Clearwater Analytics Holdings, Inc. discloses regulatory information on its investment management technology business, operating results, and capital structure. Its Form 8-K filings document quarterly financial results, non-GAAP reconciliations, material-event disclosures, material agreements, and capital-structure updates tied to the company’s cloud-native platform model.
Clearwater’s proxy and related filings cover shareholder voting matters, governance disclosures, board and compensation items, risk factors, and formal records for corporate actions. The filing record also reflects disclosure areas relevant to a public software company serving institutional investors, including recurring revenue metrics, debt and equity matters, and shareholder approval processes.
Clearwater Analytics Holdings, Inc. Chief Technology Officer Souvik Das reported an open-market sale of 10,000 shares of Class A common stock on May 8, 2026 at a weighted average price of $24.3359 per share.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan, as noted in the footnotes, indicating it was scheduled in advance rather than timed opportunistically. Following this transaction, Das directly holds 190,109 shares, so he retains a substantial ongoing equity stake in the company.
Reported sales by a Morgan Stanley broker-dealer account and related 10b5-1 plan for a CWAN insider. The filing lists a restricted stock unit grant of 10,000 shares dated 02/28/2024 flagged as "Securities To Be Sold." The excerpt shows multiple 10b5-1 sales by Souvik Das on 04/08/2026 (10,000 shares for $240,121), 03/31/2026 (14,686 shares for $349,519.46), 03/09/2026 (10,000 shares for $233,730), 02/18/2026 (88,848 shares for $2,082,748.16), and 02/09/2026 (10,000 shares for $238,875).
Clearwater Analytics Holdings, Inc. reports strong top-line growth but a small loss for the quarter ended March 31, 2026, while progressing toward a go‑private merger. Revenue rose to $221.2 million from $126.9 million a year earlier, driven by organic growth and the 2025 Enfusion and Beacon acquisitions.
Despite higher scale, Clearwater posted a net loss attributable to the company of $2.8 million, compared with net income of $6.5 million, mainly due to increased interest expense of $12.6 million and sharply higher amortization of acquired intangibles. Adjusted EBITDA grew to $77.4 million, maintaining a 35% margin, reflecting underlying profitability after adding back non‑cash and transaction costs.
The balance sheet shows total assets of $3.03 billion, including $1.27 billion of goodwill and $660.7 million of intangibles from recent deals, and notes payable of $806.4 million under the 2025 Credit Agreement. Annualized recurring revenue reached $871.8 million, with a net revenue retention rate of 108%, underscoring sticky, expanding client relationships.
Clearwater also highlights its pending acquisition by an investor group led by Permira and Warburg Pincus in a transaction valued at approximately $8.4 billion. Each share of Class A common stock is expected to be converted into $24.55 in cash upon closing, subject to remaining conditions including Australian FIRB approval. Following completion, the stock will be delisted from the NYSE.
Clearwater Analytics reported a very strong first quarter of 2026, with revenue of $221.2 million, up 74% from $126.9 million a year earlier. Annualized recurring revenue reached $872 million, a 77% increase, showing rapid growth in its subscription-style business.
GAAP results swung to a small net loss of $2.8 million, but non-GAAP net income rose to $48.6 million and adjusted EBITDA climbed to $77.4 million, a 35% margin. The company is being acquired by a Permira- and Warburg Pincus-led group in a cash deal valuing it at about $8.4 billion, or $24.55 per share, which has been approved by shareholders and is pending final Australian regulatory clearance.
Clearwater Analytics Holdings, Inc. stockholders approved its previously announced merger with GT Silver BidCo, Inc., moving the company toward becoming a wholly owned subsidiary of GT Silver. At the special meeting, holders of 210,766,446 shares of Company Common Stock, about 70.6% of shares entitled to vote, were present or represented by proxy, constituting a quorum.
The Merger Agreement Proposal received 205,143,338 votes for, 1,387,769 against and 4,235,339 abstentions under the majority of outstanding shares standard, and 200,228,312 votes for under the disinterested stockholder standard. Stockholders also approved the advisory compensation proposal. All required regulatory approvals have been obtained except approval from the Australia Foreign Investment Review Board, and, subject to that approval and other customary closing conditions, the merger is expected to close in the second quarter of 2026.
Clearwater Analytics Holdings Inc Schedule 13G: Vanguard Capital Management reports beneficial ownership of 15,300,956 shares of Common Stock, representing 5.19% of the class. The filing states Vanguard has sole dispositive power over 15,300,956 shares and sole voting power over 2,203,521 shares. The filing is signed by Ashley Grim on 04/29/2026.
Clearwater Analytics Holdings Inc ownership filing shows Vanguard Portfolio Management reports beneficial ownership of 18,536,479 shares of Common Stock, representing 6.29% of the class as of 03/31/2026. The filing lists sole dispositive power for 18,536,479 shares and sole voting power for 242,646 shares. The statement is signed by Vanguard's Head of Global Fund Administration on 04/29/2026.
Clearwater Analytics Holdings Chief Financial Officer James S. Cox exercised stock options and completed associated share sales and tax transactions in Class A Common Stock. He exercised 36,968 stock options at an exercise price of $4.40 per share, receiving an equal number of shares. On the same date, he disposed of 23,268 shares to cover tax obligations, classified as tax-withholding transactions, and sold 18,700 shares in open-market trades at weighted-average prices of around $24.07 per share. According to the disclosures, these sales were carried out under a prearranged Rule 10b5-1 trading plan and include issuer-mandated tax withholding, indicating they were largely routine rather than fully discretionary. After all transactions, Cox directly held 480,419 shares of Clearwater Analytics Class A Common Stock.
CWAN submitted a Form 144 notice reporting proposed sales of Common stock tied to option exercises and vested awards. The notice lists 18,700 shares (exercise of stock options), 13,700 shares (exercise, cash), and 5,000 RSUs with dates shown.
The excerpt also lists recent 10b5-1 plan sales, including 93,930 shares on 02/18/2026 and multiple sales of 18,700 shares on other dates with proceeds reported.
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 about $24.01 per share. The transaction on April 8, 2026 was executed under a pre-arranged Rule 10b5-1 trading plan, and Das continues to hold 200,109 shares directly after the sale, indicating he retained the vast majority of his stake.