CWAN Документы SEC - Clearwater Analytics Holdings, Inc.- Годовой отчет, доверенное заявление, проспект эмиссии

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SEC Filings

All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Clearwater Analytics Holdings, Inc.

SEC Filings (Chronological Order)

На этой странице представлен полный хронологический список документов SEC, за исключением документов о собственности, которые мы предоставляем в других местах.

September 3, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 3, 2025 Clearwater Anal UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 3, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
September 3, 2025	EX-99.1	CWAN Announces $100 Million Share Repurchase Program Exhibit 99.1 FOR IMMEDIATE RELEASE CWAN Announces $100 Million Share Repurchase Program BOISE, Idaho, NEW YORK, CHICAGO, LONDON and HONG KONG, September 3, 2025 – Clearwater Analytics (NYSE: CWAN) (“CWAN” or “Company”), the most comprehensive technology platform for investment management, today announced that its Board of Directors has authorized a $100 million share repurchase program. At yesterd
August 6, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2025 Clearwater Analyti UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
August 6, 2025	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
August 6, 2025	EX-99.1	Clearwater Analytics Announces Second Quarter 2025 Financial Results Quarterly Revenue of $181.9 Million, Up 70% Year-Over-Year Annualized Recurring Revenue of $783.5 Million, Up 83% Year-Over-Year Adjusted EBITDA of $58.3 Million, Up 74% Year-Over-Y Exhibit 99.1 Clearwater Analytics Announces Second Quarter 2025 Financial Results Quarterly Revenue of $181.9 Million, Up 70% Year-Over-Year Annualized Recurring Revenue of $783.5 Million, Up 83% Year-Over-Year Adjusted EBITDA of $58.3 Million, Up 74% Year-Over-Year BOISE, Idaho, CHICAGO, NEW YORK, LONDON and HONG KONG — August 6, 2025 — Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwate
August 5, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 Clearwater Analytic UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
August 5, 2025	EX-99.1	Clearwater Analytics Announces New Board Members to Accelerate International Growth and Innovation Mukesh Aghi and Bas NieuweWeme Bring Decades of Leadership in Asset Management, M&A, and Platform Expansion Exhibit 99.1 FOR IMMEDIATE RELEASE Clearwater Analytics Announces New Board Members to Accelerate International Growth and Innovation Mukesh Aghi and Bas NieuweWeme Bring Decades of Leadership in Asset Management, M&A, and Platform Expansion BOISE, Idaho, CHICAGO, NEW YORK, LONDON and HONG KONG, August 05, 2025 – Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for inv
June 26, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 23, 2025 Clearwater Analytic UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 23, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
June 16, 2025	EX-3.1	Certificate of Retirement Exhibit 3.1 CERTIFICATE OF RETIREMENT OF CLASS C COMMON STOCK AND CLASS D COMMON STOCK OF CLEARWATER ANALYTICS HOLDINGS, INC. Pursuant to Section 243(b) of the General Corporation Law of the State of Delaware Clearwater Analytics Holdings, Inc., a corporation duly organized and existing under the General Corporation Law of the State of Delaware (the “Company”), HEREBY CERTIFIES as follows: 1. Arti
June 16, 2025	EX-99.1	All Super-Voting Shares of Clearwater Analytics Converted to Single-Vote Shares All Clearwater Shareholders Now Have One Vote Per Share EX-99.1 Exhibit 99.1 All Super-Voting Shares of Clearwater Analytics Converted to Single-Vote Shares All Clearwater Shareholders Now Have One Vote Per Share BOISE, IDAHO, CHICAGO, NEW YORK, LONDON, June 16, 2025 – Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that all of its shares of Class C Common Stock and Class D Common
June 16, 2025	8-K	Material Modification to Rights of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 12, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
May 2, 2025	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
April 30, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2025 Clearwater Analyti UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
April 30, 2025	EX-99.1	Clearwater Analytics Announces First Quarter 2025 Financial Results Record Quarterly Revenue of $126.9 Million, Up 24% Year-Over-Year Annualized Recurring Revenue of $493.9 Million, Up 23% Year-Over-Year Gross Revenue Retention Rate of 98%; Net Reven Clearwater Analytics Announces First Quarter 2025 Financial Results Record Quarterly Revenue of $126.
April 29, 2025	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Stat
April 29, 2025	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Definitive Proxy Stat
April 21, 2025	EX-FILING FEES	Filing Fee Table Exhibit 107 Calculation of Filing Fee Tables FORM S-8 (Form Type) Clearwater Analytics Holdings, Inc.
April 21, 2025	EX-99.1	Clearwater Analytics Finalizes Acquisition of Enfusion Clearwater Will Deliver Industry’s First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Exhibit 99.1 FOR IMMEDIATE RELEASE Clearwater Analytics Finalizes Acquisition of Enfusion Clearwater Will Deliver Industry’s First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors BOISE, NEW YORK, CHICAGO, LONDON and HONG KONG – April 21, 2025 – Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the succe
April 21, 2025	EX-10.1	Credit Agreement, dated as of April 21, 2025, by and among CWAN Acquisition, LLC, a Delaware limited liability company, as holdings, Clearwater Analytics, LLC, a Delaware limited liability company, as the borrower, the lenders party thereto from time to time and JPMorgan Chase Bank, N.A., as administrative agent and collateral agent EX-10.1 Exhibit 10.1 Execution Version CREDIT AGREEMENT dated as of April 21, 2025 by and among CWAN ACQUISITION, LLC, as Holdings CLEARWATER ANALYTICS, LLC, as the Borrower THE LENDERS AND ISSUING BANKS PARTY HERETO FROM TIME TO TIME JPMORGAN CHASE BANK, N.A., as Administrative Agent and Collateral Agent, JPMORGAN CHASE BANK, N.A., as an Arranger and CITIBANK, N.A. WELLS FARGO SECURITIES, LLC MOR
April 21, 2025	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 21, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
April 21, 2025	S-8	As filed with the Securities and Exchange Commission on April 21, 2025 S-8 As filed with the Securities and Exchange Commission on April 21, 2025 Registration No.
April 17, 2025	EX-99.1	Clearwater Analytics and Enfusion Announce Preliminary Results of Election by Enfusion Shareholders Regarding Form of Merger Consideration Exhibit 99.1 FOR IMMEDIATE RELEASE Clearwater Analytics and Enfusion Announce Preliminary Results of Election by Enfusion Shareholders Regarding Form of Merger Consideration BOISE, Idaho, and CHICAGO, Illinois – April 17, 2025 — Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced the preliminary results of the elections made by Enfusion sha
April 17, 2025	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
April 17, 2025	425	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2025 Clearwater Analyti 425 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporati
April 2, 2025	EX-99.1	Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration Exhibit 99.1 FOR IMMEDIATE RELEASE Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration BOISE, Idaho, and CHICAGO, Illinois – April 2, 2025 — Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced that the deadline for Enfusion shareholders of record to elect the form of m
April 2, 2025	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
April 2, 2025	425	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2025 Clearwater Analytic 425 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
March 31, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2025 Clearwater Analyti UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
March 31, 2025	EX-FILING FEES	Filing Fee Table Exhibit 107 Calculation of Filing Fee Tables FORM S-3 (Form Type) Clearwater Analytics Holdings, Inc.
March 31, 2025	425	SUPPLEMENT NO. 1 DATED MARCH 31, 2025 THE PROXY STATEMENT/PROSPECTUS DATED MARCH 20, 2025 Filed by Clearwater Analytics Holdings, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Enfusion, Inc. Registration Statement No. 333-284816 SUPPLEMENT NO. 1 DATED MARCH 31, 2025 TO THE PROXY STATEMENT/PROSPECTUS DATED MARCH 20, 2025 This Supplement No. 1 (this “Supplement”) s
March 31, 2025	S-3ASR	As filed with the Securities and Exchange Commission on March 31, 2025 As filed with the Securities and Exchange Commission on March 31, 2025 Registration No.
