Investment Manager Sells $3.2 Million Worth of CWAN Stock, According to Recent SEC Filing

2 days ago 4

Jake Lerch, The Motley Fool

Mon, March 9, 2026 astatine 11:11 AM CDT 4 min read

On February 17, 2026, Tensile Capital Management LP disclosed a merchantability of 159,998 shares of Clearwater Analytics (NYSE:CWAN), with an estimated transaction worth of $3.20 cardinal based connected quarterly mean pricing.

According to an SEC filing dated February 17, 2026, Tensile Capital Management LP reduced its involvement successful Clearwater Analytics by 159,998 shares during the 4th quarter. The estimated transaction worth was $3.20 million, based connected the mean closing terms for the period. The quarter-end worth of the presumption roseate by $11.54 million, capturing the interaction of some stock income and terms appreciation.

Following the sale, Clearwater Analytics represented 7.39% of Tensile’s reportable U.S. equity AUM.
Top holdings aft the filing:
- NYSE: LAD: $74.70 cardinal (9.7% of AUM)
- NYSE: DKS: $70.84 cardinal (9.2% of AUM)
- NASDAQ: VERX: $68.30 cardinal (8.9% of AUM)
- NYSE: CCK: $63.04 cardinal (8.2% of AUM)
- NYSE: VVV: $60.99 cardinal (7.9% of AUM)
As of February 17, 2026, CWAN shares were priced astatine $22.93, down 17.0% implicit the past twelvemonth and underperforming the S&P 500 by 26.71 percent points.

Metric

Value

Market Capitalization	$6.62 billion
Revenue (TTM)	$451.80 million
Net Income (TTM)	$424.38 million
Price (as of marketplace adjacent February 17, 2026)	$22.93

Clearwater Analytics provides cloud-based bundle solutions for automated concern information aggregation, reconciliation, accounting, and reporting, with a absorption connected concern accounting, show measurement, compliance monitoring, and hazard analytics.
The institution operates a Software-as-a-Service (SaaS) concern model, generating gross chiefly done subscriptions and usage fees for its analytics and reporting platforms.
Its superior customers see insurers, concern managers, corporations, organization investors, and authorities entities seeking robust concern information absorption and reporting solutions.

Clearwater Analytics Holdings, Inc. is simply a starring supplier of SaaS-based concern information absorption and analytics solutions, serving a planetary lawsuit basal from its office successful Boise, Idaho. The institution leverages proprietary exertion to present automated, scalable, and integrated reporting and hazard analytics for organization plus owners and managers. Its absorption connected automation and information accuracy positions it arsenic a strategical spouse for clients requiring broad concern accounting and compliance tools.

Tensile Capital Management, a California-based concern firm, precocious disclosed the merchantability of 160,000 shares of Clearwater Analytics stock, valued astatine astir $3.2 million. Here’s what it means for mean investors.

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