GWRE
Guidewire Software, Inc.
$122.56
+3.41%
$10.2B
No data for this timeframe.
Vol
Market Cap$10.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$7.4B
Inst. Activity30 buys / 20 sells
Insider Activity0B / 25S
Insider Net $-$6.3M
SEC Reports5
Recent Activity
Jun 12, 2026
short_volume
Short Volume: GWRE — 63.9% short (0.4M / 0.6M)
Short: 414,598 | Exempt: 266 | TRF Vol: 648,627 | Short Ratio: 63.9% | Off-exchange volume (dark poo
Jun 8, 2026
Insider
Rosenbaum Michael George sold 1,200 shares
Chief Executive Officer @ $135.62 ($162.7K)
Jun 5, 2026
SEC
Guidewire reported Q3 FY2026 revenue of $372.5M (+27% YoY) and non-GAAP EPS of $0.82, beating consensus estimates of $35
8-K — Impact 7/10
Jun 1, 2026
Insider
Rosenbaum Michael George sold 1,200 shares
Chief Executive Officer @ $158.92 ($190.7K)
May 26, 2026
Insider
Rosenbaum Michael George sold 1,200 shares
Chief Executive Officer @ $138.51 ($166.2K)
Mar 24, 2026
SEC
Guidewire Software CEO Michael Rosenbaum sold 1,200 shares in an open-market transaction for $186,672. This is a routine
CLUSTER — Impact 3/10
Mar 18, 2026
SEC
Seven open-market share sales by four C-suite executives at Guidewire Software, including the CEO and CFO, over a 7-day
CLUSTER — Impact 7/10
Inst.
BAMCO INC /NY/ — ADD
6,597,453 shares ($986.7M)
Price Targets
$207.00
+68.9% upside
Strong Buy
Current $122.56
Low $137.00
Median $202.00
High $300.00
13 analysts
$137.00
$300.00
Analyst Ratings
7Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 8, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Jun 5, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
| Jun 5, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Jun 5, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.94 ▼ -1.2% | $0.72 — $1.02 | 12% YoY | 14 |
| Next Q | $0.84 ▼ -8.5% | $0.62 — $1.16 | 27% YoY | 11 |
| Current FY | $3.48 ▼ -1.0% | $3.37 — $3.65 | 31% YoY | 14 |
| Next FY | $4.11 ▼ -2.8% | $3.27 — $4.65 | 18% YoY | 14 |
Latest Reports
BULLISH
8-K
7/10
Guidewire reported Q3 FY2026 revenue of $372.5M (+27% YoY) and non-GAAP EPS of $0.82, beating consensus estimates of $35
Jun 5, 2026
NEUTRAL
CLUSTER
3/10
Guidewire Software CEO Michael Rosenbaum sold 1,200 shares in an open-market transaction for $186,672. This is a routine
Mar 24, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| BlackRock, Inc. | $1.4B | — |
| BAMCO INC /NY/ | $986.7M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $687.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $574.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Rosenbaum Michael | SELL | $162.7K |
| Jun 1, 2026 | Rosenbaum Michael | SELL | $190.7K |
| May 26, 2026 | Rosenbaum Michael | SELL | $166.2K |
| May 18, 2026 | Rosenbaum Michael | SELL | $153.8K |
| May 11, 2026 | Rosenbaum Michael | SELL | $163.7K |
50 institutional holders with $7.4B total value (49,744,343 shares) as of 2026-Q1. Top holders: NOMURA, BlackRock,, BAMCO. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 9,327,701 | $1.4B | 18.7% | — |
| 3 | BAMCO INC /NY/ | 6,597,453 | $986.7M | 13.2% | ADD +28.2% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,594,571 | $687.2M | 9.2% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,843,061 | $574.8M | 7.7% | — |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,995,337 | $452.2M | 6.1% | TRIM -29.7% |
| 7 | STATE STREET CORP | 2,620,690 | $392.0M | 5.3% | — |
| 8 | ROYAL BANK OF CANADA | 2,036,729 | $304.6M | 4.1% | — |
| 9 | Artisan Partners Limited Partnership | 1,145,240 | $171.3M | 2.3% | — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 1,116,519 | $167.0M | 2.2% | ADD +31.7% |
| 11 | BLAIR WILLIAM & CO/IL | 975,296 | $145.9M | 2.0% | — |
| 12 | WASATCH ADVISORS LP | 801,489 | $119.9M | 1.6% | ADD +29.0% |
| 13 | MORGAN STANLEY | 720,134 | $107.7M | 1.4% | ADD +27.0% |
| 14 | BROWN BROTHERS HARRIMAN & CO | 706,244 | $105.6M | 1.4% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 695,515 | $104.0M | 1.4% | ADD +47.5% |
| 16 | FRANKLIN RESOURCES INC | 629,738 | $94.2M | 1.3% | TRIM -27.6% |
| 17 | Assenagon Asset Management S.A. | 628,759 | $94.0M | 1.3% | DOUBLED +179.0% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 607,737 | $90.9M | 1.2% | — |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 598,396 | $89.5M | 1.2% | ADD +42.2% |
| 20 | 1832 Asset Management L.P. | 561,952 | $84.0M | 1.1% | ADD +30.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BAMCO INC /NY/ | ADD | 5,147,550 | 6,597,453 | +28.2% | $986.7M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 4,258,486 | 2,995,337 | -29.7% | $452.2M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 848,007 | 1,116,519 | +31.7% | $167.0M | 2026-Q1 |
| WASATCH ADVISORS LP | ADD | 621,544 | 801,489 | +29.0% | $119.9M | 2026-Q1 |
| MORGAN STANLEY | ADD | 567,172 | 720,134 | +27.0% | $107.7M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 471,636 | 695,515 | +47.5% | $104.0M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 870,212 | 629,738 | -27.6% | $94.2M | 2026-Q1 |