March 20, 2025	424B3	MERGER PROPOSED—YOUR VOTE IS IMPORTANT Table of Contents Filed Pursuant to Rule 424(b)(3) Registration No. 333-284816 MERGER PROPOSED—YOUR VOTE IS IMPORTANT Dear Enfusion, Inc. Stockholder: On January 10, 2025, Enfusion, Inc. (“Enfusion”), Clearwater Analytics Holdings, Inc. (“Clearwater”), Enfusion Ltd. LLC, a subsidiary of Enfusion (“Enfusion OpCo”), Poseidon Acquirer, Inc., a wholly-owned subsidiary of Clearwater (“Acquirer”), Posei
March 12, 2025	8-K	Regulation FD Disclosure, Entry into a Material Definitive Agreement, Unregistered Sales of Equity Securities, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
March 12, 2025	EX-2.1	Agreement and Plan of Merger and Reorganization, dated as of March 11, 2025, by and among Clearwater Analytics Holdings, Inc., Beacon Platform Incorporated, BluePoint Merger Sub I, Inc., BluePoint Merger Sub II, Inc. and Shareholder Representative Services LL, as Equityholder Representative. EX-2.1 Exhibit 2.1 Execution Version AGREEMENT AND PLAN OF MERGER AND REORGANIZATION BY AND AMONG BEACON PLATFORM INCORPORATED, CLEARWATER ANALYTICS HOLDINGS, INC. BLUEPOINT MERGER SUB I, INC., BLUEPOINT MERGER SUB II, INC., AND SHAREHOLDER REPRESENTATIVE SERVICES LLC, AS EQUITYHOLDER REPRESENTATIVE MARCH 11, 2025 TABLE OF CONTENTS Page ARTICLE I THE MERGER 2 1.1 First Merger and Second Merger 2 1
March 12, 2025	EX-99.1	Clearwater Analytics to Acquire Beacon and Blackstone’s Bistro to Deliver Investment Intelligence Across Private Markets Building the Future of Investment Management with a Fully Integrated, Front-to-Back Platform That Unifies Data, Analytics and Exe Exhibit 99.1 FOR IMMEDIATE RELEASE Clearwater Analytics to Acquire Beacon and Blackstone’s Bistro to Deliver Investment Intelligence Across Private Markets Building the Future of Investment Management with a Fully Integrated, Front-to-Back Platform That Unifies Data, Analytics and Execution Across Public and Private Securities PIMCO, a Longtime Strategic Partner and Investor in Beacon, Will Contin
March 10, 2025	CORRESP	Clearwater Analytics Holdings, Inc. 777 W. Main Street Suite 900 Boise, ID 83702 March 10, 2025 Clearwater Analytics Holdings, Inc. 777 W. Main Street Suite 900 Boise, ID 83702 March 10, 2025 VIA EDGAR Securities and Exchange Commission Division of Corporate Finance Office of Technology 100 F Street, NE Washington, D.C. 20549 Attention: Mitchell Austin Jan Woo Re: Clearwater Analytics Holdings, Inc. Registration Statement on Form S-4 File No. 333-284816 Ladies and Gentlemen: Pursuant to R
March 7, 2025	10-K/A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-4
March 6, 2025	EX-99.2	Form of Proxy for the Special Meeting of Stockholders of Enfusion, Inc. Exhibit 99.2 enfusion ENFUSION, INC. 125 SOUTH CLARK STREET SUITE 750 CHICAGO, IL 60603 SCAN TO VIEW MATERIALS & VOTE VOTE BY INTERNET Before The Meeting - Go to www.proxyvote.com or scan the QR Barcode above Use the Internet to transmit your voting instructions and for electronic delivery of information. Vote by 11:59 p.m. Eastern Time on [TBD]. Have your proxy card in hand when you access the we
March 6, 2025	EX-99.1	Consent of Goldman Sachs & Co. LLC. EX-99.1 Exhibit 99.1 200 West Street \| New York, NY 10282-2198 Tel: 212-902-1000 \| Fax: 212-902-3000 March 6, 2025 Special Committee of the Board of Directors Enfusion, Inc. 125 South Clark Street Suite 750 Chicago, IL 60603 Re: Amendment No. 1 to Registration Statement on Form S-4 of Clearwater Analytics Holdings, Inc. (File No. 333-284816), filed March 6, 2025 (the “Registration Statement”) Ladi
March 6, 2025	CORRESP	601 Lexington Avenue New York, NY 10022 United States +1 212 446 4800 www.kirkland.com Facsimile: +1 212 446 4900 March 6, 2025 601 Lexington Avenue New York, NY 10022 United States +1 212 446 4800 www.kirkland.com Facsimile: +1 212 446 4900 March 6, 2025 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance Office of Technology 100 F Street, NE Washington, D.C. 20549 Attn: Mitchell Austin Jan Woo Re: Clearwater Analytics Holdings, Inc. Registration Statement on Form S-4 Filed February 11, 2025 File
March 6, 2025	S-4/A	As filed with the Securities and Exchange Commission on March 6, 2025 S-4/A Table of Contents As filed with the Securities and Exchange Commission on March 6, 2025 No.
February 27, 2025	8-K	Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 26, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
February 27, 2025	EX-99.1	Clearwater Analytics and Enfusion Announce Expiration of Hart-Scott-Rodino Act Waiting Period For Proposed Acquisition of Enfusion Exhibit 99.1 Clearwater Analytics and Enfusion Announce Expiration of Hart-Scott-Rodino Act Waiting Period For Proposed Acquisition of Enfusion BOISE, Idaho, February 26, 2025 – Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, and Enfusion, Inc. (NYSE:
February 26, 2025	EX-19.1	Insider Trading Policy INSIDER TRADING POLICY CLEARWATER ANALYTICS HOLDINGS, INC. PURPOSE This Insider Trading Policy (the “Policy”) provides guidelines with respect to transactions in the securities of Clearwater Analytics Holdings, Inc. (“Clearwater”) and the handling of confidential information about Clearwater and the companies with which Clearwater does business. Clearwater’s Board of Directors (the “Board”) has ad
February 26, 2025	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-408
February 19, 2025	EX-99.1	Clearwater Analytics Announces Fourth Quarter and Full Year 2024 Financial Results Record Quarterly Revenue of $126.5 Million, Up 28% Year-Over-Year Annualized Recurring Revenue of $474.9 Million, Up 25% Year-Over-Year Net Revenue Retention Rate of 1 Exhibit 99.1 Clearwater Analytics Announces Fourth Quarter and Full Year 2024 Financial Results Record Quarterly Revenue of $126.5 Million, Up 28% Year-Over-Year Annualized Recurring Revenue of $474.9 Million, Up 25% Year-Over-Year Net Revenue Retention Rate of 116% Net Income of $420.3 Million Adjusted EBITDA of $41.7 Million, Up 39% Year-Over-Year BOISE, Idaho — February 19, 2025 — Clearwater An
February 19, 2025	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 19, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
February 11, 2025	EX-99.1	Consent of Goldman Sachs & Co. LLC. Exhibit 99.1 200 West Street \| New York, NY 10282-2198 Tel: 212-902-1000 \| Fax: 212-902-3000 February 10, 2025 Special Committee of the Board of Directors Enfusion, Inc. 125 South Clark Street Suite 750 Chicago, IL 60603 Re: Initially filed Registration Statement on Form S-4 of Clearwater Analytics Holdings, Inc., filed February 10, 2025 (the “Registration Statement”) Ladies and Gentlemen: Referen
February 11, 2025	EX-FILING FEES	Filing fee table. Exhibit 107 Calculation of Filing Fee Tables Form S-4 (Form Type) Clearwater Analytics Holdings, Inc.
February 11, 2025	S-4	As filed with the Securities and Exchange Commission on February 10, 2025 Table of Contents As filed with the Securities and Exchange Commission on February 10, 2025 No.
