Clearwater Analytics Stock Lands $37 Million Investment Amid 77% ARR Growth Surge and Pending Buyout

2 days ago 4

Jonathan Ponciano, The Motley Fool

Sun, March 22, 2026 astatine 11:06 AM CDT 4 min read

On February 17, 2026, Fort Baker Capital Management disclosed a caller presumption successful Clearwater Analytics (NYSE:CWAN), acquiring 1,529,288 shares worthy $36.89 cardinal successful the 4th quarter.

According to a filing with the Securities and Exchange Commission dated February 17, 2026, Fort Baker Capital Management reported acquiring 1,529,288 shares of Clearwater Analytics (NYSE:CWAN). The estimated worth of this caller presumption was $36.89 cardinal astatine quarter’s end.

Top holdings aft the filing:
- NASDAQ:FYBR: $40.59 cardinal (5.7% of AUM)
- NASDAQ:CYBR: $38.63 cardinal (5.4% of AUM)
- NYSE:FTW: $37.45 cardinal (5.3% of AUM)
- NYSE:CWAN: $36.89 cardinal (5.2% of AUM)
- NASDAQ:EXAS: $36.26 cardinal (5.1% of AUM)
As of Friday, Clearwater shares were priced astatine $23.44, down astir 12% implicit the past twelvemonth and good underperforming the S&P 500, which is alternatively up astir 15% successful the aforesaid period.

Metric

Value

Price (as of Friday)	$23.44
Market Capitalization	$7 billion
Revenue (TTM)	$731.4 million
Net Income (TTM)	($38.8 million)

Clearwater Analytics provides SaaS solutions for automated concern information aggregation, reconciliation, accounting, and reporting, with further offerings successful show measurement, compliance monitoring, and hazard analytics.
The institution generates gross done subscription-based fees for its cloud-native platform, which delivers continuous concern accounting and analytics services to organization clients.
Primary customers see insurers, concern managers, corporations, organization investors, and authorities entities seeking scalable and automated concern information solutions.

Clearwater Analytics Holdings operates astatine standard with a technology-driven level designed to streamline concern information absorption and reporting for organization clients. Its strategy focuses connected delivering comprehensive, cloud-based solutions that integrate with some proprietary and third-party systems, enabling clients to execute operational ratio and regulatory compliance. The company's competitory borderline lies successful its quality to connection real-time, automated concern accounting and analytics, positioning it arsenic a cardinal spouse for organizations managing analyzable concern portfolios.

Catching a bundle sanction aft a dip makes consciousness if the fundamentals are connected the upswing, and Clearwater seems to beryllium a fitting campaigner connected that front. The institution is backmost to high-growth form, with quarterly gross hitting astir $217 cardinal and yearly recurring gross astatine $841 million, up 72% and 77% twelvemonth implicit year, respectively. Profitability is improving, too, with adjusted EBITDA rising and margins remaining astir 30%. In the wider tech landscape, Clearwater fits good with different infrastructure plays similar cybersecurity and fiber, but it stands retired with its absorption connected information and subscriptions.

However, the firm’s maturation comes with challenges. Clearwater is integrating acquisitions, adding AI features, and dealing with important indebtedness linked to its enlargement plans. Plus, the pending take-private woody astatine $24.55 per stock puts a headdress connected expectations that the marketplace is already reflecting. That mightiness beryllium the astir important here. It’s unclear whether Fort Baker added this presumption earlier oregon aft the acquisition, which was announced successful precocious December, but it held onto the presumption post-announcement, showing condemnation either way.

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