SEC Form SC 13G filed by Clearwater Analytics Holdings Inc.
$CWAN
Computer Software: Prepackaged Software
Technology
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 5/19/2025 | $26.00 | Neutral | Goldman |
| 4/25/2025 | $28.00 | Overweight | Analyst |
| 2/20/2025 | $28.00 → $36.00 | Neutral → Overweight | Piper Sandler |
| 1/17/2025 | $30.00 → $34.00 | Equal-Weight → Overweight | Morgan Stanley |
| 1/14/2025 | $35.00 → $32.00 | Neutral → Buy | DA Davidson |
| 11/8/2024 | $31.00 → $35.00 | Buy → Neutral | DA Davidson |
| 11/7/2024 | $23.00 → $33.00 | Neutral → Overweight | JP Morgan |
| 8/19/2024 | $28.00 | Buy | Citigroup |
144 - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)
SCHEDULE 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)
144 - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)
2025 Insurance Investment Outsourcing Report Shows 25% Growth as Private Market Assets Surge to $800 Billion Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today released the 2025 Insurance Investment Outsourcing Report (IIOR). Produced in partnership with DCS Financial Consulting, the report reveals a record $4.5 trillion in unaffiliated general account insurance assets under management (AUM) – up 24% year-over-year. Investment consultant assets under advisement also grew significantly to $2 trillion. The dramatic growth in insurance investment outsourcing reflects several market forces, including the need for specialized expertise
Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that Danish pension provider, Norli Liv & Pension, part of the Norli group, has partnered with Clearwater to modernize its investment accounting, reporting and compliance operations. Clearwater will provide Norli with a single, consolidated view of all in-house and outsourced chief investment officer (OCIO) managed holdings across its public and private asset classes—enhancing investment transparency and empowering better, faster decision-making. The platform will also support regulatory compliance through automated workflows and robust, audit-ready reporting. By moving
Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that long-time client Wayne Cooperative Insurance has expanded its relationship with Clearwater to include performance attribution and risk analytics that drive improved returns and reduced risk exposure. Building on their successful use of Clearwater's core investment accounting and reporting platform, Wayne Cooperative Insurance will now enhance their investment operations with sophisticated risk and performance capabilities. Through advanced scenario simulations, the investment team can assess potential market events, including interest rate shifts, credit spread chang
Seasoned Marketing Executive to Accelerate Brand Evolution and Client Success BOISE, Idaho, Aug. 19, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Fleur Sohtz as its new Chief Marketing Officer. Fleur joins Clearwater Analytics with 25 years' experience scaling high-growth companies, achieving double-digit revenue growth, and creating integrated marketing programs at global companies such as Collibra, Markit (now part of S&P), and Thomson Reuters.
With more than two decades of in-depth experience leading high-tech marketing and CX management strategies, Susan Ganeshan will oversee Emplifi's marketing and growth initiatives Emplifi, a leading customer engagement platform provider, today announced the appointment of Susan Ganeshan as its Chief Marketing Officer. Ganeshan will lead Emplifi's marketing and growth initiatives while working cross-functionally within the organization to help global brands deliver a seamless experience throughout the customer journey. She will be actively involved with Emplifi's clients to support their CX efforts ensuring they drive brand growth through mature social media marketing, social commerce, and
M&A Veteran to Steer Corporate Development Strategy and Global Expansion BOISE, Idaho, March 1, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Mike Chen as its new Senior Vice President, Head of Corporate Development. Mike Chen brings more than 20 years of expertise in M&A and corporate business development to the role, having previously served as Head of Corporate Development and Ventures at Guidewire Software as well as Vice Presi
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)
Goldman resumed coverage of Clearwater Analytics with a rating of Neutral and set a new price target of $26.00
Analyst resumed coverage of Clearwater Analytics with a rating of Overweight and set a new price target of $28.00
Piper Sandler upgraded Clearwater Analytics from Neutral to Overweight and set a new price target of $36.00 from $28.00 previously
SC 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)
SC 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)
SC 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)
Record Quarterly Revenue of $126.9 Million, Up 24% Year-Over-Year Annualized Recurring Revenue of $493.9 Million, Up 23% Year-Over-Year Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 114% Net Income of $6.9 Million Adjusted EBITDA of $45.1 Million, Up 40% Year-Over-Year Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2025. "In Clearwater's final quarter prior to its acquisitions of Enfusion, Beacon and Bistro, I'm incredibly proud to report both exceptional results and milestone achiev
Clearwater Will Deliver Industry's First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced the successful completion of its acquisition of Enfusion, Inc. (NYSE:ENFN), a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued at approximately $1.5 billion. This strategic combination positions Clearwater as the industry's first single-instance, multi-tenant, cloud-native platform to unify front, middle, and back-office investment operations. By integrating portfolio and order management,
Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the first quarter ended March 31, 2025 after the U.S. financial markets close on Wednesday, April 30, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on April 30, 2025, at 5:00 p.m. ET through a live webcast available on the Company's investor relations website. Participants must visit investors.clearwateranalytics.com in advance to register, download, and install any necessary audio software. A replay of th