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. reported an insider stock sale by its Chief Technology Officer, Souvik Das. On 12/08/2025, he sold 10,000 shares of Class A common stock at a weighted average price of $21.588 per share, executed in multiple trades between $21.35 and $21.91.
The sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 5, 2025, which is designed to allow insiders to sell shares according to a set schedule. After this transaction, Souvik Das beneficially owns 96,186 shares, which include shares acquired on December 1, 2025 through the company’s Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c).
Clearwater Analytics Holdings Inc. insider plans additional share sale under Rule 144. A holder has filed to sell 10,000 shares of common stock of CWAN through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of
Over the past three months, the same account has sold 20,000 common shares on
Clearwater Analytics Holdings, Inc. (CWAN) reported insider activity by its Chief Financial Officer on a Form 4. On 11/25/2025, the CFO exercised a stock option for 75,427 shares of Class A common stock at an exercise price of $4.40 per share, increasing direct ownership.
On the same date, 45,727 shares were withheld and disposed of at $22 per share to cover tax withholding obligations mandated by the company, which the filing notes were not discretionary. In addition, the CFO sold 29,700 shares of Class A common stock at $22 per share under a Rule 10b5-1 trading plan adopted on March 11, 2024. After these transactions, the CFO directly owned 333,983 shares of Class A common stock and held 179,794 stock options as derivative securities.
A holder of CWAN common stock has filed a Form 144 indicating an intent to sell 29,700 common shares through Morgan Stanley Smith Barney LLC on the NYSE. These shares have an aggregate market value of $644,490.00, compared with 288,154,032 common shares outstanding for the issuer. The shares to be sold were acquired on 11/25/2025 by exercising stock options for cash, with payment made the same day.
The filing also lists prior sales over the past three months for the same account under a Rule 10b5-1 trading plan. These include, for example, 11,275 common shares sold on 11/17/2025 for gross proceeds of $222,611.88 and 11,275 common shares sold on 10/15/2025 for gross proceeds of $202,677.50, along with additional sales in September 2025.
Clearwater Analytics Holdings, Inc. (CWAN) Chief Financial Officer Jim Cox filed a Form 4 reporting stock option exercises and related share sales on 11/17/2025. He exercised stock options with an exercise price of $4.40 for 12,727 and 3,685 shares of Class A common stock. On the same day, he reported several sales of Class A shares, including transactions at weighted average prices of about $19.54 and $19.7717, some of which were executed under a Rule 10b5-1 trading plan adopted on March 11, 2024. Certain shares were withheld to cover tax obligations in connection with the option exercises. Following these transactions, Cox directly beneficially owned 333,983 shares of Class A common stock and held 267,948 and 255,221 stock options, each exercisable for Class A shares.
Clearwater Analytics (CWAN)11,275 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $217,043.75. The filing shows that Clearwater Analytics had 288,154,032 shares outstanding of common stock at the time referenced.
The securities to be sold come from an exercise of stock options for 6,275 shares on 11/17/2025, paid in cash, and from 5,000 restricted stock units acquired on 01/01/2024. The notice also lists recent sales over the past three months under a Rule 10b5-1 sales plan and direct sales by the same insider.
Clearwater Analytics (CWAN) Chief Technology Officer Souvik Das reported two open-market sales of Class A common stock on 11/12/2025 via Form 4. He sold 10,000 shares at a weighted average price of $20.1194 and another 10,000 shares at $20.30, executed under a Rule 10b5-1 trading plan adopted on May 5, 2025.
Following these transactions, Das beneficially owned 106,066 shares. The filing notes the first transaction included multiple trades between $20.06 and $20.30.
Clearwater Analytics (CWAN) insider activity: Chief Technology Officer Souvik Das reported RSU vesting and related sales on 09/30/2025. He acquired 5,156 and 4,688 shares of Class A common stock at $0.00 upon RSU settlement, then sold 2,537 and 2,790 shares at $17.6772 to cover tax withholding under a mandated “sell to cover.”
Following these transactions, directly held shares were 126,066. Derivative holdings reported included RSUs with 42,187 and 67,031 units remaining. The filing is an amendment made solely to correct the total number of derivative securities beneficially owned; it does not change the previously reported transactions.
Clearwater Analytics (CWAN): Form 144 filed for a planned sale. A holder gave notice to sell 20,000 common shares with an aggregate market value of $368,000, expected around 11/12/2025 on the NYSE via Morgan Stanley Smith Barney. The shares to be sold were acquired as restricted stock units on 02/28/2024. Recent activity shows sales over the past 3 months: 5,327 shares for $94,166.44 on 09/30/2025, 10,000 shares for $205,750.00 on 09/08/2025, and 10,000 shares for $200,000.00 on 08/20/2025. Shares outstanding were 288,154,032.
Clearwater Analytics Holdings, Inc. (CWAN): Wellington Management Group LLP and affiliated entities filed a Schedule 13G reporting beneficial ownership of 17,793,701 shares of CWAN common stock, representing 6.18% of the class as of the reported date.
The Wellington group reports shared voting power over 14,131,341 shares and shared dispositive power over 17,793,701 shares, with no sole voting or dispositive power. Wellington Management Company LLP separately reports shared voting power over 13,573,535 shares and shared dispositive power over 14,716,525 shares, with its stake noted at 5.1%. The filing is made on a passive basis and states the securities were acquired and are held in the ordinary course of business.
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