Subi Sethi Buys Clearwater Analytics Shares Worth $3.38 Million

Subi Sethi, the Chief Operating Officer of Clearwater Analytics Holdings, Inc. (NYSE: CWAN), made a notable insider purchase on June 25, 2026. Sethi acquired 137,498 shares at an average price of $24.55 per share, amounting to a total transaction value of approximately $3.38 million. This transaction was not part of a pre-arranged trading plan.

Insider Buying and Selling at Clearwater Analytics Holdings, Inc.

In addition to Subi Sethi's purchase, other insiders were also active on June 25, 2026. James Cox, the Chief Financial Officer, was involved in multiple transactions, buying 109,998 shares at $24.55 each, and selling the same amount at the same price. Meanwhile, Scott Stanley Erickson, Chief Revenue Officer, sold 538,518 shares at $17.98, and later sold 155,119 shares at $24.55. Lisa Jones and Jacques Aigrain also sold shares on the same day.

Other Institutional Activity in Clearwater Analytics

Several institutional investors have adjusted their stakes in Clearwater Analytics. BlackRock, Inc. increased its holdings by 2,038,216 shares, ending with a total of 28,270,108 shares valued at approximately $668.59 million, a 7.8% increase. UBS Group AG significantly boosted its position by 9,515,458 shares, representing a 182.3% increase, bringing its total to 14,735,354 shares worth about $348.49 million. HBK Investments L.P. dramatically increased its stake by 13,501,697 shares, marking a 3,616.8% rise, resulting in 13,875,000 shares valued at $328.14 million. Meanwhile, Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, acquiring 18,293,833 and 13,097,435 shares, respectively.

Clearwater Analytics Holdings, Inc. Stock Holds Steady

Shares of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) traded near $24.56 on Friday. The company, with a market capitalization of approximately $7.29 billion, has a forward P/E ratio of 28.44 and a beta of 0.596, indicating lower volatility compared to the market. Its 52-week trading range spans from $15.74 to $24.54. The stock's 50-day moving average is $24.26, while the 200-day moving average stands at $22.21. Clearwater maintains a strong financial position with a current ratio of 2.26 and a quick ratio of 1.96.

Analysts Set New Price Targets

Analysts have set new price targets for Clearwater Analytics. On May 20, 2026, DA Davidson maintained a 'hold' rating with a price target of $24.55. Earlier in the year, RBC Capital and Morgan Stanley both downgraded the stock to a 'hold', with the same price target of $24.55. The consensus among analysts is a 'hold' rating with an average target price of $24.47, based on seven analyst opinions.

About Clearwater Analytics

Clearwater Analytics Holdings, Inc. is a technology company based in Boise, Idaho. It provides a Software-as-a-Service (SaaS) platform that automates investment data aggregation, reconciliation, accounting, and reporting for clients including insurers, asset managers, hedge funds, and banks. Founded in 2004, the company serves a global client base and is led by CEO Sandeep Sahai.

Bottom Line

Subi Sethi's recent purchase of Clearwater Analytics shares highlights insider confidence in the company's prospects. Investors often track such insider activities for potential signals, though these transactions are not current indications of market sentiment, as they are reported after the fact. Clearwater's stock performance and analyst ratings suggest a cautious outlook, with a 'hold' consensus reflecting market sentiment.