Subscribe to our newsletter to receive the latest product updates and special offers

Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

Last Close
Jul 19 04:00PM ET
20.04
Dollar change
+0.13
Percentage change
0.65
%
IndexRUT P/E- EPS (ttm)-0.09 Insider Own45.12% Shs Outstand127.60M Perf Week5.92%
Market Cap4.38B Forward P/E38.50 EPS next Y0.52 Insider Trans-34.42% Shs Float119.92M Perf Month5.42%
Income-15.10M PEG- EPS next Q0.10 Inst Own67.98% Short Float5.71% Perf Quarter22.87%
Sales386.28M P/S11.34 EPS this Y31.20% Inst Trans0.84% Short Ratio4.06 Perf Half Y3.41%
Book/sh1.65 P/B12.12 EPS next Y20.22% ROA-2.91% Short Interest6.84M Perf Year17.54%
Cash/sh1.22 P/C16.37 EPS next 5Y20.00% ROE-4.65% 52W Range15.62 - 21.89 Perf YTD0.05%
Dividend Est.- P/FCF53.82 EPS past 5Y- ROI-3.54% 52W High-8.45% Beta0.57
Dividend TTM- Quick Ratio5.53 Sales past 5Y21.68% Gross Margin71.27% 52W Low28.30% ATR (14)0.57
Dividend Ex-Date- Current Ratio5.53 EPS Y/Y TTM-34.08% Oper. Margin-2.53% RSI (14)63.68 Volatility2.59% 3.01%
Employees1756 Debt/Eq0.21 Sales Y/Y TTM21.76% Profit Margin-3.91% Recom1.91 Target Price22.30
Option/ShortYes / Yes LT Debt/Eq0.18 EPS Q/Q132.60% Payout- Rel Volume1.17 Prev Close19.91
Sales Surprise2.16% EPS Surprise11.48% Sales Q/Q21.41% EarningsMay 01 AMC Avg Volume1.68M Price20.04
SMA206.65% SMA505.61% SMA2006.71% Trades Volume1,967,034 Change0.65%
Date Action Analyst Rating Change Price Target Change
Jul-08-24Upgrade Oppenheimer Perform → Outperform $25
Feb-29-24Downgrade JP Morgan Overweight → Neutral $24 → $22
Nov-07-23Initiated UBS Buy $24
Sep-25-23Upgrade Loop Capital Hold → Buy $20 → $25
Apr-10-23Initiated MoffettNathanson Outperform $19.50
Jan-12-23Downgrade Oppenheimer Outperform → Perform
Jul-13-22Downgrade Goldman Neutral → Sell $23 → $12
Oct-19-21Initiated William Blair Outperform
Oct-19-21Initiated Wells Fargo Overweight $28
Oct-19-21Initiated RBC Capital Mkts Outperform $29
Jul-17-24 04:16PM
04:15PM
12:43AM
12:43AM
Jul-16-24 09:00AM
09:00AM Loading…
Jul-11-24 09:00AM
Jul-10-24 09:21AM
Jun-21-24 09:00AM
07:35AM
Jun-18-24 09:00AM
Jun-14-24 01:00PM
Jun-12-24 03:00PM
09:00AM
06:24AM
Jun-11-24 09:00AM
07:02PM Loading…
Jun-10-24 07:02PM
04:41PM
May-30-24 09:00AM
May-28-24 09:00AM
May-22-24 06:54PM
May-14-24 10:46AM
08:00AM
May-05-24 08:45AM
May-02-24 09:00AM
05:01AM
May-01-24 06:08PM
05:30PM
04:15PM
Apr-22-24 06:00PM
04:15PM
03:00AM Loading…
Apr-18-24 03:00AM
Apr-17-24 04:15PM
04:15PM
Apr-09-24 09:00AM
Apr-04-24 11:55AM
Apr-02-24 08:34AM
08:00AM
Mar-20-24 05:54AM
Mar-19-24 09:00AM
Mar-07-24 09:00AM
Mar-06-24 08:00PM
04:26PM
Mar-05-24 10:42AM
Mar-01-24 09:00AM
Feb-29-24 09:45AM
09:00AM
Feb-28-24 06:00PM
05:40PM
04:53PM
04:41PM
04:15PM
Feb-15-24 09:00AM
Feb-13-24 09:00AM
Feb-08-24 04:15PM
04:15PM
Feb-07-24 05:00AM
Feb-05-24 09:00AM
Jan-29-24 09:00AM
Jan-28-24 08:00PM
Jan-18-24 05:00PM
Jan-11-24 11:02PM
Jan-09-24 09:00AM
Jan-03-24 11:46AM
Dec-07-23 09:00AM
07:46AM
Dec-06-23 09:01PM
Nov-30-23 04:28PM
Nov-24-23 09:30AM
Nov-17-23 05:05AM
Nov-15-23 04:25AM
Nov-14-23 09:00AM
Nov-09-23 02:03AM
Nov-06-23 09:59PM
09:00PM
04:37PM
Nov-03-23 08:00AM
