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Company Analysis

CWAN Insider Trading

Clearwater Analytics Holdings, Inc. | Services-Prepackaged Software

Comprehensive Trading Performance Summary

The investment history of corporate insiders at Clearwater Analytics Holdings, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-Prepackaged Software sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2025-07-02 23:54 2025-06-30 Das Souvik Officer - Chief Technology Officer OPT+S $21.67 5,273 $114,283 142,549 0.0%
2025-07-02 23:52 2025-06-30 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $21.67 16,424 $355,961 895,663 0.0%
2025-07-02 23:53 2025-06-30 Cox James S Officer - Chief Financial Officer OPT+S $21.67 5,858 $126,962 353,964 0.0%
2025-06-18 17:46 2025-06-16 Cox James S Officer - Chief Financial Officer OPT+S $22.25 18,700 $416,062 348,885 0.0%
2025-06-17 02:58 2025-06-13 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $22.25 50,000 $1,112,565 876,754 0.0%
2025-06-13 04:14 2025-06-12 WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. 10% owner SELL $24.07 14,137,500 $340,289,625 0 -100.0%
2025-05-22 00:43 2025-05-20 CORBET KATHLEEN A Director SELL $23.66 12,634 $298,948 14,498 -46.6%
2025-05-16 23:08 2025-05-15 Cox James S Officer - Chief Financial Officer OPT+S $23.90 18,700 $446,999 353,885 0.0%
2025-05-15 01:14 2025-05-13 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $24.29 50,000 $1,214,285 876,754 0.0%
2025-04-17 22:17 2025-04-15 Cox James S Officer - Chief Financial Officer OPT+S $23.17 18,700 $433,363 358,885 0.0%
2025-04-15 21:56 2025-04-14 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $23.09 50,000 $1,154,500 876,754 0.0%
2025-03-18 17:22 2025-03-17 Cox James S Officer - Chief Financial Officer OPT+S $26.58 18,700 $497,125 358,502 0.0%
2025-03-19 00:02 2025-03-17 CORBET KATHLEEN A Director SELL $26.47 7,527 $199,265 27,132 -21.7%
2025-03-14 17:33 2025-03-13 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $26.56 50,000 $1,327,835 857,798 0.0%
2025-03-12 00:39 2025-03-10 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $27.65 4,141 $114,489 7,902 0.0%
2025-03-05 02:15 2025-03-03 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $30.78 120,863 $3,720,357 7,902 0.0%
2025-02-21 18:44 2025-02-19 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $30.07 76,256 $2,293,071 124,624 0.0%
2025-02-21 18:44 2025-02-19 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $30.07 218,687 $6,576,071 857,798 0.0%
2025-02-21 18:44 2025-02-19 Sethi Subi Officer - Chief Client Officer OPT+S $30.07 62,482 $1,878,877 201,936 0.0%
2025-02-21 18:44 2025-02-19 Das Souvik Officer - Chief Technology Officer OPT+S $30.07 76,844 $2,310,753 132,900 0.0%
2025-02-21 18:44 2025-02-19 Cox James S Officer - Chief Financial Officer OPT+S $30.07 101,808 $3,061,438 346,835 0.0%
2025-02-19 04:23 2025-02-18 Cox James S Officer - Chief Financial Officer OPT+S $27.33 18,700 $511,060 274,857 0.0%
2025-02-15 01:21 2025-02-13 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $27.63 50,000 $1,381,560 615,855 0.0%
2025-01-17 18:54 2025-01-15 Cox James S Officer - Chief Financial Officer OPT+S $26.94 18,700 $503,827 279,857 0.0%
2025-01-15 16:55 2025-01-13 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $25.89 50,000 $1,294,360 615,855 0.0%
2024-12-17 21:33 2024-12-16 Cox James S Officer - Chief Financial Officer OPT+S $29.65 18,700 $554,500 214,044 0.0%
2024-12-11 17:40 2024-12-10 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $29.07 3,890 $113,075 6,373 0.0%
2024-12-11 00:06 2024-12-09 Sahai Sandeep Director, Officer - Chief Executive Officer OPT+S $28.94 139,172 $4,027,067 441,724 0.0%
2024-12-05 00:41 2024-12-02 Galibier Purchaser, LLC Director OPT+S $29.25 4,283,243 $125,284,858 0 0.0%
2024-12-05 03:53 2024-12-04 WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. 10% owner SELL $29.25 10,645,133 $311,370,140 0 -100.0%
2024-11-19 01:20 2024-11-15 Cox James S Officer - Chief Financial Officer OPT+S $30.34 18,700 $567,313 219,044 0.0%
2024-11-16 00:30 2024-11-13 Galibier Purchaser, LLC Director, 10% owner OPT+S $29.11 6,252,549 $182,011,701 0 0.0%
2024-11-15 00:05 2024-11-13 WARBURG PINCUS LLC Other OPT+S $29.11 3,103,450 $90,341,430 0 0.0%
2024-11-13 17:20 2024-11-11 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $31.34 3,890 $121,922 6,373 0.0%
2024-11-14 01:37 2024-11-13 WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. 10% owner SELL $29.11 15,539,445 $452,353,244 0 -100.0%
2024-10-16 18:37 2024-10-15 Cox James S Officer - Chief Financial Officer OPT+S $26.16 18,700 $489,173 224,044 0.0%
2024-10-11 20:53 2024-10-10 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $25.38 3,890 $98,733 6,373 0.0%
2024-09-24 23:56 2024-08-26 Galibier Purchaser, LLC Director, 10% owner OPT+S $24.18 1,754,969 $42,435,150 0 0.0%
2024-09-17 23:46 2024-09-16 Cox James S Officer - Chief Financial Officer OPT+S $24.44 18,700 $457,064 227,503 0.0%
2024-09-12 01:04 2024-09-10 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $23.75 3,890 $92,387 4,844 0.0%
2024-08-28 23:30 2024-08-26 Galibier Purchaser, LLC Director, 10% owner OPT+S $24.18 1,784,316 $43,144,761 0 0.0%
2024-08-22 18:19 2024-08-21 Sethi Subi Officer - Chief Client Officer OPT+S $24.30 21,497 $522,454 81,812 0.0%
2024-08-19 20:55 2024-08-15 Cox James S Officer - Chief Financial Officer OPT+S $23.64 13,700 $323,931 232,503 0.0%
2024-08-12 23:02 2024-08-12 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $22.55 3,890 $87,720 4,844 0.0%
2024-08-13 04:17 2024-08-08 WARBURG PINCUS LLC Director, 10% owner OPT+S $22.41 9,000,000 $201,690,000 0 0.0%
2024-08-12 23:02 2024-08-09 AIGRAIN JACQUES Director SELL $22.35 25,000 $558,848 12,628 -66.4%
2024-08-03 01:39 2024-08-01 Cox James S Officer - Chief Financial Officer OPT+S $22.02 14,850 $327,036 232,503 0.0%
2024-07-18 00:39 2024-07-16 Erickson Scott Stanley Officer - Chief Revenue Officer OPT+S $19.50 3,890 $75,855 4,844 0.0%
2024-07-17 01:56 2024-07-15 Das Souvik Officer - Chief Technology Officer SELL $18.92 25,000 $473,018 10,453 -70.5%
2024-07-17 01:55 2024-07-15 Cox James S Officer - Chief Financial Officer OPT+S $18.92 11,275 $213,360 232,503 0.0%
SHOW ENTRIES

How to Interpret $CWAN Trades

Not every insider transaction in Clearwater Analytics Holdings, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CWAN shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for CWAN

Insider activity data for Clearwater Analytics Holdings, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $CWAN, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.