Clearwater Analytics CFO Cox Buys, Sells Shares Amid Market Volatility

Clearwater Analytics Holdings, Inc. (CWAN) has reported that Chief Financial Officer Cox James S has made several transactions involving the purchase and sale of shares. Specifically, he acquired 16,485 shares at a price of $4.4 per share on August 15, 2025, while simultaneously selling 10,210 shares at $19.42 per share, as well as an additional 6,275 shares at the same price, and 5,000 shares at $19.41 per share on the same date. These transactions reflect the officer's interest in the company and the financial market.

Clearwater Analytics Holdings, Inc. (CWAN) has recently seen significant share transactions involving its Chief Financial Officer, Cox James S. On August 15, 2025, Cox James S made a series of transactions that reflect his interest in the company and the broader financial market.

Cox James S acquired 16,485 shares at a price of $4.4 per share. Simultaneously, he sold 10,210 shares at $19.42 per share, 6,275 shares at the same price, and an additional 5,000 shares at $19.41 per share. These transactions indicate a complex strategy involving both buying and selling shares on the same day.

The acquisition of 16,485 shares at a relatively low price of $4.4 per share suggests a belief in the long-term potential of Clearwater Analytics. The selling of a substantial number of shares at a higher price, $19.42 per share, indicates a potential profit-taking strategy or a belief that the current price is a good entry point for future investments.

The overall impact of these transactions on Cox James S's net position in Clearwater Analytics is positive, as the cost of the shares he acquired is significantly lower than the price at which he sold his shares. This strategy could be interpreted as a signal of confidence in the company's future performance, given the timing and the volume of shares involved.

As of July 2, 2025, Clearwater Analytics Holdings, Inc. has seen a mix of institutional and individual investors increasing and decreasing their stakes in the company. Polen Capital Management LLC reduced its stake by 10.8%, selling 15,137 shares, while Invesco Ltd. boosted its stake by 34.1%, adding 1,452,474 shares [1]. Deutsche Bank AG also reduced its position by 46.4%, selling 212,577 shares [2]. These transactions highlight the dynamic nature of institutional investment in Clearwater Analytics.

Analysts have provided mixed signals regarding Clearwater Analytics. While some analysts, such as Piper Sandler and JPMorgan Chase & Co., have given the stock an "overweight" rating, others, such as Wells Fargo & Company and DA Davidson, have set lower price targets [2]. Despite these varied opinions, the stock has seen an overall positive sentiment, with a consensus target price of $32.20 [1].

Clearwater Analytics Holdings, Inc. continues to report strong financial performance, with a net margin of 73.74% and a return on equity of 3.23% for the most recent quarter [1]. The company's quarterly revenue was up 70.4% compared to the same quarter last year, indicating robust growth.

In summary, Cox James S's share transactions reflect a strategic approach to investing in Clearwater Analytics. The mix of buying and selling shares on the same day suggests a nuanced view of the company's potential, while the overall increase in institutional investment highlights the growing interest in Clearwater Analytics. As the company continues to report strong financial results, investors should closely monitor the evolving investment landscape and analyst opinions.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-polen-capital-management-llc-sells-15137-shares-of-clearwater-analytics-holdings-inc-nysecwan-2025-08-10/
[2] https://www.marketbeat.com/instant-alerts/filing-deutsche-bank-ag-sells-212577-shares-of-clearwater-analytics-holdings-inc-nysecwan-2025-08-17/