
What smart money is saying about Clearwater Analytics
1 fund in our archive has pitched Clearwater Analytics — most recently Alger Small Cap Focus Fund in June 2025.
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.
Fund activity · 2 positions · 1 move
- HoldsBuffalo Small Cap Growth FundMarch 2026
“Clearwater Analytics Holdings, Inc. 2.28”
Read the letterClearwater Analytics - ExitedBrown Advisory U.S. Small-Cap Blend UCITS FundMarch 2026
“We sold Clearwater Analytics Holdings, Inc. (CWAN) due to the announced acquisition by Permira and Warburg Pincus.”
Read the letterClearwater Analytics
Fund coverage · 1 thesis
- Alger Small Cap Focus FundJune 2025
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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