Index RUT
P/E 15.34
EPS (ttm) 1.53
Insider Own 4.21%
Shs Outstand 288.28M
Perf Week -2.78%
Market Cap 6.88B
Forward P/E 33.94
EPS next Y 0.69
Insider Trans -4.72%
Shs Float 276.49M
Perf Month -2.66%
Enterprise Value 7.72B
PEG 1.42
EPS next Q 0.15
Inst Own 97.29%
Short Float 8.04%
Perf Quarter 29.26%
Income 392.44M
P/S 10.74
EPS this Y 19.27%
Inst Trans 4.48%
Short Ratio 1.75
Perf Half Y 15.06%
Sales 640.38M
P/B 3.41
EPS next Y 26.00%
ROA 21.72%
Short Interest 22.22M
Perf YTD -2.74%
Book/sh 6.87
P/C 107.20
EPS next 5Y 23.83%
ROE 32.91%
52W High 32.00 -26.69%
Perf Year -17.57%
Cash/sh 0.22
P/FCF 83.84
EPS past 3/5Y - 119.42%
ROIC 13.81%
52W Low 15.73 49.09%
Perf 3Y 19.69%
Dividend Est. -
EV/EBITDA 91.40
Sales past 3/5Y 21.48% 21.88%
Gross Margin 68.43%
Volatility 1.06% 0.55%
Perf 5Y -
Dividend TTM -
EV/Sales 12.05
EPS Y/Y TTM 54812.50%
Oper. Margin 3.89%
ATR (14) 0.24
Perf 10Y -
Dividend Ex-Date -
Quick Ratio 1.93
Sales Y/Y TTM 50.91%
Profit Margin 61.28%
RSI (14) 41.40
Recom 2.45
Dividend Gr. 3/5Y - -
Current Ratio 1.93
EPS Q/Q -328.66%
SMA20 -2.67%
Beta 0.66
Target Price 27.41
Payout 0.00%
Debt/Eq 0.45
Sales Q/Q 77.08%
SMA50 1.46%
Rel Volume 2.84
Prev Close 23.71
Employees 1915
LT Debt/Eq 0.43
Earnings Feb 18 AMC
SMA200 10.38%
Avg Volume 12.73M
Price 23.46
IPO Sep 24, 2021
Option/Short Yes / Yes
EPS/Sales Surpr. 3.86% 0.74%
Trades
Volume 34,722,616
Change -1.05%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-26-26 Downgrade
UBS
Buy → Neutral
$24.55
Jan-16-26 Downgrade
DA Davidson
Buy → Neutral
$24.55
Dec-22-25 Downgrade
William Blair
Outperform → Mkt Perform
Dec-22-25 Downgrade
Oppenheimer
Outperform → Perform
Aug-12-25 Upgrade
Goldman
Neutral → Buy
$27
Jun-24-25 Resumed
Piper Sandler
Overweight
$27
May-19-25 Resumed
Goldman
Neutral
$26
Apr-25-25 Resumed
JP Morgan
Overweight
$28
Feb-20-25 Upgrade
Piper Sandler
Neutral → Overweight
$28 → $36
Jan-17-25 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$30 → $34
Jan-14-25 Upgrade
DA Davidson
Neutral → Buy
$35 → $32
Nov-08-24 Downgrade
DA Davidson
Buy → Neutral
$31 → $35
Nov-07-24 Upgrade
JP Morgan
Neutral → Overweight
$23 → $33
Aug-19-24 Initiated
Citigroup
Buy
$28
Jul-08-24 Upgrade
Oppenheimer
Perform → Outperform
$25
Feb-29-24 Downgrade
JP Morgan
Overweight → Neutral
$24 → $22
Nov-07-23 Initiated
UBS
Buy
$24
Sep-25-23 Upgrade
Loop Capital
Hold → Buy
$20 → $25
Apr-10-23 Initiated
MoffettNathanson
Outperform
$19.50
Jan-12-23 Downgrade
Oppenheimer
Outperform → Perform
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Dec-22-25 06:21PM
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(The Wall Street Journal)
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05:39AM
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Dec-21-25 07:47PM
