[15-12G] Clearwater Analytics Holdings, Inc. SEC Filing
Clearwater Analytics Holdings, Inc. (CWAN) has filed a Form 15-12G with the SEC, indicating the termination of its registration under Section 12(g) of the Securities Exchange Act of 1934. This action follows the acquisition of Clearwater by GT Silver BidCo, Inc. through a merger that became effective on June 25, 2026, making Clearwater a wholly-owned subsidiary of Parent. The filing was accepted by SEC EDGAR on July 6, 2026, at 06:04 AM.
Clearwater Analytics stock out: Glazer merger-arb trade now zero, filing says
Clearwater Analytics Holdings Inc. (NYSE:CWAN) has ceased trading after a $24.55 per share take-private deal finalized on June 25, reflected in Glazer Capital's recent filing showing zero shares. Glazer Capital had previously held 7.82 million shares, valued at $184.938 million as of March 31, representing a significant event-driven bet. The deal valued Clearwater Analytics at approximately $8.4 billion, with $7.4 billion in cash distributed to equityholders, marking the stock's exit from the NYSE.
Clearwater Analytics (NYSE:CWAN) delists from NYSE after buyout, last trade leaves small spread
Clearwater Analytics (NYSE:CWAN) has delisted from the NYSE following its $8.4 billion take-private acquisition by Permira and Warburg Pincus, with its final trade closing just one cent above the $24.55 cash merger price. The deal values the company at approximately 9.6x Q1 ARR and involves significant debt, raising questions about post-buyout value and leverage. Public shareholders received $24.55 per share, representing a 47% premium to the stock's price before acquisition talks surfaced.
Glazer Capital (CWAN) reports falling below 5% ownership; 0 shares shown
Glazer Capital and Paul J. Glazer have filed a Schedule 13G with the SEC, reporting that they no longer beneficially own more than 5% of Clearwater Analytics Holdings, Inc.'s (CWAN) Class A common stock. The filing indicates they now hold 0 shares, representing 0% of the class. This update is a standard regulatory disclosure for ownership changes.
Clearwater Analytics Holdings, Inc. Class A Financial Disclosures & Filings
This page provides access to Clearwater Analytics Holdings, Inc. Class A's financial disclosures and regulatory filings. Investors can explore documents like earnings releases, quarterly and annual reports, and event transcripts from investor conferences to make informed decisions. The documents span from Q1 FY2025 to Q1 FY2026, offering a comprehensive view of the company's performance and strategy.
CWAN Forecast — Price Target — Prediction for 2027
This article provides a forecast for Clearwater Analytics Holdings, Inc. Class A (CWAN), outlining a one-year price target of 19.95 CHF based on analyst opinions. It also details recent financial performance, including EPS and revenue, and confirms that CWAN does not pay dividends. Key upcoming events, such as the next earnings report on August 5, 2026, are also mentioned.
Clearwater (NYSE: CWAN) CRO swaps stock and awards for $24.55 cash
Clearwater Analytics Holdings, Inc. (CWAN) Chief Revenue Officer Scott Stanley Erickson converted his equity holdings, including 155,119 shares of Class A Common Stock, stock options, RSUs, and PSUs, into cash at a merger price of $24.55 per share. These transactions were part of a merger agreement dated December 20, 2025, resulting in Erickson no longer directly holding Clearwater common stock, though some performance units and options are still subject to vesting or relate to an affiliate of the buyer. This action is considered a standard equity treatment during a change-of-control transaction, not a discretionary market trade.
Clearwater Analytics Holdings (NYSE:CWAN) last NYSE trade at $24.55 as options convert to cash
Clearwater Analytics Holdings (NYSE:CWAN) has been taken private in an $8.4 billion deal led by Permira and Warburg Pincus, with shareholders receiving $24.55 per share. Its Class A shares have ceased trading on the NYSE, and the OCC has converted CWAN options to cash, setting the deliverable at $2,455 per contract. This move allows the company to focus on scaling its platform and building a Gen AI agentic platform without public reporting obligations.
