Clearwater Analytics (CWAN) Stock Analysis

What Clearwater Analytics does

Clearwater Analytics Holdings, Inc. offers a cloud-based (Software-as-a-Service) platform engineered to automate and centralize the entire lifecycle of investment data. This encompasses aggregation, reconciliation, comprehensive accounting, and detailed reporting capabilities for a diverse clientele, including insurers, asset managers, corporations, institutional investors, and government entities. Their robust suite of solutions spans critical areas such as investment accounting and reporting, performance measurement, continuous compliance monitoring, and sophisticated risk analytics. A core offering, Clearwater Prism, grants users self-service access to consolidated data feeds originating from various systems—both Clearwater's proprietary platforms and those of external third-party vendors—covering accounting, compliance, performance, and risk domains. It also facilitates highly adaptable reporting functionalities for different stakeholders. Established in 2021, the company's headquarters are located in Boise, Idaho.

Key metrics

ETFs linked to CWAN

Broad-market and Technology sector ETFs an investor holding Clearwater Analytics is often also exposed to. Open an ETF page to see its actual top holdings.

PortView Portfolio Insights

PortView analyzes how CWAN fits your actual portfolio — position weight, portfolio concentration, unrealized gain/loss, contribution to return, sector exposure, indirect exposure through the ETFs you hold, and correlation with your other holdings. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What is the ticker symbol for Clearwater Analytics?

Clearwater Analytics trades under the ticker CWAN on NYSE.

Which exchange is CWAN listed on?

CWAN is listed on NYSE.

What sector does Clearwater Analytics operate in?

Clearwater Analytics is classified in the Technology sector (Software - Application industry).

How can PortView help analyze CWAN in a portfolio?

PortView shows CWAN's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.