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CWAN · Technology · Software - Application · Market cap $6.95B

1 fund in our archive has pitched Clearwater Analytics — most recently Alger Small Cap Focus Fund in June 2025.

Company profile

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. Its Clearwater Prism solution enables self-service access to data feeds from accounting, compliance, performance, and risk systems, including those offered by the company and other third-party software vendors, as well as provides flexible reporting to various users. The company was incorporated in 2021 and is headquartered in Boise, Idaho.

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2
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q2 2025 and Q1 2026, 2 fund letters reported a position in Clearwater Analytics1 trimmed or exited.

Fund letters reporting a position in Clearwater Analytics, by quarter
QuarterLettersBoughtSoldTheses
Q1 20262010
Q2 20250001

Fund activity · 2 positions · 1 move

Fund coverage · 1 thesis

  • Clearwater Analytics is a leading cloud-based investment analytics provider that, despite recent share price weakness due to debt concerns from acquisitions, has the potential for transformational growth and strengthened market position.

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