SCHEDULE 13G/A: Wasatch Advisors LP Amends Clearwater Analytics Stake, Reports 4.6% Beneficial Ownership

Wasatch Advisors LP has filed an Amendment No. 6 to its Schedule 13G, disclosing a 4.6% beneficial ownership stake in Clearwater Analytics Holdings, Inc. as of March 31, 2025.

Summary

• Wasatch Advisors LP, a Delaware-based investment adviser, filed an Amendment No. 6 to its Schedule 13G regarding its beneficial ownership in Clearwater Analytics Holdings, Inc.
• As of March 31, 2025, Wasatch Advisors LP beneficially owns 9,292,727 shares of Clearwater Analytics Holdings, Inc.'s Class A Common Stock.
• This beneficial ownership represents 4.6% of the Class A Common Stock outstanding.
• Wasatch Advisors LP holds sole voting power over 6,328,994 shares and sole dispositive power over all 9,292,727 shares.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 6

Explanation: Neutral to slightly positive. The filing indicates a significant, passive institutional investment in Clearwater Analytics, suggesting confidence from a major investment adviser without any activist intent. The fact that it's an amendment and the percentage is below 5% could imply a reduction from a previous higher stake, which would be slightly negative, but the document itself doesn't provide the prior context to confirm this. Without prior context, it's a standard disclosure of a significant, but not controlling, stake.

Positives

• The filing indicates that Wasatch Advisors LP holds the shares in the ordinary course of business, suggesting a passive, long-term investment perspective rather than an activist stance.
• Wasatch Advisors LP has sole dispositive power over all its shares, indicating full control over the sale of its holdings.

Industry Context

This filing reflects an institutional investor's passive stake in a financial technology company. Such filings are common and provide transparency into significant ownership positions within the industry, indicating an investment adviser's confidence in the issuer without seeking to influence its control.

Stakeholder Impact

• Shareholders: Provides transparency on a significant institutional holder's stake, which can inform investment decisions and market sentiment.

Key Dates

Keywords

Clearwater Analytics Holdings Inc., WASATCH ADVISORS LP, SEC Filing, Schedule 13G, Beneficial Ownership, Class A Common Stock, Investment Adviser, Institutional Ownership