Welcome to our dedicated page for Clearwater Analytics Hldgs SEC filings (Ticker: CWAN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Clearwater Analytics Holdings, Inc. (CWAN) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a public company listed on the New York Stock Exchange, Clearwater Analytics submits periodic and current reports that describe its business, financial condition, governance, and material corporate events.
Investors can use this page to review Form 10-K annual reports and Form 10-Q quarterly reports, which explain Clearwater Analytics’ investment management technology platform, risk factors, and financial performance. These filings complement the company’s public statements that it operates a cloud-native, single-instance, multi-tenant system delivering real-time data and AI-driven insights across portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics.
Form 8-K current reports are particularly important for CWAN, as they disclose material events such as earnings announcements, share repurchase authorizations, board changes, and merger-related developments. For example, Clearwater Analytics filed an 8-K describing its Agreement and Plan of Merger with GT Silver BidCo, Inc. and GT Silver Merger Sub, Inc., under which CWAN agreed to be acquired for cash consideration per share and, if the merger is consummated, to be delisted from the New York Stock Exchange and deregistered under the Securities Exchange Act of 1934.
This page also surfaces proxy statements on Schedule 14A, which provide details on stockholder meetings, voting matters, and, in the context of the proposed acquisition, information about the transaction and related processes. Where applicable, Form 4 insider transaction reports and other ownership filings can be reviewed to understand equity awards and changes in beneficial ownership by directors and officers.
Stock Titan enhances these documents with AI-powered summaries that highlight key points in lengthy filings, helping readers quickly identify items such as revenue trends, risk disclosures, merger terms, or changes in governance. Real-time updates from EDGAR ensure that new Clearwater Analytics filings, including 10-Ks, 10-Qs, 8-Ks, proxy materials, and insider reports, are available promptly for analysis and comparison over time.
Clearwater Analytics Holdings, Inc. filed an amended annual report to add director, governance and executive compensation details and to update certifications. The company also outlines a proposed go‑private Merger valued at approximately $8.4 billion, offering Class A stockholders $24.55 in cash per share if completed.
For 2025, Clearwater reports total revenue of $731.4 million, up 62% from 2024, and Annualized Recurring Revenue of $841.0 million, up 77%. Gross revenue retention remained at 98% and net revenue retention was 109%. Adjusted EBITDA reached $248.2 million with a 34% margin, but the company recorded a net loss of $40.3 million. The filing provides extensive disclosure on pay‑for‑performance philosophy, PSU/RSU awards, 2025 bonus outcomes and severance and change‑in‑control protections for senior executives.
Clearwater Analytics Holdings Inc amendment to a Schedule 13G/A reports that The Vanguard Group beneficially owns 0 shares of Common Stock, representing 0% of the class as of the filing. The amendment explains an internal realignment effective January 12, 2026 that caused disaggregated reporting by Vanguard subsidiaries.
Clearwater Analytics Holdings, Inc. Chief Financial Officer James S. Cox exercised stock options and completed related share dispositions. Cox exercised options to acquire 37,235 shares of Class A common stock at $4.40 per share, converting a derivative award into common shares. In connection with this exercise, 23,535 shares were withheld at a weighted average price around $23.32 to cover tax obligations, and 18,700 shares were sold in the open market at weighted average prices between $23.27 and $23.44.
The company indicates that the tax-related portion of the sale was mandated and not discretionary, and that the sale transactions were executed under a Rule 10b5-1 trading plan adopted on March 11, 2024. After these transactions, Cox directly holds 469,114 shares of Class A common stock.
James Cox submitted a Form 144 notice reporting proposed distributions of Common stock. The filing lists securities to be sold on 03/16/2026 tied to an Exercise of Stock Options (13,700 shares) and Restricted Stock Units dated 02/21/2023 (5,000 shares). The filing also discloses prior 10b5-1 sales, including 93,930 shares for $2,201,878.88 on 02/18/2026 and other dated sales shown in the excerpt.
Clearwater Analytics Holdings, Inc. Chief Technology Officer Souvik Das reported an open-market sale of 10,000 shares of Class A Common Stock at a weighted average price of $23.373 per share. After the transaction, he directly holds 197,132 shares.
The sale on March 9, 2026 was executed in multiple trades at prices ranging from $23.29 to $23.46 per share. According to a footnote, the sale was effected under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2025, indicating it was scheduled in advance rather than timed discretionarily.
SOUVIK DAS submitted a Form 144 reporting proposed sales of Common stock. The filing lists a proposed sale quantity of 10,000 shares and records prior 10b5-1 sales including 88,848 shares sold on 02/18/2026 and additional 10,000-share sales on 02/09/2026 and 01/08/2026. The filing names Morgan Stanley Smith Barney LLC as the broker and references the NYSE.
Clearwater Analytics Holdings, Inc. entered into an Agreement and Plan of Merger dated December 20, 2025 under which GT Silver BidCo, Inc. (an affiliate of funds managed by Permira, Warburg Pincus, Francisco Partners and Temasek) will acquire the company.
Under the Merger, each share of Company Class A common stock will be converted into the right to receive $24.55 in cash. The Special Committee and the Board unanimously recommended the Transactions. The Merger is subject to stockholder approval, certain regulatory clearances (including HSR processes) and customary closing conditions.
The Purchaser parties have equity commitments aggregating $5,904,969,802 and Debt Financing commitments aggregating $3,525,000,000. Appraisal rights under Section 262 (DGCL) are available to qualifying holders. Termination-fee provisions and customary break-rights apply.
Clearwater Analytics Holdings, Inc. Chief Client Officer Subi Sethi reported multiple equity award vestings and related tax sales in Class A Common Stock. On February 18, 2026, Sethi acquired a total of 164,998 shares through the vesting of performance stock units tied to the company’s 2025 revenue growth from grants made in 2023, 2024, and 2025.
On the same date, Sethi sold 76,689 shares at an average price of $23.4417 per share. Footnotes state these sales were mandated "sell to cover" transactions to satisfy tax withholding obligations upon PSU vesting and were not discretionary trades. Following these transactions, Sethi directly owned 365,490 shares of Class A Common Stock.
Clearwater Analytics Holdings, Inc. Chief Financial Officer James S. Cox reported multiple equity compensation events in Class A common stock. On February 18, 2026, he acquired 18,332, 45,833, and 113,182 shares through vesting and settlement of performance stock units tied to the company’s revenue growth in 2025.
On the same date, Cox sold 9,710, 24,275, and 59,945 shares at an average price of $23.4417 per share to cover tax withholding obligations from these PSU vestings, as required by the company’s “sell to cover” election. After these transactions, he held 474,114 shares of Class A common stock directly.
Clearwater Analytics Holdings, Inc. CEO Sandeep Sahai reported a mix of equity award vesting and related tax sales in Class A Common Stock. On February 18, 2026, he acquired 73,558, 129,012, and 295,471 shares through the vesting and settlement of performance stock units (PSUs) granted in 2023, 2024, and 2025, which vested based on revenue growth performance in 2025.
On the same date, he sold 34,533, 60,567, and 138,713 shares of Class A Common Stock at $23.4417 per share in open-market transactions to cover tax withholding obligations associated with these PSU settlements. A footnote states these “sell to cover” transactions were mandated by the company and were not discretionary. Following the reported transactions, Sahai’s directly held Class A Common Stock reflected updated totals in the filing, including a 13‑share adjustment to correct his beneficial ownership figure.