC), setting price targets that suggest significant upsides from current levels. The consensus among analysts indicates strong buy ratings for these companies within the Technology sector.
Wall Street Analysts Are Bullish on Top Technology Picks
Wall Street analysts are showing bullish sentiment towards the technology sector, specifically highlighting ServiceTitan, Inc. Class A (TTAN) and KLA (KLAC). Wells Fargo analysts maintained Buy ratings for both companies, setting price targets that suggest significant upside from current levels. The article details analyst consensus for each stock, indicating continued confidence in their future performance.
Wall Street Analysts Are Bullish on Top Technology Picks
Wall Street analysts are showing bullish sentiment towards two technology companies: ServiceTitan, Inc. Class A (TTAN) and KLA (KLAC). Wells Fargo analysts maintained Buy ratings for both companies, setting price targets of $115.00 for ServiceTitan and $1900.00 for KLA, indicating significant upside potential according to general consensus and individual analyst ratings.
[Form 4] Clearwater Analytics Holdings, Inc. Insider Trading Activity
Clearwater Analytics Holdings, Inc.'s Chief Technology Officer, Souvik Das, reported an open-market sale of 10,000 shares of Class A Common Stock at a weighted average price of $23.373 per share. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on May 6, 2025. Following the sale, Das directly holds 197,132 shares, indicating the sale represents a modest portion of his overall holdings and is considered a routine activity.
Are THR, NATL, KORE, CWAN Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating Thermon Group Holdings, Inc. (THR), NCR Atleos Corporation (NATL), KORE Group Holdings, Inc. (KORE), and Clearwater Analytics Holdings, Inc. (CWAN) for potential violations of federal securities laws and breaches of fiduciary duties related to their proposed sales. The firm is concerned that insiders may receive substantial benefits not available to ordinary shareholders and that the transactions might limit superior competing offers. Shareholders are encouraged to contact the firm to discuss their rights and options.
SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Stockholders of an Investigation into the Fairness of the Acquisition of Clearwater Analytics Holdings, Inc.
Levi & Korsinsky, LLP has launched an investigation into the fairness of the acquisition of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) by a consortium led by Permira and Warburg Pincus. Stockholders are set to receive $24.55 per share, and the investigation aims to determine if the Board maximized the merger price and properly disclosed all material facts. The firm, specializing in securities litigation, encourages affected stockholders to contact them for more information.
SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Stockholders of an Investigation into the Fairness of the Acquisition of Clearwater Analytics Holdings, Inc.
Levi & Korsinsky, LLP has launched an investigation into the acquisition of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) by a consortium led by Permira and Warburg Pincus. The law firm is examining whether the proposed acquisition price of $24.55 per share sufficiently maximizes shareholder value and if all material facts have been disclosed. Stockholders who purchased shares prior to December 21, 2025, are encouraged to contact the firm regarding their rights.
CWAN SEC Filings - Clearwater Analytics Hldgs Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Clearwater Analytics Holdings (CWAN) SEC filings, including annual 10-K reports, quarterly 10-Q earnings, 8-K material events, and insider trading forms. It highlights recent filings such as Form 4 insider transactions, 8-K reports on annual meeting votes, and details regarding director equity compensation and RSU grants. The article also mentions the company's cloud-native platform, its agreement to be acquired by GT Silver BidCo, Inc., and its current market capitalization.
Tax sell-to-cover follows PSU vesting at Clearwater Analytics (NYSE: CWAN)
Subi Sethi, Chief Client Officer at Clearwater Analytics (NYSE: CWAN), reported the vesting of performance stock units (PSUs) and a subsequent "sell to cover" transaction for tax obligations. Sethi acquired 164,998 shares from PSUs tied to the company's 2025 revenue growth and sold 76,689 shares at an average price of $23.4417, retaining 365,490 shares of Class A Common Stock. The sales were mandatory for tax withholding and not discretionary.
