Clearwater Analytics Holdings Inc (CWAN)

Sector:
INFORMATION TECHNOLOGY
Industry:
SOFTWARE
SIC:
SERVICES-PREPACKAGED SOFTWARE
CEO:
Sandeep Sahai
Employees:
1,259
777 W. MAIN STREET, SUITE 900, BOISE, ID 83702
208-918-2400

Our Mission Clearwater aspires to be the world’s most trusted and comprehensive technology platform for investment accounting and analytics. Starting by radically simplifying investment accounting, we intend to use the power of our platform to eventually revolutionize the world of investing.

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Funds Holding CWAN (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding CWAN BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

1 Million total shares from 23 transactions

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

DURABLE CAPITAL PARTNERS LP

  • 10% Owner
8,037,371 2021-11-18 6

CORBET KATHLEEN A

  • Director
1,785 2021-09-28 1

COX JAMES S CHIEF FINANCIAL OFFICER

  • Officer
214,468 2021-09-28 1

SAHAI SANDEEP CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
377,231 2021-09-28 1

ERICKSON SCOTT STANLEY SEE REMARKS

  • Officer
127,481 2021-09-28 1

BLENDU CYNTHIA ANN SEE REMARKS

  • Officer
52,198 2021-09-28 1

DAS SOUVIK CHIEF TECHNOLOGY OFFICER

  • Officer
19,750 2021-09-28 1

GANESHAN SUSAN MURIEL CHIEF MARKETING OFFICER

  • Officer
20,536 2021-09-28 1

SETHI SUBI CHIEF CLIENT OFFICER

  • Officer
70,300 2021-09-28 1

KOCHANSKY JOSEPH MORRIS SEE REMARKS

  • Officer
20,525 2021-09-28 1

RAMAN GAYATRI PRESIDENT, EUROPE AND ASIA

  • Officer
109,131 2021-09-28 1

VALBRUNE ALPHONSE CHIEF LEGAL OFFICER

  • Officer
91,439 2021-09-28 1

PRICE JAMES DOUGLAS CHIEF QUALITY OFFICER

  • Officer
64,485 2021-09-28 1

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-22 17:24:46 -0500 2021-11-18 P 21,213 $22.75 a 8,037,371 indirect 1.8386 1.8386 2 0.0 1

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-17 19:21:57 -0500 2021-11-17 P 21,287 $22.42 a 8,016,158 indirect -2.0973 0.0 1 -2.0973 2

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-17 19:21:57 -0500 2021-11-16 P 17,500 $22.66 a 7,994,871 indirect -2.0973 0.0 1 -2.0973 2

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-17 19:21:57 -0500 2021-11-15 P 24,400 $22.47 a 7,977,371 indirect -2.0973 0.0 1 -2.0973 2

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-12 18:42:44 -0500 2021-11-12 P 15,600 $22.51 a 7,952,971 indirect 0.8444 -2.9333 0.8444 2 -2.9333 6

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-12 18:42:44 -0500 2021-11-11 P 47,170 $22.23 a 7,937,371 indirect 0.8444 -2.9333 0.8444 2 -2.9333 6

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-12 18:42:44 -0500 2021-11-10 P 32,830 $22.07 a 7,890,201 indirect 0.8444 -2.9333 0.8444 2 -2.9333 6

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-09 19:39:44 -0500 2021-11-09 P 168,000 $21.61 a 7,857,371 indirect -0.1798 0.6292 1.9775 5 -0.1798 2

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-09 19:39:44 -0500 2021-11-08 P 302,000 $22.31 a 7,689,371 indirect -0.1798 0.6292 1.9775 5 -0.1798 2

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-09 19:39:44 -0500 2021-11-05 P 46,130 $22.53 a 7,387,371 indirect -0.1798 0.6292 1.9775 5 -0.1798 2

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-03 19:47:03 -0400 2021-11-03 P 66,297 $22.71 a 7,341,241 indirect -4.7357 -6.0888 0.0 1 -8.9641 3

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-03 19:47:03 -0400 2021-11-02 P 107,073 $22.43 a 7,274,944 indirect -4.7357 -6.0888 0.0 1 -8.9641 3

DURABLE CAPITAL PARTNERS LP - > 10% Owner see footnote

2021-11-03 19:47:03 -0400 2021-11-01 P 130,500 $22.40 a 7,167,871 indirect -4.7357 -6.0888 0.0 1 -8.9641 3

