Who mentions $CWAN most on Surfaced?

@ssi_invest (Special Situation Investments) mentions $CWAN most — 2 mentions in the past 12 months.

When was $CWAN first mentioned on Surfaced?

The earliest tracked mention of $CWAN in the Surfaced archive was on Dec 21, 2025.

How many voices track $CWAN?

2 FinTwit voices have mentioned $CWAN 3 times in the past 12 months.

What kind of voices mention $CWAN most?

$CWAN is mentioned most by Situational voices on Surfaced.

Last 12mo stats

mentions

voices

$CWAN

Clearwater Analytics Holdings Inc Class A

$CWAN

Clearwater Analytics Holdings Inc Class A

Past 12mo:3mentions2voices

All voices3 mentions since Dec 2025calls only

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About this stock

$CWAN has been mentioned 3 times over the past 12 months by 2 distinct FinTwit voices, with discussion centered on merger arbitrage developments. @ssi_invest, the most active voice on this ticker with 2 mentions, tracked regulatory milestones including HSR waiting period termination on February 17, 2026, and the subsequent filing of a definitive proxy with a shareholder meeting scheduled for May 4, 2026. The first mention appeared on December 21, 2025, when @thevalueist noted a Permira and Warburg offer at $24.55 per share in the context of broader SMID SaaS consolidation trends.

AI-generated from tracked posts · updated Jul 24, 2026

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3 mentions

@ssi_investApr 13, 2026 · 8:58 AM

Weekly Updates on Active US Merger Arb Cases $UHG: Apr 10, 2026 – Definitive consent and appraisal rights notice filed. $WBD: Apr 10, 2026 – PSKY syndicated its ~$47B PIPE commitment for the WBD acquisition to institutional investors including Saudi Arabia's PIF, Abu Dhabi's L'imad, and Qatar's QIA; syndicated shares are non-voting, leaving Ellison and RedBird in sole control. $CVE:LIS: Apr 10, 2026 – Lithium South announced the successful closing of the sale of its Hombre Muerto North project to POSCO; a formal closing ceremony was held in Buenos Aires on Apr 7. Payout timing to be announced in the near future. $VRE: Apr 10, 2026 – Definitive proxy filed; special shareholder meeting set for May 21. $STKL: Apr 10, 2026 – HSR waiting period terminated early; remaining conditions include certain regulatory approvals, shareholder approval, and Ontario Superior Court approval. $TWO: Apr 10, 2026 – Preliminary proxy filed. $DAWN: Apr 8, 2026 – FTC granted early termination of the HSR Act waiting period on Apr 7. $FORA: Apr 6, 2026 – Definitive agreement signed; offer bumped to $2.17/share from $2.10. $FFIC: Apr 6, 2026 – Shareholder approval received; NYDFS and OCC approvals secured; Federal Reserve approval still pending. $CWAN: Apr 9, 2026 – Definitive proxy filed; special shareholder meeting set for May 4. $UDMY: Apr 9, 2026 – Shareholder approval received. $TERN: Apr 7, 2026 – Tender offer commenced; expiration date set for May 4. $STEL: Apr 3, 2026 – PB filed preliminary proxy. $MCW: Apr 3, 2026 – Preliminary proxy filed. $EWCZ: Apr 3, 2026 – Definitive proxy filed; shareholder meeting set for May 7. $THR: Apr 2, 2026 – Preliminary proxy filed; FTC granted early termination of the HSR Act waiting period. $LSTA: Apr 2, 2026 – Tender expiry extended to Apr 13. $CCO: Apr 2, 2026 – Preliminary proxy filed. $NWE: Apr 2, 2026 – Shareholder approval granted. $CTRA: Apr 2, 2026 – HSR clearance obtained. $MPX: Apr 2, 2026 – Definitive proxy filed; special shareholder meeting set for May 12. $AAUC: Apr 1, 2026 – Shareholder approval granted. $HTBK: Apr 1, 2026 – All regulatory approvals obtained; closing expected Apr 17. $ACLX: Apr 1, 2026 – Tender offer extended; now expires Apr 24. $MASI: Apr 1, 2026 – Definitive proxy filed; special shareholder meeting set for May 1. $STKL: Apr 1, 2026 – ISS and Glass Lewis recommend voting in favor of the deal.

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@ssi_investFeb 20, 2026 · 8:24 AM

Weekly Updates on Active US Merger Arb Cases $BARK: Feb 13, 2026 – The special committee notes that it is engaging with both parties but is not providing diligence access unless customary standstill agreements are executed. $KW: Feb 17, 2026 - Definitive deal announced; offer bumped from $10.25/share to $10.9/share in cash. $CWAN: Feb 17, 2026 - HSR waiting period has been terminated. $WBD: Feb 17, 2026 - Special shareholder meeting for Netflix deal set for Mar 20, 2026. Netflix grants a 7-day waiver permitting WBD to engage with Paramount Skydance to amend deficiencies in the offer. PSKY would agree to pay $31/share if the WBD board authorized discussions; PSKY noted that the offer is also not the best and final. $DHIL: Feb 17, 2026 - HSR review period terminated early. $OS: Feb 17, 2026 - Preliminary proxy filed; HSR documents filed on Feb 3, 2026. $AHL: Feb 18, 2026 - All regulatory approvals have been obtained; transaction closes in a few days. $SSTK: Feb 19, 2025 - Provisional findings from the CMA note potential competitive issues in the UK editorial market, while concluding that the merger is unlikely to give rise to competition in the global stock content market. $ONTF: Feb 19, 2026 - HSR review period terminated early. For more detailed information on these cases, check out my Free Merger Tracker (link in bio).

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@thevalueistDec 21, 2025 · 3:15 PM

I believe we will see many more SMID SaaS buyouts in 2026. Opportunity to rationalize cost structure with GAI and take advantage of depressed (relatively) valuations. ——— $CWAN *PERMIRA, WARBURG SAID TO OFFER $24.55/SHARE FOR CLEARWATER $NVDA

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