CWAN Clearwater Analytics Holdings, Inc. — earnings, filings & institutional moves

Price chart

Daily historical data with per-account defaults

Latest close

$24.56

Period return

0.00 (0.00%)

Volume

There isn’t enough historical data to display yet.

Recent event timeline

Filings, earnings, research, and institutional changes — newest first

View all →

2026. 08. 05.Highin 15 days
다음 실적 발표 예정
예정된 실적 발표입니다. 일정과 시장 기대치를 확인하세요.
2026. 05. 21.LowHOLD2 months ago
DA Davidson: Neutral
US analyst rating / recommendation change.
2026. 02. 27.MediumHOLD5 months ago
RBC Capital: Sector Perform
US analyst rating / recommendation change.
2026. 02. 25.LowHOLD5 months ago
DA Davidson: Neutral
US analyst rating / recommendation change.
2026. 02. 20.LowHOLD5 months ago
DA Davidson: Neutral
US analyst rating / recommendation change.
2026. 01. 27.MediumHOLD6 months ago
Morgan Stanley: Equal-Weight
US analyst rating / recommendation change.
2026. 01. 26.MediumHOLD6 months ago
UBS: Neutral
US analyst rating / recommendation change.
2026. 01. 16.MediumHOLD6 months ago
DA Davidson: Neutral
US analyst rating / recommendation change.
2026. 01. 08.MediumHOLD6 months ago
Wells Fargo: Equal-Weight
US analyst rating / recommendation change.
2025. 12. 23.MediumHOLD7 months ago
Piper Sandler: Neutral
US analyst rating / recommendation change.

Recent earnings

Consensus vs. actual, and revenue trend

Earnings tab →

Research actions

Consensus PT $24.47 · 7 analysts

Research tab →

AI Brief (Premium)

Automated summary from public sources · not investment advice

Brief tab →

No AI brief generated yet. You can create one from the Brief tab.

Top institutions (13F)

Ranked by position value

Institutions tab →

Company info

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.

Sector: Technology
Industry: Software - Application
HQ: Boise, ID, United States
Fiscal year end: —
Employees: 3,000
IPO date: —

View details →

Quarter	Date	Time	EPS est.	EPS actual	Surprise	Rev. est.	Rev. actual	Status
—	2026. 08. 05.	After market close (AMC)	$0.16	—	—	$232.35M	—	Scheduled
FY2026 Q1	2025. 03. 31.	Time TBD	—	$0.03	—	—	$126.86M	Reported
FY2025 Q3	2024. 09. 30.	Time TBD	—	$0.02	—	—	$325.34M	Reported
FY2025 Q2	2024. 06. 30.	Time TBD	—	$0.01	—	—	$209.51M	Reported

Clearwater Analytics Holdings, Inc.

Price chart

Recent event timeline

Recent earnings

Research actions

Top news

Key stats

Date	Firm	Analyst	Action	Rating change	Price target	Report
2026. 05. 21.	DA Davidson	—	Maintain	Neutral → Neutral	—	DA Davidson: Neutral
2026. 02. 27.	RBC Capital	—	Downgrade	Outperform → Sector Perform	—	RBC Capital: Outperform → Sector Perform
2026. 02. 25.	DA Davidson	—	Maintain	Neutral → Neutral	—	DA Davidson: Neutral
2026. 02. 20.	DA Davidson	—	Maintain	Neutral → Neutral	—	DA Davidson: Neutral
2026. 01. 27.	Morgan Stanley	—	Downgrade	Overweight → Equal-Weight	—	Morgan Stanley: Overweight → Equal-Weight
2026. 01. 26.	UBS	—	Downgrade	Buy → Neutral	—	UBS: Buy → Neutral