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8-K

Clearwater Analytics Holdings, Inc. (CWAN)

8-K 2023-09-07 For: 2023-09-07
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Added on April 08, 2026

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

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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

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Clearwater Analytics Holdings, Inc.

(Exact name of Registrant as Specified in Its Charter)

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Delaware 001-40838 87-1043711
(State or Other Jurisdiction<br>of Incorporation) (Commission File Number) (IRS Employer<br>Identification No.) 777 W. Main Street<br><br>Suite 900<br><br>Boise, Idaho 83702
--- ---
(Address of Principal Executive Offices) (Zip Code)

Registrant’s Telephone Number, Including Area Code: 208 433-1200

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading<br><br>Symbol(s) Name of each exchange on which registered
Class A common stock, par value $0.001 per share CWAN New York Stock Exchange LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company x

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 7.01 Regulation FD Disclosure.

Clearwater Analytics Holdings Inc. (“Clearwater Analytics”) will host its first Investor Day today at the New York Stock Exchange in New York City.

The event will feature presentations by the Clearwater Analytics executive team and provide an update on company performance, corporate strategy, product innovation, go-to-market approach, and company financials, including additional information regarding Clearwater Analytics’ mid- to long-term goals. Materials to be discussed at Investor Day relating to these and other topics will be available on Clearwater Analytics’ investor relations website at investors.clearwateranalytics.com following the presentation.

Virtual attendees are welcome to join the live webcast of the Investor Day, accessible from Clearwater’s investor relations website at investors.clearwateranalytics.com. A replay will be made available after the event.

Attached as Exhibit 99.1 is a Press Release regarding the Investor Day presentation.

The information in this Item 7.01 and Exhibit 99.1 attached hereto is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d):The following exhibits are being filed herewith:

Exhibit Number Description
99.1 Press release entitled "Clearwater Analyticsto Host 1st Investor Day Today" datedSeptember 7, 2023
104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

Clearwater Analytics Holdings, Inc.
Date: September 7, 2023 By: /s/ Jim Cox
Jim Cox, Chief Financial Officer

Document

Exhibit 99.1

picture1.jpg

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 feature presentations by the Clearwater Analytics executive team and provide an update on company performance, corporate strategy, product innovation, go-to-market approach, and company financials, including additional information regarding Clearwater’s mid- to long-term goals. Materials to be discussed at Investor Day relating to these and other topics will be available on Clearwater’s investor relations website at investors.clearwateranalytics.com following the presentation.

Virtual attendees are welcome to join the live webcast of the Investor Day, accessible from Clearwater’s investor relations website at investors.clearwateranalytics.com. A replay will be made available after the event.

About Clearwater Analytics

Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing on more than $6.4 trillion in assets spanning traditional and alternative asset types. Additional information about Clearwater can be found at clearwateranalytics.com.

Contacts:

Joon Park

Investor Relations

+1 415-906-9242

investors@clearwateranalytics.com

Claudia Cahill

Media Relations

+1 703-728-1221

press@clearwateranalytics.com