Clearwater Analytics CEO Sandeep Sahai Sells Shares

Sandeep Sahai, the Director and Chief Executive Officer of Clearwater Analytics Holdings, Inc. (NYSE: CWAN), sold 331,583 shares of the company on June 25, 2026. The shares were sold at an average price of $24.55 each, totaling approximately $8.14 million. This transaction was not part of a pre-scheduled trading plan.

Other Institutional Activity in Clearwater Analytics

BlackRock, Inc. increased its stake in Clearwater Analytics by 2,038,216 shares, bringing its total to 28,270,108 shares valued at about $668.6 million, a 7.8% rise. UBS Group AG made a significant move by adding 9,515,458 shares, boosting its total to 14,735,354 shares worth approximately $348.5 million, reflecting a 182.3% increase. HBK Investments L.P. dramatically increased its holdings by 13,501,697 shares, ending with 13,875,000 shares valued at $328.1 million, a staggering 3,616.8% jump.

Clearwater Analytics Holdings, Inc. Stock Holds Steady

Shares of Clearwater Analytics (NYSE: CWAN) traded near $24.56 on Friday. The company boasts a market capitalization of $7.29 billion, with a forward P/E ratio of 28.44 and a PEG ratio of 10.35. Clearwater Analytics has a 52-week low of $15.74 and a high of $24.54. Its 50-day moving average is $24.26, with a 200-day moving average of $22.21. The company 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, reflecting a growth rate of 74.4%. However, the company posted a negative net margin of -5.8% and a return on equity of -3.1%. The next earnings report is scheduled for August 5, 2026.

Insider Buying and Selling at Clearwater Analytics Holdings, Inc.

On the same day as Sahai's sale, CFO James Cox acquired 109,998 shares at $24.55 each, while Chief Revenue Officer Scott Stanley Erickson sold 538,518 shares at $17.98. Additionally, Lisa Jones sold 26,584 shares at $24.55, and Jacques Aigrain sold 69,800 shares at $10.22. These transactions were not part of planned trading programs.

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. The stock has a consensus hold rating among analysts, with an average target price of $24.47 across seven analyst opinions.

About Clearwater Analytics

Clearwater Analytics Holdings, Inc. is a technology company based in Boise, Idaho, that provides a Software-as-a-Service (SaaS) platform for investment data aggregation, reconciliation, accounting, and reporting. Founded in 2004, the company serves a diverse clientele, including insurers, asset managers, hedge funds, banks, corporations, and government entities. Led by CEO Sandeep Sahai, Clearwater Analytics employs around 3,000 people.

Bottom Line

Sandeep Sahai's recent stock sale at Clearwater Analytics is a notable insider transaction, but it doesn't necessarily indicate a lack of confidence in the company. Clearwater Analytics continues to be a significant player in the software application industry, with substantial institutional support from major funds like BlackRock and UBS. As always, investors should consider these transactions as part of a broader investment strategy, keeping in mind that insider sales can occur for many reasons.