SCHEDULE 13G/A: Wasatch Advisors LP Discloses Reduced Stake in Clearwater Analytics Holdings to 4.3%

Sentiment:

Beneficial Ownership Disclosure


Wasatch Advisors LP has filed an Amendment No. 7 to Schedule 13G, reporting a beneficial ownership of 4.3% in Clearwater Analytics Holdings, Inc.'s Class A Common Stock as of March 31, 2025.

Summary

  • Wasatch Advisors LP, an investment adviser, filed an Amendment No. 7 to Schedule 13G regarding its ownership in Clearwater Analytics Holdings, Inc.
  • As of March 31, 2025, Wasatch Advisors LP beneficially owned 9,292,727 shares of Clearwater Analytics Holdings, Inc.'s Class A Common Stock.
  • This ownership represents 4.3% of the Class A Common Stock outstanding.
  • Wasatch Advisors LP holds sole voting power over 6,328,994 shares and sole dispositive power over 9,292,727 shares, with no shared voting or dispositive power.

Sentiment

Score: 5

Explanation: This is a routine regulatory filing (Schedule 13G) disclosing an institutional investor's ownership stake, which does not inherently convey positive or negative sentiment about the issuer's performance or outlook. The reduction in stake is a factual disclosure, not an explicit negative statement from the document itself.

Positives

  • The filing provides transparency regarding institutional ownership in Clearwater Analytics Holdings, Inc.

Negatives

  • The reported 4.3% ownership indicates a reduction from a previous stake, as this is Amendment No. 7 and the percentage is now below the 5% threshold that typically triggers initial Schedule 13G filings.

Risks

  • The document itself does not detail specific risks related to Clearwater Analytics Holdings, Inc.; it is a disclosure of ownership.

Future Outlook

The document is a regulatory filing disclosing an ownership stake and does not contain forward-looking statements or guidance from the issuer or the reporting person regarding the issuer's future performance.

Industry Context

This filing is a routine disclosure of an institutional investor's stake in a publicly traded company. It does not provide broader industry trends or competitive analysis, but rather reflects an investment decision by Wasatch Advisors LP within the financial technology sector where Clearwater Analytics operates.

Stakeholder Impact

  • Shareholders: Provides updated information on the holdings of a significant institutional investor, which may influence market perception and trading activity.

Key Dates

DateDescription
03/31/2025Date of event which requires filing of this statement (ownership stake as of this date)
05/15/2025Date the Schedule 13G Amendment No. 7 was signed by Wasatch Advisors LP

Keywords

Clearwater Analytics Holdings, Wasatch Advisors LP, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, SEC Filing

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