Stock Fundamentals

Company Information

Company Name
Clearwater Analytics Holdings Inc
Sector
Technology
Industry
Software - Application
Exchange
NYSE
ISIN: US1851231068
CIK: 0001866368
CUSIP: 185123106
Currency: USD
Full Time Employees: 3,000
Phone: 208 433 1200
Fiscal Year End: December
IPO Date: Sep 24, 2021
Description:

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.

Address:

777 W. Main Street, Boise, ID, United States, 83702

Directors & Officers

Name Title Year Born
Mr. Sandeep Sahai CEO & Director 1963
Mr. James S. Cox Jr. Chief Financial Officer 1972
Ms. Subi Sethi Chief Operating Officer 1977
Mr. Souvik Das Chief Technology Officer 1972
Mr. Scott Stanley Erickson Chief Revenue Officer 1980
Ms. Cindy Blendu Chief Administrative Officer 1977
Mr. Kamil Mielczarek C.F.A. Head of Investor Relations NA
Mr. Alphonse Valbrune J.D. Chief Legal Officer & Corporate Secretary 1971
Ms. Claudia Cahill Head of Communications & PR NA
Ms. Ann-Sophie Skjoldager Bom Director of Sales NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 33.31M Dec 31, 2025 11.32% $0.01 0.15%
BlackRock Inc 23.62M Sep 30, 2025 8.03% $0.01 4.17%
JPMorgan Chase & Co 13.71M Sep 30, 2025 4.66% $0.01 137.39%
T. Rowe Price Associates, Inc. 12.26M Sep 30, 2025 4.16% $0.02 358.90%
Wasatch Advisors LP 8.43M Dec 31, 2025 2.86% $1.21 -8.45%
BAMCO Inc 7.82M Dec 31, 2025 2.66% $0.51 1.84%
NORGES BANK 7.64M Dec 31, 2025 2.60% $0.02 57.31%
Blair William & Co 7.13M Sep 30, 2025 2.42% $0.34 83.47%
Morgan Stanley - Brokerage Accounts 6.78M Sep 30, 2025 2.30% $0.01 58.23%
Geode Capital Management, LLC 6.19M Sep 30, 2025 2.10% $0.01 7.90%
Conestoga Capital Advisors, LLC 6.10M Dec 31, 2025 2.07% $2.48 -9.14%
William Blair Investment Management, LLC 5.88M Dec 31, 2025 2.00% $0.40 -31.43%
State Street Corp 5.84M Sep 30, 2025 1.98% $0.00 6.22%
HMI Capital Management, L.P. 5.36M Sep 30, 2025 1.82% $5.58 0.00%
Macquarie Group Ltd 4.93M Sep 30, 2025 1.67% $0.10 -7.98%
Wellington Management Company LLP 4.84M Dec 31, 2025 1.64% $0.02 -72.83%
Hood River Capital Management LLC 4.30M Dec 31, 2025 1.46% $1.14 5.90%
UBS Group AG 4.30M Sep 30, 2025 1.46% $0.01 249.26%
Blackstone Inc 4.07M Sep 30, 2025 1.38% $0.30 0.00%
Capital World Investors 3.80M Sep 30, 2025 1.29% $0.01 5.39%

Shares Statistics

Shares Outstanding: 294.35M
Shares Float: 290.97M
% Insiders: 142.00%
% Institutions: 10,897.20%
Short % Float: 6.85%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 33.31M 11.32% ▲ 0.15% Dec 31, 2025
2 BlackRock Inc 23.62M 8.03% ▲ 4.17% Sep 30, 2025
3 JPMorgan Chase & Co 13.71M 4.66% ▲ 137.39% Sep 30, 2025
4 T. Rowe Price Associates, Inc. 12.26M 4.16% ▲ 358.90% Sep 30, 2025
5 Wasatch Advisors LP 8.43M 2.86% ▼ 8.45% Dec 31, 2025
6 BAMCO Inc 7.82M 2.66% ▲ 1.84% Dec 31, 2025
7 NORGES BANK 7.64M 2.60% ▲ 57.31% Dec 31, 2025
8 Blair William & Co 7.13M 2.42% ▲ 83.47% Sep 30, 2025
9 Morgan Stanley - Brokerage Accounts 6.78M 2.30% ▲ 58.23% Sep 30, 2025
10 Geode Capital Management, LLC 6.19M 2.10% ▲ 7.90% Sep 30, 2025

Valuation Metrics

Enterprise Value: $7.65B
Trailing P/E: 0.00
Forward P/E: 33.67

Financial Highlights

Market Cap: $6.99B
EBITDA: $86.56M
PEG Ratio: $9.90
Book Value: $6.94
Earnings/Share: $-0.14
Profit Margin: -5.31%
Operating Margin: -3.10%
ROA (TTM): 0.03%
ROE (TTM): -2.63%
Revenue (TTM): $731.37M
Revenue/Share (TTM): $2.70
Earnings Growth (YOY): 202.80%
Revenue Growth (YOY): 72.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.83x 0.41x 0.33x 0.62x 7.37x
2024-12-31 4.99x 0.05x 0.12x 2.83x 2.22x
2023-12-31 5.15x 0.16x 0.27x -2.62x -8.09x
2022-12-31 5.40x 0.21x 0.30x 4.50x 5.57x
2021-12-31 10.30x 0.27x 0.24x 1.11x 1.69x
2020-12-31 2.66x -1.23x 3.98x -0.89x -23.41x
2019-12-31 2.57x -1.23x 4.14x 1.44x 8.93x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 18, 2026 Sandeep Sahai N/A Sale 233.81K $23.44 $5.48M
Feb 18, 2026 Scott Stanley Erickson N/A Sale 74.53K $23.44 $1.75M
Feb 18, 2026 Souvik Das N/A Sale 88.85K $23.44 $2.08M
Feb 18, 2026 Subi Sethi N/A Sale 76.69K $23.44 $1.80M
Feb 18, 2026 James S Cox N/A Sale 93.93K $23.44 $2.20M
Feb 17, 2026 James S Cox N/A Sale 18.70K $22.96 $429.35K
Feb 09, 2026 Souvik Das N/A Sale 10.00K $23.89 $238.90K
Jan 15, 2026 James S Cox N/A Sale 18.70K $24.14 $451.42K
Jan 08, 2026 Souvik Das N/A Sale 10.00K $24.08 $240.80K
Jan 01, 2026 Sandeep Sahai N/A Sale 134.13K $24.09 $3.23M
Jan 01, 2026 Subi Sethi N/A Sale 25.65K $24.09 $617.81K
Jan 01, 2026 Souvik Das N/A Sale 41.59K $24.09 $1.00M
Jan 01, 2026 Scott Stanley Erickson N/A Sale 44.39K $24.09 $1.07M
Jan 01, 2026 James S Cox N/A Sale 63.71K $24.09 $1.53M
Dec 31, 2025 James S Cox N/A Sale 5.86K $24.08 $141.08K
Dec 31, 2025 Subi Sethi N/A Sale 7.34K $24.08 $176.84K
Dec 31, 2025 Souvik Das N/A Sale 5.27K $24.08 $126.97K
Dec 31, 2025 Sandeep Sahai N/A Sale 16.39K $24.08 $394.77K
Dec 31, 2025 Scott Stanley Erickson N/A Sale 4.45K $24.08 $107.25K
Dec 17, 2025 James S Cox N/A Sale 7.43K $22.00 $163.35K

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