Clearwater Analytics Holdings, Inc. (CWAN) Covered Calls

Clearwater Analytics is a global provider of web-based investment portfolio accounting, reporting, and analytics solutions. The company offers a cloud-native platform that automates data aggregation, reconciliation, and reporting for institutional investors. Its technology helps insurers, asset managers, and corporations streamline operations and gain real-time insights into their global investment portfolios.

You can sell covered calls on Clearwater Analytics Holdings, Inc. to lower risk and earn monthly income. Born To Sell's covered call screener gives you customized search capabilities across all possible covered calls but here are a couple of examples for CWAN (prices last updated Tue 4:16 PM ET):

Clearwater Analytics Holdings, Inc. (CWAN) Stock Quote
Last Change Bid Ask Volume P/E Market Cap
23.18 +0.04 23.29 23.36 8.0M - 7.6
Covered Calls For Clearwater Analytics Holdings, Inc. (CWAN)
Expiration Strike Call Bid Net Debit Return
If Flat		 Annualized
Return If Flat
Mar 20 23 0.00 23.36 -1.5% -21.9%
Apr 17 22.5 0.00 23.36 -3.7% -25.5%
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Core Business and Products

Clearwater Analytics operates a single-instance, multi-tenant cloud platform designed to transform how institutional investors manage their data. Its core offering provides automated investment accounting-as-a-service (IAaaS), replacing legacy on-premise systems with a unified solution for accounting, compliance, and risk reporting. The platform serves a diverse clientele, including global insurers, corporate treasuries, and large-scale asset managers. By integrating front-, middle-, and back-office functions into one ecosystem, Clearwater eliminates data silos and provides a "single source of truth." In addition to its core accounting engine, the company offers specialized risk management tools for complex instruments and expanding asset classes like private credit and energy derivatives.

Competitive Landscape

The institutional investment technology market is split between massive legacy incumbents and agile, cloud-native challengers. Clearwater competes primarily on its ability to offer superior data accuracy and operational automation. Key rivals with active options markets on major exchanges include BlackRock, Inc., which offers the Aladdin enterprise platform, and SS&C Technologies Holdings, Inc., a dominant force in financial services software. In the broader asset management and custodial space, it also faces competition from State Street Corporation and The Bank of New York Mellon Corporation. Clearwater distinguishes itself through its purely SaaS model, which allows for rapid feature deployment and seamless global updates compared to the traditional software installation cycles of its legacy competitors.

Strategic Outlook and Innovation

Clearwater’s long-term strategy is focused on platform expansion and geographic diversification, particularly as institutional investors shift toward more complex and private asset classes. The company is committed to integrating advanced generative AI capabilities to enhance automated workflows and provide predictive insights across the investment lifecycle. A primary objective is to deepen its penetration within the global insurance and corporate treasury markets while scaling its presence in international financial hubs. Innovation efforts are directed toward open development foundations that allow clients to build custom risk models directly onto the Clearwater platform. The company's future growth depends on its ability to maintain high client retention while successfully navigating the evolving regulatory reporting requirements of the global financial system.