Clearwater Analytics (CWAN) CFO James Cox Buys $2.7M of Stock

James Cox, the Chief Financial Officer of Clearwater Analytics Holdings, Inc., made a significant purchase of company stock on June 25, 2026. Cox bought 109,998 shares at an average price of $24.55 each, bringing the total transaction to approximately $2.7 million. This purchase was not part of a pre-planned trading program.

Insider Buying and Selling at Clearwater Analytics Holdings, Inc.

On the same day, other transactions were recorded for Clearwater Analytics insiders. Chief Revenue Officer Scott Stanley Erickson sold 538,518 shares at $17.98 each, while Lisa Jones and Jacques Aigrain also reduced their holdings with sales at $24.55 and $10.22 per share, respectively. James Cox himself also sold 109,998 shares at $24.55 each, indicating a possible shift in position.

Other Institutional Activity in Clearwater Analytics

Institutional investors have been active in Clearwater Analytics as well. BlackRock, Inc. increased its holdings by 2,038,216 shares to a total of 28,270,108 shares, now valued at about $668.6 million. UBS Group AG more than doubled its stake by adding 9,515,458 shares, reaching a total of 14,735,354 shares valued at $348.5 million. HBK Investments increased its position dramatically, adding 13,501,697 shares for a total of 13,875,000 shares worth $328.1 million. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, with holdings of 18,293,833 and 13,097,435 shares valued at $432.6 million and $309.8 million, respectively.

Clearwater Analytics Holdings, Inc. Stock Holds Steady

Shares of NYSE:CWAN traded near $24.56 on Friday. Clearwater Analytics has a market cap of approximately $7.29 billion and a forward P/E ratio of 28.4. The stock has a 52-week range between $15.74 and $24.54. Its 50-day moving average is $24.26, and the 200-day moving average is $22.21. The company has a current ratio of 2.26 and a quick ratio of 1.96, with a debt-to-equity ratio of 41.9.

Recent Earnings

Clearwater Analytics reported revenue of $825.7 million, with a growth rate of 74.4%. Despite this impressive revenue growth, the company posted a net margin of -5.8% and a return on equity of -3.1%. The next earnings release is scheduled for August 5, 2026.

Analysts Set New Price Targets

Analyst activity around Clearwater Analytics has been consistent, with DA Davidson maintaining a hold rating and a $24.55 price target as of May 20, 2026. RBC Capital, Morgan Stanley, and UBS have all downgraded the stock to hold, setting similar price targets of $24.55.

About Clearwater Analytics

Clearwater Analytics Holdings, Inc. provides a Software-as-a-Service (SaaS) platform that automates investment data aggregation, reconciliation, accounting, and reporting services. The company caters to insurers, asset managers, hedge funds, banks, corporations, and government entities. Headquartered in Boise, Idaho, Clearwater was founded in 2004 and is led by CEO Sandeep Sahai. The company employs around 3,000 people and operates in the technology sector, specifically within the software application industry.

Bottom Line

James Cox's recent purchase of Clearwater Analytics shares demonstrates insider confidence in the company's prospects. Institutional investors are also actively adjusting their positions in the company, reflecting varying levels of confidence. As Clearwater Analytics continues to grow its revenue, investors will be watching closely for improvements in profitability and margin expansion. Keep in mind that insider and institutional activities are backward-looking and may not reflect current positions.