Clearwater Analytics Holdings, Inc. (CWAN) provides a cloud-native, AI-powered, single-instance multi-tenant investment management software platform. Its front-to-back platform offers portfolio management, order and execution management (OEMS), investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics. The platform aggregates and normalizes data on over $10 trillion of global invested assets for over 2,500 clients including insurers, asset managers, hedge funds, banks, corporations, and government entities.
Q2 FY2026 — expected 2026-09-04
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2026-02-18 | 2025-12-31 | 0001866368-26-000011 | EDGAR | 69K words |
| 2025-02-26 | 2024-12-31 | 0001628280-25-008169 | EDGAR | 67K words |
| 2024-02-29 | 2023-12-31 | 0001628280-24-007825 | EDGAR | 68K words |
| 2023-03-03 | 2022-12-31 | 0000950170-23-005990 | EDGAR | — |
| 2022-03-16 | 2021-12-31 | 0000950170-22-003915 | EDGAR | — |
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2025-11-05 | 2025-09-30 | 0001866368-25-000031 | EDGAR | 28K words |
| 2025-08-06 | 2025-06-30 | 0001866368-25-000018 | EDGAR | 26K words |
| 2025-05-02 | 2025-03-31 | 0001628280-25-021833 | EDGAR | 21K words |
| 2024-11-06 | 2024-09-30 | 0001628280-24-045742 | EDGAR | 25K words |
| 2024-08-01 | 2024-06-30 | 0001628280-24-034169 | EDGAR | 24K words |
| 2024-05-02 | 2024-03-31 | 0001628280-24-020003 | EDGAR | 21K words |
| 2023-11-03 | 2023-09-30 | 0001628280-23-036707 | EDGAR | — |
| 2023-08-04 | 2023-06-30 | 0001628280-23-027534 | EDGAR | — |
| 2023-05-05 | 2023-03-31 | 0001628280-23-016127 | EDGAR | — |
| 2022-11-04 | 2022-09-30 | 0000950170-22-022187 | EDGAR | — |
| 2022-08-05 | 2022-06-30 | 0000950170-22-015119 | EDGAR | — |
| 2022-05-06 | 2022-03-31 | 0000950170-22-008136 | EDGAR | — |
| Filed | Accession | Source | Full Text |
|---|---|---|---|
| 2026-02-18 | 0001866368-26-000009 | EDGAR | 9K words |
| 2026-02-17 | 0001866368-26-000004 | EDGAR | 2K words |
| 2026-01-23 | 0001193125-26-021289 | EDGAR | 2K words |
| 2025-12-22 | 0000950157-25-001016 | EDGAR | 3K words |
| 2025-11-05 | 0001866368-25-000029 | EDGAR | 9K words |
| 2025-09-03 | 0001866368-25-000022 | EDGAR | 1K words |
| 2025-08-06 | 0001866368-25-000016 | EDGAR | 9K words |
| 2025-08-05 | 0001866368-25-000010 | EDGAR | 1K words |
| 2025-06-26 | 0001866368-25-000009 | EDGAR | 1K words |
| 2025-06-16 | 0001193125-25-141408 | EDGAR | 2K words |
93 total filings indexed. 66 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR
| CIK | 0001866368 |
| Ticker | CWAN |
| Exchange | NYSE |
| SIC | 7372: Services-Prepackaged Software |
| Incorporated | DE |
| Headquarters | Boise, Idaho |
| Website | https://www.clearwateranalytics.com |
| Listed | 2021-09-24 |
This is a static snapshot. For live, structured JSON with cryptographic provenance chain:
MCP (recommended for AI): claude mcp add origin --transport http https://origin.rootz.global/mcp
Try it — paste this into your AI:
Works in ChatGPT, Claude, Gemini, or any AI. Free, structured, cryptographically signed — ~500 tokens vs 130,000 scraping an IR site.
claude mcp add origin --transport http https://origin.rootz.global/mcpGET https://origin.rootz.global/api/company/CWAN (~200 tokens, structured JSON with cryptographic provenance)