CFO restructures Clearwater (CWAN) equity in $24.55-per-share cash sale
Clearwater Analytics Holdings, Inc.'s CFO, James S. Cox, disposed of significant equity holdings including Class A Common Stock, options, RSUs, and PSUs, as part of the company's cash merger with GT Silver BidCo, Inc. All these holdings were converted into cash at $24.55 per share, aligning with the merger terms. Cox also received new PSU grants, which remain subject to time-vesting schedules, indicating continued incentive alignment post-merger.
[POSASR] Clearwater Analytics Holdings, Inc. SEC Filing
Clearwater Analytics Holdings, Inc. (CWAN) has filed a Post-Effective Amendment No. 1 to its Form S-3 Registration Statements (No. 333-286267 and No. 333-270350) with the SEC. This filing, submitted on June 25, 2026, deregisters previously registered securities following the company's merger, where it became a wholly-owned subsidiary of GT Silver BidCo, Inc. The amendment terminates the effectiveness of the original registration statements.
Clearwater Analytics (CWAN) director Aigrain cashes out equity in merger
Clearwater Analytics Holdings, Inc. director Jacques Aigrain has disposed of all his equity interests in the company due to a cash merger. He sold 20,481 Class A Common Stock shares at $24.55 each, and his vested stock options and RSUs were canceled for cash based on the same merger consideration per share. As a result, Aigrain no longer holds any common shares, stock options, or RSUs in Clearwater Analytics.
Clearwater Analytics (CWAN) director cashes out shares and RSUs at $24.55 merger price
Clearwater Analytics director Lisa Jones disposed of 26,584 Class A Common Stock shares and canceled 15,339 Restricted Stock Units as part of a cash merger transaction. Each share and RSU was converted into the right to receive $24.55 in cash. Following these transactions, Jones holds zero shares and RSUs in Clearwater Analytics.
Clearwater Analytics (NYSE: CWAN) director’s stock and awards cashed out at $24.55 in merger
Clearwater Analytics (NYSE: CWAN) director Sandeep Sahai disposed of over 1.4 million Class A shares and various equity awards, including stock options, RSUs, and PSUs, in connection with the company's merger with GT Silver BidCo, Inc. All dispositions were at a price of $24.55 per share, representing the merger consideration. Sahai's performance stock units were deemed achieved at 110% of target but remain subject to time-vesting conditions.
Clearwater Analytics (NYSE: CWAN) COO exits common stock in $24.55-per-share merger
Clearwater Analytics Holdings, Inc. COO Subi Sethi disposed of 388,256 shares of Class A Common Stock and various equity awards—including stock options, RSUs, and PSUs—in a merger at $24.55 per share. These transactions were part of the company's acquisition by GT Silver BidCo, Inc., as outlined in a December 20, 2025 merger agreement. While Sethi's direct common stock holdings are now zero, new PSU grants indicate continued incentive alignment with the acquiring group.
[Form 4] Clearwater Analytics Holdings, Inc. Insider Trading Activity
Clearwater Analytics Holdings, Inc.'s Chief Technology Officer, Souvik Das, engaged in multiple equity transactions due to the company's merger with GT Silver BidCo, Inc. He disposed of common stock, Restricted Stock Units, Performance Stock Units, and stock options, receiving cash consideration of $24.55 per share. Following these transactions, new grants of Performance Stock Units were issued, and Das reported no direct common stock holdings, with 263,713 stock options remaining.
Clearwater Analytics (NYSE: CWAN) director RSUs canceled for $24.55 cash in merger
Clearwater Analytics director Bas NieuweWeme's 16,713 Restricted Stock Units (RSUs) were disposed of as part of the company's merger. These RSUs were canceled at the merger's effective time and converted into a cash payment of $24.55 per share, the agreed merger consideration. This transaction resulted in NieuweWeme holding no remaining RSU derivatives.
Hooper trust exits Clearwater (NYSE: CWAN) in $24.55-per-share merger
The Hooper Family Trust, associated with Clearwater Analytics (NYSE: CWAN) director Christopher Hooper, has fully exited its indirect holdings in the company. This involved exchanging 136,573 CWAN Holdings LLC Interests and Class B Common Stock for Class A Common Stock, followed by the disposition of 241,833 Class A shares at $24.55 per share in cash as part of a merger agreement. The transactions, detailed in a Form 4 filing, resulted in zero remaining indirect holdings for the trust.
