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Clearwater Analytics Holdings, Inc. (CWAN) SEC Filings & Filing Highlights
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution. Review CWAN SEC filings, filing highlights, and disclosure activity on Finoriq.
Company Snapshot
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.
- Company
- Clearwater Analytics Holdings, Inc. (CWAN)
- Ticker
- CWAN
- Market Cap
- $7.3B
- Latest Price
- $24.56
- Industry
- Software
Clearwater Analytics Holdings, Inc. (CWAN) Recent SEC Filing Highlights
Recent SEC filings, filing events, and disclosure highlights indexed for Clearwater Analytics Holdings, Inc. (CWAN).
| Event | Form | Date |
|---|---|---|
| Clearwater Analytics Completes $8.4 Billion Take-Private Acquisition by Permira and Warburg Pin...Clearwater Analytics Completes $8.4 Billion Take-Private Acquisition by Permira and Warburg Pincus | 8-K7.01 | 2026-06-25 |
| Amendments to Articles of Incorporation or Bylaws; Changes in Fiscal YearAmendments to Articles of Incorporation or Bylaws; Changes in Fiscal Year | 8-K5.03 | 2026-06-25 |
| Effective upon the consummation of the Merger, each of Dr. Mukesh Aghi, Jacques Aigrain, Cary D...Effective upon the consummation of the Merger, each of Dr. Mukesh Aghi, Jacques Aigrain, Cary Davis, Christopher Hooper, Lisa Jones, Eric L... | 8-K5.02 | 2026-06-25 |
| The information in the Introductory Note and in Item 2.01 and Item 5.02 of this Current Report...As a result of the consummation of the Merger, a change of control of the Company occurred and the Company became a wholly owned subsidiary... | 8-K5.01 | 2026-06-25 |
| The information in the Introductory Note and Item 2.01 of this Current Report on Form 8-K is in...In connection with the consummation of the Merger, the Company notified the New York Stock Exchange (the “NYSE”) on June 25, 2026 that the... | 8-K3.01 | 2026-06-25 |
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