{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"CWAN","limit":50},"count":50,"signals":[{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"strategic_event","strength":100,"match_count":29,"context":"stitute of Technology, Kharagpur, and a masters degree in computer science from the University of Georgia, Athens. Subi Sethi has been our Chief Operating Officer since April 23, 2025. Prior to being named Chief Operating Officer, Ms. Sethi was our Chief Client Officer since January 2020. 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Subi Sethi has been our Chief Operating Officer since April 23, 2025. Prior to being named Chief Operating Officer, Ms. Sethi was our Chief Client Officer since January 2020. 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Based on this analysis, the Committee was satisfied that any risks arising from our compensation programs are not reasonably likely to have a material adverse effect on the Company.  Accounting Considerations We follow Financial Accounting Standards Board ASC Topic 718 for our stock-based compensation awards. 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If the number of directors to be elected to the Board of Directors at an annual meeting is increased and there is not a public announcement by the Company naming all of the nominees for director or specifying the size of the increased Board of Directors at least 10","filed_date":"2023-04-28","accession":"0001193125-23-124125","full_text":"https://origin.rootz.global/static/filing/0001193125-23-124125.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":8,"context":"on-going initiatives and has demonstrated progress in several of these areas, including offering employee benefits that promote responsible transportation, volunteerism and charitable contributions, transitioning to a cloud-based server provider, prioritizing board diversity with a Board of Directors that is 60% comprised of women, racial and ethnic minority and LGBTQ+ directors. 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The Permira funds have an extensive track record in tech investing, having invested $13.4 billion in 52 companies across enterprise cloud, SaaS, fintech and online marketplaces. The Permira funds have previously backed and helped scale some of the largest and fastest-growing internet and technolo","filed_date":"2021-09-21","accession":"0001193125-21-278076","full_text":"https://origin.rootz.global/static/filing/0001193125-21-278076.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":100,"match_count":9,"context":"e newer modules separately. | | |  |  |  |  Pursue Strategic Partnerships and Acquisitions. We may selectively pursue partnerships and acquisitions that complement our solutions, provide us access to new markets or improve our competitive positioning within existing and new markets, or that otherwise accelerate one or more of our growth objectives. 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The Permira funds have an extensive track record in tech investing, having invested $13.4 billion in 52 companies across enterprise cloud, SaaS, fintech and online marketplaces. The Permira funds have previously backed and helped scale some of the largest and fastest-growing internet and technolo","filed_date":"2021-08-30","accession":"0001193125-21-260325","full_text":"https://origin.rootz.global/static/filing/0001193125-21-260325.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":98,"match_count":1,"context":"we believe that there is a significant opportunity to expand usage from our existing clients as we provide value-adding capabilities and services to support their strategies to evolve and expand into new markets. We expect our revenues from existing clients to continue to increase as they broaden their use of our solutions and expand utilization into other investment groups within their organizations. Key C","filed_date":"2025-11-05","accession":"0001866368-25-000031","full_text":"https://origin.rootz.global/static/filing/0001866368-25-000031.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":98,"match_count":1,"context":"we believe that there is a significant opportunity to expand usage from our existing clients as we provide value-adding capabilities and services to support their strategies to evolve and expand into new markets. We expect our revenues from existing clients to continue to increase as they broaden their use of our solutions and expand utilization into other investment groups within their organizations. Key C","filed_date":"2025-08-06","accession":"0001866368-25-000018","full_text":"https://origin.rootz.global/static/filing/0001866368-25-000018.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":96,"match_count":12,"context":"t of risk mitigation features in these plans or policies. Based on this analysis, the Committee was satisfied that any risks arising from our compensation programs are not reasonably likely to have a material adverse effect on the Company.  