Analysts Have Conflicting Sentiments on These Technology Companies: Clearwater Analytics Holdings (CWAN), Salesforce (CRM) and CrowdStrike Holdings (CRWD)
Analysts have issued conflicting ratings for three technology companies: Clearwater Analytics Holdings (CWAN), Salesforce (CRM), and CrowdStrike Holdings (CRWD). Clearwater Analytics received a "Hold" rating from Morgan Stanley and a downgrade to "Hold" from TipRanks – OpenAI. Salesforce maintained a "Buy" rating from Piper Sandler and was upgraded to "Buy" by TipRanks – PerPlexity. CrowdStrike Holdings received a "Hold" rating from Guggenheim, with Morgan Stanley also reiterating a "Hold" rating.
Clearwater (NYSE: CWAN) CRO nets shares after PSU vesting sales
Clearwater Analytics Holdings, Inc. CRO Scott Stanley Erickson reported acquiring shares through the vesting of performance stock units (PSUs) granted in 2023, 2024, and 2025, based on the company’s 2025 revenue growth. Following the vesting, he sold 74,530 shares at $23.4417 each in "sell to cover" transactions to satisfy tax obligations, a non-discretionary sale. After these transactions, Erickson directly owns 138,630 shares of Class A Common Stock.
Clearwater Analytics chief client officer Sethi sells $1.8m in shares
Clearwater Analytics Chief Client Officer Subi Sethi sold 76,689 shares of Class A Common Stock for $1.8 million and simultaneously acquired 164,998 shares through vested performance stock units. The stock is currently deemed slightly overvalued, but analysts predict profitability this year. Recent company developments include the conclusion of a "go-shop" period without alternative acquisition offers and several analyst downgrades, alongside a significant new agreement with Generali Deutschland.
Clearwater Analytics CEO Sahai Sandeep sells $5.48 million in shares By Investing.com
Clearwater Analytics CEO Sandeep Sahai sold 233,813 shares of Class A Common Stock for approximately $5.48 million on February 18, 2026, while also acquiring shares through performance stock unit vesting. The company has recently been selected by Generali Deutschland AG for portfolio management and is undergoing a proposed acquisition by an investor group, leading to several analyst downgrades.
Clearwater Analytics CEO Sahai Sandeep sells $5.48 million in shares By Investing.com
Clearwater Analytics CEO Sandeep Sahai sold 233,813 shares of Class A Common Stock for approximately $5.48 million on February 18, 2026, while also acquiring a significant number of shares through the vesting of performance stock units. This transaction follows recent developments including Generali Deutschland AG selecting Clearwater Analytics for its €40 billion unit-linked fund business, and the end of the company's go-shop period for a proposed acquisition by Permira and Warburg Pincus, leading to several analyst downgrades.
Clearwater Analytics CEO Sahai Sandeep sells $5.48 million in shares
Clearwater Analytics Holdings Inc (NASDAQ:CWAN) CEO Sandeep Sahai sold 233,813 shares of Class A Common Stock for over $5.48 million on February 18, 2026, while also acquiring shares through performance stock units. The company has recently been selected by Generali Deutschland AG for portfolio management and was subject to a proposed acquisition by Permira and Warburg Pincus, leading to several analyst downgrades.
Clearwater Analytics chief client officer Sethi sells $1.8m in shares
Clearwater Analytics Holdings Inc. Chief Client Officer Subi Sethi sold 76,689 shares of Class A Common Stock for approximately $1.8 million and acquired 164,998 shares through vesting performance stock units. This transaction occurred amidst recent downgrades from financial firms and the conclusion of its "go-shop" period without alternative acquisition offers. Despite these events, Clearwater Analytics secured a significant multi-year agreement with Generali Deutschland.
Clearwater Analytics CRO Erickson sells $1.74m in shares By Investing.com
Clearwater Analytics CRO Scott Stanley Erickson sold 74,530 shares of Class A Common Stock for over $1.74 million on February 18, 2026, while also acquiring 140,248 shares through performance stock units. This news follows the expiration of the company's "go-shop" period without alternative acquisition offers, solidifying a buyout by an investor group led by Permira and Warburg Pincus, which led to several financial firms downgrading the stock. Additionally, Clearwater Analytics secured a multi-year agreement with Generali Deutschland AG to manage its €40 billion unit-linked fund.
