CWAN Clearwater Analytics Holdings, Inc.

BULLISH Impact: 8/10 DEFM14A
Horizon weeks Filed Apr 8, 2026 Processed 2mo ago SEC 0001193125-26-146311
Notable filing: DEFM14A
Latest settled — T+20d
CWAN ▲ +0.71% at T+20d
LONG call ✓ call won +0.71% · α vs SPY -7.84% · entry $24.02 → $24.19
Next anchor: T+60d in 23d
Last close $24.39 (close Jun 8) · +1.54% from $24.02 entry
Entry anchored
Apr 7, 03:59 PM ET
via Databento tick
T+1d
-0.29%
call -0.29% · α -0.87%
$23.95
settled 2mo ago
T+5d
+0.08%
call +0.08% · α -3.43%
$24.04
settled 8w ago
T+20d
+0.71%
call +0.71% · α -7.84%
$24.19
settled 5w ago
T+60d
call — · α —
in 23d

Price Chart

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Executive Summary

Clearwater Analytics (CWAN) shareholders are being asked to vote on a $7.1 billion take-private merger by a consortium led by Permira, Warburg Pincus, Francisco Partners, and Temasek. The deal offers $24.55 per share in cash, representing a 36% premium to the pre-announcement price. The board and special committee unanimously recommend approval.

Key Financial Metrics

Deal Value
$7.1B
Premium
36%

Actionable Insight

The definitive proxy filing indicates the deal is on track for Q2 2026 closing. With dual fairness opinions, fully committed financing, and board unanimity, the path to approval appears clear. The 36% premium represents immediate value for shareholders, though appraisal rights are available for those seeking potentially higher value.

Key Facts

  • Proposed merger consideration is $24.55 per share in cash
  • Deal represents a 36% premium to the unaffected share price of $18.02
  • Fairness opinions from both PJT Partners and J.P. Morgan confirm the price is fair to shareholders
  • Board and special committee unanimously recommend approval
  • Financing is fully committed with $5.9 billion in equity and $3.5 billion in debt secured
  • Regulatory approvals are progressing with HSR clearance already obtained

Financial Impact

Approximately $7.1 billion enterprise value

stock priceliquiditypublic float

Risk Factors

  • Failure to obtain disinterested shareholder approval (required for going-private transaction)
  • Potential shareholder litigation despite current absence of filed lawsuits
  • Remaining international regulatory approvals in Australia, China, EU, and Turkey

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software

Documents Analyzed

This report is based on 2 SEC documents filed with EDGAR.

DocumentAccession Number
DEFM14A Filing (Primary)0001193125-26-146311
Document: d49219ddefm14a.htm0001193125-26-146311
6 reports for CWAN
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CWAN — sortable, filterable
Type Now
May 7, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$24.35 $24.37▲ +0.08%▲ +0.06%$24.39 (+0.16%)
Apr 15, 2026
7w ago
144
NEUTRAL ★ 3/10
$24.11 $24.34▲ +0.95%▼ −4.86%$24.39 (+1.16%)
Apr 8, 2026
8w ago
DEFM14A
BULLISH ★ 8/10
$24.02 $24.19▲ +0.71%▼ −7.84%$24.39 (+1.54%)
Apr 8, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$24.02 $24.19▼ −0.71%▲ +7.84%$24.39 (−1.54%)
Apr 1, 2026
9w ago
10-K/A
NEUTRAL ★ 3/10
$23.80 $24.20▲ +1.68%▼ −8.20%$24.39 (+2.48%)
Feb 24, 2026
15w ago
PREM14A
BULLISH ★ 9/10
$23.50 $23.40▼ −0.43%▲ +4.81%$24.39 (+3.79%)
Showing 6 of 6

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