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. Chief Revenue Officer Scott Erickson reported compensation-related stock activity involving Restricted Stock Units (RSUs) and Class A Common Stock. On March 31, 2026, he exercised RSUs covering 35,279 Class A shares at a $0.00 exercise price, increasing his direct holdings.
On the same date, he sold a total of 18,790 Class A shares in open-market transactions at $23.7995 per share. A footnote explains these sales were mandated "sell to cover" transactions to fund tax withholding obligations tied to RSU vesting, and did not represent discretionary trades. After these transactions, he directly held 155,119 Class A shares.
Clearwater Analytics Holdings, Inc. Chief Financial Officer James S. Cox reported compensation-related equity activity involving Restricted Stock Units on March 31, 2026. He exercised RSU-derived derivative positions to acquire 37,936 shares of Class A Common Stock at an exercise price of $0.00 per share, reflecting vesting of previously granted awards.
On the same date, Cox sold 21,631 shares of Class A Common Stock at an average price of $23.7995 per share. A footnote explains these sales were made to cover tax withholding obligations in connection with RSU vesting under a mandated “sell to cover” arrangement and are not discretionary trades. Following these transactions, Cox directly held 485,419 shares of Class A Common Stock.
Clearwater Analytics Holdings Chief Technology Officer Souvik Das reported the vesting of Restricted Stock Units on Class A Common Stock. On March 31, 2026, RSU vesting converted into 27,663 shares of Class A Common Stock at an exercise price of $0.00 per share.
On the same date, Das sold a total of 14,686 shares of Class A Common Stock at an average price of $23.7995 per share to cover tax withholding obligations in connection with the RSU vesting, pursuant to an issuer-mandated “sell to cover” arrangement. Following these transactions, Das directly holds 210,109 Class A Common shares.
Clearwater Analytics Holdings, Inc. Chief Client Officer Subi Sethi reported multiple equity transactions on Class A Common Stock tied to Restricted Stock Units. Sethi exercised RSUs to acquire a total of 42,624 shares at a conversion price of $0.00 per share as part of scheduled vesting.
On the same date, Sethi sold 19,858 shares of Class A Common Stock at an average price of $23.7995 per share. Footnotes state these sales were mandated "sell to cover" transactions to satisfy tax withholding obligations related to RSU vesting, not discretionary sales. Following the transactions, Sethi directly held 388,256 shares of Class A Common Stock.
Clearwater Analytics CEO Sandeep Sahai reported routine equity compensation activity. On March 31, 2026, Restricted Stock Units vested into 110,448 shares of Class A Common Stock at an effective price of $0.00 per share.
To cover related tax withholding obligations, Sahai sold 51,967 shares of Class A Common Stock at an average price of $23.7995 per share in issuer-mandated "sell to cover" transactions, which the company states were not discretionary. After these transactions, he directly owned 1,415,619 Class A shares. Footnotes also describe ongoing quarterly RSU vesting schedules through future years.
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.