Subi Sethi Sells Clearwater Analytics Shares

Subi Sethi, the Chief Operating Officer of Clearwater Analytics Holdings, Inc. (NYSE:CWAN), recently sold 13,315 shares of the company. The shares were sold on June 25, 2026, at an average price of $20.15, bringing the total transaction value to $268,297.25. This transaction was not part of a pre-planned trading program.

Other Institutional Activity in Clearwater Analytics

Several major institutional investors have recently adjusted their positions in Clearwater Analytics. BlackRock, Inc. increased its stake by 2,038,216 shares, ending with a total of 28,270,108 shares valued at approximately $668.6 million, a 7.8% increase. UBS Group AG also significantly boosted its holdings, adding 9,515,458 shares for a total of 14,735,354 shares worth $348.5 million, marking a 182.3% increase. HBK Investments L P made a substantial addition of 13,501,697 shares, now holding 13,875,000 shares valued at $328.1 million, a dramatic 3616.8% increase. Meanwhile, Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, holding 18,293,833 and 13,097,435 shares, respectively.

Clearwater Analytics Holdings, Inc. Stock Holds Steady

Shares of Clearwater Analytics (NYSE:CWAN) traded near $24.56 on Friday. The company has a market capitalization of approximately $7.29 billion. It has a forward P/E ratio of 28.4 and a beta of 0.596, indicating lower volatility compared to the broader market. Over the past 52 weeks, the stock has ranged from a low of $15.74 to a high of $24.54. Its 50-day moving average is $24.26, while the 200-day moving average is $22.21. The company maintains a healthy current ratio of 2.255 and a quick ratio of 1.957, with a debt-to-equity ratio of 41.899.

Recent Earnings

Clearwater Analytics reported revenue of $825.7 million, showing a growth of 74.4%. However, the company is not yet profitable, with a net margin of -5.8% and a return on equity of -3.1%. The next earnings report is expected on August 5, 2026.

Insider Buying and Selling at Clearwater Analytics Holdings, Inc.

On the same day as Subi Sethi's sale, other insiders at Clearwater Analytics were active as well. James Cox, the Chief Financial Officer, purchased 109,998 shares at $24.55 each. Meanwhile, Scott Stanley Erickson, the Chief Revenue Officer, sold 538,518 shares at an average price of $17.98. Lisa Jones and Jacques Aigrain also sold shares on June 25.

Analysts Set New Price Targets

Analyst firms have recently set new price targets for Clearwater Analytics. On May 20, 2026, DA Davidson maintained its hold rating with a target price of $24.55. RBC Capital and Morgan Stanley both downgraded the stock to a hold rating earlier in the year, each setting a target of $24.55. The consensus among seven analysts is a hold rating, with a mean price target of $24.47.

About Clearwater Analytics

Clearwater Analytics Holdings, Inc. provides a Software-as-a-Service (SaaS) platform that automates investment data aggregation, reconciliation, accounting, and reporting. Its services are used by insurers, asset managers, hedge funds, banks, corporations, and government entities. Founded in 2004 and headquartered in Boise, Idaho, the company is led by CEO Sandeep Sahai and employs approximately 3,000 people.

Bottom Line

Subi Sethi's recent sale of Clearwater Analytics shares is a notable development in the company's insider trading activity. Investors keep a close eye on such transactions for insights into the company's internal sentiment. Institutional activity shows growing interest in Clearwater Analytics, with significant share additions by major funds. As always, remember that 13F filings and insider transactions are backward-looking and may not reflect current positions.