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FTV IV, L.P.

Disclosed activity across 1 company

Tapewire entity
80665
SEC CIK
0001560793

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

Disclosed balances

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Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Enfusion, Inc.

Report date April 21, 2025 · Filed April 21, 2025

Jointly reported with Bernstein Bradford E

Section 16 reporting ended · disclosed 2025-04-21. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectSee footnote0 Reported balance After 2025-04-21 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2025-04-21 · Disposition to issuer · Disposed 32,440,463 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion.

F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration").

F3: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock.

F4: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person.

F5: Includes 31,297,606 shares of Common Stock held by FTV IV, L.P. ("Fund IV") and 1,142,857 shares of Common Stock held by FTV Investment Holdings, L.P. ("Holdings"). Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion.

F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration").

F3: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock.

F4: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person.

F5: Includes 31,297,606 shares of Common Stock held by FTV IV, L.P. ("Fund IV") and 1,142,857 shares of Common Stock held by FTV Investment Holdings, L.P. ("Holdings"). Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 21, 2025 Filed Apr 21, 2025 17:00 UTC Enfusion, Inc. ENFN · Entity 80590 Disposition to issuerClass A Common Stock 32,440,463 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-036889 · tm2512604-12_4seq1.xml · nonDerivative · entry 1

Bernstein Bradford E · CIK 0001373735 · Director · 10% owner

FTV IV, L.P. · CIK 0001560793 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion.

F2 · kind: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration").

F3 · shares: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock.

F2 · price: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration").

F3 · price: Represents shares of Common Stock, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock.

F4 · balance_after: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any shares of Common Stock. This Form 4 constitutes an exit filing by the Reporting Person.

F5 · ownership.nature: Includes 31,297,606 shares of Common Stock held by FTV IV, L.P. ("Fund IV") and 1,142,857 shares of Common Stock held by FTV Investment Holdings, L.P. ("Holdings"). Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
June 15, 2023 Filed Jun 16, 2023 17:01 UTC Enfusion, Inc. ENFN · Entity 80590 GrantClass A Common Stock 1,142,857 $8.12 $9,279,427.41
Disclosure

SEC source: 0001104659-23-072318 · tm2318952-2_4seq1.xml · nonDerivative · entry 1

Bernstein Bradford E · CIK 0001373735 · Director · 10% owner

FTV IV, L.P. · CIK 0001560793 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 32,440,463

F1 · price: As per the Purchase Agreement, the reported securities were acquired by FTV Investment Holdings, L.P. ("Holdings") at price of $8.1195 per share, which is based on the average share price over the 20 days preceding the transaction.

F2 · balance_after: Includes 31,297,606 shares of Class A Common Stock ("Class A Shares") held by FTV IV, L.P. ("Fund IV") and the reported 1,142,857 Class A Shares directly acquired, and separately reported on a Form 3 filed, by Holdings. Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

F2 · ownership.nature: Includes 31,297,606 shares of Class A Common Stock ("Class A Shares") held by FTV IV, L.P. ("Fund IV") and the reported 1,142,857 Class A Shares directly acquired, and separately reported on a Form 3 filed, by Holdings. Mr. Bernstein is the managing partner of FTV Capital and shares voting and dispositive power with regard to the shares directly held by Fund IV and Holdings. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
October 25, 2021 Filed Apr 21, 2022 17:30 UTC Enfusion, Inc. ENFN · Entity 80590 SaleClass A Common Stock 4,075,531 $15.90 $64,780,565.25
Disclosure

SEC source: 0001104659-22-048465 · tm2213260-1_4seq1.xml · nonDerivative · entry 1

Bernstein Bradford E · CIK 0001373735 · Director · 10% owner

FTV IV, L.P. · CIK 0001560793 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 31,297,606

F1 · shares: Represents shares of Class A Common Stock sold to the underwriters in the Issuer's initial public offering.

F2 · ownership.nature: The reported securities are held by FTV IV, L.P. Mr. Bernstein is the managing partner of FTV and shares voting and dispositive power with regard to the shares directly held by FTV IV, L.P. Mr. Bernstein disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.