Nov-02-23 03:07PM
11:02AM
Nov-01-23 06:38PM
05:53PM
04:15PM
Oct-31-23 08:22AM
Oct-26-23 09:00AM
Oct-24-23 01:46PM
Oct-23-23 05:23AM
Oct-18-23 04:15PM
04:15PM
09:00AM
03:01AM
Oct-17-23 09:00AM
Oct-03-23 09:00AM
Sep-28-23 09:00AM
Sep-25-23 07:54AM
Sep-22-23 06:39AM
Sep-21-23 09:00AM
Sep-20-23 09:00AM
Sep-09-23 01:04AM
Sep-07-23 07:30AM
Sep-05-23 09:00AM
Aug-31-23 04:15PM
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
Erickson Scott StanleyChief Revenue OfficerJul 16 '24Option Exercise4.009,99839,99214,842Jul 17 05:39 PM
Erickson Scott StanleyChief Revenue OfficerJul 16 '24Sale19.503,89075,8554,844Jul 17 05:39 PM
Cox James SChief Financial OfficerJul 15 '24Option Exercise4.4016,58072,952253,818Jul 16 06:55 PM
Das SouvikChief Technology OfficerJul 15 '24Sale18.9225,000473,01810,453Jul 16 06:56 PM
Cox James SChief Financial OfficerJul 15 '24Sale18.9211,275213,361232,503Jul 16 06:55 PM
Cox James SChief Financial OfficerJun 30 '24Option Exercise0.003,1250239,087Jul 01 04:46 PM
Sahai SandeepChief Executive OfficerJun 30 '24Option Exercise0.0012,5380314,082Jul 01 04:46 PM
Das SouvikChief Technology OfficerJun 30 '24Option Exercise0.004,687037,829Jul 01 04:47 PM
Sethi SubiChief Client OfficerJun 30 '24Option Exercise0.007,812085,331Jul 01 04:47 PM
Erickson Scott StanleyChief Revenue OfficerJun 30 '24Option Exercise0.003,12506,440Jul 01 04:46 PM
WARBURG PINCUS LLCDirectorJun 12 '24Sale19.717,000,000137,970,0000Jun 12 05:36 PM
WARBURG PINCUS LLCDirectorJun 12 '24Sale19.717,000,000137,970,0000Jun 12 05:30 PM
Galibier Purchaser, LLCDirectorJun 12 '24Sale19.714,917,76596,929,1480Jun 14 04:30 PM
Das SouvikChief Technology OfficerJun 12 '24Sale19.9650,000998,23033,142Jun 14 10:09 AM
Singh Jaswinder PalDirectorJun 11 '24Option Exercise0.0012,248023,241Jun 20 12:01 PM
Jones LisaDirectorJun 11 '24Option Exercise0.0012,248021,671Jun 20 12:01 PM
AIGRAIN JACQUESDirectorJun 11 '24Option Exercise0.0012,248040,568Jun 20 12:01 PM
CORBET KATHLEEN ADirectorJun 11 '24Option Exercise0.0012,248037,599Jun 20 12:01 PM
Cox James SChief Financial OfficerJun 10 '24Option Exercise4.4015,93470,110251,896Jun 12 12:24 PM
Cox James SChief Financial OfficerJun 10 '24Sale20.106,275126,135235,962Jun 12 12:24 PM
Erickson Scott StanleySee RemarksJun 07 '24Option Exercise4.009,90539,620127,534Jun 10 04:47 PM
Erickson Scott StanleySee RemarksJun 07 '24Sale20.10118,2042,375,4163,315Jun 10 04:47 PM
Sethi SubiChief Client OfficerJun 06 '24Option Exercise4.40100,000440,000127,519Jun 10 04:43 PM
Sethi SubiChief Client OfficerJun 06 '24Sale19.8542,748848,53677,519Jun 10 04:43 PM
Sethi SubiChief Client OfficerMay 20 '24Sale19.4618,599362,01077,519May 22 02:38 PM
Sethi SubiChief Client OfficerMay 17 '24Sale19.502,71052,84996,118May 20 11:59 AM
Sethi SubiChief Client OfficerMay 16 '24Sale19.5012098,828May 20 11:59 AM
Sethi SubiChief Client OfficerMar 31 '24Option Exercise0.007,8130102,357Apr 04 09:26 AM
Das SouvikChief Technology OfficerMar 31 '24Option Exercise0.004,688085,518Apr 04 09:26 AM
Cox James SChief Financial OfficerMar 31 '24Option Exercise0.003,1250237,546Apr 04 09:26 AM