Director Eric J. Lee exits Clearwater Analytics (NYSE: CWAN) in $24.55-per-share cash merger
Clearwater Analytics director Eric J. Lee completed a merger-driven cash-out of his holdings, disposing of 531,457 shares of Class A Common Stock for $24.55 per share. His CWAN Holdings LLC Interests and Class B Common shares were first converted into Class A shares before receiving the cash payout. Following these transactions, Lee no longer holds any Class A or Class B shares or LLC Interests in the company, as reported in a Form 4 SEC filing.
[POSASR] Clearwater Analytics Holdings, Inc. SEC Filing
Clearwater Analytics Holdings, Inc. has filed a Post-Effective Amendment No. 1 to its Form S-3 Registration Statements (No. 333-286267 and No. 333-270350). This filing deregisters securities that were previously registered but remain unsold, following a merger completed on June 25, 2026, where Clearwater Analytics became a wholly-owned subsidiary of GT Silver BidCo, Inc. The company has terminated all offerings and sales of its securities under these registration statements.
Clearwater Analytics delists Class A shares from NYSE | CWAN SEC Filing - Form 25-NSE
Clearwater Analytics Holdings (NYSE: CWAN) has filed a Form 25 with the SEC to delist its Class A Common Stock from the New York Stock Exchange LLC. The filing indicates that both the Exchange and the issuer complied with the procedures outlined in 17 CFR 240.12d2-2 for the voluntary withdrawal of securities. Tyler Mastronardi, an Analyst from Market Watch, signed the form on behalf of the Exchange, signifying that the delisting is an administrative action following regulatory compliance.
Clearwater Analytics Completes $8.4 Billion Take-Private Acquisition by Permira and Warburg Pincus
Clearwater Analytics has completed its $8.4 billion take-private acquisition by an Investor Group led by Permira and Warburg Pincus, with additional support from Francisco Partners and Temasek. This deal, which provided stockholders $24.55 per share, delists Clearwater's Class A common stock from the NYSE. Going private will enable Clearwater to accelerate investment in its AI roadmap and next-generation platform, enhancing flexibility to scale its offerings for institutional investors.
Clearwater Analytics Announced Transfer or Voluntary Withdrawal of Listing
Clearwater Analytics Holdings, Inc. (CWAN) informed the NYSE on June 25, 2026, that its merger had concluded and requested the suspension of trading and removal of its Class A common stock from listing. The company intends to file a Form 25 for delisting and deregistration under Section 12(b), and subsequently a Form 15 to terminate registration under Section 12(g) to suspend reporting obligations.
Clearwater Analytics (NYSE: CWAN) taken private in $8.4B cash deal
Clearwater Analytics has completed its take-private merger with an investor group led by Permira and Warburg Pincus, a transaction valued at approximately $8.4 billion. Public stockholders received $24.55 per share in cash, a 47% premium to the undisturbed share price, and the company's Class A common stock has been delisted from the NYSE. This move positions Clearwater to accelerate investment in its AI roadmap and next-generation platform capabilities as a private entity.
Clearwater Analytics director D Scott Mackesy sells $15.4m in stock
D Scott Mackesy, a director at Clearwater Analytics Holdings Inc. (NASDAQ:CWAN), sold 633,879 shares of Class A Common Stock worth approximately $15.4 million on June 15, 2026. This transaction occurred while the stock was trading near its 52-week high, and an InvestingPro analysis suggests the shares may be slightly overvalued. Following the sale, Mackesy no longer holds any shares in the company, which recently exceeded Q1 forecasts and saw its shareholders approve a merger with GT Silver BidCo, Inc.
Clearwater Analytics director D Scott Mackesy sells $15.4m in stock
Clearwater Analytics director D Scott Mackesy sold 633,879 shares of Class A Common Stock for approximately $15.4 million on June 15, 2026, conducting transactions at prices between $24.2600 and $24.3250 per share. Following these sales, Mackesy no longer holds any shares in the company, which is trading near its 52-week high but may be slightly overvalued according to analysis. This comes amidst recent positive company developments including exceeding Q1 forecasts, shareholder approval of a merger with GT Silver BidCo, Inc., and the launch of new AI-enabled and private markets focused products.
