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. received an amended Schedule 13G from Wellington-related entities reporting their ownership in the company’s common stock. Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP report beneficial ownership of 4,835,344 shares, representing about 1.68–1.7% of the outstanding class.
All reported shares are held with shared voting power of 3,851,097 shares and shared dispositive power of 4,835,344 shares, with no sole voting or dispositive power. The securities are owned of record by clients of Wellington investment advisers, each client holding less than five percent of the class. The filing certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Clearwater Analytics.
Clearwater Analytics Holdings, Inc. Chief Technology Officer Souvik Das sold 10,000 shares of Class A common stock on February 9, 2026 in an open-market transaction at a weighted average price of $23.8875 per share.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 5, 2025, and occurred through multiple trades between $23.81 and $23.93 per share. Following this transaction, Das beneficially owns 128,230 shares of Clearwater Analytics Class A common stock in direct form.
CWAN insider Souvik Das filed a Form 144 notice to sell 10,000 shares of common stock through Morgan Stanley Smith Barney LLC around 02/09/2026, with an aggregate market value of 238,500.00 on the NYSE.
The 10,000 shares to be sold were acquired as restricted stock units from the issuer on 02/28/2024. The issuer had 288,632,000 shares of common stock outstanding. In the past three months, Das and related 10b5-1 labeled accounts reported several prior sales of common shares with disclosed gross proceeds.
Clearwater Analytics Holdings, Inc. reported that the “go-shop” period under its previously announced merger agreement with GT Silver BidCo, Inc. expired at 12:00 a.m. New York City time on January 23, 2026. During this period, the Company’s advisors solicited alternative acquisition proposals from 44 potential buyers, including 20 financial sponsors and 24 strategic parties, and six parties entered confidentiality agreements and received access to non-public information. No alternative acquisition proposal was received by the time the go-shop period ended. As a result, Clearwater is now subject to customary “no-shop” provisions that limit its ability to solicit or discuss competing acquisition offers, subject to certain exceptions set out in the merger agreement.
Clearwater Analytics Holdings, Inc. Chief Financial Officer James S. Cox reported several equity transactions in Class A common stock and stock options on January 15, 2026. He exercised stock options (transaction code M) to acquire multiple blocks of Class A shares at an exercise price of $4.40 per share, with related option positions reduced accordingly.
Some shares (transaction code F) were withheld and sold at prices around $24.14 per share to satisfy tax withholding obligations in connection with the option exercises, which the company mandates and which are not discretionary for Cox. Additional sales (transaction code S) of Class A common stock at weighted average prices near $24.14 were carried out under a Rule 10b5-1 trading plan adopted on March 11, 2024. Following these transactions, Cox directly beneficially owned 395,697 shares of Class A common stock and continued to hold stock options, including 110,788 derivative securities reported as beneficially owned after one of the option exercises.
A shareholder of CWAN has filed a Form 144 notice to sell 18,700 shares of common stock with an aggregate market value of 451,418.00. The planned sale is through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 01/15/2026.
The shares to be sold include 13,700 shares acquired by exercising stock options for cash on 01/15/2026 and 5,000 shares from restricted stock units dated 01/01/2024. Common shares outstanding were 288,154,032. In the past three months, James Cox and related 10b5-1 sales plans sold multiple blocks of common shares, such as 63,709 shares on 01/01/2026 for gross proceeds of 1,534,909.08 and 29,700 shares on 11/25/2025 for 653,400.00.
Clearwater Analytics Holdings, Inc. insider activity: Chief Technology Officer Souvik Das reported selling 10,000 shares of Class A Common Stock of Clearwater Analytics on 01/08/2026. The shares were sold at a weighted average price of $24.0825 per share under a pre-established Rule 10b5-1 trading plan adopted on May 5, 2025. The sale was executed in multiple trades at prices ranging from $24.075 to $24.10 per share. Following this transaction, Das beneficially owns 138,230 shares, after a 6-share adjustment to correct the reported holdings.
An affiliate of CWAN has filed a Form 144 notice to sell 10,000 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $241,100. These shares relate to restricted stock units acquired from the issuer on 02/28/2024, with the same date shown for payment. The filing notes that 288,154,032 common shares are outstanding.
Over the past three months, the seller, listed as Souvik Das, has reported several sales of CWAN common stock, including 41,594 shares on 01/01/2026 for gross proceeds of $1,002,103.45 and 5,273 shares on 12/31/2025 for $126,992.82. Additional Rule 10b5-1 plan sales include 10,000 shares on 12/08/2025 for $215,880.00 and 20,000 shares on 11/12/2025 for $404,194.00.
Clearwater Analytics Holdings, Inc. insider filing shows equity awards vesting and tax-related sales. Chief Technology Officer Souvik Das reported multiple transactions in Class A common stock dated 01/01/2026. Restricted Stock Units converted into 75,000 shares, 9,375 shares, and 4,687 shares of Class A common stock at an exercise price of $0.00. On the same date, 34,058 shares, 5,024 shares, and 2,512 shares of Class A common stock were sold at $24.0925 per share to cover tax withholding obligations related to the RSU vesting, as mandated by the issuer. Following these transactions, Das directly beneficially owned 148,224 shares of Class A common stock. The filing also shows 75,000 Restricted Stock Units outstanding, each RSU representing a right to receive one share, with vesting in 25% installments over four years starting on specified commencement dates.
Clearwater Analytics Holdings, Inc. insider activity: the company’s Chief Financial Officer, Jim Cox, reported equity award vesting and related share sales dated 01/01/2026. He acquired 77,169 and 53,170 shares of Class A common stock at an exercise price of $0.00 per share upon the vesting of Restricted Stock Units (RSUs).
On the same date, he sold 35,220 and 28,489 Class A shares at a price of $24.0925 per share. The filing explains these sales were made to cover tax withholding obligations tied to the RSU vesting and were required under the company’s “sell to cover” election, not discretionary trades. After these transactions, he directly holds 400,691 Class A shares and 77,170 RSUs that continue to vest in 25% annual installments starting from 01-Jan-2023.