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.
Insider sale notice for Clearwater Analytics Holdings, Inc. (CWAN) reports a proposed sale of 50,000 common shares through Morgan Stanley Smith Barney on 08/20/2025 with an aggregate market value of $990,000. The filer indicates these 50,000 shares were acquired the same day by exercise of stock options and paid in cash. The filing lists prior sales by the same person, SANDEEP SAHAI, showing dispositions of 50,000 shares on 07/14/2025 for $1,107,625.00, 16,424 shares on 06/30/2025 for $355,960.64, and 50,000 shares on 06/13/2025 for $1,112,565.00. The class outstanding figure is 287,938,740 shares, and the planned 50,000-share sale represents approximately 0.017% of outstanding shares. The notice includes the standard Rule 144 representation and references reliance on Rule 10b5-1 where applicable.
Clearwater Analytics Holdings (CWAN) insider transactions: Jim S. Cox, the company's Chief Financial Officer, exercised options and sold shares on 08/15/2025. He exercised a stock option covering 16,485 shares at an exercise price of $4.40 and acquired those shares. Concurrently, he sold 10,210 shares (weighted average sale price $19.4171) and separately sold 6,275 and 5,000 shares at weighted average prices around $19.41–$19.65. Some shares were withheld to cover tax obligations. After these transactions he reported beneficial ownership of 343,964 Class A shares.
Insider sale notice for Clearwater Analytics Holdings, Inc. (CWAN) filed on Form 144 shows proposed and recent sales of common stock by an individual identified as James Cox and related 10b5-1 plans. The filer reports an intended sale of 11,275 shares with an aggregate market value of $218,396.75 to be sold on 08/15/2025 on the NYSE through Morgan Stanley Smith Barney LLC. The 11,275 shares comprise 6,275 shares acquired on 08/15/2025 by exercising stock options (paid in cash) and 5,000 RSUs acquired on 02/21/2023. The notice also discloses three sales during the prior three months totaling 43,258 shares for gross proceeds of $963,715.97, including sales under a 10b5-1 plan.
Schedule 13G/A filing by WCAS-related entities reports beneficial ownership of 4,820,856 shares of Clearwater Analytics Holdings, Inc. (CWAN), representing 1.6% of the Class A share count used for the calculation (292,445,162 shares). The total reported position includes 2,069,714 Class A shares held directly and 2,751,142 Class A shares issuable upon conversion of Class B shares (together with corresponding LLC interests).
The filing identifies the reporting group as WCAS XIII Carbon Analytics Acquisition, L.P.; WCAS GP CW LLC; WCAS XIII Carbon Investors, L.P.; and WCAS XIII Associates LLC, and notes that investment and voting decisions are made by a committee whose members disclaim beneficial ownership. Because the group owns less than 5% of the outstanding common stock, the filing states the Reporting Persons are no longer subject to Section 13 reporting obligations.