Clearwater Analytics Holdings, Inc. is an American software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting worldwide. Clearwater is a publicly traded company headquartered in Boise, Idaho, with additional offices in London, Edinburgh, New York City and Noida.
| trading_symbol | registrant_name | time | price | change | percentage_change |
|---|---|---|---|---|---|
| CWAN | Clearwater Analytics Holdings, Inc. | 2026-03-03 12:09:42 | 23.51 | -0.02 | -0.06 |
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CWAN | 0001866368 | Clearwater Analytics Holdings, Inc. | US1851231068 | — | — | NYSE | 7372 | Services-Prepackaged Software | 1231 | DE | 777 W. MAIN STREET, SUITE 900 | BOISE | ID | 83702 | UNITED STATES | US | 208-918-2400 | 777 W. MAIN STREET, SUITE 900, BOISE, ID, 83702 | 777 W. MAIN STREET, SUITE 900, BOISE, ID, 83702 | Clearwater Analytics Holdings, Inc. | Financial Technology | 2004 | Sandeep Sahai | 1,000 | https://clearwateranalytics.com/ | 6,253,649,261 | 0 | — | Clearwater Analytics Holdings, Inc. is an American software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting worldwide. Clearwater is a publicly traded company headquartered in Boise, Idaho, with additional offices in London, Edinburgh, New York City and Noida. | 2026-02-26 16:24:42 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2025 | 6,253,649,261 | 3,307,963,403 | 112.2986 | — | — | — |
| 2024 | 2,945,685,858 | 1,558,173,805 | 112.2998 | — | — | — |
| 2023 | 1,387,512,053 | 694,592,944 | 100.2416 | — | — | — |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Scott Erickson | President | 2021 | 300,000 | — | 4,525,002 | 318,362 | 24,966 | 7,315,914 |
| Jim Cox | Chief Financial Officer | 2021 | 425,000 | — | 7,656,534 | 344,529 | 25,147 | 10,598,794 |
| Joseph Kochansky | President | 2021 | 281,250 | — | 6,030,000 | 275,000 | 6,202 | 14,354,256 |
| Sandeep Sahai | Chief Executive Officer | 2021 | 653,400 | — | 13,516,020 | 834,183 | 25,447 | 21,637,003 |
| Jim Cox | Chief Financial Officer | 2020 | 371,000 | — | 0 | 243,851 | 9,877,006 | 11,733,119 |
| Fiscal Year | Employee Count |
|---|---|
| 2025 | 3,000 |
| 2024 | 1,915 |
| 2023 | 1,756 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Revenue | 731,368,000 | 451,803,000 | 368,168,000 |
| Cost Of Revenue | 239,220,000 | 122,987,000 | 107,127,000 |
| Gross Profit | 492,148,000 | 328,816,000 | 261,041,000 |
| Research And Development Expenses | 196,228,000 | 150,558,000 | 123,925,000 |
| General And Administrative Expenses | 154,426,000 | 98,770,000 | 93,496,000 |
| Operating Expenses | 499,834,000 | 316,582,000 | 277,786,000 |
| Operating Income | -7,686,000 | 12,234,000 | -16,745,000 |
| Net Income | -38,807,000 | 424,378,000 | -21,627,000 |
| Earnings Per Share Basic | -0.14 | 1.93 | -0.11 |
| Earnings Per Share Diluted | -0.14 | 1.68 | -0.11 |
| Weighted Average Shares Outstanding Basic | 271,323,558 | 219,316,625 | 199,691,873 |
| Weighted Average Shares Outstanding Diluted | 271,323,558 | 254,362,539 | 199,691,873 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Cash And Cash Equivalents | 91,245,000 | 177,350,000 | 221,765,000 |
| Marketable Securities Current | 0 | 3,000,000 | 74,457,000 |
| Accounts Receivable | 167,348,000 | 106,151,000 | 92,091,000 |
| Inventories | — | — | — |
| Non Trade Receivables | 1,447,000 | 687,000 | 4,382,000 |
| Other Assets Current | 5,476,000 | 1,104,000 | 959,000 |
| Total Assets Current | 295,570,000 | 384,646,000 | 415,996,000 |
| Marketable Securities Non Current | 0 | 30,301,000 | 21,495,000 |
| Property Plant And Equipment | 26,607,000 | 14,797,000 | 15,349,000 |
| Other Assets Non Current | 5,336,000 | 3,340,000 | 4,907,000 |
| Total Assets Non Current | 60,907,000 | 70,462,000 | 64,035,000 |
| Total Assets | 3,031,929,000 | 1,169,572,000 | 558,743,000 |
| Accounts Payable | 4,096,000 | 2,934,000 | 3,062,000 |
| Deferred Revenue | 21,860,000 | 7,329,000 | 2,766,000 |
| Short Term Debt | 8,000,000 | 2,750,000 | 2,750,000 |
| Other Liabilities Current | 13,105,000 | 10,237,000 | 5,293,000 |
| Total Liabilities Current | 161,343,000 | 77,052,000 | 80,792,000 |
| Long Term Debt | 822,643,000 | 43,313,000 | 46,063,000 |
| Other Liabilities Non Current | 2,296,000 | 1,470,000 | 5,518,000 |
