Lisa Jones Sells Shares of Clearwater Analytics

Lisa Jones recently sold 15,339 shares of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) at an average price of $24.55 per share. This transaction, which occurred on June 25, 2026, totaled approximately $376,572.45. The sale was not part of a pre-planned trading program.

Insider Buying and Selling at Clearwater Analytics Holdings, Inc.

Several insider transactions took place at Clearwater Analytics on June 25, 2026, alongside Lisa Jones's sale. James Cox, the Chief Financial Officer, purchased 109,998 shares at $24.55, while also selling the same amount at the same price. Scott Stanley Erickson, the Chief Revenue Officer, sold 538,518 shares at $17.98 and 155,119 shares at $24.55. Jacques Aigrain sold 69,800 shares at $10.22.

Other Institutional Activity in Clearwater Analytics

Several institutional investors have been active in Clearwater Analytics recently. BlackRock, Inc. increased its holdings by 2,038,216 shares, ending with 28,270,108 shares valued at about $668.6 million, marking a 7.8% increase. UBS Group AG significantly boosted its stake by 9,515,458 shares, reaching 14,735,354 shares worth approximately $348.5 million, a 182.3% increase. HBK Investments L.P. also expanded its position by 13,501,697 shares, resulting in 13,875,000 shares valued at $328.1 million, a massive 3,616.8% increase. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions with 18,293,833 and 13,097,435 shares, respectively.

Clearwater Analytics Holdings, Inc. Stock Holds Steady

As of Friday, shares of Clearwater Analytics traded near $24.56. The company has a market capitalization of approximately $7.29 billion and a forward P/E ratio of 28.44. Its stock has traded between $15.74 and $24.54 over the past year. The 50-day moving average is $24.26, while the 200-day moving average is $22.21. Clearwater Analytics maintains a current ratio of 2.26 and a quick ratio of 1.96, with a debt-to-equity ratio of 41.90.

Recent Earnings

Clearwater Analytics reported revenue of $825.7 million, with a revenue growth rate of 74.4%. However, the company posted a net margin of -5.8% and a return on equity of -3.1%. The next earnings report is scheduled for August 5, 2026.

Analysts Set New Price Targets

On May 20, 2026, DA Davidson maintained its 'hold' rating on Clearwater Analytics and set a price target of $24.55. The consensus among analysts is a 'hold' rating, with a mean price target of $24.47 based on seven opinions.

About Clearwater Analytics

Clearwater Analytics Holdings, Inc., based in Boise, Idaho, provides a Software-as-a-Service platform that automates investment data aggregation and reporting for clients worldwide. Founded in 2004, the company serves a diverse range of clients, including insurers, asset managers, and government entities. Led by CEO Sandeep Sahai, Clearwater Analytics employs around 3,000 people.

Bottom Line

Lisa Jones's recent stock sale is part of a broader trend of insider and institutional activity at Clearwater Analytics. The company's forward P/E ratio and analyst ratings suggest a cautious outlook among investors. As always, 13F filings and insider trades provide a historical view and may not reflect current positions.