Accounting Considerations We follow Financial Accounting Standards Board ASC Topic 718 for our stock-based compensation awards. In accordance with ASC Topic 718, stock-based compensa","filed_date":"2025-04-29","accession":"0001628280-25-020660","full_text":"https://origin.rootz.global/static/filing/0001628280-25-020660.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":96,"match_count":12,"context":"onditions and performance-based vesting, in each case based on continuous employment of the employee. Time-based vesting &#x2013; units awarded are eligible to vest in substantially equal annual installments on each anniversary from the grant date over a four year period.  Performance-based vesting &#x2013; units awarded are eligible to vest in equal three annual installments upon the achievement of","filed_date":"2023-03-03","accession":"0000950170-23-005990","full_text":"https://origin.rootz.global/static/filing/0000950170-23-005990.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":83,"match_count":1,"context":"cies in investment accounting with Clearwater Analytics. &#x2022; To further expand Clearwater&#x2019;s footprint within existing clients, Clearwater Analytics continued strong growth momentum across new markets and geographies. In the fourth quarter, we added marquee clients such as Adventist Health System, Avallis Investments, Bimini Advisors, Homestead Advisers Corp., Meeder Investment Management, MSIG I","filed_date":"2023-02-21","accession":"0000950170-23-003451","full_text":"https://origin.rootz.global/static/filing/0000950170-23-003451.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":80,"match_count":10,"context":"rsion of the Companys and Clearwater LLCs securities as described in the Pricing Disclosure Package and the Prospectus) or long-term debt of the Company, Clearwater LLC or the Subsidiaries or (y) any Material Adverse Effect (as defined below) as used in this Agreement, Material Adverse Effect shall mean any material adverse change or effect, or any development involving a prospective material adverse change or effect, i","filed_date":"2024-11-13","accession":"0001628280-24-047398","full_text":"https://origin.rootz.global/static/filing/0001628280-24-047398.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":80,"match_count":10,"context":"rsion of the Companys and Clearwater LLCs securities as described in the Pricing Disclosure Package and the Prospectus) or long-term debt of the Company, Clearwater LLC or the Subsidiaries or (y) any Material Adverse Effect (as defined below) as used in this Agreement, Material Adverse Effect shall mean any material adverse change or effect, or any development involving a prospective material adverse change or effect, i","filed_date":"2024-06-12","accession":"0001628280-24-027745","full_text":"https://origin.rootz.global/static/filing/0001628280-24-027745.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":80,"match_count":10,"context":"rsion of the Companys and Clearwater LLCs securities as described in the Pricing Disclosure Package and the Prospectus) or long-term debt of the Company, Clearwater LLC or the Subsidiaries or (y) any Material Adverse Effect (as defined below) as used in this Agreement, Material Adverse Effect shall mean any material adverse change or effect, or any development involving a prospective material adverse change or effect, i","filed_date":"2024-03-11","accession":"0001628280-24-010135","full_text":"https://origin.rootz.global/static/filing/0001628280-24-010135.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":80,"match_count":10,"context":"rsion of the Companys and Clearwater LLCs securities as described in the Pricing Disclosure Package and the Prospectus) or long-term debt of the Company, Clearwater LLC or the Subsidiaries or (y) any Material Adverse Effect (as defined below) as used in this Agreement, Material Adverse Effect shall mean any material adverse change or effect, or any development involving a prospective material adverse change or effect, i","filed_date":"2023-12-05","accession":"0001628280-23-040693","full_text":"https://origin.rootz.global/static/filing/0001628280-23-040693.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":80,"match_count":10,"context":"rsion of the Companys and Clearwater LLCs securities as described in the Pricing Disclosure Package and the Prospectus) or long-term debt of the Company, Clearwater LLC or the Subsidiaries or (y) any Material Adverse Effect (as defined below) as used in this Agreement, Material Adverse Effect shall mean any material adverse change or effect, or any development involving a prospective material adverse change or effect, i","filed_date":"2023-11-09","accession":"0001628280-23-038006","full_text":"https://origin.rootz.global/static/filing/0001628280-23-038006.