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Clearwater Analytics Holdings, Inc. — Investor Relations & Filings

Ticker · CWAN ISIN · US1851231068 US Telecommunications, computer programming, consultancy, computing infrastructure, and other information service activities
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Filings indexed 653 across all filing types
Latest filing 2022-11-14 Director's Dealing
Country US United States of America
Listing US CWAN

About Clearwater Analytics Holdings, Inc.

https://clearwateranalytics.com/

Clearwater Analytics Holdings, Inc. provides a cloud-native, Software-as-a-Service (SaaS) platform for institutional investors. The company's unified front-to-back solution manages the entire investment lifecycle, offering automated investment data aggregation, reconciliation, accounting, and reporting. The platform supports diverse public and private asset classes and integrates portfolio management, execution, analytics, and real-time risk management. Its single-instance, multi-tenant architecture uses a single security master to unify front, middle, and back-office operations, enhancing operational efficiency and data quality. The solution is designed for asset managers, insurance companies, corporations, and other institutional investors seeking to scale operations and make informed decisions.

Recent filings

Filing Released Lang Actions
PRIMARY DOCUMENT
Director's Dealing
2022-11-14 English
10-Q
Interim / Quarterly Report 9M 2022
2022-11-04 English
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events. The text specifically mentions "Item 2.02 Results of Operations and Financial Condition" and includes a press release announcing quarterly financial results for the quarter ended September 30, 2022. The document states that the press release is attached as an exhibit and incorporated by reference. The length of the document is 3968 characters, which is relatively short and mainly serves as an announcement of the earnings release rather than the full earnings report itself. According to the "Menu vs Meal" rule, short documents that announce or attach a report should be classified as Earnings Release (ER) if they announce quarterly/periodical financial results. This document fits the criteria for an Earnings Release (ER) because it announces quarterly financial results and includes a press release with key highlights. Therefore, the appropriate classification is ER with high confidence.
2022-11-02 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The text specifically mentions a press release about an acquisition agreement (Jump Technology) and includes an exhibit of the press release. There are no detailed financial statements or comprehensive financial data presented, only a brief announcement of a transaction. The document length is 3543 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, this filing is best classified as a Capital/Financing Update (CAP) because it announces a significant financing-related event (acquisition agreement).
2022-09-29 English
PRIMARY DOCUMENT
Director's Dealing
2022-09-21 English
PRIMARY DOCUMENT
Director's Dealing
2022-09-21 English

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