Clearwater Analytics Holdings (CWAN) Soared Following an Acquisition Announcement

3 days ago 7

Soumya Eswaran

Wed, February 18, 2026 astatine 8:20 AM CST 2 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. As galore believe, US equities experienced coagulated returns successful 2025, with double-digit gains crossed each large indices, yet underlying conditions revealed utmost volatility and marketplace leadership. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Small Cap Strategy returned -1.89% net-of-fees, trailing the Russell 2000 Growth Index’s 1.22% return. The returns were volatile successful the quarter. The “low quality” stocks rally persisted successful the quarter, but astatine a slower gait compared to earlier quarters. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks similar Clearwater Analytics Holdings, Inc. (NYSE:CWAN). Clearwater Analytics Holdings, Inc. (NYSE:CWAN) provides exertion solutions for accounting and reporting and is simply a important contributor to the strategy's show successful the quarter. On February 17, 2026, Clearwater Analytics Holdings, Inc. (NYSE:CWAN) banal closed astatine $22.93 per share. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) delivered a -5.75% instrumentality successful the past month, and its shares are down 15.20% implicit the past 12 months. Clearwater Analytics Holdings, Inc. (NYSE:CWAN) has a marketplace capitalization of $6.825 billion.

Conestoga Capital Advisors stated the pursuing regarding Clearwater Analytics Holdings, Inc. (NYSE:CWAN) successful its 4th fourth 2025 capitalist letter:

"Clearwater Analytics Holdings, Inc. (NYSE:CWAN) provides cloud-based concern accounting and analytics bundle to organization investors and insurers. Shares importantly outperformed successful 4Q25 pursuing the announcement that the institution would beryllium acquired, which drove a re-rating toward the agreed transaction value. The acquisition highlighted the strategical worth of CWAN’s highly recurring gross model, beardown lawsuit retention, and captious relation wrong organization concern operations."

Is Clearwater Analytics Holdings Inc. (CWAN) the Best Low Beta Tech Stock to Buy According to Analysts?

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 33 hedge money portfolios held Clearwater Analytics Holdings, Inc. (NYSE:CWAN) astatine the extremity of the 3rd quarter, compared to 51 successful the erstwhile quarter. While we admit the imaginable of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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