Starboard Value LP Opens Major Stake in Clearwater Analytics’ Investment Accounting Platform

What happened According to a February 17, 2026, SEC filing, Starboard Value LP disclosed a new position in Clearwater Analytics (NYSE:CWAN), purchasing 9,959,031 shares. At quarter-end, the holding was valued at $240.21 million, with the change reflecting the purchase of a new position. What else to know This was a new position, representing 4.55% of Starboard’s 13F reportable assets under management as of December 31, 2025 Top holdings following the filing: NASDAQ: QRVO: $634.74 million (12.0% of AU ...