Clearwater Analytics Hldgs Inc Stock Price, News & Analysis

Clearwater Analytics (NYSE: CWAN) has released its 2025 Insurance Investment Outsourcing Report, revealing record-breaking figures in the insurance investment industry. The report shows unaffiliated general account insurance assets under management (AUM) reached $4.5 trillion, marking a 24% year-over-year increase. Investment consultant assets under advisement grew to $2 trillion.

Notable findings include a dramatic 34% YoY growth in private asset AUM to $800 billion, up from less than $50 billion a decade ago. The report identifies three key trends: expansion in private asset classes, continued importance of multi-asset class portfolios, and increasing demand for technology-driven solutions, with over 80% of managers now providing customized portfolio reporting and analytics.

Clearwater Analytics (NYSE: CWAN) has announced a new partnership with Danish pension provider Norli Liv & Pension to modernize their investment operations. The partnership will provide Norli with a consolidated view of all in-house and outsourced chief investment officer (OCIO) managed holdings across public and private asset classes.

Through Clearwater's single instance, multi-tenant platform, Norli will eliminate multiple legacy platforms, reduce manual work, and accelerate monthly close processes. The platform offers enhanced investment transparency, automated workflows, and regulatory compliance support through audit-ready reporting. The solution's scalability will help Norli adapt to Danish regulatory reporting requirements in real time.

Clearwater Analytics (NYSE: CWAN) announced an expanded partnership with Wayne Cooperative Insurance to include performance attribution and risk analytics capabilities. Building on their existing investment accounting and reporting platform relationship, Wayne Cooperative will now leverage Clearwater's advanced scenario simulations to assess potential market events, including interest rate shifts, credit spread changes, and foreign exchange volatility.

The enhanced partnership will enable Wayne Cooperative's investment team to identify high-performing securities and explore new asset classes while maintaining appropriate risk controls. The company's Chief Investment Officer, Jeffrey Rice, emphasized the importance of sophisticated risk and scenario analysis functionality in navigating changing markets. Clearwater's Chief Revenue Officer, Scott Erickson, highlighted how these advanced capabilities will help Wayne Cooperative better manage risk while uncovering growth opportunities.

Clearwater Analytics (NYSE: CWAN) has completed its acquisition of Beacon Platform, enhancing its investment management technology capabilities. The strategic move combines Beacon's risk analytics with Clearwater's existing platform, following recent acquisitions of Enfusion and Blackstone's Bistro platform.

The unified platform will deliver comprehensive investment lifecycle management, from trading and compliance to accounting and regulatory reporting. Key features include:

• Cross-asset risk modeling
• Real-time analytics
• Scenario modeling
• Custom development environments

The integration aims to eliminate silos between front, middle, and back office operations, providing real-time data and transparency for institutional investors. Notable clients using Beacon's infrastructure include PIMCO and Blackstone. Former Beacon CEO Kirat Singh joins Clearwater as President of Risk & Performance.

Clearwater Analytics reported strong Q1 2025 financial results with record quarterly revenue of $126.9 million, up 24% year-over-year. The company achieved an Annualized Recurring Revenue of $493.9 million, representing 23% growth, alongside a 98% gross revenue retention rate and 114% net revenue retention rate.

Key financial highlights include net income of $6.9 million and Adjusted EBITDA of $45.1 million, up 40% year-over-year. The company's gross margins reached 78.9%, approaching their 80% target ahead of schedule, while R&D spend decreased to 21.6% of revenue.

Notably, Clearwater completed strategic acquisitions of Beacon, Enfusion, and Blackstone's Bistro platform. The company provided guidance for Q2 2025 with expected revenue of $129 million and full-year 2025 consolidated revenue projection of $720-728 million, representing ~59-61% growth. The platform now supports over $8.8 trillion in assets globally.

Clearwater Analytics (NYSE: CWAN) has announced key executive promotions to strengthen its global leadership team. Subi Sethi has been elevated to Chief Operating Officer, while Cindy Blendu takes on the role of Chief Administrative Officer.

During her five-year tenure, Sethi has significantly improved gross margins and client satisfaction while establishing global operation centers. In her new role, she will focus on:

• Enhancing client experience through operational innovation
• Implementing AI-driven solutions
• Delivering real-time data insights
• Streamlining investment operations

Blendu, with six years at Clearwater, will oversee Human Resources, Corporate IT, and Facilities management. Her leadership has already driven improved engagement, efficiency, and productivity across the organization.

These strategic promotions align with Clearwater's growth strategy following recent acquisitions and its commitment to developing executive talent in the global investment management industry.

Clearwater Analytics (NYSE: CWAN) has completed its acquisition of Enfusion, Inc. (NYSE: ENFN) in a deal valued at approximately $1.5 billion. The strategic combination creates the industry's first unified, cloud-native front-to-back platform for institutional investors.

The integration combines Enfusion's front-office capabilities with Clearwater's middle and back-office solutions, eliminating data silos and streamlining investment operations. The expanded platform offers seamless integration across workflows, a single security master, and real-time views of positions, performance, and risk.

The acquisition significantly expands Clearwater's international presence, with Enfusion generating 38% of its revenue from Europe and Asia. The combined company will serve clients from global hubs including Boise, New York, Edinburgh, and New Delhi. The first wave of integration milestones, including unified dashboards and streamlined reconciliation, is already underway.

Clearwater Analytics (NYSE: CWAN) and Enfusion (NYSE: ENFN) have announced preliminary election results for their merger consideration ahead of their expected April 21, 2025 closing. Based on the April 16, 2025 election deadline results:

- 45.5% of Enfusion shareholders elected for Mixed Consideration ($5.85 cash + Clearwater shares) - 40.9% chose Cash Consideration ($10.87 per share) - 6.1% selected Stock Consideration - 7.6% made no valid election

With a Final Parent Stock Price of $23.2440 and 129,995,464 Eligible Shares, the total Aggregate Consideration is valued at $1.41 billion. The Cash Consideration option is oversubscribed and will be subject to proration. The transaction is expected to qualify as a reorganization under Section 368(a) of the Internal Revenue Code.

Clearwater Analytics (NYSE: CWAN) has announced its executive leadership team's participation in multiple investor conferences during Q2 2025. CEO Sandeep Sahai will attend the J.P. Morgan Global Technology Conference (May 14) and Morgan Stanley US Financials Conference (June 11). CFO Jim Cox will participate in the William Blair Growth Stock Conference (June 4), Oppenheimer's Software Bus Tour (June 10), and D.A. Davidson Consumer & Technology Conference (June 11).

The company, which manages over $8.8 trillion in assets, provides SaaS-based investment management solutions including portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management through its single instance, multi-tenant architecture.