Erickson Scott StanleySee RemarksMar 31 '24Option Exercise0.003,1250119,225Apr 04 09:26 AM
Sahai SandeepChief Executive OfficerMar 31 '24Option Exercise0.0012,5390307,200Apr 04 09:26 AM
WCAS XII CARBON ANALYTICS ACQU10% OwnerMar 11 '24Sale16.9016,250,000274,625,0000Mar 11 06:22 PM
WCAS XII CARBON ANALYTICS ACQU10% OwnerMar 11 '24Sale16.9016,250,000274,625,0000Mar 11 06:21 PM
Das SouvikChief Technology OfficerFeb 28 '24Option Exercise0.0017,187085,646Mar 01 05:09 PM
Cox James SChief Financial OfficerFeb 28 '24Option Exercise0.00173,7860270,350Mar 01 05:09 PM
Sahai SandeepChief Executive OfficerFeb 28 '24Option Exercise0.00393,7590472,248Mar 01 05:09 PM
Sethi SubiChief Client OfficerFeb 28 '24Option Exercise0.0090,1000111,792Mar 01 05:09 PM
Erickson Scott StanleySee RemarksFeb 28 '24Option Exercise0.00125,2310138,133Mar 01 05:10 PM
Sahai SandeepChief Executive OfficerFeb 15 '24Option Exercise4.40117,200515,680320,838Feb 21 10:09 AM
Cox James SChief Financial OfficerFeb 15 '24Option Exercise4.4010,00044,000158,711Feb 21 10:09 AM
Sahai SandeepChief Executive OfficerFeb 15 '24Sale19.7450,000986,940270,838Feb 21 10:09 AM
Cox James SChief Financial OfficerFeb 15 '24Sale19.7410,000197,374148,711Feb 21 10:09 AM
Sahai SandeepChief Executive OfficerJan 16 '24Option Exercise4.40116,852514,149320,490Jan 18 02:45 PM
Cox James SChief Financial OfficerJan 16 '24Option Exercise4.4010,00044,000158,711Jan 18 02:44 PM
Sahai SandeepChief Executive OfficerJan 16 '24Sale19.9550,000997,320270,490Jan 18 02:45 PM
Cox James SChief Financial OfficerJan 16 '24Sale19.9510,000199,459148,711Jan 18 02:44 PM
Das SouvikChief Technology OfficerJan 08 '24Sale19.6530,588601,14323,826Jan 10 01:18 PM
Cox James SChief Financial OfficerJan 01 '24Option Exercise0.00130,3400180,765Jan 03 04:29 PM
Sahai SandeepChief Executive OfficerJan 01 '24Option Exercise0.00295,3200287,439Jan 03 04:29 PM
Erickson Scott StanleySee RemarksJan 01 '24Option Exercise0.0093,924079,668Jan 03 04:29 PM
Sethi SubiChief Client OfficerJan 01 '24Option Exercise0.0067,575060,644Jan 03 04:29 PM
Das SouvikChief Technology OfficerJan 01 '24Option Exercise0.0089,062085,368Jan 03 04:29 PM
Sahai SandeepChief Executive OfficerDec 15 '23Option Exercise4.40117,361516,388151,811Dec 19 05:18 PM
Cox James SChief Financial OfficerDec 15 '23Option Exercise4.4010,00044,00087,372Dec 19 05:17 PM
Sahai SandeepChief Executive OfficerDec 15 '23Sale19.6550,000982,255101,811Dec 19 05:18 PM
Cox James SChief Financial OfficerDec 15 '23Sale19.6410,000196,43177,372Dec 19 05:17 PM
WCAS XII CARBON ANALYTICS ACQU10% OwnerDec 05 '23Sale19.759,558,675188,783,8310Dec 05 04:05 PM
WCAS XII CARBON ANALYTICS ACQU10% OwnerDec 05 '23Sale19.759,558,675188,783,8310Dec 05 04:10 PM
WARBURG PINCUS LLCDirectorDec 05 '23Sale19.753,689,81272,873,7870Dec 05 04:15 PM
Galibier Purchaser, LLCDirectorDec 05 '23Sale19.753,689,81272,873,7870Dec 06 04:05 PM
WARBURG PINCUS LLCDirectorDec 05 '23Sale19.753,689,81272,873,7870Dec 05 04:20 PM
Sahai SandeepChief Executive OfficerNov 15 '23Option Exercise4.40114,742504,865149,192Nov 16 06:34 PM
Cox James SChief Financial OfficerNov 15 '23Option Exercise4.4010,00044,00087,372Nov 16 06:34 PM