January 14, 2025	425	7 Filed by Clearwater Analytics Holdings, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Enfusion, Inc. Commission File No. 001-40949 The following is a transcript of the investor call held by Clearwater Analytics Holdings, Inc. on January 13, 2025: Operator: Ladies and gentlem
January 13, 2025	EX-2.1	Agreement and Plan of Merger, dated as of January 10, 2025, by and among Clearwater Analytics Holdings, Inc., Enfusion, Inc., Enfusion Ltd. LLC, Poseidon Acquirer, Inc., Poseidon Merger Sub I, Inc. and Poseidon Merger Sub II, LLC Exhibit 2.1 EXECUTION COPY AGREEMENT AND PLAN OF MERGER by and among ENFUSION, INC., ENFUSION LTD. LLC, CLEARWATER ANALYTICS HOLDINGS, INC. POSEIDON ACQUIRER, INC. POSEIDON MERGER SUB I, INC. and POSEIDON MERGER SUB II, LLC JANUARY 10, 2025 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 Section 1.01 Definitions 2 Section 1.02 Other Defined Terms 20 Section 1.03 Other Definitional and Interpretativ
January 13, 2025	425	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d)of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2025 Enfusion, Inc. (E UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d)of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2025 Enfusion, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40949 87-1268462 (State or other jurisdiction of incorporation) (Commission File Num
January 13, 2025	EX-2.1	Agreement and Plan of Merger, dated as of January 10, 2025, by and among Enfusion, Inc., the Operating Company, Parent, Acquirer, Merger Sub and Merger Sub II.* Exhibit 2.1 EXECUTION COPY AGREEMENT AND PLAN OF MERGER by and among ENFUSION, INC., ENFUSION LTD. LLC, CLEARWATER ANALYTICS HOLDINGS, INC. POSEIDON ACQUIRER, INC. POSEIDON MERGER SUB I, INC. and POSEIDON MERGER SUB II, LLC JANUARY 10, 2025 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 Section 1.01 Definitions 2 Section 1.02 Other Defined Terms 20 Section 1.03 Other Definitional and Interpretativ
January 13, 2025	EX-99.2	Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities Investor Conference Call Scheduled for Today at 8:30 a.m. ET Exhibit 99.2 CONFIDENTIAL – DO NOT DISTRIBUTE Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities Investor Conference Call Scheduled for Today at 8:30 a.m. ET BOISE, Idaho and CHICAGO, Illinois – January 13, 2025 – Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today an
January 13, 2025	425	2 Filed by Clearwater Analytics Holdings, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Enfusion, Inc. Commission File No. 001-40949 Date: January 13, 2025 1. On January 13, 2025, Sandeep Sahai, Chief Executive Officer of the Clearwater Analytics Holdings, Inc. (the “Company”)
January 13, 2025	EX-10.1	Amendment No. 1 to Tax Receivable Agreement, dated as of January 10, 2025, by and among Enfusion, Inc. and the persons identified therein.* Exhibit 10.1 EXECUTION VERSION AMENDMENT NO. 1 TO THE TAX RECEIVABLE AGREEMENT This AMENDMENT NO. 1 TO THE TAX RECEIVABLE AGREEMENT (this “Amendment”) is dated as of January 10, 2025, and is among Enfusion, Inc., a Delaware corporation (the “Corporate Taxpayer”), and each of the undersigned parties (each, excluding Enfusion Ltd. LLC, a Delaware limited liability company (“Opco”), a “TRA Amendment
January 13, 2025	8-K	Regulation FD Disclosure UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation
January 13, 2025	EX-99.2	Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities Investor Conference Call Scheduled for Today at 8:30 a.m. ET Exhibit 99.2 FOR IMMEDIATE RELEASE Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities Investor Conference Call Scheduled for Today at 8:30 a.m. ET BOISE, Idaho and CHICAGO, Illinois – January 13, 2025 – Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced the
January 13, 2025	EX-99.1	SUPPORT AGREEMENT   Exhibit 99.1   Execution Version   SUPPORT AGREEMENT   This Support Agreement, dated as of January 10, 2025 (this “Agreement”), is made and entered into by and between Clearwater Analytics Holdings, Inc., a Delaware corporation (“Parent”), and [·] (“Stockholder”, and together with Parent, the “Parties”).   RECITALS WHEREAS, as of the date hereof, Stockholder is the beneficial owner (as defined i
January 13, 2025	EX-99.1	SUPPORT AGREEMENT Exhibit 99.1 EXECUTION VERSION SUPPORT AGREEMENT This Support Agreement, dated as of January 10, 2025 (this “Agreement”), is made and entered into by and between Clearwater Analytics Holdings, Inc., a Delaware corporation (“Parent”), and [●] (“Stockholder”, and together with Parent, the “Parties”). RECITALS WHEREAS, as of the date hereof, Stockholder is the beneficial owner (as defined in Rule 13d
January 13, 2025	425	2 Filed by Clearwater Analytics Holdings, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Enfusion, Inc. Commission File No. 001-40949 Date: January 13, 2025 On January 13, 2025, Clearwater Analytics Holdings, Inc. published the following posts on X and LinkedIn in connection wi
January 13, 2025	425	Filed by Clearwater Analytics Holdings, Inc. Pursuant to Rule 425 of the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Enfusion, Inc. Commission File No.: 001-40 Filed by Clearwater Analytics Holdings, Inc. Pursuant to Rule 425 of the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Enfusion, Inc. Commission File No.: 001-40949 1. The following presentation was published by Clearwater Analytics Holdings, Inc. on January 13, 2025. Date: January 13, 2025 This presentation c
January 13, 2025	425	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2025 Clearwater Analy 425 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2025 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorpora
December 20, 2024	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 20, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
November 19, 2024	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 DEF 14A 1 clearwaterdefinitiveproxyt.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permit
November 14, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / WARBURG PINCUS LLC - SC 13G/A Passive Investment SC 13G/A 1 d873330dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 2)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing o
November 13, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Passive Investment SC 13G/A 1 fp0090889-8sc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 6)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of
November 13, 2024	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 11, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or other Jurisdiction of Incorporatio
November 13, 2024	EX-99.1A	IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP EX-99.1A 2 d901695dex991a.htm EX-99.1A EXHIBIT A IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP As a result of the relationships described in this Exhibit A, the entities listed below may be deemed to be a group for purposes of Section 13(d) of the Act (with the names of such entities (other than with respect to the Reporting Persons) in connection with the Stockholders’ Agreement (as d
November 13, 2024	EX-1.1	, 2024, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC, certain affiliates of Exhibit 1.1 Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement November 11, 2024 J.P. Morgan Securities LLC As Representative (the “Representative”) of the Underwriters named in Schedule I hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 Ladies and Gentlemen: Certain stockholders named in Schedule II hereto (the “Selling Stockholders”)
November 13, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / WCAS XII CARBON ANALYTICS ACQUISITION, L.P. - SC 13G/A Passive Investment SC 13G/A 1 d901695dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 2)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing o
November 12, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / Galibier Purchaser, LLC Passive Investment SC 13G/A 1 formsc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 3)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock
November 12, 2024	424B5	25,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) 25,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock The selling stockholders identified herein are offering 25,000,000 shares of our Class A common stock. We are not selling any shares under this prospectus supplement and we will not receive any of the proce
November 7, 2024	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin
November 6, 2024	EX-10.1	Amendment No. 1 to the Tax Receivable Agreement, dated November 4, 2024, by and among the Company, OpCo and certain affiliates of the Principal Equity Owners Execution Version AMENDMENT NO. 1 TO THE TAX RECEIVABLE AGREEMENT This Amendment No. 4 to the Tax Receivable Agreement (this “Amendment”) is dated as of November 4, 2024, by and among Clearwater Analytics Holdings, Inc., a Delaware corporation (the “Company”), and each of the undersigned parties hereto (each, excluding CWAN Holdings, LLC (“OpCo”), a “TRA Amendment Party” and together, the “TRA Ame
November 6, 2024	8-K	Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation
November 6, 2024	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2024 Clearwater Analy UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation
November 6, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
November 6, 2024	PRE 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State
November 6, 2024	EX-99.1	Clearwater Analytics Announces Third Quarter 2024 Financial Results Record Quarterly Revenue of $115.8 Million, Up 22% Year-Over-Year Annualized Recurring Revenue of $456.9 Million, Up 26% Year-Over-Year Net Income of $4.8 Million; Adjusted EBITDA of Exhibit 99.1 Clearwater Analytics Announces Third Quarter 2024 Financial Results Record Quarterly Revenue of $115.8 Million, Up 22% Year-Over-Year Annualized Recurring Revenue of $456.9 Million, Up 26% Year-Over-Year Net Income of $4.8 Million; Adjusted EBITDA of $38.3 Million, Up 34% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 114% Operating Cash Flows of $49
November 6, 2024	EX-99.1	Press release entitled "Clearwater Analytics Announces Third Quarter 2024 Financial Results" dated November 6, 2024 Exhibit 99.1 Clearwater Analytics Announces Third Quarter 2024 Financial Results Record Quarterly Revenue of $115.8 Million, Up 22% Year-Over-Year Annualized Recurring Revenue of $456.9 Million, Up 26% Year-Over-Year Net Income of $4.8 Million; Adjusted EBITDA of $38.3 Million, Up 34% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 114% Operating Cash Flows of $49
November 6, 2024	EX-10.1	Amendment No. 1 to the Tax Receivable Agreement, dated November 4, 2024, by and among the Company, OpCo and certain affiliates of the Principal Equity Owners Execution Version AMENDMENT NO. 1 TO THE TAX RECEIVABLE AGREEMENT This Amendment No. 4 to the Tax Receivable Agreement (this “Amendment”) is dated as of November 4, 2024, by and among Clearwater Analytics Holdings, Inc., a Delaware corporation (the “Company”), and each of the undersigned parties hereto (each, excluding CWAN Holdings, LLC (“OpCo”), a “TRA Amendment Party” and together, the “TRA Ame
October 30, 2024	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
August 1, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
July 31, 2024	EX-99.1	Clearwater Analytics Announces Second Quarter 2024 Financial Results Record Quarterly Revenue of $106.8 Million, Up 19% Year-Over-Year Net Income of $0.3 Million; Adjusted EBITDA of $33.4 Million, Up 35% Year-Over-Year Gross Revenue Retention Rate of Exhibit 99.1 Clearwater Analytics Announces Second Quarter 2024 Financial Results Record Quarterly Revenue of $106.8 Million, Up 19% Year-Over-Year Net Income of $0.3 Million; Adjusted EBITDA of $33.4 Million, Up 35% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 110% Annualized Recurring Revenue of $427.2 Million, Up 22% Year-Over-Year Operating Cash Flows of $4
July 31, 2024	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
June 17, 2024	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
June 12, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 10, 2024 Clearwater Analytic UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 10, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or other Jurisdiction of Incorporation) (
June 12, 2024	EX-1.1	, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC, certain affiliates of W Exhibit 1.1 Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement June 10, 2024 Citigroup Global Markets Inc. As Representative (the “Representative”) of the Underwriters named in Schedule I hereto c/o Citigroup Global Markets Inc. 388 Greenwich Street New York, New York 10013 Ladies and Gentlemen: Certain stockholders named in Schedule II hereto (the “Selling Stockholder
