Activist Starboard reveals 5% stake in Clearwater as tech company reviews its options

Starboard is urging Clearwater Analytics to run a robust sales process if it has received in-bound interest from potential buyers.

CNBC • 21 hours ago

CWAN 2026 Outlook: Data-Driven Analysis Leveraging Institutional Assets Points to a Resilient U.S. Economy

BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today released its 2026 Economic Outlook, “The Economy That Still Wants to Hang On,” introducing a real-time measure of institutional duration positioning. The new CWAN Duration Activity Index (CDAI) reveals that institutions managing over $2 trillion in combined assets are currently in “neutral”— neither extending nor.

Business Wire • Dec 9, 2025

Why One Investor Just Doubled Down on Clearwater Analytics Stock with a $45 Million Position

California-based Tensile Capital Management increased its holding of Clearwater Analytics by nearly 1.2 million shares in the third quarter, resulting in a net position value change of $15.7 million. At quarter-end, the fund reported holding 2.5 million Clearwater Analytics shares valued at $45.5 million.

The Motley Fool • Dec 7, 2025

Artisan Global Discovery Fund: Q3 Delivers Strong Results Amid Trimming And Exits

The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financials and consumer discretionary sectors. On the positive side, stock selection in the health care and industrials sectors was the strongest contributor to performance.

Seeking Alpha • Nov 20, 2025

Exclusive: Buyout firm Thoma Bravo has offered to buy Clearwater Analytics, sources say

Private equity firm Thoma Bravo has made an offer to acquire Clearwater Analytics , people familiar with the matter said on Monday.

Reuters • Nov 17, 2025

Warburg, Permira in talks to buy Clearwater Analytics, source says

Global private equity firms Warburg Pincus and Permira are in talks to buy investment and accounting software maker Clearwater Analytics , a source familiar with the matter told Reuters on Friday.

Reuters • Nov 15, 2025

Clearwater Analytics: Core Business Needs Re-Acceleration To Make Equity Story Clearer

Clearwater Analytics is rated Hold due to strong integration progress but concerns over slowing core business growth. CWAN's Q3 2025 revenue rose 77% year-over-year, driven by acquisitions, with core business growing ~21% and Enfusion outperforming expectations. Positive factors include robust cross-sell momentum and stabilizing Enfusion growth, but NRR decline and organic ARR deceleration remain key risks.

Seeking Alpha • Nov 13, 2025

Why Clearwater Analytics Was Quite a Winner on Wednesday

According to a media report, it's currently contemplating a sale. The company has been doing well lately, implying a potential premium to its current value.

The Motley Fool • Nov 12, 2025

CWAN Report: Insurance Industry's $2.7 Trillion Shift to Alternative Investments Creates Technology Gap

BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today released industry research revealing that alternative investments have fundamentally transformed from a fringe strategy to a portfolio cornerstone, now comprising nearly one-third of the US insurance industry's assets – representing approximately $2.7 trillion – as insurers abandon traditional portfolio strategies.

Business Wire • Nov 12, 2025

Clearwater Analytics: Q3 Figures Show Enfusion Acquisition Brings Meaningful Growth

Clearwater Analytics is rated a Strong Buy, trading at a discount despite robust SaaS-driven growth and successful Enfusion integration. The Enfusion acquisition doubled CWAN's total addressable market, enhanced platform capabilities, and improved revenue visibility with a 98% retention rate. CWAN's scalable SaaS model, strong EBITDA, and aggressive debt paydown strategy mitigate concerns over its $800 million debt load.

Seeking Alpha • Nov 12, 2025