Das Souvik, Clearwater Analytics CTO, sells $2.08 million in shares
Clearwater Analytics CTO, Souvik Das, sold 88,848 shares of Class A Common Stock for approximately $2.08 million on February 18, 2026, while also acquiring 167,750 shares through vesting performance stock units. This transaction follows the expiration of the company's "go-shop" period after an agreement to be acquired by Permira and Warburg Pincus, leading to several analyst downgrades. Concurrently, Generali Deutschland selected Clearwater Analytics for a multi-year deal to manage its €40 billion unit-linked fund life insurance business.
Clearwater Analytics CRO Erickson sells $1.74m in shares
Clearwater Analytics Chief Revenue Officer Scott Stanley Erickson sold 74,530 shares of Class A Common Stock for $1.74 million on February 18, 2026, while also acquiring 140,248 shares through vested performance stock units. The company recently saw its go-shop period expire without alternative acquisition offers and is proceeding with a buyout by Permira and Warburg Pincus, leading to several analyst downgrades. Additionally, Clearwater Analytics secured a multi-year agreement with Generali Deutschland AG to manage its €40 billion unit-linked fund.
Clearwater analytics CFO Cox sells $2.2 million in CWAN stock
Clearwater Analytics CFO James S. Cox sold 93,930 shares of Class A Common Stock for approximately $2.2 million, primarily to cover tax withholding obligations related to vested performance stock units. On the same day, Cox also acquired 177,337 shares through the vesting of these units. This comes amidst analyst downgrades for Clearwater Analytics following a merger agreement, although the company recently secured a significant partnership with Generali Deutschland AG.
Clearwater Analytics (NYSE: CWAN) CEO reports PSU vesting and tax-related share sales
Clearwater Analytics (NYSE: CWAN) CEO Sandeep Sahai reported vesting of Performance Stock Units (PSUs) granted in 2023, 2024, and 2025, which were tied to the company's 2025 revenue growth performance. On February 18, 2026, Sahai acquired a total of 498,041 shares through these vestings and subsequently sold 233,813 shares at $23.4417 to cover tax withholding obligations. These sales were mandatory "sell to cover" transactions, not discretionary.
Clearwater Analytics chief client officer Sethi sells $1.8m in shares
Clearwater Analytics Holdings Inc. (NASDAQ:CWAN) Chief Client Officer Subi Sethi sold 76,689 shares of Class A Common Stock for $1.8 million and simultaneously acquired 164,998 shares through vested performance stock units. This comes amidst recent downgrades from financial firms following the conclusion of its "go-shop" period without alternative acquisition offers, although the company secured a significant deal with Generali Deutschland.
Clearwater (NYSE: CWAN) CFO exercises options and sells 18,700 shares
Clearwater Analytics Holdings, Inc.'s CFO, James S. Cox, exercised stock options and subsequently sold 18,700 shares of Class A common stock at prices between $22 and $23. These transactions, dated February 17, 2026, were conducted under a Rule 10b5-1 trading plan established in March 2024. Additionally, shares were withheld to cover tax and exercise price obligations, which the company stated were mandated and not discretionary. After these activities, Cox directly holds 390,697 shares of Clearwater Analytics Class A common stock.
Exploring Clearwater Analytics Hldg's Earnings Expectations
Clearwater Analytics Holdings (NYSE: CWAN) is scheduled to release its latest quarterly earnings report on February 18, 2026, with analysts estimating an EPS of $0.11. Investors are keen to see if the company surpasses expectations and provides positive guidance, which significantly influences stock price movements. Historically, the company has beaten EPS estimates, but this has sometimes led to a drop in share price, and its stock is currently down 14.7% over the last 52 weeks.
Starboard Value reports share stake of 10.0 mln class A shares in Clearwater Analytics
Starboard Value LP has reported a new share stake in Clearwater Analytics, while simultaneously reducing its holdings in News Corp and Salesforce. This information was published on February 17, 2026, and updated the same day. The article also provides a company profile for Salesforce, Inc., detailing its business segments, geographical distribution of sales, analyst ratings, and consensus price targets.
