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 (CWAN) reported Q3 2025 results. Revenue rose to
The company completed the acquisitions of Enfusion and Beacon, recording goodwill of
Clearwater Analytics (CWAN) furnished an update announcing its financial results for the third quarter ended September 30, 2025. The company issued a press release and referenced its earnings call. The update includes non‑GAAP measures with reconciliations to the most comparable GAAP metrics provided in the press release. The information is furnished under Item 2.02 and is not deemed filed under Section 18.
Clearwater Analytics (CWAN) CFO Jim Cox reported insider trades on 10/15/2025. He exercised 16,898 stock options at $4.40, then sold 6,275 shares at $17.92 and 5,000 shares at a $18.0459 weighted average. The filing also shows 10,623 shares withheld to cover taxes, a sale mandated by the company. These transactions were made under a Rule 10b5‑1 trading plan adopted on March 11, 2024.
Following the activity, his directly held Class A shares stood at 338,983, and he reported 271,633 derivative securities (options) remaining. One sale included multiple trades between $17.96 and $18.17.
Clearwater Analytics (CWAN): Form 144 notice of proposed sale
A stockholder filed a Form 144 indicating an intent to sell 11,275 shares of CWAN common stock with an aggregate market value of $201,822.50. The filing lists Morgan Stanley Smith Barney LLC as broker and NYSE as the exchange, with an approximate sale date of 10/15/2025. Shares outstanding are shown as 287,938,740.
The shares to be sold include 6,275 acquired on 10/15/2025 via stock option exercise (cash) and 5,000 acquired on 01/01/2023 via restricted stock units. Recent activity shows sales by James Cox: 5,919 shares on 09/30/2025 for $104,631.35 and 11,275 shares on 09/15/2025 for $219,937.25 and on 08/15/2025 for $218,906.53, each under a 10b5-1 plan.
Insider transactions by Scott Erickson, Chief Revenue Officer of Clearwater Analytics (CWAN). On 09/30/2025 Mr. Erickson had restricted stock units (RSUs) vest and settle into Class A common stock: 3,125 shares from one grant and 5,156 shares from a second grant. Concurrently, he sold 2,805 and 1,700 shares on the same date to satisfy tax withholding under the issuer's mandatory "sell to cover" policy. After these transactions, Mr. Erickson directly beneficially owned 19,552 Class A shares. The RSUs have scheduled quarterly vesting (6.25% every three months) and settlement schedules extending through 2034 and 2035 for the two grants.
Insider transactions at Clearwater Analytics (CWAN): Jim S. Cox, the company’s Chief Financial Officer, had Restricted Stock Units vest on 09/30/2025 and received a total of 10,938 Class A common shares from two vesting events (3,125 and 7,813 shares). Following vesting, the reporting person sold 5,919 shares on the same date to cover tax-withholding obligations at an average price of $17.6772 per share, leaving 343,983 shares beneficially owned directly. The sales were described as mandatory "sell-to-cover" transactions required by the issuer and not discretionary trades by the reporting person.
Clearwater Analytics Holdings, Inc. (CWAN) Chief Financial Officer James S. Cox reported multiple transactions on 09/15/2025, including exercises of previously granted stock options and several share sales. The Form 4 shows two option exercises at a $4.40 exercise price for 12,782 and 3,675 shares, and multiple dispositions totaling 12,275 shares sold at weighted-average prices around $19.48–$19.71 per share. Following these transactions, the reporting person beneficially owned 338,964 Class A shares. Two of the sales were made pursuant to a Rule 10b5-1 trading plan and certain shares were withheld by the issuer to satisfy tax withholding obligations related to option exercises.
Form 144 notice by an insider of Clearwater Analytics Holdings, Inc. (CWAN) discloses a proposed sale of 11,275 common shares through Morgan Stanley Smith Barney LLC on the NYSE with an aggregate market value of $221,102.75. The filing reports those shares were acquired partly by exercising stock options (6,275 shares on 09/15/2025 for cash) and partly as restricted stock units (5,000 on 01/01/2024).
The filing also lists four sales in the prior three months attributed to the holder or a Rule 10b5-1 plan: 11,275 shares on 08/15/2025 (gross proceeds $218,906.53), 18,700 shares on 07/15/2025 ($420,693.41), 5,858 shares on 06/30/2025 ($126,961.61), and 18,700 shares on 06/16/2025 ($416,060.95). The filer certifies no undisclosed material adverse information and references reliance on Rule 10b5-1 where applicable.
Insider sale reported by Clearwater Analytics CTO Souvik Das. The Form 4 shows Mr. Das executed sales of 10,000 shares of Class A common stock on September 8, 2025 at a weighted-average price of $20.575 per share. After the transactions he beneficially owned 121,549 shares, held directly. The filing states the sales were made under a Rule 10b5-1 trading plan adopted May 5, 2025, and the Form 4 was signed by an attorney-in-fact on September 10, 2025. No derivative transactions or other securities classes are reported in this filing.
Clearwater Analytics Holdings (CWAN) insider amendment: Souvik Das, Chief Technology Officer, reported a sale of 10,000 shares of Class A common stock on 08/20/2025 at $20 per share under a Rule 10b5-1 trading plan adopted May 5, 2025. After the reported sale, the filing shows 131,549 shares beneficially owned by Mr. Das. This filing is an amendment correcting a scrivener's error regarding the previously reported number of derivative securities; the amendment states the correction does not affect the previously reported transaction. The Form 4/A was signed by an attorney-in-fact on 09/10/2025.
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