(The Wall Street Journal)
03:20PM
02:33PM
10:39AM
08:56AM
Dec-17-25 03:29PM
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Nov-14-25 08:07PM
Nov-12-25 06:31PM
11:53AM
10:55AM
09:00AM
07:00AM
Nov-06-25 09:38AM
(Morningstar Research) -8.20%
12:12AM
Nov-05-25 06:25PM
05:29PM
(Associated Press Finance)
04:15PM
04:05PM
Nov-04-25 09:36AM
07:32AM
Oct-30-25 09:39PM
10:00AM
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Oct-03-25 04:47AM
Oct-02-25 11:40AM
Sep-30-25 04:13AM
04:01AM
Sep-29-25 06:53PM
Sep-26-25 11:09AM
Sep-19-25 06:55PM
(Morningstar Research) -5.59%
02:49PM
Sep-17-25 04:30PM
09:00AM
Sep-16-25 09:00AM
Sep-15-25 09:00AM
08:30AM
Sep-12-25 10:07AM
Sep-04-25 12:10PM
Sep-03-25 02:58PM
08:55AM
Sep-02-25 09:00AM
Aug-26-25 06:19AM
Aug-25-25 10:45AM
Aug-22-25 07:01PM
(Morningstar Research) +6.38%
09:29AM
Aug-16-25 07:30AM
Aug-12-25 01:07PM
12:14PM
09:56AM
Aug-07-25 07:07PM
(Morningstar Research) -7.98%
01:01PM
Aug-06-25 10:09PM
Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment accounting, integrated reporting tools, a user-friendly solution, and business-specific tools. The company was founded in 2004 and is headquartered in Boise, ID.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cox James S Chief Financial Officer Jan 15 '26 Option Exercise 4.40 34,110 150,084 434,807 Jan 20 09:50 AM Cox James S Chief Financial Officer Jan 15 '26 Sale 24.14 18,700 451,440 395,697 Jan 20 09:50 AM JAMES COX Officer Jan 15 '26 Proposed Sale 24.14 18,700 451,418 Jan 15 04:23 PM Das Souvik Chief Technology Officer Jan 08 '26 Sale 24.08 10,000 240,825 138,230 Jan 12 05:24 PM SOUVIK DAS Officer Jan 08 '26 Proposed Sale 24.11 10,000 241,100 Jan 08 04:22 PM Das Souvik Chief Technology Officer Jan 01 '26 Option Exercise 0.00 89,062 0 189,818 Jan 05 06:33 PM Das Souvik Chief Technology Officer Jan 01 '26 Sale 24.09 41,594 1,002,103 148,224 Jan 05 06:33 PM Cox James S Chief Financial Officer Jan 01 '26 Option Exercise 0.00 130,339 0 464,400 Jan 05 06:33 PM Cox James S Chief Financial Officer Jan 01 '26 Sale 24.09 63,709 1,534,909 400,691 Jan 05 06:33 PM Erickson Scott Stanley Chief Revenue Officer Jan 01 '26 Option Exercise 0.00 93,924 0 117,303 Jan 05 06:32 PM Erickson Scott Stanley Chief Revenue Officer Jan 01 '26 Sale 24.09 44,386 1,069,370 72,917 Jan 05 06:32 PM Sethi Subi Chief Client Officer Jan 01 '26 Option Exercise 0.00 67,575 0 302,835 Jan 05 06:32 PM Sethi Subi Chief Client Officer Jan 01 '26 Sale 24.09 25,646 617,876 277,189 Jan 05 06:32 PM Sahai Sandeep Chief Executive Officer Jan 01 '26 Option Exercise 0.00 295,318 0 1,227,053 Jan 05 06:30 PM Sahai Sandeep Chief Executive Officer Jan 01 '26 Sale 24.09 134,130 3,231,527 1,092,923 Jan 05 06:30 PM Cox