SCHEDULE: Wellington Management Discloses 6.2% Stake in Clearwater Analytics

Wellington Management Group LLP and its affiliates have disclosed a 6.2% beneficial ownership stake in Clearwater Analytics Holdings, Inc. as of September 30, 2025.

Summary

• Wellington Management Group LLP, along with its affiliated entities Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, has filed a Schedule 13G.
• The filing reports beneficial ownership of 17,793,701 shares of Common Stock in Clearwater Analytics Holdings, Inc.
• This aggregate amount represents 6.2% of the class of securities.
• The reporting persons hold shared voting power over 14,131,341 shares (or 13,573,535 shares for Wellington Management Company LLP specifically).
• Shared dispositive power is held over 17,793,701 shares (or 14,716,525 shares for Wellington Management Company LLP specifically).
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership and does not contain information that would inherently lead to a positive or negative sentiment. It is a neutral regulatory report.

Future Outlook

NA

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

This filing indicates a significant institutional investment in Clearwater Analytics, a company operating in the financial technology and investment accounting solutions sector. Such disclosures by major asset managers like Wellington Management can signal confidence in the company's long-term prospects within the industry.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant institutional ownership, potentially signaling confidence from a major asset manager.
• Investors: Provides insight into institutional positioning in Clearwater Analytics, which may influence investment decisions.

Key Dates

Keywords

Clearwater Analytics, Wellington Management, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Schedule 13G, Investment Adviser, Holding Company