June 11, 2024	424B5	12,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) 12,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock The selling stockholders identified herein are offering 12,000,000 shares of our Class A common stock. We are not selling any shares under this prospectus supplement and we will not receive any of the proce
May 2, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
May 1, 2024	EX-99.1	Clearwater Analytics Announces First Quarter 2024 Financial Results Record Quarterly Revenue of $102.7 Million, Up 21% Year-Over-Year Adjusted EBITDA of $32.2 Million, Up 43% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention R Exhibit 99.1 Clearwater Analytics Announces First Quarter 2024 Financial Results Record Quarterly Revenue of $102.7 Million, Up 21% Year-Over-Year Adjusted EBITDA of $32.2 Million, Up 43% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 110% Annualized Recurring Revenue of $402.3 Million, Up 19% Year-Over-Year Adjusted Gross Margin Increases to 78%, Up 210 bps Year
May 1, 2024	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 1, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (Co
April 30, 2024	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Definitive Proxy Stat
April 29, 2024	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Stat
April 22, 2024	EX-99.1	Clearwater Analytics Completes Acquisition of Wilshire Advisors’ Risk and Performance Analytics Solutions Clearwater Wilshire Analytics Provides Best-in-Class Risk and Performance Capabilities for Front and Middle Office Clients Exhibit 99.1 Clearwater Analytics Completes Acquisition of Wilshire Advisors’ Risk and Performance Analytics Solutions Clearwater Wilshire Analytics Provides Best-in-Class Risk and Performance Capabilities for Front and Middle Office Clients BOISE, Idaho, April 22, 2024 — Clearwater Analytics (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading provider of SaaS-based investment manag
April 22, 2024	8-K	Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 22, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
April 2, 2024	EX-99.1	Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models Partnership to Benefit Clients of Both Companies and Dramatically Enhance Offering for the Risk and Performance Needs of Front and Middle Office Clien Exhibit 99.1 Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models Partnership to Benefit Clients of Both Companies and Dramatically Enhance Offering for the Risk and Performance Needs of Front and Middle Office Clients BOISE, Idaho and Santa Monica, Calif., April 2, 2024 — Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment
April 2, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2024 Clearwater Analytic UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
March 11, 2024	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 6, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or other Jurisdiction of Incorporation) (
March 11, 2024	EX-1.1	, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC, certain affiliates of Welsh, Carson, Anderson & Stowe Exhibit 1.1 Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement March 6, 2024 J.P. Morgan Securities LLC As Representative (the “Representative”) of the Underwriters named in Schedule I hereto c/o J.P. Morgan Securities LLC 383 Madison Ave New York, NY 10179 Ladies and Gentlemen: Certain stockholders named in Schedule II hereto (the “Selling Stockholders”) of Clearwater
March 8, 2024	424B5	16,250,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) 16,250,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock The selling stockholders identified herein are offering 16,250,000 shares of our Class A common stock. We are not selling any shares under this prospectus supplement and we will not receive any of the proce
February 29, 2024	EX-10.17	Employment Agreement by and between Subi Sethi and Clearwater Analytics, LLC DocuSign Envelope ID: 95CDB69B-61EA-4B27-8A52-18F1C674717A clearwateranalytics.com \| Employment Agreement This Employment Agreement (the “Agreement”) is made and entered into as of March 14, 2022, by and between Subi Sethi (the “Employee”) and Clearwater Analytics, LLC a Delaware Limited Liability Company (the “Company”). WHEREAS, the Company desires to employ the Employee on the terms and conditi
February 29, 2024	EX-10.16	Amendment No.1 of Credit Agreement, dated as of June 22, 2023, by and among Clearwater Analytics, LLC, as borrower, CWAN Acquisition, LLC, as holdings, the lenders party thereto and JPMorgan Chase Bank, N.A, as administrative agent, collateral agent and revolver agent Execution Version AMENDMENT NO. 1 THIS AMENDMENT NO. 1 (this “Agreement”), dated as of June 22, 2023, is entered into among CWAN ACQUISITION, LLC, a Delaware limited liability company (“Holdings”), CLEARWATER ANALYTICS, LLC, a Delaware limited liability company (the “Borrower”), JPMORGAN CHASE BANK, N.A., as administrative agent (in such capacity, the “Administrative Agent”) and as Revolver Agent,
February 29, 2024	EX-97	Clawback Policy CLEARWATER ANALYTICS HOLDINGS INC. CLAWBACK POLICY A. OVERVIEW In accordance with the New York Stock Exchange listing standards (the “NYSE Rules”), and Section 10D and Rule 10D-1 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) and the rules promulgated thereunder (together, “Rule 10D-1”), the Board of Directors (the “Board”) of Clearwater Analytics Holdings Inc. (the “Compa
February 29, 2024	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-408
February 28, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2024 Clearwater Anal UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2024 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
February 28, 2024	EX-99.1	Clearwater Analytics Announces Fourth Quarter and Full Year 2023 Financial Results Q4 2023 Revenue of $99.0 million, up 20% year-over-year Full Year 2023 Revenue of $368.2 million, up 21% year-over-year Q4 2023 Adjusted EBITDA margin of 30.3%; Q4 202 Exhibit 99.1 Clearwater Analytics Announces Fourth Quarter and Full Year 2023 Financial Results Q4 2023 Revenue of $99.0 million, up 20% year-over-year Full Year 2023 Revenue of $368.2 million, up 21% year-over-year Q4 2023 Adjusted EBITDA margin of 30.3%; Q4 2023 Free Cash Flows of $22.5 million Q4 2023 Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 107% BOISE, Idaho — Februar
February 14, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / WARBURG PINCUS LLC - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the App
February 14, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / Dragoneer Investment Group, LLC - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the app
February 14, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / BAMCO INC /NY/ - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 185123106 (CUSIP Number) Calendar Year 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate b
February 14, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / ALGER ASSOCIATES INC - CLEARWATER ANALYTICS HOLDINGS, INC. Passive Investment SC 13G/A 1 d693685dsc13ga.htm CLEARWATER ANALYTICS HOLDINGS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of
February 14, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. - SC 13G/A Passive Investment SC 13G/A 1 d756273dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of
February 13, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)* Name of issuer: Clearwater Analytics Holdings, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 185123106 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant to which t
February 12, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / Durable Capital Partners LP - AMENDMENT TO SC 13G Passive Investment SC 13G/A 1 clearwatersc13ga-123123.htm AMENDMENT TO SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 3)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2023 (Date of Event Wh
February 12, 2024	SC 13G	CWAN / Clearwater Analytics Holdings, Inc. / WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC - SC 13G Passive Investment SC 13G 1 tm245766d10sc13g.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2 (Amendment No. )* Clearwater Analytics Holdings Inc (Name of Issuer) Common Stock (Title of Class of Securities) 18512310
February 12, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Passive Investment SC 13G/A 1 fp0086862-69sc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 5)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of
February 9, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Passive Investment SC 13G/A 1 fp0086862-14sc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 4)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of
February 9, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / Galibier Purchaser, LLC Passive Investment SC 13G/A 1 formsc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 2)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock
January 5, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / Conestoga Capital Advisors, LLC - CONESTOGA CAPITAL ADVISORS Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Clearwater Analytics Holdings Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate b
January 4, 2024	SC 13G/A	CWAN / Clearwater Analytics Holdings, Inc. / JPMORGAN CHASE & CO - FILING CLEARWATER ANALYTICS HOLDINGS, INC. Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check th
December 5, 2023	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or other Jurisdiction of Incorporatio
December 5, 2023	EX-1.1	, 2023, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC, certain affiliates of Welsh, Carson, Anderson & Stowe, Primera Advisers LLC, Warburg Pincus LLC and J.P. Morgan Securities LLC as sole underwriter Exhibit 1.1 Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement November 30, 2023 J.P. Morgan Securities LLC As Representative (the “Representative”) of the Underwriters named in Schedule I hereto c/o J.P. Morgan Securities LLC 383 Madison Ave New York, NY 10179 Ladies and Gentlemen: Certain stockholders named in Schedule II hereto (the “Selling Stockholders”) of Clearw
December 4, 2023	424B5	17,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) 17,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock The selling stockholders identified herein are offering 17,000,000 shares of our Class A common stock. We are not selling any shares under this prospectus supplement and we will not receive any of the proce
November 9, 2023	EX-1.1	Agreement, dated as of November 6, 2023, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC, certain affiliates of Welsh, Carson, Anderson & Stowe, Primera Advisers LLC, Warburg Pincus LLC and J.P. Morgan Securities LLC as sole underwriter Exhibit 1.1 Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement November 6, 2023 J.P. Morgan Securities LLC As Representative (the “Representative”) of the Underwriters named in Schedule I hereto c/o J.P. Morgan Securities LLC 383 Madison Ave New York, NY 10179 Ladies and Gentlemen: Certain stockholders named in Schedule II hereto (the “Selling Stockholders”) of Clearwa
November 9, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 6, 2023 Clearwater Analy UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 6, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or other Jurisdiction of Incorporation
November 8, 2023	424B5	20,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) 20,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock The selling stockholders identified herein are offering 20,000,000 shares of our Class A common stock. We are not selling any shares under this prospectus supplement and we will not receive any of the proce
November 6, 2023	424B7	Clearwater Analytics Holdings, Inc. Class A Common Stock Offered, from time to time, by the Selling Stockholders Table of Contents Filed pursuant to Rule 424(b)(7) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) Clearwater Analytics Holdings, Inc. 555,555 Class A Common Stock Offered, from time to time, by the Selling Stockholders This prospectus supplement relates to the offer and sale of 555,555 shares of Class A common stock by the selling stockholders named herein (t
November 6, 2023	EX-FILING FEES	Calculation of Filing Fee Tables (Form Type) Clearwater Analytics Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Exhibit 107 Calculation of Filing Fee Tables 424B7 (Form Type) Clearwater Analytics Holdings, Inc.
