Clearwater Analytics Holdings, Inc.
Total Trades
264
Buys
20
Sells
138
Largest Trade
N/A
Insiders
17
Institutional Funds
311
Inst. Value
$1M+
Activist Filings
50
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Sethi Subi | Chief Client Officer | SELL | $1M+ | 62K | $30.07 | Feb 21, 2025 |
| Sethi Subi | Chief Client Officer | EXERCISE | N/A | 132K | — | Feb 21, 2025 |
| Das Souvik | CTO | SELL | $1M+ | 77K | $30.07 | Feb 21, 2025 |
| Das Souvik | CTO | EXERCISE | N/A | 144K | — | Feb 21, 2025 |
| Cox James S | CFO | SELL | $1M+ | 102K | $30.07 | Feb 21, 2025 |
| Cox James S | CFO | EXERCISE | N/A | 190K | — | Feb 21, 2025 |
| Cox James S | CFO | EXERCISE | $100K–$500K | 33K | $4.40 | Jan 17, 2025 |
| Cox James S | CFO | SELL | $500K+ | 19K | $26.94 | Jan 17, 2025 |
| Sahai Sandeep | CEO | EXERCISE | $100K–$500K | 110K | $4.40 | Jan 15, 2025 |
| Sahai Sandeep | CEO | SELL | $1M+ | 50K | $25.89 | Jan 15, 2025 |
| WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | 10% Owner | SELL | $1M+ | 10.6M | $29.25 | Dec 5, 2024 |
| Galibier Purchaser, LLC | Director | EXERCISE | N/A | 4.3M | — | Dec 4, 2024 |
| Galibier Purchaser, LLC | Director | SELL | $1M+ | 4.3M | $29.25 | Dec 4, 2024 |
| Cox James S | CFO | EXERCISE | $100K–$500K | 32K | $4.40 | Nov 18, 2024 |
| Cox James S | CFO | SELL | $500K+ | 19K | $30.34 | Nov 18, 2024 |
| Galibier Purchaser, LLC | Director | SELL | $1M+ | 6.3M | $29.11 | Nov 15, 2024 |
| Galibier Purchaser, LLC | Director | EXERCISE | N/A | 6.3M | — | Nov 15, 2024 |
| WARBURG PINCUS LLC | Insider | SELL | $1M+ | 3.1M | $29.11 | Nov 14, 2024 |
| WARBURG PINCUS LLC | Insider | EXERCISE | N/A | 6.2M | — | Nov 14, 2024 |
| WARBURG PINCUS LLC | Insider | EXERCISE | N/A | 6.2M | — | Nov 14, 2024 |
| WARBURG PINCUS LLC | Insider | SELL | $1M+ | 3.1M | $29.11 | Nov 14, 2024 |
| WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | 10% Owner | SELL | $1M+ | 15.5M | $29.11 | Nov 13, 2024 |
| Erickson Scott Stanley | Chief Revenue Offi… | SELL | $100K–$500K | 4K | $31.34 | Nov 13, 2024 |
| Erickson Scott Stanley | Chief Revenue Offi… | EXERCISE | $15K–$50K | 9K | $4.00 | Nov 13, 2024 |
| Cox James S | CFO | SELL | $100K–$500K | 19K | $26.16 | Oct 16, 2024 |
| Cox James S | CFO | EXERCISE | $100K–$500K | 33K | $4.40 | Oct 16, 2024 |
| Erickson Scott Stanley | Chief Revenue Offi… | EXERCISE | $15K–$50K | 9K | $4.00 | Oct 11, 2024 |
| Erickson Scott Stanley | Chief Revenue Offi… | SELL | $50K–$100K | 4K | $25.38 | Oct 11, 2024 |
| Galibier Purchaser, LLC | Director | SELL | $1M+ | 1.8M | $24.18 | Aug 28, 2024 |
| Galibier Purchaser, LLC | Director | EXERCISE | N/A | 1.8M | — | Aug 28, 2024 |
| Sethi Subi | Chief Client Officer | EXERCISE | $100K–$500K | 50K | $5.27 | Aug 22, 2024 |
