Clearwater Analytics Holdings, Inc. (CWAN)

23.78 -0.02 (-0.08%)

As of 2026-04-02 17:56:07 EST

Clearwater Analytics Holdings, Inc. is an American software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting worldwide. Clearwater is a publicly traded company headquartered in Boise, Idaho, with additional offices in London, Edinburgh, New York City and Noida.

Traded asNYSE: CWAN
ISINUS1851231068
CIK0001866368
LEI—
EIN—
SectorFinancial Technology
IndustryServices-Prepackaged Software
CEOSandeep Sahai
Employees1,000
Fiscal Year End1231
Address777 W. MAIN STREET, SUITE 900, BOISE, ID, 83702
Phone208-918-2400
Websitehttps://clearwateranalytics.com/
Stock Quotes
trading_symbolregistrant_nametimepricechangepercentage_change
CWANClearwater Analytics Holdings, Inc.2026-04-02 17:56:0723.78-0.02-0.08
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Company Information
trading_symbolcentral_index_keyregistrant_nameisin_numberlei_numberein_numberexchangesic_codesic_descriptionfiscal_year_endstate_of_incorporationaddress_streetaddress_cityaddress_stateaddress_zip_codeaddress_countryaddress_country_codephone_numbermailing_addressbusiness_addressformer_nameindustryfounding_datechief_executive_officernumber_of_employeeswebsitemarket_capshares_issuedshares_outstandingdescriptionupdate_time
CWAN0001866368Clearwater Analytics Holdings, Inc.US1851231068——NYSE7372Services-Prepackaged Software1231DE777 W. MAIN STREET, SUITE 900BOISEID83702UNITED STATESUS208-918-2400777 W. MAIN STREET, SUITE 900, BOISE, ID, 83702777 W. MAIN STREET, SUITE 900, BOISE, ID, 83702Clearwater Analytics Holdings, Inc.Financial Technology2004Sandeep Sahai1,000https://clearwateranalytics.com/6,253,649,2610—Clearwater Analytics Holdings, Inc. is an American software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting worldwide. Clearwater is a publicly traded company headquartered in Boise, Idaho, with additional offices in London, Edinburgh, New York City and Noida.2026-04-02 16:11:58
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CWAN Stock Price (End-of-Day)
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CWAN Stock Price (1-Minute)
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Market Cap
Fiscal YearMarket CapChange In Market CapPercentage Change In Market CapShares OutstandingChange In Shares OutstandingPercentage Change In Shares Outstanding
20256,253,649,2613,307,963,403112.2986———
20242,945,685,8581,558,173,805112.2998———
20231,387,512,053694,592,944100.2416———
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Executive Compensation
Executive NameExecutive PositionFiscal YearSalaryBonusStock AwardsIncentive Plan CompensationOther CompensationTotal Compensation
Scott EricksonPresident2021300,000—4,525,002318,36224,9667,315,914
Jim CoxChief Financial Officer2021425,000—7,656,534344,52925,14710,598,794
Joseph KochanskyPresident2021281,250—6,030,000275,0006,20214,354,256
Sandeep SahaiChief Executive Officer2021653,400—13,516,020834,18325,44721,637,003
Jim CoxChief Financial Officer2020371,000—0243,8519,877,00611,733,119
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Employee Count
Fiscal YearEmployee Count
20253,050
20241,915
20231,756
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Income Statements
Fiscal Year202520242023
Revenue—451,803,000368,168,000
Cost Of Revenue—122,987,000107,127,000
Gross Profit—328,816,000261,041,000
Research And Development Expenses—150,558,000123,925,000
General And Administrative Expenses—98,770,00093,496,000
Operating Expenses—316,582,000277,786,000
Operating Income—12,234,000-16,745,000
Net Income—424,378,000-21,627,000
Earnings Per Share Basic—1.93-0.11
Earnings Per Share Diluted—1.68-0.11
Weighted Average Shares Outstanding Basic—219,316,625199,691,873
Weighted Average Shares Outstanding Diluted—254,362,539199,691,873
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Balance Sheet Statements
Fiscal Year202520242023
Cash And Cash Equivalents—177,350,000221,765,000
Marketable Securities Current—3,000,00074,457,000
Accounts Receivable—106,151,00092,091,000
Inventories———
Non Trade Receivables—687,0004,382,000
Other Assets Current—1,104,000959,000
Total Assets Current—384,646,000415,996,000
Marketable Securities Non Current—30,301,00021,495,000
