Piper Sandler resumed coverage of Clearwater Analytics with a rating of Overweight and set a new price target of $27.00

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

Morgan Stanley upgraded Clearwater Analytics from Equal-Weight to Overweight and set a new price target of $34.00 from $30.00 previously

DA Davidson upgraded Clearwater Analytics from Neutral to Buy and set a new price target of $32.00 from $35.00 previously

DA Davidson downgraded Clearwater Analytics from Buy to Neutral and set a new price target of $35.00 from $31.00 previously

JP Morgan upgraded Clearwater Analytics from Neutral to Overweight and set a new price target of $33.00 from $23.00 previously

Citigroup initiated coverage of Clearwater Analytics with a rating of Buy and set a new price target of $28.00

Oppenheimer upgraded Clearwater Analytics from Perform to Outperform and set a new price target of $25.00

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, today announced that members of its executive leadership team will be participating in the following investor conferences in the third quarter of 2025. Clearwater Analytics Chief Executive Officer Sandeep Sahai, Chief Financial Officer Jim Cox, and the rest of its executive leadership team will host Clearwater Analytics' second Investor Day at the New York Stock Exchange in New York City on Wednesday, September 3, 2025, from 1:00 PM to 3:00 PM. In-person attendance is encouraged, but a live webcast of the event will also be avail

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, will release financial results for the second quarter ended June 30, 2025 after the U.S. financial markets close on Wednesday, August 6, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on August 6, 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 the webcast will be available on the Company'

Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that McCormick & Company (NYSE:MKC) a global leader in flavor, has adopted Clearwater's commercial paper (CP) workflow solution to streamline short-term capital raising and improve oversight of its program. The move comes as higher interest rates and increased issuance volumes push corporations to rethink how they access and manage short-term funding. As of May 2025, U.S. commercial paper outstanding averaged over $1.4 trillion, a 13% year-over-year increase, according to Federal Reserve data, making visibility, pricing, and efficiency more critical than ever. "Amid a

Executives from BlackRock, EY, Manulife and PwC Join Clearwater to Strengthen Client Outcomes and Expand Platform Capabilities Across Investment Management Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced the addition of three senior leaders to its global client and delivery teams. These appointments support Clearwater's continued growth and investment in helping insurers, asset owners, and asset managers modernize investment operations and achieve stronger outcomes. Barrie Mellin joins as Head of Insurance and Asset Owners. She brings over 20 years of experience at BlackRock, including as Managing Director in the A

NEW YORK, July 9, 2025 /PRNewswire/ -- Bloomberg and Clearwater Analytics (NYSE:CWAN) ("Clearwater") today announced a strategic collaboration to deliver a front-to-back investment solution for asset owners and asset managers using an open and modular approach. This collaboration brings together best-in-class solutions to introduce a comprehensive investment management offering. The new offering will provide users with an enhanced operating model that delivers scale, speed, and flexibility, allowing them to manage costs and reduce risk. Clients using this combined solution wil

Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that Versicherungskammer Group has selected Clearwater Analytics' platform to power their middle, back office and risk functions. This decision is based on a comprehensive operating model review that began in 2024, followed by a structured selection process to identify a strategic partner. The rigorous assessment underscored the need for change, as market developments and demographic shifts demanded more agility, transparency, and efficiency. By adopting Clearwater's modern, cloud-based platform, Versicherungskammer will gain real-time, advanced data analytics to strengt

Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that HG Re Ltd. has selected Clearwater to enhance its investment performance measurement and risk analytics capabilities. This implementation will provide HG Re with advanced tools to support data-driven investment decisions and improve portfolio oversight. By adopting Clearwater, HG Re is streamlining its operations and gaining more direct control over investment performance and risk management—reducing its reliance on custodial and external service providers. The solution offers real-time access to portfolio insights, such as risk assessment, performance attribution,

All Clearwater Shareholders Now Have One Vote Per Share Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that all of its shares of Class C Common Stock and Class D Common Stock, which carry 10 votes, were automatically converted to Class B Common Stock and Class A Common Stock, which carry 1 vote, eliminating all outstanding super-voting shares. The conversion occurred in connection with the sale of approximately 14.1 million shares by investment funds associated with Welsh Carson Anderson & Stowe (WCAS), which caused WCAS' shareholdings in Clearwater to decrease to approximately 1.7% of total outstanding stock. Fund

UK's Terrorism Reinsurer Adopts Clearwater Platform to Streamline Accounting and Elevate Risk Analytics Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that Pool Re, the UK's terrorism reinsurer overseeing more than £7.2 billion in assets, has selected Clearwater to modernize its investment operations, accounting, and risk management infrastructure. After a 2024 tender process, Pool Re adopted Clearwater's platform as its Investment Accounting Book of Record and has since expanded its use to include advanced risk analytics, including scenario and shock analysis, to support the management of investment risk exposure.