Director of Clearwater (NYSE: CWAN) sells 633,879 company shares
Clearwater Analytics Holdings director D. Scott Mackesy sold a total of 633,879 shares of Class A Common Stock on June 15, 2026, in an open-market transaction under Rule 144. The shares were sold at a weighted average price of $24.296 per share, with transactions ranging from $24.2600 to $24.3250. Following the sale, Mackesy's reported ownership of this security is 0 shares, with the sold shares including those held directly and those held by The D Scott Mackesy 2014 Irrevocable Descendants Trust.
Clearwater Analytics director D Scott Mackesy sells $15.4m in stock
D Scott Mackesy, a director at Clearwater Analytics Holdings, Inc. (NASDAQ:CWAN), sold 633,879 shares of the company’s Class A Common Stock for approximately $15.4 million on June 15, 2026, leaving him with no shares. This sale adheres to Rule 144, with the stock trading near its InvestingPro peak. The company recently reported strong Q1 results, approved a merger with GT Silver BidCo, Inc., and launched new AI-enabled and analytical products for private markets and risk management.
Director Hooper gifts 30,000 Clearwater Analytics (NYSE: CWAN) shares
Clearwater Analytics Holdings director Christopher Hooper reported a charitable transfer of 30,000 Class A Common Stock shares to the National Philanthropic Trust for a donor-advised fund. This bona fide gift was made from The Hooper Family Trust, which still retains 105,260 shares. The transaction, filed as a Form 4, had a recorded per-share price of $0.0000, indicating a non-market transfer for charitable purposes.
[144] Clearwater Analytics Holdings, Inc. SEC Filing
Clearwater Analytics Holdings, Inc. (CWAN) has filed a Form 144 with the SEC, indicating a proposed sale of securities. The filing details the securities to be sold, including 206,103 shares of Class A Common Stock acquired through compensation on November 2, 2020, with an aggregate market value of $5,018,608. The sale is expected to occur on June 15, 2026, through J.P. Morgan Securities LLC on the NYSE.
Clearwater Analytics (NYSE: CWAN) CTO sells 10,000 shares under Rule 10b5-1 plan
Clearwater Analytics' Chief Technology Officer, Souvik Das, sold 10,000 shares of Class A Common Stock at a weighted average price of $24.354 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 180,109 shares of Clearwater Analytics common stock.
(CWAN) Price Dynamics and Execution-Aware Positioning
This article analyzes Clearwater Analytics Holdings Inc. Class A (NASDAQ: CWAN) using AI models, indicating a neutral near and mid-term outlook with a long-term positive bias. It identifies key support and resistance levels, offering three distinct trading strategies: long, momentum breakout, and risk hedging, tailored for various risk profiles. The analysis highlights an exceptional 23.9:1 risk-reward setup, targeting a 6.9% gain versus 0.3% risk.
Director at Clearwater (NYSE: CWAN) swaps LLC units for Class A shares
Clearwater Analytics Holdings, Inc. director D. Scott Mackesy converted 292,180 LLC Interests and an equal number of Class B shares into 292,180 Class A Common Stock shares for no consideration. This non-market conversion resulted in Mackesy holding a total of 633,879 Class A shares, including those held directly and by a trust. The transaction is an internal equity restructuring and not an open-market purchase or sale.
Analysts Offer Insights on Technology Companies: Synopsys (SNPS), T Stamp, Inc. Class A (IDAI) and Clearwater Analytics Holdings (CWAN)
This article provides analyst insights on three technology companies: Synopsys (SNPS), T Stamp, Inc. Class A (IDAI), and Clearwater Analytics Holdings (CWAN). Morgan Stanley maintained a Hold rating on Synopsys with a $493.87 price target, while Maxim Group reiterated a Buy rating on T Stamp, Inc. Class A with an $8.00 price target. Morgan Stanley also maintained a Hold rating on Clearwater Analytics Holdings with a $24.30 price target.
ETFs Investing in Clearwater Analytics Holdings, Inc. Class A Stocks
This article lists various ETFs that invest in Clearwater Analytics Holdings, Inc. Class A stocks, sorted by market value. It provides detailed financial information for each ETF, including market value, weight of CWAN, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The ETFs cover a range of investment strategies from passive total market to active long/short and various market capitalizations like small, mid, and large cap.