Sahai SandeepChief Executive OfficerNov 15 '23Sale21.3350,0001,066,62034,450Nov 16 06:34 PM
Cox James SChief Financial OfficerNov 15 '23Sale21.3410,000213,35177,372Nov 16 06:34 PM
WCAS XII CARBON ANALYTICS ACQU10% OwnerNov 09 '23Sale17.3111,245,500194,659,6050Nov 13 07:01 AM
WCAS XII CARBON ANALYTICS ACQU10% OwnerNov 09 '23Sale17.3111,245,500194,659,6050Nov 09 09:58 PM
WARBURG PINCUS LLCDirectorNov 09 '23Sale17.314,340,95575,141,9310Nov 09 09:59 PM
WARBURG PINCUS LLCDirectorNov 09 '23Sale17.314,340,95575,141,9310Nov 13 07:01 AM
Galibier Purchaser, LLCDirectorNov 09 '23Sale17.314,340,95575,141,9310Nov 13 04:05 PM
Sahai SandeepChief Executive OfficerOct 16 '23Option Exercise4.40117,354516,358151,804Oct 17 04:00 PM
Cox James SChief Financial OfficerOct 16 '23Option Exercise4.4010,00044,00087,372Oct 17 04:00 PM
Sahai SandeepChief Executive OfficerOct 16 '23Sale19.6550,000982,47034,450Oct 17 04:00 PM
Cox James SChief Financial OfficerOct 16 '23Sale19.6510,000196,49577,372Oct 17 04:00 PM
Sahai SandeepChief Executive OfficerSep 15 '23Option Exercise4.14116,239481,62199,355Sep 19 11:51 AM
Sethi SubiChief Client OfficerSep 15 '23Option Exercise4.4025,000110,00026,005Sep 19 11:51 AM
Cox James SChief Financial OfficerSep 15 '23Option Exercise4.4010,00044,00087,372Sep 19 11:51 AM
Sahai SandeepChief Executive OfficerSep 15 '23Sale19.1450,000957,09534,450Sep 19 11:51 AM
Sethi SubiChief Client OfficerSep 15 '23Sale19.2913,460259,6161,005Sep 19 11:51 AM
Cox James SChief Financial OfficerSep 15 '23Sale19.1410,000191,41277,372Sep 19 11:51 AM
Sethi SubiChief Client OfficerSep 06 '23Option Exercise4.4025,000110,00026,005Sep 08 11:46 AM
Sethi SubiChief Client OfficerSep 06 '23Sale19.0513,418255,6061,005Sep 08 11:46 AM
Sethi SubiChief Client OfficerAug 31 '23Sale18.2515,594284,5391,005Sep 01 03:27 PM
Sahai SandeepChief Executive OfficerAug 30 '23Option Exercise4.0033,599134,396202,070Sep 01 03:26 PM
Cox James SChief Financial OfficerAug 30 '23Option Exercise4.4010,00044,00087,372Sep 01 03:25 PM
Erickson Scott StanleySee RemarksAug 30 '23Option Exercise4.007,35529,42054,672Sep 01 03:26 PM
Sahai SandeepChief Executive OfficerAug 30 '23Sale18.03148,3752,675,83934,450Sep 01 03:26 PM
Erickson Scott StanleySee RemarksAug 30 '23Sale18.0348,332871,1991,786Sep 01 03:26 PM
Cox James SChief Financial OfficerAug 30 '23Sale17.9310,000179,26877,372Sep 01 03:25 PM
Sethi SubiChief Client OfficerAug 30 '23Sale18.219,406171,29016,599Sep 01 03:27 PM
Das SouvikChief Technology OfficerAug 15 '23Sale17.0120,000340,2683,279Aug 17 04:11 PM
Cox James SChief Financial OfficerAug 04 '23Option Exercise4.4049,500217,800116,872Aug 07 02:20 PM
Cox James SChief Financial OfficerAug 04 '23Sale17.9349,500887,31277,372Aug 07 02:20 PM
Sahai SandeepChief Executive OfficerAug 04 '23Sale18.001,62529,250168,471Aug 08 01:44 PM
Erickson Scott StanleySee RemarksAug 04 '23Sale18.0090016,20047,317Aug 08 01:43 PM
Cox James SChief Financial OfficerAug 03 '23Option Exercise4.405002,20077,872Aug 07 02:20 PM
Cox James SChief Financial OfficerAug 03 '23Sale17.895008,94477,372Aug 07 02:20 PM