DAS SOUVIK - Officer CHIEF TECHNOLOGY OFFICER

2021-09-30 18:38:17 -0400 2021-09-28 P 1,000 $18.00 a 1,000 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

RAMAN GAYATRI - Officer PRESIDENT, EUROPE AND ASIA

2021-09-30 18:48:49 -0400 2021-09-28 A 109,131 a 109,131 direct

VALBRUNE ALPHONSE - Officer CHIEF LEGAL OFFICER

2021-09-30 18:46:03 -0400 2021-09-28 A 89,689 a 89,689 direct

KOCHANSKY JOSEPH MORRIS - Officer SEE REMARKS

2021-09-30 18:48:14 -0400 2021-09-28 P 1,775 $18.00 a 1,775 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

SAHAI SANDEEP - Director - Officer CHIEF EXECUTIVE OFFICER

2021-09-30 18:45:48 -0400 2021-09-28 A 375,445 a 375,445 direct

COX JAMES S - Officer CHIEF FINANCIAL OFFICER

2021-09-30 18:42:23 -0400 2021-09-28 A 212,682 a 212,682 direct

GANESHAN SUSAN MURIEL - Officer CHIEF MARKETING OFFICER

2021-09-30 18:42:49 -0400 2021-09-28 P 1,786 $18.00 a 1,786 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

SETHI SUBI - Officer CHIEF CLIENT OFFICER

2021-09-30 18:37:30 -0400 2021-09-28 A 70,300 a 70,300 direct

BLENDU CYNTHIA ANN - Officer SEE REMARKS

2021-09-30 18:49:19 -0400 2021-09-28 A 50,531 a 50,531 direct

VALBRUNE ALPHONSE - Officer CHIEF LEGAL OFFICER

2021-09-30 18:46:03 -0400 2021-09-28 P 1,750 $18.00 a 1,750 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

PRICE JAMES DOUGLAS - Officer CHIEF QUALITY OFFICER

2021-09-30 18:45:39 -0400 2021-09-28 A 62,699 a 62,699 direct

SAHAI SANDEEP - Director - Officer CHIEF EXECUTIVE OFFICER

2021-09-30 18:45:48 -0400 2021-09-28 P 1,786 $18.00 a 1,786 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

COX JAMES S - Officer CHIEF FINANCIAL OFFICER

2021-09-30 18:42:23 -0400 2021-09-28 P 1,786 $18.00 a 1,786 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

ERICKSON SCOTT STANLEY - Officer SEE REMARKS

2021-09-30 18:40:20 -0400 2021-09-28 A 125,695 a 125,695 direct

DAS SOUVIK - Officer CHIEF TECHNOLOGY OFFICER

2021-09-30 18:38:17 -0400 2021-09-28 A 18,750 a 18,750 direct

BLENDU CYNTHIA ANN - Officer SEE REMARKS

2021-09-30 18:49:19 -0400 2021-09-28 P 1,667 $18.00 a 1,667 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

KOCHANSKY JOSEPH MORRIS - Officer SEE REMARKS

2021-09-30 18:48:14 -0400 2021-09-28 A 18,750 a 18,750 direct

PRICE JAMES DOUGLAS - Officer CHIEF QUALITY OFFICER

2021-09-30 18:45:39 -0400 2021-09-28 P 1,786 $18.00 a 1,786 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

CORBET KATHLEEN A - Director

2021-09-30 18:42:19 -0400 2021-09-28 P 1,785 $18.00 a 1,785 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

GANESHAN SUSAN MURIEL - Officer CHIEF MARKETING OFFICER

2021-09-30 18:42:49 -0400 2021-09-28 A 18,750 a 18,750 direct

ERICKSON SCOTT STANLEY - Officer SEE REMARKS

2021-09-30 18:40:20 -0400 2021-09-28 P 1,786 $18.00 a 1,786 direct -8.6672 -5.0695 -8.0131 7.359 16 -11.9787 27

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 22:15:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 21:45:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 21:15:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 20:45:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 20:15:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 19:45:04 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 19:15:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 18:45:04 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 18:15:04 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 17:45:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 17:15:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 16:45:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 16:15:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 15:45:03 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 15:15:02 UTC -0.2625 0.3325 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 14:45:03 UTC -0.2354 0.3054 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 14:15:03 UTC -0.2354 0.3054 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 13:45:04 UTC -0.2354 0.3054 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 13:15:03 UTC -0.2354 0.3054 1100000
CLEARWATER ANALYTICS HDS-A CWAN 2021-11-26 12:45:04 UTC -0.2354 0.3054 1100000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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