Earnings Summary: Clearwater Analytics Hldg Q4
Clearwater Analytics Holdings, Inc. reported its Q4 earnings, surpassing estimated earnings per share by 36.36% with an EPS of $0.15 against an $0.11 estimate. Revenue increased by $90.99 million compared to the same period last year. The company has a history of beating EPS estimates, though its Q3 2025 beat was followed by an 8.2% share price drop.
Are CTGO, FONR, CWAN Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating Contango ORE, Inc. (CTGO), FONAR Corporation (FONR), and Clearwater Analytics Holdings, Inc. (CWAN) for potential violations of federal securities laws and/or breaches of fiduciary duties related to their proposed corporate transactions. The firm suggests insiders might receive substantial financial benefits not available to ordinary shareholders and that the deals may limit superior competing offers. Shareholders are encouraged to contact the firm to discuss their rights and options.
Das Souvik, Clearwater Analytics CTO, sells $238k in shares By Investing.com
Clearwater Analytics Holdings Inc. CTO Souvik Das sold 10,000 shares of Class A Common Stock for approximately $238,875 on February 9, 2026. This transaction was part of a Rule 10b5-1 trading plan and occurred while CWAN shares were trading near their InvestingPro Fair Value. In other news, Clearwater Analytics was selected by Generali Deutschland AG, and its go-shop period for a proposed acquisition ended without alternative offers, leading to several analyst downgrades.
Analysts Offer Insights on Technology Companies: Paylocity (PCTY), ServiceNow (NOW) and Qualcomm (QCOM)
Analysts have provided insights on several technology companies. UBS maintained a Hold rating on Paylocity (PCTY) with a $150 price target, while Wells Fargo maintained a Buy rating on ServiceNow (NOW) with a $225 price target. Conversely, Wells Fargo maintained a Sell rating on Qualcomm (QCOM) with a $165 price target.
Analysts Offer Insights on Technology Companies: Paylocity (PCTY), ServiceNow (NOW) and Qualcomm (QCOM)
This article summarizes recent analyst ratings for three technology companies: Paylocity (PCTY), ServiceNow (NOW), and Qualcomm (QCOM). UBS maintained a Hold rating on Paylocity, while Wells Fargo held a Buy rating for ServiceNow and a Sell rating for Qualcomm. The piece includes analyst consensus targets and potential upsides or downsides for each stock.
Halper Sadeh LLC Encourages FFWM, CWAN, FFIC Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating First Foundation Inc. (FFWM), Clearwater Analytics Holdings, Inc. (CWAN), and Flushing Financial Corp. (FFIC) for potential violations of federal securities laws and breaches of fiduciary duties related to their respective sales and proposed transactions. The firm encourages shareholders to contact them to discuss their legal rights and options, offering to handle cases on a contingent fee basis.
Clearwater Analytics Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Clearwater Analytics Holdings, Inc. - CWAN
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of Clearwater Analytics Holdings, Inc. (CWAN) to Permira and Warburg Pincus for $24.55 per share in cash. The law firm is examining whether this price and the process leading to the transaction adequately value the company, inviting shareholders who believe the offer undervalues Clearwater Analytics to contact them.
Clearwater analytics CFO Cox sells $451k in CWAN stock
Clearwater Analytics CFO James S. Cox sold 18,700 shares of Class A Common Stock for approximately $451,440 on January 15, 2026, as part of a pre-planned trading strategy. This sale occurred shortly after the company announced its acquisition by a consortium of investors for $24.55 per share. Analysts have adjusted their ratings and price targets following the acquisition news, while the company also launched a new index providing insights into institutional fixed-income portfolios.
Analysts Offer Insights on Technology Companies: Bill.com Holdings (BILL) and Clearwater Analytics Holdings (CWAN)
This article analyzes analyst ratings for Bill.com Holdings (BILL) and Clearwater Analytics Holdings (CWAN). Robert W. Baird maintained a Hold rating for Bill.com with a $56 price target, while Mizuho Securities also kept a Hold rating with a $43 price target. For Clearwater Analytics, William Blair downgraded the stock to Hold.
