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Added to YB: 2025-10-06

Pitch date: 2025-06-30

CWAN [neutral]

Clearwater Analytics Holdings, Inc.

-0.05%

current return

Author Info

No bio for this author

Company Info

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Market Cap

$5.5B

Pitch Price

$21.82

Price Target

N/A

Dividend

N/A

EV/EBITDA

70.42

P/E

13.74

EV/Sales

9.97

Sector

Software

Category

growth

Show full summary:
Loomis Sayles Small Cap Growth Fund Portfolio Holding: Clearwater Analytics Holdings, Inc.

CWAN (holding update): Cloud native investment lifecycle mgmt software for insurance & asset mgmt sectors. Made 3 acquisitions this year amid integration phase. Stock pressured by post-election interest rate uncertainty weighing on financial services tech.

Read full article (1 min)