Clearwater Analytics CTO Souvik Das sells $243,359 in stock
Souvik Das, CTO of Clearwater Analytics, sold 10,000 shares of company stock for $243,359 on May 8, 2026, at prices ranging from $24.32 to $24.35 per share. This sale occurred while the stock was near its 52-week high, having gained 32% in six months. The company recently approved a merger with GT Silver BidCo, and while RBC Capital downgraded the stock to Sector Perform with a lowered price target due to the merger proxy statement, D.A. Davidson maintained a Neutral rating.
Clearwater Analytics (NYSE: CWAN) CTO sells 10,000 shares under 10b5-1 plan
Clearwater Analytics' (NYSE: CWAN) Chief Technology Officer, Souvik Das, sold 10,000 shares of Class A common stock on May 8, 2026, at a weighted average price of $24.3359 per share. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan, indicating it was scheduled in advance for routine liquidity or diversification. Following the sale, Das retains a substantial stake of 190,109 shares in the company.
Analysts’ Opinions Are Mixed on These Technology Stocks: Commerce.com (CMRC), Fidelity National Info (FIS) and Clearwater Analytics Holdings (CWAN)
The article discusses mixed analyst opinions on three technology stocks: Commerce.com (CMRC), Fidelity National Info (FIS), and Clearwater Analytics Holdings (CWAN). Analysts have issued varying ratings and price targets, with Commerce.com receiving a "Buy" from Canaccord Genuity, Fidelity National Info a "Buy" from William Blair and Mizuho Securities, and Clearwater Analytics Holdings a "Hold" from William Blair. The piece highlights that overall Street consensus varies from Hold to Moderate Buy for these companies, suggesting a cautious but generally positive outlook from analysts.
Shareholders back Clearwater Analytics (NYSE: CWAN) sale to GT Silver
Clearwater Analytics shareholders have overwhelmingly approved the company's merger with GT Silver BidCo, Inc., marking a significant step towards the acquisition. The merger agreement and related advisory compensation proposal received strong support, with over 70% of eligible shares represented at the special meeting. The transaction is now primarily awaiting approval from the Australia Foreign Investment Review Board (FIRB) and is expected to close in the second quarter of 2026.
CWAN SEC Filings - Clearwater Analytics Hldgs Inc 10-K, 10-Q, 8-K Forms
This page provides access to Clearwater Analytics Holdings Inc. (CWAN) SEC filings, including annual 10-K reports, quarterly 10-Q reports, and 8-K material event filings, detailing the company's business, financial condition, and corporate events. It highlights recent insider transactions involving directors Lisa Jones and Jacques Aigrain, who received and disposed of shares and were granted new Restricted Stock Units on June 23, 2025. The platform aims to assist investors with real-time updates and AI-powered summaries of these regulatory documents.
Clearwater Analytics (CWAN) surges in revenue as $8.4B buyout moves toward closing
Clearwater Analytics reported strong Q1 2026 revenue growth to $221.2 million, largely driven by organic expansion and acquisitions, though it posted a net loss of $2.8 million due to increased interest and amortization expenses. The company's $8.4 billion go-private acquisition by an investor group, including Permira and Warburg Pincus, is progressing, with shareholder approval secured and closing anticipated in Q2 2026, pending Australian FIRB approval. Despite the net loss, Clearwater maintained a 35% Adjusted EBITDA margin and reported robust annualized recurring revenue of $871.8 million with a 108% net revenue retention rate, underscoring solid underlying business performance and client loyalty.
Analysts’ Opinions Are Mixed on These Technology Stocks: Commerce.com (CMRC), Fidelity National Info (FIS) and Clearwater Analytics Holdings (CWAN)
This article summarizes recent analyst ratings for three technology stocks: Commerce.com (CMRC), Fidelity National Info (FIS), and Clearwater Analytics Holdings (CWAN). Commerce.com received a Buy rating from Canaccord Genuity, while Fidelity National Info also secured a Buy rating from William Blair. Clearwater Analytics Holdings, however, was maintained at a Hold rating by William Blair analysts.