James S Chief Financial Officer Dec 31 '25 Option Exercise 0.00 10,937 0 339,920 Jan 05 06:21 PM Cox James S Chief Financial Officer Dec 31 '25 Sale 24.08 5,859 141,106 334,061 Jan 05 06:21 PM Das Souvik Chief Technology Officer Dec 31 '25 Option Exercise 0.00 9,843 0 106,029 Jan 05 06:14 PM Das Souvik Chief Technology Officer Dec 31 '25 Sale 24.08 5,273 126,993 100,756 Jan 05 06:14 PM Sethi Subi Chief Client Officer Dec 31 '25 Option Exercise 0.00 15,624 0 242,604 Jan 05 06:14 PM Sethi Subi Chief Client Officer Dec 31 '25 Sale 24.08 7,344 176,870 235,260 Jan 05 06:14 PM Erickson Scott Stanley Chief Revenue Officer Dec 31 '25 Option Exercise 0.00 8,281 0 27,833 Jan 05 06:13 PM Erickson Scott Stanley Chief Revenue Officer Dec 31 '25 Sale 24.08 4,454 107,268 23,379 Jan 05 06:13 PM Sahai Sandeep Chief Executive Officer Dec 31 '25 Option Exercise 0.00 34,529 0 948,129 Jan 05 06:11 PM Sahai Sandeep Chief Executive Officer Dec 31 '25 Sale 24.08 16,394 394,827 931,735 Jan 05 06:11 PM WCAS XIII Associates LLC Affiliate Dec 22 '25 Proposed Sale 24.06 4,373,951 105,237,261 Dec 22 07:47 PM Cox James S Chief Financial Officer Dec 17 '25 Option Exercise 4.40 18,857 82,971 347,840 Dec 18 09:35 AM Cox James S Chief Financial Officer Dec 17 '25 Sale 22.00 7,425 163,350 328,983 Dec 18 09:35 AM JAMES COX Officer Dec 17 '25 Proposed Sale 21.50 7,425 159,638 Dec 17 04:26 PM Cox James S Chief Financial Officer Dec 15 '25 Option Exercise 4.40 16,039 70,572 350,022 Dec 17 09:23 AM Cox James S Chief Financial Officer Dec 15 '25 Sale 21.41 11,275 241,377 328,983 Dec 17 09:23 AM JAMES COX Officer Dec 15 '25 Proposed Sale 21.81 11,275 245,908 Dec 15 04:28 PM Das Souvik Chief Technology Officer Dec 08 '25 Sale 21.59 10,000 215,880 96,186 Dec 09 05:13 PM SOUVIK DAS Officer Dec 08 '25 Proposed Sale 21.71 10,000 217,100 Dec 08 04:32 PM Cox James S Chief Financial Officer Nov 25 '25 Option Exercise 4.40 75,427 331,879 409,410 Nov 26 05:57 PM Cox James S Chief Financial Officer Nov 25 '25 Sale 22.00 29,700 653,400 333,983 Nov 26 05:57 PM JAMES COX Officer Nov 25 '25 Proposed Sale 21.70 29,700 644,490 Nov 25 04:27 PM Cox James S Chief Financial Officer Nov 17 '25 Option Exercise 4.40 16,412 72,213 355,395 Nov 19 05:35 PM Cox James S Chief Financial Officer Nov 17 '25 Sale 19.74 11,275 222,612 333,983 Nov 19 05:35 PM JAMES COX Officer Nov 17 '25 Proposed Sale 19.25 11,275 217,044 Nov 17 04:26 PM Das Souvik Chief Technology Officer Nov 12 '25 Sale 20.21 20,000 404,194 106,066 Nov 14 04:24 PM SOUVIK DAS Officer Nov 12 '25 Proposed Sale 18.40 20,000 368,000 Nov 12 04:37 PM Cox James S Chief Financial Officer Oct 15 '25 Option Exercise 4.40 16,898 74,351 360,881 Oct 16 07:26 PM Cox James S Chief Financial Officer Oct 