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":80,"match_count":10,"context":"rsion of the Companys and Clearwater LLCs securities as described in the Pricing Disclosure Package and the Prospectus) or long-term debt of the Company, Clearwater LLC or the Subsidiaries or (y) any Material Adverse Effect (as defined below); as used in this Agreement, Material Adverse Effect shall mean any material adverse change or effect, or any development involving a prospective material adverse change or effect,","filed_date":"2023-06-20","accession":"0001193125-23-169594","full_text":"https://origin.rootz.global/static/filing/0001193125-23-169594.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":80,"match_count":10,"context":"on conversion of the Companys and Clearwater LLCs securities as described in the Pricing Prospectus and the Prospectus) or long-term debt of the Company, Clearwater LLC or the Subsidiaries or (y) any Material Adverse Effect (as defined below); as used in this Agreement, Material Adverse Effect shall mean any material adverse change or effect, or any development involving a prospective material adverse change or effect,","filed_date":"2023-03-13","accession":"0001193125-23-069032","full_text":"https://origin.rootz.global/static/filing/0001193125-23-069032.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"ai_adoption","strength":72,"match_count":9,"context":"e that Dr. Aghis extensive experience as a chief executive officer and leader of global technology companies, including in particular his current role as the Executive Chairman of Kore.ai, an agentic generative AI company in the enterprise space, qualifies him to serve as a director of our Board.Jacques Aigrain has been a Director since February 2021 (including service as a director of CWAN Holdings, LLC 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The time-vesting Pre-Conversion options generally vested in equal 20% installments on each of the first five anniversaries of the grant date, such that all of the time-vesting Pre-Conversion Options would have been fully vested as of the fifth anniversary of the grant date, and","filed_date":"2023-04-28","accession":"0001193125-23-124125","full_text":"https://origin.rootz.global/static/filing/0001193125-23-124125.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"platform_shift","strength":61,"match_count":2,"context":"g ESG initiatives and has demonstrated progress in several of these areas, including offering employee benefits that promote responsible transportation, volunteerism and charitable contributions, and transitioning to a cloud-based server provider. 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Bas NieuweWeme has been a Director since August 2025. Mr. NieuweWeme most recently served as Global CEO of Aegon As","filed_date":"2026-04-01","accession":"0001866368-26-000013","full_text":"https://origin.rootz.global/static/filing/0001866368-26-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"risk_factor","strength":56,"match_count":7,"context":"nificantly in advance of the actual realization, if any, of such future tax benefits. In these situations, our obligations under the Tax Receivable Agreement and the TRA Bonus Agreements could have a substantial negative impact on our liquidity and could have the effect of delaying, deferring or preventing certain mergers, asset sales, other forms of business combination, or other changes of control. 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Scott Erickson has been our Chief Revenue Officer since April 2023. Prior to that, Mr. Erickson was our President, Americas and Asia since December 2022, and our President, Americas and New Markets from June 2021 to December 2022. Before that, he served as our Chief Operating Officer from June 2017 to June 2021. 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The time-vesting Pre-Conversion options generally vested in equal 20% installments on each of the first five anniversaries of the grant date, such that all of the time-vesting Pre-Conversion Options would have been fully vested as of the fifth anniversary of the grant date, and","filed_date":"2022-04-21","accession":"0001193125-22-112202","full_text":"https://origin.rootz.global/static/filing/0001193125-22-112202.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CWAN","company":"Clearwater Analytics Holdings, Inc.","exchange":"NYSE","sector":"Services-Prepackaged Software","signal_type":"growth_inflection","strength":48,"match_count":6,"context":"| |  |  |  2021 |  |  |  2020 |  |  |  $ Change |  |  |  % Change |  | | |  |  |  (in thousands) |  | | |  Revenue |  |  $ |  117,770 |  |  |  $ |  95,109 |  |  |  $ |  22,661 |  |  |  |  24 |  % | | Revenue increased $22.7 million, or 24%, for the six months ended June 30, 2021 as compared to the corresponding period in 2020. 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