Stock CWAN CLEARWATER ANALYTICS HOLDINGS, INC.
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Company Clearwater Analytics Holdings, Inc.

Equities

CWAN

US1851231068

Software

Market Closed - Nyse
Other stock markets
 21:00:02 25/06/2024 BST 		5-day change 1st Jan Change
18.46 USD -2.48% Intraday chart for Clearwater Analytics Holdings, Inc. -2.89% -7.84%
06-14 Clearwater Analytics Holdings Insider Sold Shares Worth $998,230, According to a Recent SEC Filing MT
06-12 AXA XL's Alternative Capital Team Selects Clearwater Analytics as its Provider for Investment Accounting Services CI

Business Summary

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.

Number of employees: 1,756

Sales per Business

USD in Million2022Weight2023Weight Delta
Software as a Service
100.0 %
303 100.0 % 368 100.0 % +21.34%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
81.6 %
262 86.3 % 300 81.6 % +14.74%
Rest of World
18.4 %
42 13.7 % 68 18.4 % +62.79%

Managers

Managers TitleAgeSince
Sandeep Sahai CEO
 Chief Executive Officer 61 31/08/16
James Cox DFI
 Director of Finance/CFO 52 -
Souvik Das CTO
 Chief Tech/Sci/R&D Officer 52 -
Joon Park IRC
 Investor Relations Contact - -
Heather McClellan HRO
 Human Resources Officer - -
Daniele Beauman PRN
 Corporate Officer/Principal - -
Subi Sethi PRN
 Corporate Officer/Principal 48 -
Cindy Blendu HRO
 Human Resources Officer 48 -
Sunil Dixit PRN
 Corporate Officer/Principal 51 25/07/23
Scott Erickson PRN
 Corporate Officer/Principal 44 31/12/04

Members of the board

Members of the board TitleAgeSince
Cary Davis BRD
 Director/Board Member 57 31/10/20
Scott Mackesy BRD
 Director/Board Member 55 04/12/22
Kathleen Corbet BRD
 Director/Board Member 64 28/02/21
Eric Lee CHM
 Chairman 52 -
Jacques Aigrain BRD
 Director/Board Member 69 31/01/21
Jaswinder Singh BRD
 Director/Board Member 59 02/08/22
Sandeep Sahai CEO
 Chief Executive Officer 61 31/08/16
Christopher Hooper BRD
 Director/Board Member 43 30/06/17
Andrew Young BRD
 Director/Board Member 46 31/10/20
Lisa Jones BRD
 Director/Board Member 62 15/09/22

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 10 71,965,845 0 0 66.57 %
Stock B 10 27,424,288 0 0
Stock C 1 111,191 0 0
Stock D 1 146,547,277 145,463,510 ( 99.26 %) 0

Shareholders

NameEquities%Valuation
Permira Advisers LLP
17.52 %
25,613,323 17.52 % 486 M $
Wasatch Advisors LP
11.21 %
16,391,308 11.21 % 311 M $
Vanguard Investments Australia Ltd.
10.35 %
15,131,505 10.35 % 287 M $
Kayne Anderson Rudnick Investment Management LLC
7.692 %
11,246,271 7.692 % 213 M $
William Blair Investment Management LLC
7.088 %
10,364,266 7.088 % 197 M $
Conestoga Capital Advisors LLC
4.450 %
6,506,247 4.450 % 123 M $
BAMCO, Inc.
3.665 %
5,359,172 3.665 % 102 M $
JPMorgan Investment Management, Inc.
3.554 %
5,196,380 3.554 % 99 M $
Allspring Global Investments LLC
2.982 %
4,359,848 2.982 % 83 M $
AllianceBernstein LP
2.790 %
4,079,943 2.790 % 77 M $
NameEquities%Valuation
Welsh, Carson, Anderson & Stowe
73.27 %
26,187,660 73.27 % 497 M $
NameEquities%Valuation
Galibier Purchaser LLC
26.01 %
25,192,059 26.01 % 478 M $
Welsh, Carson, Anderson & Stowe
20.49 %
19,838,373 20.49 % 377 M $
Warburg Pincus LLC
18.79 %
18,192,059 18.79 % 345 M $

Company contact information

Clearwater Analytics Holdings, Inc.

777 West Main Street Suite 900

83702, Boise

+

http://clearwateranalytics.com
address Clearwater Analytics Holdings, Inc.(CWAN)

Sector

Technology
Software & IT Services
Software & IT Services
Software
Other Software

Sales per region

Ratings for Clearwater Analytics Holdings, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
10
Last Close Price
18.46 USD
Average target price
21.62 USD
Spread / Average Target
+17.15%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

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