November 3, 2023	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
November 1, 2023	EX-99.1	Clearwater Analytics Announces Third Quarter 2023 Financial Results Record Quarterly Revenue of $94.7 Million, Up 24% Year-Over-Year Adjusted EBITDA of $28.6 Million, Up 51% Year-Over-Year Adjusted EBITDA margin of 30% Exhibit 99.1 Clearwater Analytics Announces Third Quarter 2023 Financial Results Record Quarterly Revenue of $94.7 Million, Up 24% Year-Over-Year Adjusted EBITDA of $28.6 Million, Up 51% Year-Over-Year Adjusted EBITDA margin of 30% BOISE, Idaho — November 1, 2023 — Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), a leading provider of SaaS-based investmen
November 1, 2023	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 1, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation
September 7, 2023	EX-99.1	Clearwater Analytics to Host 1st Investor Day Today Exhibit 99.1 Clearwater Analytics to Host 1st Investor Day Today BOISE, Idaho, September 7, 2023 – Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will host its 1st Investor Day today at the New York Stock Exchange in New York City. The event will fea
September 7, 2023	8-K	Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 7, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
August 4, 2023	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
August 4, 2023	EX-10.1	Amendment No.1 of Credit Agreement, dated as of June 22, 2023, by and among Clearwater Analytics, LLC, as borrower, CWAN Acquisition, LLC, as holdings, the lenders party thereto and JPMorgan Chase Bank, N.A, as administrative agent, collateral agent and revolver agent Execution Version AMENDMENT NO. 1 THIS AMENDMENT NO. 1 (this “Agreement”), dated as of June 22, 2023, is entered into among CWAN ACQUISITION, LLC, a Delaware limited liability company (“Holdings”), CLEARWATER ANALYTICS, LLC, a Delaware limited liability company (the “Borrower”), JPMORGAN CHASE BANK, N.A., as administrative agent (in such capacity, the “Administrative Agent”) and as Revolver Agent,
August 2, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 2, 2023 Clearwater Analyti UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 2, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
August 2, 2023	EX-99.1	Clearwater Analytics Announces Second Quarter 2023 Financial Results Record Quarterly Revenue of $89.9 Million, Up 22% Year-Over-Year Adjusted EBITDA of $24.8 Million, Up 30% Year-Over-Year Annualized Recurring Revenue of $349.5 Million, Up 20% Year- Exhibit 99.1 Clearwater Analytics Announces Second Quarter 2023 Financial Results Record Quarterly Revenue of $89.9 Million, Up 22% Year-Over-Year Adjusted EBITDA of $24.8 Million, Up 30% Year-Over-Year Annualized Recurring Revenue of $349.5 Million, Up 20% Year-Over-Year Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 109% BOISE, Idaho — August 2, 2023 — Clearwater Analytics Ho
July 10, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Clearwater Analytics Holdings Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 185123106 Date of Event Which Requires Filing of this Statement: June 30, 2023 Check the appropriate box to designate the rule pursuant to which this S
June 22, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 21, 2023 Clearwater Analytic UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 21, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
June 20, 2023	424B5	10,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock 424B5 Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) 10,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock The selling stockholders identified herein are offering 10,000,000 shares of our Class A common stock. We are not selling any shares under this prospectus supplement and we will not
June 20, 2023	EX-1.1	Underwriting Agreement, dated as of June 15, 2023, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC, certain affiliates of Welsh, Carson, Anderson & Stowe and Goldman Sachs & Co. LLC as sole underwriter. EX-1.1 Exhibit 1.1 Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement June 15, 2023 Goldman Sachs & Co. LLC As Representative (the “Representative”) of the Underwriters named in Schedule I hereto c/o Goldman Sachs & Co. LLC 200 West Street New York, New York 10282 Ladies and Gentlemen: Certain stockholders named in Schedule II hereto (the “Selling Stockholders”) of Cle
June 20, 2023	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 15, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
May 5, 2023	10-Q	Form 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
May 4, 2023	EX-99.1	Clearwater Analytics Announces First Quarter 2023 Financial Results Record Quarterly Revenue of $84.6 Million, Up 20% Year-Over-Year Adjusted EBITDA of $22.5 Million Net Revenue Retention Rate of 106% Exhibit 99.1 Clearwater Analytics Announces First Quarter 2023 Financial Results Record Quarterly Revenue of $84.6 Million, Up 20% Year-Over-Year Adjusted EBITDA of $22.5 Million Net Revenue Retention Rate of 106% BOISE, Idaho — May 4, 2023 — Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), a leading provider of SaaS-based investment accounting, reporting
May 4, 2023	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 4, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (Co
April 28, 2023	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Pro
April 28, 2023	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defi
March 13, 2023	8-K	Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 13, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
March 13, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 8, 2023 Clearwater Analytic UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 8, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
March 13, 2023	EX-1.1	Underwriting Agreement, dated as of March 8, 2023, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC, certain affiliates of Welsh, Carson, Anderson & Stowe and J.P. Morgan Securities LLC, as representative of the several underwriters named therein. EX-1.1 Exhibit 1.1 Execution Version Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement March 8, 2023 J.P. Morgan Securities LLC As Representative (the “Representative”) of the several Underwriters named in Schedule I hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 Ladies and Gentlemen: Certain stockholders named in Schedule II hereto
March 13, 2023	EX-99.1	Clearwater Analytics Update Silicon Valley Bank Receivership Has Non-Material Impact EX-99.1 Exhibit 99.1 Clearwater Analytics Update Silicon Valley Bank Receivership Has Non-Material Impact BOISE, Idaho — March 13, 2023 — Clearwater Analytics Holdings, Inc. (“Clearwater Analytics” or the “Company”) (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, is aware that Silicon Valley Bank (“SVB”) has been placed into receivership by
March 10, 2023	424B5	13,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock 424B5 1 d444814d424b5.htm 424B5 Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 PROSPECTUS SUPPLEMENT (To Prospectus dated March 8, 2023) 13,000,000 Shares Clearwater Analytics Holdings, Inc. Class A Common Stock The selling stockholders identified herein are offering 13,000,000 shares of our Class A common stock. We are not selling any shares under this prospectus s
March 10, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) February 28, 2023 (Date of Event Which Requires Filing of this Statement) Check the
March 8, 2023	S-3ASR	As filed with the Securities and Exchange Commission on March 8, 2023 S-3ASR Table of Contents As filed with the Securities and Exchange Commission on March 8, 2023 Registration No.
March 8, 2023	424B5	SUBJECT TO COMPLETION, DATED MARCH 8, 2023 424B5 Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-270350 THE INFORMATION IN THIS PRELIMINARY PROSPECTUS SUPPLEMENT IS NOT COMPLETE AND MAY BE CHANGED. A REGISTRATION STATEMENT RELATING TO THESE SECURITIES HAS BECOME EFFECTIVE BY RULE OF THE SECURITIES AND EXCHANGE COMMISSION. THIS PRELIMINARY PROSPECTUS SUPPLEMENT AND THE ACCOMPANYING PROSPECTUS ARE NOT AN OFFER TO SELL
March 8, 2023	EX-FILING FEES	Filing Fee Table. EX-FILING FEES Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) Clearwater Analytics Holdings, Inc.
March 3, 2023	EX-4	Exhibit 4.1 Exhibit 4.1 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 The following is a brief description of the Class A common stock, par value $0.001 per share, of Clearwater Analytics Holdings, Inc. (the “Company,” “we,” “our” and “us”), which is the only security of our Company that is registered pursuant to Section 12 of the Securitie
March 3, 2023	10-K	Form 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40838 Clearwater Anal
March 3, 2023	EX-10	Advisory Services Agreement between Clearwater Analytics Holdings, Inc. and Joseph Kochansky, dated November 29, 2022 Exhibit 10.1 Clearwater Analytics, LLC 777 W. Main St., Ste 900 Boise, ID 83702 November 29, 2022 Joseph Kochansky Re: Advisory Services Agreement Dear Jody: This letter agreement (this “Agreement”) sets forth the terms and conditions governing your service relationship with Clearwater Analytics, LLC, a Delaware limited liability company (the “Company”). You currently serve as President, Technolog
March 3, 2023	EX-10	Employment Agreement by and between Souvik Das and Clearwater Analytics, LLC. DocuSign Envelope ID: 79430A14-B6EB-4F9B-A1B0-01EC602A4013 DocuSign Envelope ID: F8E7473F-2810-4DB6-91C2-FA3A3FBD5B0F Employment Agreement This Employment Agreement (the “Agreement”) is made and entered into as of June 29, 2021, by and between Souvik Das (the “Employee”) and Clearwater Analytics, LLC, a Delaware Limited Liability Company (the “Company”).