| Total Liabilities Non Current | 839,494,000 | 62,289,000 | 68,294,000 |
| Total Liabilities | 1,000,837,000 | 139,341,000 | 149,086,000 |
| Common Stock | 291,000 | 213,000 | 128,000 |
| Retained Earnings | 259,963,000 | 283,946,000 | -181,331,000 |
| Accumulated Other Comprehensive Income | 7,089,000 | -1,113,000 | 2,909,000 |
| Total Shareholders Equity | 2,021,732,000 | 1,008,255,000 | 354,329,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Depreciation And Amortization | 85,541,000 | 12,181,000 | 9,929,000 |
| Share Based Compensation Expense | 127,896,000 | 103,201,000 | 104,447,000 |
| Other Non Cash Income Expense | — | — | — |
| Change In Accounts Receivable | 11,148,000 | 13,648,000 | 19,298,000 |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | — | — | — |
| Change In Other Assets | — | — | — |
| Change In Accounts Payable | -1,341,000 | 269,000 | -115,000 |
| Change In Other Liabilities | — | — | — |
| Cash From Operating Activities | 175,896,000 | 74,321,000 | 84,602,000 |
| Purchases Of Marketable Securities | 0 | 114,572,000 | 124,178,000 |
| Sales Of Marketable Securities | 89,479,000 | 0 | 5,950,000 |
| Acquisition Of Property Plant And Equipment | 11,554,000 | 5,259,000 | 5,624,000 |
| Acquisition Of Business | 1,074,754,000 | 40,121,000 | 0 |
| Other Investing Activities | — | — | — |
| Cash From Investing Activities | -988,127,000 | -55,648,000 | -95,055,000 |
| Tax Withholding For Share Based Compensation | 33,749,000 | 55,301,000 | 20,784,000 |
| Payments Of Dividends | — | — | — |
| Issuance Of Common Stock | — | 4,693,000 | 0 |
| Repurchase Of Common Stock | 18,054,000 | — | 0 |
| Issuance Of Long Term Debt | — | — | — |
| Repayment Of Long Term Debt | — | — | — |
| Other Financing Activities | — | — | — |
| Cash From Financing Activities | 725,413,000 | -61,668,000 | -19,291,000 |
| Change In Cash | -86,105,000 | -44,415,000 | -28,959,000 |
| Cash At End Of Period | 91,245,000 | 177,350,000 | 221,765,000 |
| Income Taxes Paid | 3,486,000 | 1,979,000 | 2,432,000 |
| Interest Paid | 31,142,000 | 3,464,000 | 3,454,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Earnings Per Share | -0.14 | 1.93 | -0.11 |
| Price To Earnings Ratio | -172.2857 | 14.2591 | -182.0909 |
| Earnings Growth Rate | -107.2539 | -1,854.5455 | 175 |
| Price Earnings To Growth Ratio | 1.6063 | -0.0077 | -1.0405 |
| Book Value Per Share | 7.4859 | 4.6975 | 2.0514 |
| Price To Book Ratio | 3.2221 | 5.8585 | 9.7638 |
| Ebitda | 50,220,000 | 438,538,000 | -2,865,000 |
| Enterprise Value | 7,283,722,218.96 | 5,904,306,520 | 3,826,876,216.19 |
| Dividend Yield | — | — | — |
| Dividend Payout Ratio | — | — | — |
| Debt To Equity Ratio | 0.4109 | 0.0457 | 0.1378 |
| Capital Expenditures | 97,351,000 | 11,629,000 | 10,214,000 |
| Free Cash Flow | 78,545,000 | 62,692,000 | 74,388,000 |
| Return On Equity | -0.0192 | 0.4209 | -0.061 |
| One Year Beta | 1.0346 | 0.6281 | 0.9398 |
| Three Year Beta | 0.921 | 0.9279 | 0.9726 |
| Five Year Beta | 0.9498 | 0.9189 | 0.9726 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Das Souvik | Chief Technology Officer | 2026-02-18 | 27,500 | A | 155,730 |
| Das Souvik | Chief Technology Officer | 2026-02-18 | 30,250 | A | 185,980 |
| Das Souvik | Chief Technology Officer | 2026-02-18 | 110,000 | A | 295,980 |
| Das Souvik | Chief Technology Officer | 2026-02-18 | 14,566 | D | 281,414 |
| Das Souvik | Chief Technology Officer | 2026-02-18 | 58,260 | D | 223,154 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| Ovata Capital Management Ltd | 2025-12-31 | 6,811,006 | 282,380 | 24.12 |
| Caitong International Asset Management Co., Ltd | 2025-12-31 | 24,072 | 998 | 24.1202 |
| Bell Investment Advisors, Inc | 2025-12-31 | 603 | 25 | 24.12 |
| Sunbelt Securities, Inc. | 2025-12-31 | 2,002 | 83 | 24.1205 |
| Invesco Ltd. | 2025-12-31 | 4,846,431 | 200,930 | 24.12 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| NEXPOINT FUNDS I | 2025-12-31 | Class Z | HMEZX | 1,492,220 | 35,992,346.4 | 2.9687 |
| NEXPOINT FUNDS I | 2025-12-31 | Class C | HMECX | 1,492,220 | 35,992,346.4 | 2.9687 |
| NEXPOINT FUNDS I | 2025-12-31 | Class A | HMEAX | 1,492,220 | 35,992,346.4 | 2.9687 |
| RYDEX SERIES FUNDS | 2025-12-31 | Class C | RYCMX | 382 | 9,213.84 | 0.1091 |
| RYDEX SERIES FUNDS | 2025-12-31 | Class A | RYAKX | 382 | 9,213.84 | 0.1091 |