Clearwater Analytics Ownership
| CWAN Stock | USD 31.75 0.85 2.75% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Clearwater |
Clearwater Stock Ownership Analysis
About 100.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.92. Clearwater Analytics had not issued any dividends in recent years. Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company was incorporated in 2021 and is headquartered in Boise, Idaho. Clearwater Analytics operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 1371 people. For more info on Clearwater Analytics Holdings please contact Sandeep Sahai at 208-433-1200 or go to https://clearwateranalytics.com.Besides selling stocks to institutional investors, Clearwater Analytics also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Clearwater Analytics' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Clearwater Analytics' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Clearwater Analytics Quarterly Liabilities And Stockholders Equity |
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Clearwater Analytics Insider Trades History
Less than 1% of Clearwater Analytics Holdings are currently held by insiders. Unlike Clearwater Analytics' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Clearwater Analytics' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Clearwater Analytics' insider trades
Clearwater Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Clearwater Analytics is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Clearwater Analytics Holdings backward and forwards among themselves. Clearwater Analytics' institutional investor refers to the entity that pools money to purchase Clearwater Analytics' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Artisan Partners Limited Partnership | 2024-06-30 | 4.4 M | Allspring Global Investments Holdings, Llc | 2024-06-30 | 4.3 M | Citadel Advisors Llc | 2024-06-30 | 4 M | Capital World Investors | 2024-09-30 | 3.7 M | Geode Capital Management, Llc | 2024-06-30 | 3.3 M | Hood River Capital Management Llc | 2024-09-30 | 3.3 M | Loomis, Sayles & Company Lp | 2024-06-30 | 3 M | Fred Alger Management, Llc | 2024-06-30 | 3 M | Wellington Management Company Llp | 2024-06-30 | 2.7 M | Permira Holdings Ltd | 2024-06-30 | 20.2 M | Vanguard Group Inc | 2024-09-30 | 18.4 M |
Clearwater Analytics Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Clearwater Analytics insiders, such as employees or executives, is commonly permitted as long as it does not rely on Clearwater Analytics' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Clearwater Analytics insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Clearwater Analytics Outstanding Bonds
Clearwater Analytics issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Clearwater Analytics uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Clearwater bonds can be classified according to their maturity, which is the date when Clearwater Analytics Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Clearwater Analytics Corporate Filings
| 19th of November 2024 Other Reports | ViewVerify | |
F4 | 18th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 13th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Pair Trading with Clearwater Analytics
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Clearwater Analytics position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Clearwater Analytics will appreciate offsetting losses from the drop in the long position's value.Moving together with Clearwater Stock
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Moving against Clearwater Stock
The ability to find closely correlated positions to Clearwater Analytics could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Clearwater Analytics when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Clearwater Analytics - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Clearwater Analytics Holdings to buy it.
The correlation of Clearwater Analytics is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Clearwater Analytics moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Clearwater Analytics moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Clearwater Analytics can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clearwater Analytics Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Clearwater Analytics. If investors know Clearwater will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Clearwater Analytics listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Revenue Per Share 1.984 | Quarterly Revenue Growth 0.224 | Return On Assets 0.0325 | Return On Equity 0.0091 |
The market value of Clearwater Analytics is measured differently than its book value, which is the value of Clearwater that is recorded on the company's balance sheet. Investors also form their own opinion of Clearwater Analytics' value that differs from its market value or its book value, called intrinsic value, which is Clearwater Analytics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Clearwater Analytics' market value can be influenced by many factors that don't directly affect Clearwater Analytics' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Clearwater Analytics' value and its price as these two are different measures arrived at by different means. Investors typically determine if Clearwater Analytics is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clearwater Analytics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.