CWAN Clearwater Analytics Holdings, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Cloud-based investment accounting and analytics platform for institutional investors
• • New focus: Agreement to be acquired for $8.4 billion by investor group including Permira, Warburg Pincus, Temasek, Francisco Partners
• • Strategic shift: Transition from public company to private ownership expected Q2 2026 post-merger
• • Notable metric: Merger consideration of $24.55 cash per Class A common share offered to stockholders
• • Unusual fact: Early HSR antitrust waiting period termination granted February 13, 2026, accelerating merger timeline

Risk Factors

• • Regulatory risk from TRA Settlement Payments of $72.5 million gross plus $6.5 million third-party expenses in 2024
• • Geopolitical/macroeconomic exposure via acquired entities increasing accounts receivable by $11.1 million in 2025
• • Operational vulnerability due to $1,074.8 million acquisitions of Enfusion and Beacon in 2025 increasing capital outlay
• • Competitive risk from acquisitions of Wilshire Technology (2024) and Enfusion/Beacon (2025) signaling market consolidation moves
• • Financial risk from $924.5 million borrowings in 2025 partially offset by $154.1 million debt repayment, indicating high leverage

Management Discussion & Analysis

• • Revenue not explicitly stated, no YoY change or dollar amounts disclosed in MD&A
• • No profitability or margin percentages provided in the discussion
• • No segment performance figures or best/worst segment data disclosed
• • No cash flow, buybacks, dividends, or capex details mentioned
• • Merger announced valued at ~$8.4B, $24.55/share cash consideration, expected close Q2 2026, pending regulatory and stockholder approvals

What are the latest CWAN SEC filings in 2026?

Clearwater Analytics Holdings, Inc. (CWAN) has filed a 10-K annual report on February 18, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on June 25, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CWAN file its most recent 10-K annual report?

Clearwater Analytics Holdings, Inc. (CWAN) filed its most recent 10-K annual report on February 18, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CWAN 10-Q quarterly reports?

Clearwater Analytics Holdings, Inc. (CWAN)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every CWAN 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CWAN filed recently?

Clearwater Analytics Holdings, Inc. (CWAN)'s most recent 8-K was filed on June 25, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CWAN insider trading activity (Form 4)?

SignalX aggregates every CWAN Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CWAN file with the SEC?

Clearwater Analytics Holdings, Inc. (CWAN) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CWAN filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Clearwater Analytics Holdings, Inc. (CWAN).

What is CWAN's SEC CIK number?

Clearwater Analytics Holdings, Inc. (CWAN)'s SEC CIK (Central Index Key) number is 1866368. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1866368 to look up all CWAN filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CWAN return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Clearwater Analytics Holdings, Inc. (CWAN) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.