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

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

4 - Clearwater Analytics Holdings, Inc. (0001866368) (Issuer)

144 - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

8-K - Clearwater Analytics Holdings, Inc. (0001866368) (Filer)

144 - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

8-K - Clearwater Analytics Holdings, Inc. (0001866368) (Filer)

144 - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

SCHEDULE 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

144 - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

SCHEDULE 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

SCHEDULE 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

D - Clearwater Analytics Holdings, Inc. (0001866368) (Filer)

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, will release financial results for the second quarter ended June 30, 2025 after the U.S. financial markets close on Wednesday, August 6, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on August 6, 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 the webcast will be available on the Company'

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

Building the Future of Investment Management with a Fully Integrated, Front-to-Back Platform That Unifies Data, Analytics and Execution Across Public and Private Securities PIMCO, a Longtime Strategic Partner and Investor in Beacon, Will Continue to be a Partner in Developing the Next-Generation Platform Clearwater Analytics (NYSE:CWAN) ("Clearwater") today announced two strategic acquisitions, marking a major step toward transforming investment management technology. Clearwater has entered into a definitive agreement to acquire Beacon, a next-generation leader for cross-asset class modeling and risk analytics for derivatives, private credit and debt, structured products and other altern

Record Quarterly Revenue of $126.5 Million, Up 28% Year-Over-Year Annualized Recurring Revenue of $474.9 Million, Up 25% Year-Over-Year Net Revenue Retention Rate of 116% Net Income of $420.3 Million Adjusted EBITDA of $41.7 Million, Up 39% Year-Over-Year 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, today announced its financial results for the quarter ended December 31, 2024.   Fourth Quarter 2024   Full Year 2024 Revenue $126.5 million   $451.8 million Year-over-Year Revenue Growth % 27.7%

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 fourth quarter and full year ended December 31, 2024 after the U.S. financial markets close on Wednesday, February 19, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on February 19, 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

Investor Conference Call Scheduled for Today at 8:30 a.m. ET Clearwater Analytics (NYSE:CWAN) ("Clearwater") and Enfusion, Inc. (NYSE:ENFN) ("Enfusion") today announced their entry into a definitive merger agreement for Clearwater to acquire Enfusion, a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund industry. The purchase price is $11.25 per share, delivered in an approximately equal mix of cash and stock. Additionally, Clearwater will pay $30 million to terminate Enfusion's tax receivable agreement (TRA). This equates to a purchase price of approximately $1.5 billion. This press release features multimedia. View the full release here: https

Record Quarterly Revenue of $115.8 Million, Up 22% Year-Over-Year Annualized Recurring Revenue of $456.9 Million, Up 26% Year-Over-Year Net Income of $4.8 Million; Adjusted EBITDA of $38.3 Million, Up 34% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 114% Operating Cash Flows of $49.7 Million, Up 57% Year-Over-Year 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, today announced its financial results for the quarter ended September 30, 2024. "It's very gratifying to see continued excellence in execut

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 third quarter ended September 30, 2024 after the U.S. financial markets close on Wednesday, November 6, 2024. In conjunction with this announcement, Clearwater Analytics will host a conference call on November 6, 2024, 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 repl

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

New Managing Director to Drive Clearwater Growth in Europe & APAC BOISE, Idaho and LONDON, Feb. 7, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Keith Viverito as Managing Director, EMEA. With over 20 years of experience in high-growth companies serving financial markets, Viverito brings a strong track record of delivering exceptional results and a passion for people and customer success to Clearwater. Prior to joining Clearwater,

Welcomes Shane Akeroyd as New Chief Strategy Officer and Ann-Sophie Skjoldager Bom to Lead Relationship with Strategic Asset Management Clients BOISE, Idaho, Jan. 9, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Shane Akeroyd as its Chief Strategy Officer (CSO) and Ann-Sophie Skjoldager Bom as the Sales Director responsible for Strategic Asset Management clients. As Clearwater transitions to a multi-product company across the entir

Industry Veteran to Drive Product Innovation and Multi-Product Strategy  BOISE, Idaho, July 26, 2023 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Sunil Dixit as its new Chief Product Officer. Dixit brings with him a wealth of expertise driving product innovation, which will speed the development of client-centric solutions to meet current market demands while anticipating future trends. "With an increasingly robust multi-product offeri

Asset Management Veteran Brings Significant Industry Experience BOISE, Idaho, Sept. 20, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that Lisa Jones, asset management veteran and Head of the Americas, President and Chief Executive Officer of Amundi US, Inc., has been appointed to the company's Board of Directors and will serve as a member of its Audit Committee. Lisa Jones holds over 30 years of experience developing and building asset management businesses in

Princeton Computer Science Professor & SaaS Technology Pioneer JP Singh Brings Track Record of Innovation to Clearwater Analytics BOISE, Idaho, Aug. 3, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that tech industry veteran Dr. JP Singh, Professor of Computer Science at Princeton University, Co-founder of CaaStle and Trust Machines, Chairman of 8x8 and Director at Hiro Systems, has been appointed to the company's Board of Directors. Dr. Singh is a tenured full

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)

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)

SC 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

SC 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

SC 13G - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)

SC 13G/A - Clearwater Analytics Holdings, Inc. (0001866368) (Subject)