15 '25 Sale 17.98 11,275 202,678 338,983 Oct 16 07:26 PM JAMES COX Officer Oct 15 '25 Proposed Sale 17.90 11,275 201,822 Oct 15 04:20 PM Sethi Subi Chief Client Officer Sep 30 '25 Option Exercise 0.00 15,626 0 234,414 Oct 01 09:06 PM Sethi Subi Chief Client Officer Sep 30 '25 Sale 17.68 7,434 131,412 226,980 Oct 01 09:06 PM Das Souvik Chief Technology Officer Sep 30 '25 Option Exercise 0.00 9,844 0 141,393 Oct 01 09:05 PM Das Souvik Chief Technology Officer Sep 30 '25 Sale 17.68 5,327 94,166 136,066 Oct 01 09:05 PM Erickson Scott Stanley Chief Revenue Officer Sep 30 '25 Option Exercise 0.00 8,281 0 24,057 Oct 01 09:02 PM Erickson Scott Stanley Chief Revenue Officer Sep 30 '25 Sale 17.68 4,505 79,636 19,552 Oct 01 09:02 PM Cox James S Chief Financial Officer Sep 30 '25 Option Exercise 0.00 10,938 0 349,902 Oct 01 09:01 PM Cox James S Chief Financial Officer Sep 30 '25 Sale 17.68 5,919 104,631 343,983 Oct 01 09:01 PM Sahai Sandeep Chief Executive Officer Sep 30 '25 Option Exercise 0.00 34,529 0 930,192 Oct 01 09:01 PM Sahai Sandeep Chief Executive Officer Sep 30 '25 Sale 17.68 16,592 293,300 913,600 Oct 01 09:01 PM Cox James S Chief Financial Officer Sep 15 '25 Option Exercise 4.40 16,457 72,411 360,421 Sep 17 07:55 PM Cox James S Chief Financial Officer Sep 15 '25 Sale 19.51 11,275 219,937 338,964 Sep 17 07:55 PM JAMES COX Officer Sep 15 '25 Proposed Sale 19.61 11,275 221,103 Sep 15 04:33 PM Das Souvik Chief Technology Officer Sep 08 '25 Sale 20.57 10,000 205,750 121,549 Sep 10 05:51 PM SOUVIK DAS Officer Sep 08 '25 Proposed Sale 20.77 10,000 207,700 Sep 08 04:22 PM Sahai Sandeep Chief Executive Officer Aug 22 '25 Option Exercise 4.40 109,483 481,725 1,005,146 Aug 25 05:28 PM Sahai Sandeep Chief Executive Officer Aug 22 '25 Sale 20.12 46,962 944,918 895,663 Aug 25 05:28 PM Das Souvik Chief Technology Officer Aug 20 '25 Sale 20.00 10,000 200,000 132,549 Aug 21 05:58 PM Sahai Sandeep Chief Executive Officer Aug 20 '25 Option Exercise 4.40 7,094 31,214 902,757 Aug 21 05:55 PM Sahai Sandeep Chief Executive Officer Aug 20 '25 Sale 20.01 3,038 60,790 895,663 Aug 21 05:55 PM SOUVIK DAS Officer Aug 20 '25 Proposed Sale 19.80 10,000 198,000 Aug 20 04:21 PM SANDEEP SAHAI Director Aug 20 '25 Proposed Sale 19.80 50,000 990,000 Aug 20 04:20 PM Cox James S Chief Financial Officer Aug 15 '25 Option Exercise 4.40 16,485 72,534 365,449 Aug 18 05:40 PM Cox James S Chief Financial Officer Aug 15 '25 Sale 19.42 11,275 218,906 343,964 Aug 18 05:40 PM JAMES COX Officer Aug 15 '25 Proposed Sale 19.37 11,275 218,397 Aug 15 04:23 PM Cox James S Chief Financial Officer Jul 15 '25 Option Exercise 4.40 34,584 152,170 388,548 Jul 16 05:17 PM Cox James S Chief Financial Officer Jul 15 '25 Sale 22.50 18,700 