Das Souvik, Clearwater Analytics CTO, sells $240,825 in shares By Investing.com
Clearwater Analytics CTO, Souvik Das, sold 10,000 shares of Class A Common Stock for a total of $240,825 on January 8, 2026, under a Rule 10b5-1 trading plan. This transaction occurred as the company is set to be acquired by a consortium of investors for $24.55 per share, valuing the company at around $8.4 billion. Despite the looming acquisition, analysts have maintained positive ratings and price targets for the stock.
Das Souvik, Clearwater Analytics CTO, sells $240,825 in shares By Investing.com
Souvik Das, CTO of Clearwater Analytics Holdings, Inc. (CWAN), sold 10,000 shares for $240,825 on January 8, 2026. This transaction occurred as the company is set to be acquired by a consortium of investors for $8.4 billion, and various analysts have maintained optimistic ratings on the stock amid takeover speculation and activist investor interest.
Das Souvik, Clearwater Analytics CTO, sells $240,825 in shares By Investing.com
Souvik Das, CTO of Clearwater Analytics, sold 10,000 shares of Class A Common Stock for approximately $240,825 on January 8, 2026. This transaction was part of a Rule 10b5-1 trading plan. The sale occurs amid an announced acquisition of Clearwater Analytics by a consortium of investors for $24.55 per share and continued analyst optimism with "Outperform" and "Buy" ratings maintained for the stock.
Das Souvik, Clearwater Analytics CTO, sells $240,825 in shares By Investing.com
Souvik Das, CTO of Clearwater Analytics Holdings, Inc. (CWAN), sold 10,000 shares for $240,825 on January 8, 2026, under a Rule 10b5-1 trading plan. This transaction occurred as the company is set to be acquired by a consortium of investors for $24.55 per share, and multiple analysts have maintained positive ratings on the stock amid takeover speculation and activist investor interest.
How Clearwater Analytics Holdings Inc. Class A (CWAN) Affects Rotational Strategy Timing
This article analyzes Clearwater Analytics Holdings Inc. (CWAN) regarding its impact on rotational strategy timing, identifying mixed sentiment and potential choppiness. It provides three AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis, and highlights elevated downside risk.
SHAREHOLDER ALERT: The M&A Class Action Firm Is Investigating the Merger--EKSO, FOLD, CWAN, and JHG
Monteverde & Associates PC, a class action firm, is investigating the mergers of EKSO Bionics Holdings, Inc. (EKSO), Amicus Therapeutics, Inc. (FOLD), Clearwater Analytics Holdings, Inc. (CWAN), and Janus Henderson Group plc (JHG). The firm encourages shareholders of these companies to contact them for more information regarding these investigations, highlighting its track record in recovering funds for shareholders. Shareholders are advised to inquire about the firm's experience in class action litigation and past recovery successes.
SHAREHOLDER NOTIFICATION: Kaskela Law LLC is Investigating the Fairness of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) Buyout Price and Encourages Investors to Contact the Firm to Protect their Rights
Kaskela Law LLC is investigating the proposed buyout of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) for $24.55 per share, believing this price may undervalue the company. Several stock analysts had maintained price targets over $35.00 per share prior to the December 21, 2025 acquisition announcement by private equity funds. The firm encourages Clearwater shareholders concerned about the buyout price to contact them to understand their legal rights and options.
Clearwater Analytics Executives Sell Shares for Tax Obligations
Several top executives at Clearwater Analytics Holdings (CWAN) sold shares of Class A Common Stock on January 1, 2026, to cover tax withholding obligations associated with Restricted Stock Units. The transactions, detailed in SEC Form 4 filings, involved sales at $24.0925 per share by the CFO, CEO, Chief Revenue Officer, Chief Technology Officer, and Chief Client Officer. These sales resulted in a combined total exceeding $7.4 million, with each executive retaining a significant number of shares post-transaction.
Clearwater analytics CRO sells $107k in shares
Clearwater Analytics Holdings Inc. (NASDAQ:CWAN) Chief Revenue Officer Scott Stanley Erickson sold 4,454 shares of Class A Common Stock for $107,268 on December 31, 2025, while also acquiring 8,281 shares through vesting of Restricted Stock Units. This insider activity occurs amidst news of a definitive acquisition agreement for $24.55 per share and continued analyst ratings despite the deal.
