Clearwater Analytics Hldgs Inc Stock Price, News & Analysis

Clearwater Analytics (NYSE: CWAN), a leading investment management technology platform, has announced its upcoming investor engagement schedule for Q3 2025. The company will host its second Investor Day on September 3, 2025, at the New York Stock Exchange from 1:00 PM to 3:00 PM, featuring presentations from CEO Sandeep Sahai, CFO Jim Cox, and the executive team.

Additionally, the company's leadership will participate in four major investor conferences throughout August and September 2025, including events hosted by Oppenheimer, Citi, Piper Sandler, and Goldman Sachs. All presentations will be accessible via webcast on the company's investor relations website.

Clearwater Analytics (NYSE: CWAN) announced that McCormick & Company (NYSE: MKC) has selected its commercial paper (CP) workflow solution to enhance short-term capital management. The implementation comes as U.S. commercial paper outstanding reached $1.4 trillion in May 2025, marking a 13% year-over-year increase.

The partnership aims to streamline McCormick's short-term capital raising and improve program oversight amid volatile interest rates. Clearwater's platform offers benchmarking tools, real-time monitoring, and integrated reconciliation capabilities to optimize treasury operations and enhance decision-making efficiency.

Clearwater Analytics (NYSE: CWAN), a leading investment management technology platform, has announced three strategic leadership appointments to strengthen its global client and delivery teams. The new executives include Barrie Mellin as Head of Insurance and Asset Owners (former BlackRock Managing Director), Dennis Lee as Head of Insurance Solutions (with experience at EY, PwC, and Deloitte), and Raheel Syed as Global Head of Professional Services (former EY Partner with experience at Manulife and RBC).

The appointments aim to enhance Clearwater's ability to help insurers, asset owners, and asset managers modernize their investment operations and achieve better outcomes. The new leaders bring a combined experience of over 75 years in financial services, focusing on strategic client relationships, regulatory navigation, and global delivery services.

Clearwater Analytics (NYSE: CWAN) and Bloomberg have announced a strategic partnership to deliver an integrated front-to-back investment management solution. The collaboration combines Bloomberg's enterprise investment solutions with Clearwater's accounting platform to create a comprehensive offering for asset owners and managers.

The partnership introduces four key improvements: Turnkey Managed Integration, Enhanced OTC Management, Integrated Cash Management, and Consistent Position and Trade Data Exchanges. This solution aims to help clients manage costs, reduce risk, and achieve greater operational efficiency through a modular, open approach.

Clearwater Analytics (NYSE: CWAN) has secured a major partnership with Germany's largest public insurer, Versicherungskammer Group. The German insurer has selected Clearwater's platform to modernize its middle, back office, and risk functions following a comprehensive operating model review initiated in 2024.

The partnership will provide Versicherungskammer with real-time advanced data analytics through Clearwater's cloud-based platform, which combines technology from recent acquisitions Enfusion and Beacon. The solution offers comprehensive investment data management, risk assessment, performance tracking, accounting, and reporting capabilities through a unified system that serves over 2,400 clients worldwide, including more than 700 insurance customers.

Clearwater Analytics (NYSE: CWAN) announced that HG Re Ltd. has chosen their investment management technology platform to enhance performance measurement and risk analytics capabilities. The implementation will provide HG Re with advanced tools for data-driven investment decisions and improved portfolio oversight. The solution offers real-time access to portfolio insights including risk assessment, performance attribution, shock analysis, and scenario modeling. This move will reduce HG Re's dependence on custodial and external service providers while streamlining operations. HG Re's CFO Gerhard Lubbe emphasized the importance of sophisticated capabilities in managing risk effectively in today's dynamic market environment. Clearwater's President of Risk and Alternative Assets, Kirat Singh, noted a growing trend among global clients seeking advanced technology solutions for deeper risk and performance insights.

Clearwater Analytics (NYSE: CWAN) announced a significant corporate governance change as all Class C and Class D Common Stock shares, which carried 10 votes each, were automatically converted to Class B and Class A Common Stock shares with 1 vote each. This conversion was triggered by Welsh Carson Anderson & Stowe (WCAS) selling approximately 14.1 million shares, reducing their ownership to about 1.7% of total outstanding stock. Previous investors Permira and Warburg Pincus had already sold their IPO-related shares. The transition marks Clearwater's evolution from a private equity-backed company since 2016 to a broadly held public company in the Russell 3000, now operating under a more equitable one-share-one-vote structure.

Clearwater Analytics (NYSE: CWAN) has secured Pool Re, the UK's terrorism reinsurer managing £7.2 billion in assets, as a client for its investment management platform. Following a 2024 tender process, Pool Re implemented Clearwater's platform as its Investment Accounting Book of Record and expanded its use to include advanced risk analytics. The platform streamlines Pool Re's investment operations by integrating complex investment data, compliance, and risk calculations into a single automated solution. Key features include sophisticated risk assessment through scenario analysis, data-driven decision making, automated reporting, and integrated performance measurement. The partnership aims to enhance Pool Re's ability to manage investment risk exposure and support its mission of providing financial protection to the UK economy against terrorism risks.

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.