Clearwater Analytics Holdings, Inc. (CWAN)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$24.560.00%
Close 2026-07-02 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · CWAN
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Entry into a Material Definitive Agreement. Credit Agreement Substantially concurrently with the closing of the Merger, Parent, as a guarantor, Merger Sub, as the initial borrower, and the Company, as a borrower, entered into that certain Credit Agreement (the “ Credit Agreement ”) by and among Goldman Sachs Private Credit Corp., as administrative agent, the lenders and issuing banks from time to time party thereto, which provides for (i) a senior secured term loan facility in an aggregate pr…
Director — Dr. Mukesh Aghi, Jacques Aigrain, Cary Davis, Christopher Hooper, Lisa Jones, Eric Lee, D. Scott Mackesy, Bas NieuweWeme and Andrew Young: Directors resigned as part of a Merger.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in the Introductory Note and
Notice of Delisting or Failure to Satisfy a Continuing Listing Rule or Standard; Transfer of Listing. In connection with the consummation of the Merger, the Company notified the New York Stock Exchange (the “ NYSE ”) on June 25, 2026 that the Merger had been completed and requested that the trading of the Company Class A Common Stock be suspended and listing of the Company Class A Common Stock on the NYSE be removed. The Company has requested that the NYSE file a Form 25 with the Securities a…
Changes in Control of Registrant. As a result of the consummation of the Merger, a change of control of the Company occurred and the Company became a wholly owned subsidiary of Parent. The total amount of cash consideration payable to the Company’s equityholders at closing in connection with the Merger and pursuant to the Merger Agreement was approximately $7.4 billion. The funds used by Parent to consummate the Merger and complete the related transactions came from approximately $5.7 billion…
Triggering Events That Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement. The information set forth in the Introductory Note and
Completion of Acquisition or Disposition of Assets. As described above, at the Effective Time, on the terms and subject to the conditions set forth in the Merger Agreement, (i) Parent completed its previously announced acquisition of the Company, (ii) the Company became a wholly owned subsidiary of Parent and (iii) each share of Class A common stock, par value $0.001 per share, of the Company (the “ Company Class A Common Stock ”) issued and outstanding immediately prior to the Effective Time…
Termination of a Material Definitive Agreement. On June 25, 2026, in connection with the Merger, all outstanding indebtedness under that certain Credit Agreement, dated as of April 21, 2025, by and among, CWAN Acquisition, LLC, a Delaware limited liability company, Clearwater Analytics, LLC, a Delaware limited liability company, the lenders and the issuing banks party thereto and JPMorgan Chase Bank, N.A., as administrative agent and collateral agent (as amended, restated, supplemented or oth…
Material Modification to Rights of Security Holders. The information in the Introductory Note, Item 2.01, Item 3.01,
is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Use of Forward-Looking Statements This report contains “forward-lo…
Results of Operations and Financial Condition. On May 7, 2026, the Company issued a press release announcing its results for the first quarter ended March 31, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The information in this Current Report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities…
Results of Operations and Financial Condition. On February 18, 2026, the Company issued a press release announcing its results for the fourth quarter ended December 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The information in this Current Report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the li…
is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Use of Forward-Looking Statements This repo…
Other Events On January 23, 2026, at 12:00 a.m., New York City time, the “go-shop” period expired under the terms of the previously announced Agreement and Plan of Merger, dated as of December 20, 2025 (the “Merger Agreement”), by and among GT Silver BidCo, Inc., a Delaware corporation (“Parent”), GT Silver Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent, and Clearwater Analytics Holdings, Inc., a Delaware corporation (the “Company”). Pursuant to the Merger Agre…
Entry into a Material Definitive Agreement. Merger Agreement On December 20, 2025, Clearwater Analytics Holdings, Inc., a Delaware corporation, (the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) with GT Silver BidCo, Inc., a Delaware corporation (“ Parent ”), and GT Silver Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent (“ Merger Sub ”), pursuant to which, on the terms and conditions set forth therein and in accordance wit…
Results of Operations and Financial Condition. On November 5, 2025, Clearwater Analytics Holdings, Inc. (“CWAN” or the “Company”) issued a press release announcing its results for the third quarter ended September 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of…
Other Events. On September 3, 2025, the Board of Directors (the “Board”) of Clearwater Analytics Holdings, Inc. (the “Company”) authorized and approved a share repurchase program for up to $100 million of the outstanding shares of the Company’s Class A common stock (the “Repurchase Program”). Pursuant to the Repurchase Program, the Company may purchase shares of Class A common stock (the “Shares”) from time to time, in amounts, at prices and at such times as it deems appropriate, subject to m…
Results of Operations and Financial Condition. On August 6, 2025, Clearwater Analytics Holdings, Inc. (“Clearwater” or the “Company”) issued a press release announcing its results for the second quarter ended June 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of…
Director — Bas NieuweWeme: Mr. Bas NieuweWeme was appointed to the Board of Directors and will serve as a Class I director.
Material Modification to Rights of Security Holders. On June 12, 2025, each outstanding share of Class C Common Stock, par value $0.001 per share (the “Class C Common Stock”) and each outstanding share of Class D Common Stock, par value $0.001 per share (the “Class D Common Stock”), of Clearwater Analytics Holdings, Inc. (the “Company”), automatically converted (the “Conversion”) into one share of the Company’s Class B Common Stock, par value $0.001 per share (the “Class B Common Stock”) and…
Results of Operations and Financial Condition. On April 30, 2025, Clearwater Analytics Holdings, Inc. (“Clearwater” or the “Company”) issued a press release announcing its results for the first quarter ended March 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of…
Other Events. On April 17, 2025, Clearwater Analytics Holdings, Inc. (“Clearwater”) and Enfusion, Inc. (“Enfusion”) issued a joint press release announcing the preliminary results of the election by Enfusion shareholders regarding the form of merger consideration they wish to receive in connection with Clearwater’s acquisition of Enfusion. A copy of the joint press release is attached as Exhibit 99.1 hereto and is incorporated herein by reference. Cautionary Statement Regarding Forward-Lookin…
Other Events. On April 2, 2025, Clearwater Analytics Holdings, Inc. (“Clearwater”) and Enfusion, Inc. (“Enfusion”) issued a joint press release announcing that the deadline for Enfusion shareholders of record to elect the form of merger consideration they wish to receive in connection with Clearwater’s acquisition of Enfusion is 5:00 p.m. Eastern Time on April 16, 2025. Enfusion shareholders who hold shares through a bank, broker or other nominee may be subject to an earlier deadline and shou…
The shares of Class A common stock of the Company issued as consideration for the Bistro Asset Acquisition were issued in reliance on the exemption from registration requirements of the Securities Act of 1933, as amended, provided by Section 4(a)(2) thereof and Rule 506 of Regulation D promulgated thereunder. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly au…
Completion of Acquisition or Disposition of Assets On March 31, 2025, Clearwater Analytics Holdings, Inc. (the “Company”) completed its previously announced acquisition of Bistro, Blackstone’s proprietary portfolio visualization software platform built for Blackstone’s Credit & Insurance (BXCI) business (the “Bistro Asset Acquisition”), from Blackstone Holdings I L.P., an affiliate of Blackstone Inc., initially reported in the Company’s Current Report on Form 8-K filed on March 11, 2025. The…
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