Property Plant And Equipment—14,797,00015,349,000
Other Assets Non Current—3,340,0004,907,000
Total Assets Non Current—70,462,00064,035,000
Total Assets—1,169,572,000558,743,000
Accounts Payable—2,934,0003,062,000
Deferred Revenue—7,329,0002,766,000
Short Term Debt—2,750,0002,750,000
Other Liabilities Current—10,237,0005,293,000
Total Liabilities Current—77,052,00080,792,000
Long Term Debt—43,313,00046,063,000
Other Liabilities Non Current—1,470,0005,518,000
Total Liabilities Non Current—62,289,00068,294,000
Total Liabilities—139,341,000149,086,000
Common Stock—213,000128,000
Retained Earnings—283,946,000-181,331,000
Accumulated Other Comprehensive Income—-1,113,0002,909,000
Total Shareholders Equity—1,008,255,000354,329,000
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Cash Flow Statements
Fiscal Year202520242023
Depreciation And Amortization—12,181,0009,929,000
Share Based Compensation Expense—103,201,000104,447,000
Other Non Cash Income Expense———
Change In Accounts Receivable—13,648,00019,298,000
Change In Inventories———
Change In Non Trade Receivables———
Change In Other Assets———
Change In Accounts Payable—269,000-115,000
Change In Other Liabilities———
Cash From Operating Activities—74,321,00084,602,000
Purchases Of Marketable Securities—114,572,000124,178,000
Sales Of Marketable Securities—05,950,000
Acquisition Of Property Plant And Equipment—5,259,0005,624,000
Acquisition Of Business—40,121,0000
Other Investing Activities———
Cash From Investing Activities—-55,648,000-95,055,000
Tax Withholding For Share Based Compensation—55,301,00020,784,000
Payments Of Dividends———
Issuance Of Common Stock—4,693,0000
Repurchase Of Common Stock——0
Issuance Of Long Term Debt———
Repayment Of Long Term Debt———
Other Financing Activities———
Cash From Financing Activities—-61,668,000-19,291,000
Change In Cash—-44,415,000-28,959,000
Cash At End Of Period—177,350,000221,765,000
Income Taxes Paid—1,979,0002,432,000
Interest Paid—3,464,0003,454,000
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Key Metrics
Fiscal Year202520242023
Earnings Per Share—1.93-0.11
Price To Earnings Ratio—14.2591-182.0909
Earnings Growth Rate—-1,854.5455175
Price Earnings To Growth Ratio—-0.0077-1.0405
Book Value Per Share—4.69752.0514
Price To Book Ratio—5.85859.7638
Ebitda—438,538,000-2,865,000
Enterprise Value—5,904,306,5203,826,876,216.19
Dividend Yield———
Dividend Payout Ratio———
Debt To Equity Ratio—0.04570.1378
Capital Expenditures—11,629,00010,214,000
Free Cash Flow—62,692,00074,388,000
Return On Equity—0.4209-0.061
One Year Beta1.03460.62810.9398
Three Year Beta0.9210.92790.9726
Five Year Beta0.94980.91890.9726
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Insider Transactions
Insider NameRelationship To IssuerTransaction DateAmount Of SecuritiesAcquired Or DisposedSecurities Owned Following Transaction
Cox James SChief Financial Officer2026-03-313,125A472,239
Cox James SChief Financial Officer2026-03-317,813A480,052
Cox James SChief Financial Officer2026-03-3126,998A507,050
Cox James SChief Financial Officer2026-03-311,783D505,267
Cox James SChief Financial Officer2026-03-314,456D500,811
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Institutional Holdings
Investor NamePeriod Of ReportMarket ValueAmount Of SecuritiesPrice Per Security
Hilltop National Bank2026-03-3138,6441,63423.6499
GOLDMAN SACHS GROUP INC2025-12-3179,288,7353,287,26124.12
Rockefeller Capital Management L.P.2025-12-311,081,73444,84824.12
PEAK6 LLC2025-12-31842,15034,91524.12
PEAK6 LLC2025-12-3177,1843,20024.12
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Mutual Fund Holdings
Registrant NamePeriod Of ReportFund NameFund SymbolAmount Of UnitsValue In UsdPercentage Value Compared To Assets
Global X Funds2026-01-31Global X Russell 2000 ETFRSSL126,2013,040,182.090.2195
INVESCO EXCHANGE-TRADED FUND TRUST2026-01-31Invesco RAFI US 1500 Small-Mid ETFPRFZ49,2361,186,095.240.0443
AMERICAN PENSION INVESTORS TRUST2026-01-31Institutional ClassAPGRX16,700402,3030.4114
AMERICAN PENSION INVESTORS TRUST2026-01-31Class A SharesAFGGX16,700402,3030.4114
AMERICAN PENSION INVESTORS TRUST2026-01-31Class L SharesAPITX16,700402,3030.4114
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