Clearwater Analytics is a 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. | 2025-10-16 18:48:01 | 18.29 | 0.14 | 0.77 |
| 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/ | 2,945,685,858 | 0 | — | Clearwater Analytics is a 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. | 2025-10-10 20:05:20 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2024 | 2,945,685,858 | 1,558,173,805 | 112.2998 | — | — | — |
| 2023 | 1,387,512,053 | 694,592,944 | 100.2416 | — | — | — |
| 2022 | 692,919,109 | 692,919,109 | 100 | — | — | — |
| 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 |
|---|---|
| 2024 | 1,915 |
| 2023 | 1,756 |
| 2022 | 1,728 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Revenue | 451,803,000 | 368,168,000 | 303,426,000 |
| Cost Of Revenue | 122,987,000 | 107,127,000 | 87,784,000 |
| Gross Profit | 328,816,000 | 261,041,000 | 215,642,000 |
| Research And Development Expenses | 150,558,000 | 123,925,000 | 94,120,000 |
| General And Administrative Expenses | 98,770,000 | 93,496,000 | 63,767,000 |
| Operating Expenses | 316,582,000 | 277,786,000 | 210,525,000 |
| Operating Income | 12,234,000 | -16,745,000 | 5,117,000 |
| Net Income | 424,378,000 | -21,627,000 | -7,967,000 |
| Earnings Per Share Basic | 1.93 | -0.11 | -0.04 |
| Earnings Per Share Diluted | 1.68 | -0.11 | -0.04 |
| Weighted Average Shares Outstanding Basic | 219,316,625 | 199,691,873 | 185,560,683 |
| Weighted Average Shares Outstanding Diluted | 254,362,539 | 199,691,873 | 185,560,683 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Cash And Cash Equivalents | 177,350,000 | 221,765,000 | 250,724,000 |
| Marketable Securities Current | 3,000,000 | 74,457,000 | 4,890,000 |
| Accounts Receivable | 106,151,000 | 92,091,000 | 72,575,000 |
| Inventories | — | — | — |
| Non Trade Receivables | 687,000 | 4,382,000 | 2,602,000 |
| Other Assets Current | 1,104,000 | 959,000 | 2,335,000 |
| Total Assets Current | 384,646,000 | 415,996,000 | 356,346,000 |
| Marketable Securities Non Current | 30,301,000 | 21,495,000 | — |
| Property Plant And Equipment | 14,797,000 | 15,349,000 | 15,064,000 |
| Other Assets Non Current | 3,340,000 | 4,907,000 | 5,880,000 |
| Total Assets Non Current | 70,462,000 | 64,035,000 | 68,634,000 |
| Total Assets | 1,169,572,000 | 558,743,000 | 481,942,000 |
| Accounts Payable | 2,934,000 | 3,062,000 | 3,092,000 |
| Deferred Revenue | 7,329,000 | 2,766,000 | 1,185,000 |
| Short Term Debt | 2,750,000 | 2,750,000 | 2,750,000 |
| Other Liabilities Current | 10,237,000 | 5,293,000 | 4,001,000 |
| Total Liabilities Current | 77,052,000 | 80,792,000 | 66,012,000 |
| Long Term Debt | 43,313,000 | 46,063,000 | 51,563,000 |
| Other Liabilities Non Current | 1,470,000 | 5,518,000 | 9,547,000 |
| Total Liabilities Non Current | 62,289,000 | 68,294,000 | 77,544,000 |
| Total Liabilities | 139,341,000 | 149,086,000 | 143,556,000 |
| Common Stock | 213,000 | 128,000 | 61,000 |
| Retained Earnings | 283,946,000 | -181,331,000 | -186,647,000 |
| Accumulated Other Comprehensive Income | -1,113,000 | 2,909,000 | 609,000 |
| Total Shareholders Equity | 1,008,255,000 | 354,329,000 | 269,521,000 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Depreciation And Amortization | 12,181,000 | 9,929,000 | 5,139,000 |
| Share Based Compensation Expense | 103,201,000 | 104,447,000 | 65,691,000 |
| Other Non Cash Income Expense | — | — | — |
| Change In Accounts Receivable | 13,648,000 | 19,298,000 | 19,098,000 |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | — | — | — |
| Change In Other Assets | — | — | — |
| Change In Accounts Payable | 269,000 | -115,000 | 1,609,000 |
| Change In Other Liabilities | — | — | — |
| Cash From Operating Activities | 74,321,000 | 84,602,000 | 58,005,000 |
| Purchases Of Marketable Securities | 114,572,000 | 124,178,000 | 3,000,000 |
| Sales Of Marketable Securities | 0 | 5,950,000 | 0 |
| Acquisition Of Property Plant And Equipment | 5,259,000 | 5,624,000 | 7,758,000 |
| Acquisition Of Business | 40,121,000 | 0 | 65,793,000 |
| Other Investing Activities | — | — | — |
| Cash From Investing Activities | -55,648,000 | -95,055,000 | -76,551,000 |
| Tax Withholding For Share Based Compensation | 55,301,000 | 20,784,000 | 3,189,000 |
| Payments Of Dividends | — | — | — |
| Issuance Of Common Stock | 4,693,000 | 0 | 4,215,000 |
| Repurchase Of Common Stock | — | 0 | — |
| Issuance Of Long Term Debt | — | — | — |
| Repayment Of Long Term Debt | — | — | — |
| Other Financing Activities | — | — | — |
| Cash From Financing Activities | -61,668,000 | -19,291,000 | 16,229,000 |
| Change In Cash | -44,415,000 | -28,959,000 | -3,873,000 |
| Cash At End Of Period | 177,350,000 | 221,765,000 | 250,724,000 |
| Income Taxes Paid | 1,979,000 | 2,432,000 | 2,044,000 |
| Interest Paid | 3,464,000 | 3,454,000 | 1,395,000 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Earnings Per Share | 1.93 | -0.11 | -0.04 |
| Price To Earnings Ratio | 14.2591 | -182.0909 | -468.75 |
| Earnings Growth Rate | -1,854.5455 | 175 | -20 |
| Price Earnings To Growth Ratio | -0.0077 | -1.0405 | 23.4375 |
| Book Value Per Share | 4.6975 | 2.0514 | 1.8236 |
| Price To Book Ratio | 5.8585 | 9.7638 | 10.2819 |
| Ebitda | 438,538,000 | -2,865,000 | 353,000 |
| Enterprise Value | 5,904,306,520 | 3,826,876,216.19 | 3,282,851,806.25 |
| Dividend Yield | — | — | — |
| Dividend Payout Ratio | — | — | — |
| Debt To Equity Ratio | 0.0457 | 0.1378 | 0.2015 |
| Capital Expenditures | 11,629,000 | 10,214,000 | 9,465,000 |
| Free Cash Flow | 62,692,000 | 74,388,000 | 48,540,000 |
| Return On Equity | 0.4209 | -0.061 | -0.0296 |
| One Year Beta | 0.6281 | 0.9398 | 1.0088 |
| Three Year Beta | 0.9279 | 0.9726 | 0.9839 |
| Five Year Beta | 0.9189 | 0.9726 | 0.9839 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Cox James S | Chief Financial Officer | 2025-10-15 | 16,898 | A | 360,881 |
| Cox James S | Chief Financial Officer | 2025-10-15 | 6,275 | D | 354,606 |
| Cox James S | Chief Financial Officer | 2025-10-15 | 10,623 | D | 343,983 |
| Cox James S | Chief Financial Officer | 2025-10-15 | 5,000 | D | 338,983 |
| Cox James S | Chief Financial Officer | 2025-10-15 | 16,898 | D | 271,633 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| NVWM, LLC | 2025-09-30 | 30,634 | 1,700 | 18.02 |
| CWM, LLC | 2025-09-30 | 169,000 | 9,395 | 17.9883 |
| PRIVATE TRUST CO NA | 2025-09-30 | 3,748 | 208 | 18.0192 |
| Vontobel Holding Ltd. | 2025-09-30 | 293,095 | 16,265 | 18.02 |
| Farther Finance Advisors, LLC | 2025-09-30 | 19,552 | 1,085 | 18.0203 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| ETF Series Solutions | 2025-07-31 | AAM Transformers ETF | TRFM | 11,007 | 223,001.82 | 0.2812 |
| Grandeur Peak Global Trust | 2025-07-31 | Investor Class | GPROX | 24,613 | 498,659.38 | 0.3976 |
| Grandeur Peak Global Trust | 2025-07-31 | Institutional Class | GPRIX | 24,613 | 498,659.38 | 0.3976 |
| Grandeur Peak Global Trust | 2025-07-31 | Institutional Class | GPGEX | 1,902 | 38,534.52 | 0.3126 |
| Grandeur Peak Global Trust | 2025-07-31 | Investor Class | GPGOX | 123,749 | 2,507,154.74 | 0.5881 |