Eric Lee Buys Shares of Clearwater Analytics
Eric Lee added 220,137 shares of Clearwater Analytics Holdings, Inc. on June 25, 2026.
Key Points
- Eric Lee purchased 220,137 shares of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) on June 25, 2026.
- Clearwater Analytics has a market cap of $7.29 billion with a forward P/E ratio of 28.44 and a 52-week high of $24.54.
- BlackRock, Inc. increased its holdings in Clearwater Analytics by 2,038,216 shares, totaling 28,270,108 shares valued at $668.6 million.
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Eric Lee, an insider at Clearwater Analytics Holdings, Inc. (NYSE: CWAN), purchased 220,137 shares of the company on June 25, 2026. This transaction was not part of a pre-planned trading scheme. The stock was trading at $24.56 on Friday.
Insider Buying and Selling at Clearwater Analytics Holdings, Inc.
On June 25, 2026, several insiders at Clearwater Analytics were active in the market. Eric Lee's purchase of 220,137 shares was joined by James Cox, the Chief Financial Officer, who bought 109,998 shares at $24.55 each. Meanwhile, Chief Revenue Officer Scott Stanley Erickson sold 538,518 shares at an average price of $17.98. Other insiders, including Lisa Jones and Jacques Aigrain, also sold shares on the same day.
Other Institutional Activity in Clearwater Analytics
Several institutional investors have also been active in Clearwater Analytics. BlackRock, Inc. grew its holdings by 2,038,216 shares, ending with 28,270,108 shares worth about $668.6 million. UBS Group AG increased its position by 9,515,458 shares, bringing its total to 14,735,354 shares valued at $348.5 million, marking a 182.3% increase. HBK Investments L.P. significantly boosted its stake by 13,501,697 shares to a total of 13,875,000 shares, an impressive 3,616.8% rise. Meanwhile, Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, each acquiring approximately 13 million shares.
Clearwater Analytics Holdings, Inc. Stock Holds Steady
Shares of Clearwater Analytics (NYSE: CWAN) traded near $24.56 on Friday. The company has a market cap of around $7.29 billion and a forward P/E ratio of 28.44. It operates with a beta of 0.596, indicating lower volatility compared to the broader market. The stock's 52-week range is between $15.73 and $24.54, with a 50-day moving average of $24.26 and a 200-day moving average of $22.21. Clearwater Analytics maintains a current ratio of 2.255 and a quick ratio of 1.957, with a debt-to-equity ratio of 41.899.
$CWAN stock price
Daily closing prices, year to date. Not investment advice.
Analysts Set New Price Targets
On May 20, 2026, DA Davidson maintained its hold rating on Clearwater Analytics with a price target of $24.55. RBC Capital downgraded the stock to a hold with the same target on February 26, 2026. Overall, the consensus from seven analysts suggests a hold recommendation, with a mean price target of $24.47.
About Clearwater Analytics
Clearwater Analytics Holdings, Inc., headquartered in Boise, Idaho, provides a Software-as-a-Service (SaaS) platform for investment data aggregation and reporting. The company serves a wide range of clients, including insurers, asset managers, and government entities. Founded in 2004, Clearwater Analytics offers solutions for portfolio management, regulatory reporting, and risk analytics, among other services. The company is led by CEO Sandeep Sahai and employs approximately 3,000 people.
Bottom Line
Eric Lee's recent purchase of Clearwater Analytics shares adds to the company's insider trading activity, showing confidence in its prospects. The stock's performance and institutional interest suggest it remains a focal point for investors. However, as with all 13F filings, these insights reflect past actions and do not necessarily indicate current positions.
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This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.