Company Clearwater Analytics Holdings, Inc.

Equities

CWAN

US1851231068

Software

Market Closed - Nyse 04:00:02 2024-05-15 pm EDT 5-day change 1st Jan Change
19.1 USD +0.79% Intraday chart for Clearwater Analytics Holdings, Inc. +5.82% -4.64%

Business Summary

Clearwater Analytics Holdings, Inc. is a provider of software-as-a-service (SaaS)-based investment management, accounting, reporting, and analytics solutions. With a single instance, multi-tenant architecture, the Company offers investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Its cloud-native software allows clients to radically simplify their investment accounting operations, enabling them to focus on higher-value business functions, such as asset allocation strategy and investment selection. Its platform provides comprehensive accounting, data, and advanced analytics as well as highly configurable reporting for global investment assets daily or on-demand, instead of weekly or monthly. Its software automates data aggregation, data reconciliation, data validation, and trade management of each security in its client’s investment portfolios. It serves a broad universe of institutional clients.

Number of employees: 1,756

Sales per Business

USD in Million2022Weight2023Weight Delta
Software as a Service
100.0 %
303 100.0 % 368 100.0 % +21.34%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
81.6 %
262 86.3 % 300 81.6 % +14.74%
Rest of World
18.4 %
42 13.7 % 68 18.4 % +62.79%

Managers

Managers TitleAgeSince
Chief Executive Officer 61 16-08-31
Director of Finance/CFO 52 -
Chief Tech/Sci/R&D Officer 53 -
Investor Relations Contact - -
Human Resources Officer - -
Corporate Officer/Principal - -
Corporate Officer/Principal 48 -
Human Resources Officer 48 -
Corporate Officer/Principal 51 23-07-25
Sales & Marketing 54 -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 57 20-10-31
Director/Board Member 55 22-12-04
Director/Board Member 64 21-02-28
Chairman 52 -
Director/Board Member 69 21-01-31
Director/Board Member 59 22-08-02
Chief Executive Officer 61 16-08-31
Director/Board Member 43 17-06-30
Director/Board Member 46 20-10-31
Director/Board Member 61 22-09-15

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 10 71,965,845 0 0 66.10 %
Stock B 10 27,424,288 0 0
Stock C 1 111,191 0 0
Stock D 1 146,215,459 144,207,193 ( 98.63 %) 0

Shareholders

NameEquities%Valuation
Permira Advisers LLP
19.73 %
25,613,323 19.73 % 425 M $
Wasatch Advisors, Inc.
12.63 %
16,391,308 12.63 % 272 M $
Vanguard Investments Australia Ltd.
11.66 %
15,131,505 11.66 % 251 M $
Wasatch Advisors, Inc.
11.16 %
14,487,236 11.16 % 240 M $
Kayne Anderson Rudnick Investment Management LLC
8.665 %
11,246,271 8.665 % 186 M $
Kayne Anderson Rudnick Investment Management LLC
8.540 %
11,084,675 8.540 % 184 M $
William Blair Investment Management LLC
7.985 %
10,364,266 7.985 % 172 M $
Conestoga Capital Advisors LLC
5.013 %
6,506,247 5.013 % 108 M $
BAMCO, Inc.
4.129 %
5,359,172 4.129 % 89 M $
JPMorgan Investment Management, Inc.
4.003 %
5,196,380 4.003 % 86 M $
NameEquities%Valuation
Welsh, Carson, Anderson & Stowe
76.73 %
27,424,288 76.73 % 455 M $
NameEquities%Valuation
Galibier Purchaser LLC
29.82 %
28,881,871 29.82 % 479 M $
Warburg Pincus LLC
26.01 %
25,192,059 26.01 % 418 M $
Welsh, Carson, Anderson & Stowe
22.29 %
21,581,727 22.29 % 358 M $
NameEquities%Valuation
Dragoneer Investment Group LLC
86.32 %
1,220,833 86.32 % 20 M $

Company contact information

Clearwater Analytics Holdings, Inc.

777 West Main Street Suite 900

83702, Boise

+

http://clearwateranalytics.com
address Clearwater Analytics Holdings, Inc.(CWAN)

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
10
Last Close Price
19.1 USD
Average target price
21.62 USD
Spread / Average Target
+13.22%
Consensus
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