| Sethi Subi | Chief Client Officer | SELL | $500K+ | 21K | $24.30 | Aug 22, 2024 |
| Cox James S | CFO | EXERCISE | $100K–$500K | 34K | $4.40 | Aug 19, 2024 |
| Cox James S | CFO | SELL | $100K–$500K | 14K | $23.64 | Aug 19, 2024 |
| Cox James S | CFO | SELL | $100K–$500K | 15K | $22.02 | Aug 2, 2024 |
| Cox James S | CFO | EXERCISE | $100K–$500K | 38K | $4.40 | Aug 2, 2024 |
| Galibier Purchaser, LLC | Director | SELL | $1M+ | 4.9M | $19.71 | Jun 14, 2024 |
| Galibier Purchaser, LLC | Director | EXERCISE | N/A | 4.9M | — | Jun 14, 2024 |
| Das Souvik | CTO | SELL | $500K+ | 50K | $19.96 | Jun 14, 2024 |
| WARBURG PINCUS LLC | Director | SELL | $1M+ | 7.0M | $19.71 | Jun 12, 2024 |
| WARBURG PINCUS LLC | Director | EXERCISE | N/A | 14.0M | — | Jun 12, 2024 |
| WARBURG PINCUS LLC | Director | SELL | $1M+ | 7.0M | $19.71 | Jun 12, 2024 |
| WARBURG PINCUS LLC | Director | EXERCISE | N/A | 14.0M | — | Jun 12, 2024 |
| Cox James S | CFO | SELL | $100K–$500K | 6K | $20.10 | Jun 12, 2024 |
| Cox James S | CFO | EXERCISE | $50K–$100K | 16K | $4.40 | Jun 12, 2024 |
| Erickson Scott Stanley | See Remarks | EXERCISE | $15K–$50K | 10K | $4.00 | Jun 10, 2024 |
| Erickson Scott Stanley | See Remarks | SELL | $1M+ | 118K | $20.10 | Jun 10, 2024 |
| Sethi Subi | Chief Client Officer | EXERCISE | $100K–$500K | 100K | $4.40 | Jun 10, 2024 |
| Sethi Subi | Chief Client Officer | SELL | $500K+ | 43K | $19.85 | Jun 10, 2024 |
| Cox James S | CFO | EXERCISE | $15K–$50K | 10K | $4.40 | Feb 21, 2024 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 311 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| VANGUARD GROUP INC | 30.9M | $1M+ | SH |
| WASATCH ADVISORS LP | 8.4M | $1M+ | SH |
| NORGES BANK | 7.6M | $1M+ | SH |
| STATE STREET CORP | 6.4M | $1M+ | SH |
| Conestoga Capital Advisors, LLC | 6.1M | $1M+ | SH |
| Capital World Investors | 5.9M | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 5.7M | $1M+ | SH |
| Keenan Capital, LLC | 3.7M | $1M+ | SH |
| JPMORGAN CHASE & CO | 3.6M | $1M+ | SH |
| Stephens Investment Management Group LLC | 3.5M | $1M+ | SH |
| BALYASNY ASSET MANAGEMENT L.P. | 3.5M | $1M+ | SH |
| GLAZER CAPITAL, LLC | 3.1M | $1M+ | SH |
| BROWN BROTHERS HARRIMAN & CO | 3.0M | $1M+ | SH |
| SOROS FUND MANAGEMENT LLC | 2.9M | $1M+ | SH |
| MANNING & NAPIER ADVISORS LLC | 2.8M | $1M+ | SH |
| Pentwater Capital Management LP | 2.6M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.6M | $1M+ | SH |
| KRYGER CAPITAL Ltd | 2.5M | $1M+ | SH |
| BROWN ADVISORY INC | 2.5M | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G/A · Feb 10, 2026
1.7%
4.8M shares
Wellington Management Group LLP
SC 13G · Nov 12, 2025
6.2%
17.8M shares
WCAS XIII Carbon Analytics Acquisition, L.P.