March 3, 2023	EX-21	Subsidiaries of the Registrant Exhibit 21.1 LIST OF SUBSIDIARIES The following entities are subsidiaries of Clearwater Analytics Holdings, Inc. as of the date of this Annual Report 1. CWAN Holdings, LLC 2. CWAN Acquisition, LLC (formerly known as “Carbon Analytics Acquisition LLC”) 3. Clearwater Analytics, LLC 4. Clearwater Property Holdings, LLC 5. Clearwater Analytics, Ltd. 6. Clearwater Analytics India Private Limited 7. Cle
February 21, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 21, 2023 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
February 21, 2023	EX-99	Clearwater Analytics Announces Fourth Quarter and Full Year 2022 Financial Results Q4 2022 Revenue of $82.7 million, up 19% year-over-year Full Year 2022 Revenue of $303.4 million, up 20% year-over-year Q4 2022 EBITDA margin of 29.4%; Q4 2022 Free Ca Exhibit 99.1 Clearwater Analytics Announces Fourth Quarter and Full Year 2022 Financial Results Q4 2022 Revenue of $82.7 million, up 19% year-over-year Full Year 2022 Revenue of $303.4 million, up 20% year-over-year Q4 2022 EBITDA margin of 29.4%; Q4 2022 Free Cash Flows of $16.6 million Q4 2022 Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 106% BOISE, Idaho — February 21, 202
February 14, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the
February 14, 2023	EX-99.2	IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP EX-99.2 3 ff175841713ga1-ex992.htm EXHIBIT 99.2 IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP As a result of the relationships described in this Exhibit 99.2, the entities listed below may be deemed to be a group for purposes of Section 13(d) of the Act (with the names of such entities (other than with respect to the Reporting Persons) based on the final prospectus filed by the Clearwa
February 14, 2023	EX-99.1	JOINT FILING AGREEMENT EX-99.1 2 ff175841713ga1-ex991.htm EXHIBIT 99.1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k)(1) promulgated under the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a statement on Schedule 13G (including any and all amendments thereto) with respect to the Class A common stock, $0.001 par value, of Clearwater Analytics
February 14, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / Galibier Purchaser, LLC Passive Investment SC 13G/A 1 ff175841713ga1-clearwater.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing
February 14, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / Dragoneer Investment Group, LLC - SC 13G/A Passive Investment SC 13G/A 1 d411072dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of
February 14, 2023	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / ALGER ASSOCIATES INC - CLEARWATER ANALYTICS HOLDINGS, INC. Passive Investment SC 13G 1 d454130dsc13g.htm CLEARWATER ANALYTICS HOLDINGS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this
February 14, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / BAMCO INC /NY/ - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A (Title of Class of Securities) 185123106 (CUSIP Number) Calendar Year 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designat
February 10, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / Durable Capital Partners LP - AMENDMENT NO. 2 Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriat
February 9, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: Clearwater Analytics Holdings Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 185123106 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which th
February 6, 2023	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 185123106 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the ap
January 18, 2023	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / Conestoga Capital Advisors, LLC - CONESTOGA CAPITAL ADVISORS Passive Investment SC 13G 1 cwan11823.htm CONESTOGA CAPITAL ADVISORS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Clearwater Analytics Holdings Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Sta
January 9, 2023	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / JPMORGAN CHASE & CO - FILING CLEARWATER ANALYTICS HOLDINGS, INC. Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the
December 5, 2022	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 29, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
December 1, 2022	EX-99.1	Clearwater Analytics Completes Acquisition of JUMP Technology Clearwater’s End-to-End Investment Lifecycle Solution Offers Clients Feature-Rich Modular Technology to Boost Operational Efficiencies Exhibit 99.1 FOR IMMEDIATE RELEASE Clearwater Analytics Completes Acquisition of JUMP Technology Clearwater?s End-to-End Investment Lifecycle Solution Offers Clients Feature-Rich Modular Technology to Boost Operational Efficiencies BOISE, Idaho, November 30, 2022 ? Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (?Clearwater Analytics? or the ?Company?), a leading provider of SaaS-based investme
December 1, 2022	8-K	Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
November 4, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
November 2, 2022	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 02, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
November 2, 2022	EX-99.1	Clearwater Analytics Announces Third Quarter 2022 Financial Results Record Quarterly Revenue of $76.6 Million Third Quarter Revenue Up 19% Year-Over-Year, Up 4.3% Sequentially Over Q2 15 Consecutive Quarters of 98% Gross Revenue Retention Exhibit 99.1 Clearwater Analytics Announces Third Quarter 2022 Financial Results Record Quarterly Revenue of $76.6 Million Third Quarter Revenue Up 19% Year-Over-Year, Up 4.3% Sequentially Over Q2 15 Consecutive Quarters of 98% Gross Revenue Retention BOISE, Idaho ? November 2, 2022 ? Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (?Clearwater Analytics? or the ?Company?), an industry-leading Sa
September 29, 2022	EX-99.1	Clearwater Analytics Agrees to Acquire JUMP Technology Acquisition to Fuel Clearwater's European Expansion and Enable Path to Complete Cloud-Based Front-to-Back Investment Lifecycle Solution Exhibit 99.1 Clearwater Analytics Agrees to Acquire JUMP Technology Acquisition to Fuel Clearwater's European Expansion and Enable Path to Complete Cloud-Based Front-to-Back Investment Lifecycle Solution BOISE, Idaho, September 29, 2022 ? Clearwater Analytics Holdings, Inc. (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced tha
September 29, 2022	8-K	Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 29, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporati
September 20, 2022	EX-99.1	Clearwater Analytics Appoints Lisa Jones to its Board of Directors Asset Management Veteran Brings Significant Industry Experience Exhibit 99.1 Clearwater Analytics Appoints Lisa Jones to its Board of Directors Asset Management Veteran Brings Significant Industry Experience BOISE, Idaho, Sept. 20, 2022 ? Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that Lisa Jones, asset management veteran and Head of the Americas, President and
September 20, 2022	8-K	Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 16, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporati
August 5, 2022	EX-10.1	Advisory Services Agreement between Clearwater Analytics Holdings, Inc. and Marcus Ryu, dated April 16, 2022 Exhibit 10.1 Clearwater Analytics Holdings, Inc. 777 W. Main St., Ste 900 Boise, ID 83702 April 16, 2022 Marcus Ryu Re: Advisory Services Agreement Dear Marcus: This letter agreement (this ?Agreement?) sets forth the terms and conditions governing your service relationship with Clearwater Analytics Holdings, Inc., a Delaware corporation (the ?Company?). The arrangements set forth herein shall be e
August 5, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
August 3, 2022	EX-99.1	Clearwater Analytics Announces Second Quarter 2022 Financial Results Record Quarterly Revenue of $73.4 Million Second Quarter Revenue Up 21% Year-Over-Year 14 Consecutive Quarters of 98% Gross Revenue Retention Operating Cash Flow Generation of $18.3 Exhibit 99.1 Clearwater Analytics Announces Second Quarter 2022 Financial Results Record Quarterly Revenue of $73.4 Million Second Quarter Revenue Up 21% Year-Over-Year 14 Consecutive Quarters of 98% Gross Revenue Retention Operating Cash Flow Generation of $18.3 Million in the Quarter BOISE, Idaho ? August 3, 2022 ? Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (?Clearwater Analytics? or the ?
August 3, 2022	EX-99.2	Clearwater Analytics Appoints Tech Visionary Jaswinder Pal Singh to its Board of Directors Princeton Computer Science Professor & SaaS Technology Pioneer JP Singh Brings Track Record of Innovation to Clearwater Analytics Exhibit 99.2 Clearwater Analytics Appoints Tech Visionary Jaswinder Pal Singh to its Board of Directors Princeton Computer Science Professor & SaaS Technology Pioneer JP Singh Brings Track Record of Innovation to Clearwater Analytics BOISE, Idaho, August 3, 2022 ? Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today an
August 3, 2022	8-K	Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 03, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
July 11, 2022	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / Dragoneer Investment Group, LLC - SC 13G/A Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) June 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box
June 3, 2022	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 02, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (
May 10, 2022	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / Dragoneer Investment Group, LLC - SC 13G/A Passive Investment SC 13G/A 1 d321042dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) April 30, 2022 (Date of Event Which Requires Filing of th
May 6, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
May 4, 2022	EX-99.1	Clearwater Analytics Announces First Quarter 2022 Financial Results Record Quarterly Revenue of $70.8 Million First Quarter Revenue Up Over 24% Year-Over-Year 13 Consecutive Quarters of 98% Gross Revenue Retention Exhibit 99.1 Clearwater Analytics Announces First Quarter 2022 Financial Results Record Quarterly Revenue of $70.8 Million First Quarter Revenue Up Over 24% Year-Over-Year 13 Consecutive Quarters of 98% Gross Revenue Retention BOISE, Idaho ? May 4, 2022 ? Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (?Clearwater Analytics? or the ?Company?), an industry-leading SaaS solution for automated inve
May 4, 2022	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 04, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation) (C
April 21, 2022	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 DEFA14A 1 d306438ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule
April 21, 2022	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 DEF 14A 1 d306438ddef14a.htm DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as
March 16, 2022	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40838 Clearwater Anal
March 2, 2022	EX-99.1	Clearwater Analytics Announces Fourth Quarter and Full Year 2021 Financial Results Q4 2021 Revenue of $69.8 million, up 27% year-over-year Full Year 2021 Revenue of $252.0 million, up 24% year-over-year Q4 2021 Gross Revenue Retention Rate of 98%; Ne Exhibit 99.1 Clearwater Analytics Announces Fourth Quarter and Full Year 2021 Financial Results Q4 2021 Revenue of $69.8 million, up 27% year-over-year Full Year 2021 Revenue of $252.0 million, up 24% year-over-year Q4 2021 Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 111% BOISE, Idaho ? March 2, 2022 ? Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (?Clearwater Analytics?