420,694 348,964 Jul 16 05:17 PM Sahai Sandeep Chief Executive Officer Jul 14 '25 Option Exercise 4.40 113,648 500,051 1,009,311 Jul 15 06:05 PM Sahai Sandeep Chief Executive Officer Jul 14 '25 Sale 22.15 50,000 1,107,625 895,663 Jul 15 06:05 PM JAMES COX Officer Jul 15 '25 Proposed Sale 22.06 18,700 412,522 Jul 15 04:27 PM SANDEEP SAHAI Director Jul 14 '25 Proposed Sale 21.84 50,000 1,092,000 Jul 14 04:19 PM Sethi Subi Chief Client Officer Jun 30 '25 Option Exercise 0.00 15,624 0 226,146 Jul 02 04:55 PM Sethi Subi Chief Client Officer Jun 30 '25 Sale 21.67 7,358 159,471 218,788 Jul 02 04:55 PM Erickson Scott Stanley Chief Revenue Officer Jun 30 '25 Option Exercise 0.00 8,282 0 20,236 Jul 02 04:54 PM Erickson Scott Stanley Chief Revenue Officer Jun 30 '25 Sale 21.67 4,460 96,662 15,776 Jul 02 04:54 PM Das Souvik Chief Technology Officer Jun 30 '25 Option Exercise 0.00 9,844 0 147,822 Jul 02 04:54 PM Das Souvik Chief Technology Officer Jun 30 '25 Sale 21.67 5,273 114,283 142,549 Jul 02 04:54 PM Cox James S Chief Financial Officer Jun 30 '25 Option Exercise 0.00 10,937 0 359,822 Jul 02 04:53 PM Cox James S Chief Financial Officer Jun 30 '25 Sale 21.67 5,858 126,962 353,964 Jul 02 04:53 PM Sahai Sandeep Chief Executive Officer Jun 30 '25 Option Exercise 0.00 34,529 0 912,087 Jul 02 04:52 PM Sahai Sandeep Chief Executive Officer Jun 30 '25 Sale 21.67 16,424 355,961 895,663 Jul 02 04:52 PM CORBET KATHLEEN A Director Jun 23 '25 Option Exercise 0.00 10,334 0 24,832 Jun 25 04:50 PM Singh Jaswinder Pal Director Jun 23 '25 Option Exercise 0.00 10,334 0 33,575 Jun 25 04:49 PM Jones Lisa Director Jun 23 '25 Option Exercise 0.00 10,334 0 29,065 Jun 25 09:09 AM AIGRAIN JACQUES Director Jun 23 '25 Option Exercise 0.00 10,334 0 22,962 Jun 25 09:05 AM Cox James S Chief Financial Officer Jun 16 '25 Option Exercise 4.40 34,700 152,680 388,585 Jun 18 10:46 AM Cox James S Chief Financial Officer Jun 16 '25 Sale 22.25 18,700 416,062 348,885 Jun 18 10:46 AM Sahai Sandeep Chief Executive Officer Jun 13 '25 Option Exercise 4.40 113,524 499,506 990,278 Jun 16 07:58 PM Sahai Sandeep Chief Executive Officer Jun 13 '25 Sale 22.25 50,000 1,112,565 876,754 Jun 16 07:58 PM JAMES COX Officer Jun 16 '25 Proposed Sale 22.11 18,700 413,457 Jun 16 04:29 PM SANDEEP SAHAI Director Jun 13 '25 Proposed Sale 22.82 50,000 1,141,000 Jun 13 04:47 PM WCAS XIII CARBON ANALYTICS ACQ 10% Owner Jun 12 '25 Sale 24.07 14,137,500 340,289,625 0 Jun 12 09:14 PM WCAS XIII Associates LLC Affiliate Jun 10 '25 Proposed Sale 24.75 14,137,500 349,903,125 Jun 10 07:07 PM CORBET KATHLEEN A Director May 20 '25 Sale 23.66 12,634 298,948 14,498 May 21 05:43 PM CORBET KATHLEEN A Director May 19 '25 Proposed Sale 23.83 12,634 301,068 May 19 10:00 AM