SC 13G/A · Aug 13, 2025
1.6%
4.8M shares
SC 13G/A · May 15, 2025
4.3%
9.3M shares
Kayne Anderson Rudnick Investment Management, LLC
SC 13G/A · May 14, 2025
4.5%
10.0M shares
SC 13G/A · May 13, 2025
4.6%
9.3M shares
WCAS XIII Carbon Analytics Acquisition, L.P.
SC 13G/A · Feb 15, 2025
7.6%
19.0M shares
SC 13G/A · Feb 13, 2025
4.4%
8.0M shares
Kayne Anderson Rudnick Investment Management, LLC
SC 13G/A · Feb 13, 2025
5.7%
11.0M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G/A · Feb 12, 2025
4.8%
9.4M shares
SC 13G/A · Feb 11, 2025
6.3%
12.4M shares
SC 13G/A · Nov 14, 2024
2.5%
6.1M shares
WCAS XII Carbon Analytics Acquisition, L.P.
SC 13G/A · Nov 14, 2024
0.0%
0 shares
Kayne Anderson Rudnick Investment Management, LLC 95-4575414
SC 13G/A · Nov 13, 2024
7.0%
11.3M shares
SC 13G/A · Nov 12, 2024
10.3%
18.5M shares
SC 13G/A · Nov 12, 2024
11.5%
18.4M shares
SC 13G · Nov 8, 2024
7.7%
12.3M shares
SC 13G/A · Nov 4, 2024
11.5%
18.4M shares
SC 13G/A · Nov 4, 2024
11.5%
18.4M shares
SC 13G/A · Nov 4, 2024
11.5%
18.4M shares
SC 13G · Oct 22, 2024
7.7%
12.3M shares
Wasatch Advisors LP 87-0319391
SC 13G/A · Mar 8, 2024
11.2%
14.5M shares
SC 13G/A · Feb 14, 2024
10.4%
25.2M shares
SC 13G/A · Feb 14, 2024
1.0%
893K shares
Alger Associates, Inc. 13-3017981
SC 13G/A · Feb 14, 2024
2.8%
3.1M shares
SC 13G/A · Feb 14, 2024
4.3%
3.8M shares
WCAS XII Carbon Analytics Acquisition, L.P.
SC 13G/A · Feb 14, 2024
26.9%
65.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
10.2%
12.9M shares
William Blair Investment Management, LLC
SC 13G · Feb 12, 2024
5.7%
7.3M shares
SC 13G/A · Feb 12, 2024
0.5%
404K shares
Kayne Anderson Rudnick Investment Management, LLC 95-4575414
SC 13G/A · Feb 12, 2024
10.1%
11.1M shares
Conestoga Capital Advisors LLC 23-3072906
SC 13G/A · Jan 5, 2024
7.6%
6.8M shares
JPMORGAN CHASE & CO. 13-2624428
SC 13G/A · Jan 4, 2024
3.7%
4.7M shares
Wasatch Advisors LP 87-0319391
SC 13G/A · Oct 10, 2023
11.7%
10.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Jul 10, 2023
10.7%
8.3M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Mar 10, 2023
11.9%
5.7M shares
Alger Associates, Inc. 13-3017981
SC 13G · Feb 14, 2023
7.7%
4.6M shares
SC 13G/A · Feb 14, 2023
35.9%
33.2M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Feb 14, 2023
9.3%
5.5M shares
SC 13G/A · Feb 14, 2023
5.6%
3.3M shares
SC 13G/A · Feb 14, 2023
5.1%
3.0M shares
SC 13G/A · Feb 10, 2023
14.9%
8.8M shares
Wasatch Advisors LP 87-0319391
SC 13G/A · Feb 10, 2023
9.0%
5.3M shares
Conestoga Capital Advisors LLC 23-3072906
SC 13G · Jan 18, 2023
6.4%
3.8M shares
JPMORGAN CHASE & CO. 13-2624428
SC 13G · Jan 9, 2023
7.5%
4.5M shares
SC 13G/A · Jul 11, 2022
10.4%
5.9M shares
SC 13G/A · May 10, 2022
9.6%
5.4M shares
SC 13G · Feb 15, 2022
5.6%
2.6M shares
SC 13G · Feb 14, 2022
41.2%
33.2M shares
SC 13G · Feb 14, 2022
41.2%
33.2M shares