Clearwater Analytics Holdings (NYSE:CWAN) Stock Forecast & Analyst Predictions
Clearwater Analytics Holdings (CWAN) is forecast to grow earnings and revenue significantly, with EPS expected to increase by 50.4% annually. The company recently reported strong Q1 2026 revenue growth of 74% year over year and announced that shareholders approved an $8.4 billion all-cash acquisition by a Permira and Warburg Pincus-led investor group, expected to close in Q2 2026. This acquisition has shifted analyst perspectives towards a deal-driven narrative, aligning price targets with the agreed acquisition price while also introducing caution around AI-related software concerns.
(CWAN) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily analyzes Clearwater Analytics Holdings Inc. (NASDAQ: CWAN) using quantitative signals. It identifies a neutral sentiment across all time horizons, suggesting a wait-and-see approach. The analysis also highlights a significant risk-reward short setup and outlines three AI-generated trading strategies for different risk profiles.
Vanguard to report 15.3M-share stake in Clearwater Analytics (CWAN)
Vanguard Capital Management has filed a Schedule 13G, disclosing a beneficial ownership of 15,300,956 shares, or 5.19%, in Clearwater Analytics Holdings Inc. The filing indicates Vanguard possesses sole dispositive power over all these shares and sole voting power over 2,203,521 shares. This report, signed on April 29, 2026, highlights Vanguard's significant but passive investment in the company.
Clearwater analytics CFO Cox sells $450k in shares By Investing.com
Clearwater Analytics CFO James S. Cox sold 18,600 shares of Class A Common Stock for approximately $450,118 on April 15, 2026, coinciding with the stock trading near its 52-week high. The sale was executed under a Rule 10b5-1 trading plan, and Cox also exercised options and disposed of shares to cover tax obligations. The company is set to be acquired by an investor group, leading to recent analyst downgrades.
Clearwater (NYSE: CWAN) CFO trades options, keeps 480K shares
Clearwater Analytics Holdings' CFO, James S. Cox, exercised stock options and conducted related share sales as part of a pre-established Rule 10b5-1 trading plan. These transactions involved exercising 36,968 options at $4.40 per share, selling 18,700 shares on the open market at an average of $24.07 per share, and having 23,268 shares withheld for tax obligations. Following these activities, Cox directly retains 480,419 shares of Clearwater Analytics Class A Common Stock.
Clearwater analytics CFO Cox sells $450k in shares By Investing.com
Clearwater Analytics CFO James S. Cox sold 18,600 shares of Class A Common Stock for approximately $450,118 on April 15, 2026, while also exercising options and disposing of shares for tax obligations. This comes as the company's stock is near its 52-week high and is being acquired by an investor group, leading to several analyst downgrades to Neutral or Sector Perform. InvestingPro analysis suggests the company is currently overvalued.
Das Souvik, Clearwater Analytics CTO, sells $240k in shares By Investing.com
Clearwater Analytics Holdings Inc. CTO Souvik Das sold 10,000 shares of Class A Common Stock for over $240,000. This sale occurred under a pre-arranged trading plan, with the company recently reporting strong Q4 results and undergoing an acquisition by a consortium of private equity firms, leading to analyst downgrades.
Das Souvik, Clearwater Analytics CTO, sells $240k in shares By Investing.com
Souvik Das, CTO of Clearwater Analytics Holdings Inc. (NYSE:CWAN), sold 10,000 shares of Class A Common Stock for approximately $240,120 on April 8, 2026. This transaction, executed under a pre-arranged Rule 10b5-1 trading plan, leaves Das with 200,109 shares. The sale occurs while the stock is trading near its 52-week high and amidst other news, including a pending acquisition of Clearwater Analytics by a consortium led by Permira and Warburg Pincus, which has led to several analyst downgrades.
Das Souvik, Clearwater Analytics CTO, sells $240k in shares
Souvik Das, CTO of Clearwater Analytics Holdings Inc., sold 10,000 shares of Class A Common Stock for $240,120. This transaction occurred on April 8, 2026, under a pre-arranged trading plan, with the stock trading near its 52-week high. The sale follows news of Clearwater Analytics being acquired by a consortium led by Permira and Warburg Pincus, leading to several analyst downgrades.