March 2, 2022	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 02, 2022 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporation)
February 15, 2022	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / BAMCO INC /NY/ - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. n/a )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A (Title of Class of Securities) 185123106 (CUSIP Number) Calendar Year 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rul
February 14, 2022	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate
February 14, 2022	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. - SC 13G Passive Investment SC 13G 1 d306794dsc13g.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this
February 14, 2022	EX-99.1	JOINT FILING AGREEMENT EXHIBIT (99.1) JOINT FILING AGREEMENT In accordance with Rule 13d-1(k)(1) promulgated under the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a statement on Schedule 13G (including any and all amendments thereto) with respect to the Class A common stock, $0.001 par value, of Clearwater Analytics Holdings, Inc. and further agree
February 14, 2022	EX-99.2	JOINT FILING AGREEMENT EXHIBIT B JOINT FILING AGREEMENT This will confirm the agreement by and among the undersigned that the Schedule 13G filed with the Securities and Exchange Commission on or about the date hereof with respect to the beneficial ownership by the undersigned of the shares of Class A common stock, par value $0.
February 14, 2022	EX-99.2	JOINT FILING AGREEMENT EX-99.2 3 d306794dex992.htm EXB EXHIBIT B JOINT FILING AGREEMENT This will confirm the agreement by and among the undersigned that the Schedule 13G filed with the Securities and Exchange Commission on or about the date hereof with respect to the beneficial ownership by the undersigned of the shares of Class A common stock, par value $0.001 per share, of Clearwater Analytics Holdings, Inc. (this “A
February 14, 2022	EX-99.1	IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP EXHIBIT A IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP As a result of the relationships described in this Exhibit A, the entities listed below may be deemed to be a group for purposes of Section 13(d) of the Act (with the names of such entities (other than with respect to the Reporting Persons) based on the final prospectus filed by the Clearwater Analytics Holdings, Inc.
February 14, 2022	EX-99.1	IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP EXHIBIT A IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP As a result of the relationships described in this Exhibit A, the entities listed below may be deemed to be a group for purposes of Section 13(d) of the Act (with the names of such entities (other than with respect to the Reporting Persons) based on the final prospectus filed by the Clearwater Analytics Holdings, Inc.
February 14, 2022	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / Permira VII GP S.a r.l. - SC 13G Passive Investment SC 13G 1 d301327dsc13g.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this
February 14, 2022	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / WARBURG PINCUS LLC - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the Appropriate B
February 9, 2022	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: Clearwater Analytics Holdings Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 185123106 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed
February 7, 2022	SC 13G/A	CWAN / Clearwater Analytics Holdings Inc Class A / Durable Capital Partners LP - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the a
February 4, 2022	SC 13G	CWAN / Clearwater Analytics Holdings Inc Class A / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 185123106 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to
November 12, 2021	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40838 Clearwater Analytics Holdings, Inc.
November 3, 2021	EX-99.1	Clearwater Analytics Announces Third Quarter 2021 Financial Results Q3 2021 Revenue of $64.5 million, up 21% year-over-year Q3 2021 Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 111% Clearwater Analytics Announces Third Quarter 2021 Financial Results Q3 2021 Revenue of $64.
November 3, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 03, 2021 Clearwater Analytics Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40838 87-1043711 (State or Other Jurisdiction of Incorporatio
October 12, 2021	SC 13G	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. n/a )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) September 30, 2021 (Date of Event Which Requires Filing of this Statement) Check
October 12, 2021	SC 13G	STAD MARC - SC 13G SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) September 30, 2021 (Date of Event Which Requires Filing of this Statement) Check the appro
October 8, 2021	SC 13G	Durable Capital Partners LP - SC 13G SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Clearwater Analytics Holdings, Inc. (Name of Issuer) Class A common stock, par value $0.001 per share (Title of Class of Securities) 185123106 (CUSIP Number) September 28, 2021 (Date of Event Which Requires Filing of this Statement) Check the appro
September 29, 2021	EX-10.4	Form of Time-Vesting Restricted Stock Unit Award Agreement Exhibit 10.4 CLEARWATER ANALYTICS HOLDINGS, INC. TIME-VESTING RESTRICTED STOCK UNIT NOTICE (2021 OMNIBUS INCENTIVE PLAN) Clearwater Analytics Holdings, Inc. (the ?Company?), pursuant to its 2021 Omnibus Incentive Plan (the ?Plan?), hereby grants to Participant an award of Restricted Stock Units for the number of shares of Stock set forth below (the ?Award?). The Award is subject to all of the term
September 29, 2021	EX-10.5	Form of Performance-Vesting Restricted Stock Unit Award Agreement Exhibit 10.5 CLEARWATER ANALYTICS HOLDINGS, INC. PERFORMANCE-VESTING RESTRICTED STOCK UNIT NOTICE (2021 OMNIBUS INCENTIVE PLAN) Clearwater Analytics Holdings, Inc. (the ?Company?), pursuant to its 2021 Omnibus Incentive Plan (the ?Plan?), hereby grants to Participant an award of performance-vesting Restricted Stock Units ?Performance Stock Units?) for the number of shares of Stock set forth below
September 29, 2021	S-8	As filed with the Securities and Exchange Commission on September 28, 2021 As filed with the Securities and Exchange Commission on September 28, 2021 Registration No.
September 28, 2021	EX-10.6	Form of Tax Receivable Agreement Bonus Letter Exhibit 10.6 TRA BONUS AGREEMENT THIS TRA BONUS AGREEMENT (this ?Agreement?) is dated as of [DATE], 2021, and is between Clearwater Analytics Holdings, Inc., a Delaware corporation (the ?Company?), and [NAME] (the ?Executive?). Capitalized terms not defined herein shall have the meaning set forth in that certain Tax Receivable Agreement, dated as of [DATE], 2021, by and between the Company, each o
September 28, 2021	EX-3.1	Amended and Restated Certificate of Incorporation of Clearwater Analytics Holdings, Inc., dated September 27, 2021 Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF CLEARWATER ANALYTICS HOLDINGS, INC. Clearwater Analytics Holdings, Inc. (the ?Company?), a corporation organized and existing under the General Corporation Law of the State of Delaware (?DGCL?), does hereby certify as follows: (1) The original Certificate of Incorporation of the Company was filed with the office of the Secretary of S
September 28, 2021	EX-10.4	Third and Amended Restated Limited Liability Company Agreement of CWAN Holdings, LLC, dated as of September 28, 2021, by and among CWAN Holdings, LLC and the other parties thereto Exhibit 10.4 CWAN HOLDINGS, LLC THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of September 28, 2021 THE UNITS REPRESENTED BY THIS THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH UNITS MAY NOT BE SOLD, ASSIGNED, PLEDGED OR O
September 28, 2021	EX-10.5	Credit Agreement, dated as of September 28, 2021, by and among Clearwater Analytics, LLC, as borrower, CWAN Acquisition, LLC, as holdings, the lenders party thereto and JPMorgan Chase Bank, N.A, as administrative agent, collateral agent and revolver agent Exhibit 10.5 EXECUTION CREDIT AGREEMENT consisting of a $55,000,000 Term Loan Facility, and a $125,000,000 Revolving Credit Facility effective as of September 28, 2021 by and among CWAN ACQUISITION, LLC, as Holdings CLEARWATER ANALYTICS, LLC, as the Borrower The Lenders and Issuing Banks Party Hereto from Time to Time JPMORGAN CHASE BANK, N.A., as Administrative Agent, Collateral Agent and Revolve
September 28, 2021	EX-10.3	Tax Receivable Agreement, dated as of September 28, 2021, by and among Clearwater Analytics Holdings, Inc., CWAN Holdings, LLC and the other parties thereto Exhibit 10.3 TAX RECEIVABLE AGREEMENT among CLEARWATER ANALYTICS HOLDINGS, INC. and THE PERSONS NAMED HEREIN Dated as of September 28, 2021 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 Section 1.1 Definitions 2 ARTICLE II DETERMINATION OF CERTAIN REALIZED TAX BENEFIT 13 Section 2.1 Basis Schedule 13 Section 2.2 Tax Benefit Schedule 14 Section 2.3 Procedures, Amendments 15 ARTICLE III TAX BENEFIT
September 28, 2021	EX-99.1	Global headquarters: 777 W. Main Street, Suite 900, Boise, ID 83702 • Main: +1 208 918 2400 Boise • Edinburgh • Frankfurt • London • New Delhi • New York • Paris • Seattle • Singapore Exhibit 99.1 FOR IMMEDIATE RELEASE Clearwater Analytics Announces Pricing of Initial Public Offering BOISE, Idaho ? September 23, 2021 ? Clearwater Analytics Holdings, Inc. (?Clearwater Analytics? or the ?Company?), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced the pricing of its initial public offering of 30,000,000 shares of its Class
September 28, 2021	EX-10.1	Registration Rights Agreement, dated September 28, 2021, by and among Clearwater Analytics Holdings, Inc. and certain holders identified therein EX-10.1 4 d220845dex101.htm EX-10.1 Exhibit 10.1 THIS SECOND AMENDED AND RESTATED REGISTRATION RIGHTS AGREEMENT (this “Agreement”) is made and entered into as of September 28, 2021, by and among (i) Clearwater Analytics Holdings, Inc., a Delaware corporation (the “Corporation”), and (ii) the Persons set forth from time to time on the “Schedule of Holders” set forth on Annex A attached hereto (each
September 28, 2021	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Entry into a Material Definitive Agreement, Material Modification to Rights of Security Holders, Unregistered Sales of Equity Securities, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): September 28, 2021 (September 23, 2021) Clearwater Analytics Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40838 87-1043711 (State or other jurisd
September 28, 2021	EX-10.2	Stockholders Agreement, dated as of September 28, 2021, by and among Clearwater Analytics Holdings, Inc. and the Principal Equity Owners Exhibit 10.2 STOCKHOLDERS AGREEMENT THIS STOCKHOLDERS AGREEMENT (this ?Agreement?) is made and entered into as of September 28, 2021, by and among Clearwater Analytics Holdings, Inc., a Delaware corporation (the ?Company?), WCAS XII Carbon Analytics Acquisition, L.P., WCAS XIII Carbon Analytics Acquisition, L.P., Welsh, Carson, Anderson & Stowe XII, L.P., Welsh, Carson, Anderson & Stowe XII Delawa
September 28, 2021	EX-3.2	Amended and Restated Bylaws of Clearwater Analytics Holdings, Inc., dated September 27, 2021 Exhibit 3.2 AMENDED AND RESTATED BYLAWS OF CLEARWATER ANALYTICS HOLDINGS, INC. * * * * * ARTICLE I Offices Section 1.01 Registered Office. The address of the registered office of Clearwater Analytics Holdings, Inc. (the ?Company?) in the State of Delaware is 251 Little Falls Drive, Wilmington, New Castle County, Delaware 19808. The name of the Company?s registered agent at such address is Corporat
September 27, 2021	424B4	SUBJECT TO COMPLETION, DATED SEPTEMBER 20, 2021 Shares clearwater analytics CLASS A COMMON STOCK This is an initial public offering of shares of Class A common stock of Clearwater Analytics Holdings, Inc. We are offering shares of Class A common stoc Table of Contents Index to Financial Statements Filed pursuant to Rule 424(b)(4) Registration No.
September 23, 2021	8-A12B	Form 8-A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 CLEARWATER ANALYTICS HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 87-1043711 (State of incorporation or organization) (I.R.S. Employer Identification No.) 777 W.
September 21, 2021	CORRESP	Clearwater Analytics Holdings, Inc. 777 W. Main Street Suite 900 Boise, ID 83702 (208) 918-2400 September 21, 2021 Clearwater Analytics Holdings, Inc. 777 W. Main Street Suite 900 Boise, ID 83702 (208) 918-2400 September 21, 2021 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Rebekah Lindsey, Kathleen Collins, Edwin Kim, and Jan Woo Re: Clearwater Analytics Holdings, Inc. Registration Statement on Form S-1 Filed August 30, 2021
September 21, 2021	CORRESP	[Remainder of Page Intentionally Left Blank] September 21, 2021 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.
September 21, 2021	S-1/A	As filed with the United States Securities and Exchange Commission on September 21, 2021. Table of Contents Index to Financial Statements As filed with the United States Securities and Exchange Commission on September 21, 2021.
September 20, 2021	EX-10.5	Form of Omnibus Incentive Plan EX-10.5 3 d179113dex105.htm EX-10.5 Exhibit 10.5 CLEARWATER ANALYTICS HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN 1. Purpose. The purpose of the Plan is to assist the Company in attracting, retaining, motivating, and rewarding certain employees, officers, directors, and consultants of the Company and its Affiliates and promoting the creation of long-term value for stockholders of the Company by clo
September 20, 2021	EX-10.4	Form of Second Amended and Restated Registration Rights Agreement Exhibit 10.4 THIS SECOND AMENDED AND RESTATED REGISTRATION RIGHTS AGREEMENT (this ?Agreement?) is made and entered into as of , 2021, by and among (i) Clearwater Analytics Holdings, Inc., a Delaware corporation (the ?Corporation?), and (ii) the Persons set forth from time to time on the ?Schedule of Holders? set forth on Annex A attached hereto (each a ?Holder? and collectively, the ?Holders?), in
September 20, 2021	EX-21.1	List of Subsidiaries of the Registrant EX-21.1 4 d179113dex211.htm EX-21.1 Exhibit 21.1 List of Subsidiaries The following sets forth a simplified list of our corporate structure as of August 30, 2021, giving effect to the consummation of this offering. 1. CWAN Holdings, LLC 2. CWAN Acquisition, LLC (formerly known as “Carbon Analytics Acquisition LLC”) 3. Clearwater Analytics, LLC 4. Clearwater Property Holdings, LLC 5. Clearwater Ana
September 20, 2021	CORRESP	601 Lexington Avenue New York, NY 10022 United States +1 212 446 4800 601 Lexington Avenue New York, NY 10022 United States +1 212 446 4800 www.kirkland.com September 20, 2021 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, NE Washington, D.C. 20549 Attention: Rebekah Lindsey, Kathleen Collins, Edwin Kim, and Jan Woo Re: Clearwater Analytics Holdings, Inc. Amendment No. 2 to Registration Statement on Form S-1 Filed Septembe
September 20, 2021	S-1/A	As filed with the United States Securities and Exchange Commission on September 20, 2021. Table of Contents Index to Financial Statements As filed with the United States Securities and Exchange Commission on September 20, 2021.
September 14, 2021	EX-10.17	Form of Tax Receivable Agreement Bonus Letter EX-10.17 6 d179113dex1017.htm EX-10.17 Exhibit 10.17 TRA BONUS AGREEMENT THIS TRA BONUS AGREEMENT (this “Agreement”) is dated as of [DATE], 2021, and is between Clearwater Analytics Holdings, Inc., a Delaware corporation (the “Company”), and [NAME] (the “Executive”). Capitalized terms not defined herein shall have the meaning set forth in that certain Tax Receivable Agreement, dated as of [DATE],
September 14, 2021	CORRESP	601 Lexington Avenue New York, NY 10022 United States +1 212 446 4800 601 Lexington Avenue New York, NY 10022 United States +1 212 446 4800 www.kirkland.com September 14, 2021 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, NE Washington, D.C. 20549 Attention: Rebekah Lindsey, Kathleen Collins, Edwin Kim, and Jan Woo Re: Clearwater Analytics Holdings, Inc. Registration Statement on Form S-1 Filed August 30, 2021 Amendment N
September 14, 2021	S-1/A	As filed with the United States Securities and Exchange Commission on September 14, 2021. Table of Contents Index to Financial Statements As filed with the United States Securities and Exchange Commission on September 14, 2021.
September 14, 2021	EX-10.2	Form of Tax Receivable Agreement EX-10.2 5 d179113dex102.htm EX-10.2 Exhibit 10.2 TAX RECEIVABLE AGREEMENT among CLEARWATER ANALYTICS HOLDINGS, INC. and THE PERSONS NAMED HEREIN Dated as of [, 2021] TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 Section 1.1 Definitions 2 ARTICLE II DETERMINATION OF CERTAIN REALIZED TAX BENEFIT 13 Section 2.1 Basis Schedule 13 Section 2.2 Tax Benefit Schedule 14 Section 2.3 Procedures, Amendments
September 14, 2021	EX-1.1	Form of Underwriting Agreement Exhibit 1.1 Clearwater Analytics Holdings, Inc. Class A Common Stock Underwriting Agreement [•], 2021 Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC As representatives (the “Representatives”) of the several Underwriters named in Schedule I hereto c/o Goldman Sachs & Co. LLC 200 West Street New York, New York 10282 c/o J.P. Morgan Securities LLC 383 Madison Avenue New

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