| Assenagon Asset Management S.A. | DOUBLED | 225,389 | 628,759 | +179.0% | $94.0M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 420,724 | 598,396 | +42.2% | $89.5M | 2026-Q1 |
| 1832 Asset Management L.P. | ADD | 432,096 | 561,952 | +30.1% | $84.0M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 278,637 | 377,951 | +35.6% | $56.5M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 491,386 | 363,562 | -26.0% | $54.4M | 2026-Q1 |
| AustralianSuper Pty Ltd | NEW | — | 346,755 | — | $51.9M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 479,859 | 345,976 | -27.9% | $51.4M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 75,016 | 271,151 | +261.5% | $40.6M | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | DOUBLED | 119,563 | 259,527 | +117.1% | $38.8M | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO | TRIM | 288,327 | 202,874 | -29.6% | $30.3M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | DOUBLED | 43,287 | 148,686 | +243.5% | $22.2M | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC | ADD | 99,502 | 147,343 | +48.1% | $22.0M | 2026-Q1 |
| Invesco Ltd. | NEAR_EXIT | 1,019,702 | 145,570 | -85.7% | $21.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 81,316 | 118,925 | +46.3% | $17.8M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 30,723 | 118,623 | +286.1% | $17.7M | 2026-Q1 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 150,412 | 110,644 | -26.4% | $16.5M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 814 | 84,652 | +10299.5% | $12.7M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | TRIM | 143,969 | 84,445 | -41.3% | $12.6M | 2026-Q1 |
5 unique insiders with 25 transactions. Net insider value: -$6.3M ($0.00 bought, $6.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $135.62 | $162.7K |
| Jun 1, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $158.92 | $190.7K |
| May 26, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $138.51 | $166.2K |
| May 18, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $128.19 | $153.8K |
| May 11, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $136.38 | $163.7K |
| May 4, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $141.91 | $170.3K |
| Apr 27, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $138.09 | $165.7K |
| Apr 20, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $139.75 | $167.7K |
| Apr 13, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $118.77 | $142.5K |
| Apr 6, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $151.14 | $181.4K |
| Mar 30, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $145.74 | $174.9K |
| Mar 23, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $155.56 | $186.7K |
| Mar 17, 2026 | King James Winston | Chief Admin Officer, Gen Couns | SELL | 1,001 | $163.86 | $164.0K |
| Mar 17, 2026 | Peterson David Franklin | Chief Accounting Officer | SELL | 273 | $163.86 | $44.7K |
| Mar 17, 2026 | Mullen John P | President | SELL | 6,576 | $163.86 | $1.1M |
| Mar 17, 2026 | Cooper Jeffrey Elliott | Chief Financial Officer | SELL | 1,935 | $163.86 | $317.1K |
| Mar 17, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 4,737 | $163.86 | $776.2K |
| Mar 16, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $160.00 | $192.0K |
| Mar 13, 2026 | Cooper Jeffrey Elliott | Chief Financial Officer | SELL | 4,757 | $158.72 | $755.0K |
| Mar 9, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $166.34 | $199.6K |
| Mar 2, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $143.87 | $172.6K |
| Feb 23, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $125.50 | $150.6K |
| Feb 17, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $127.00 | $152.4K |
| Feb 9, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $127.77 | $153.3K |
| Feb 2, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $140.01 | $168.0K |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.6/10.
BULLISH
8-K
7/10
Guidewire reported Q3 FY2026 revenue of $372.5M (+27% YoY) and non-GAAP EPS of $0.82, beating consen
Jun 5, 2026
NEUTRAL
CLUSTER
3/10
Guidewire Software CEO Michael Rosenbaum sold 1,200 shares in an open-market transaction for $186,67
Mar 24, 2026
BEARISH
CLUSTER
7/10
Seven open-market share sales by four C-suite executives at Guidewire Software, including the CEO an
Mar 18, 2026
NEUTRAL
CLUSTER
3/10
Two Guidewire Software executives — the CEO and CFO — sold shares in the past week, totaling $954,63
Mar 13, 2026
BULLISH
8-K
8/10
Guidewire Software reported strong second-quarter fiscal 2026 results with total revenue of $359.1 m
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (86% buy). Based on 21 analysts: 7 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$207.00 mean target
+68.9% upside
Strong Buy (1.53)
$137.00 Low
$300.00 High
| Metric | Value |
|---|---|
| Current Price | $122.56 |
| Target Low | $137.00 |
| Target Mean | $207.00 |
| Target Median | $202.00 |
| Target High | $300.00 |
| # Analysts | 13 |
| Recommendation | Strong Buy (1.53) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.94 | $0.72 | $1.02 | 11.5% | -1.2% | 11↑ 3↓ | $0.4B | 13.1% | 14 |
| Next Q 2026-10-31 |
$0.84 | $0.62 | $1.16 | 27.3% | -8.5% | 5↑ 6↓ | $0.4B | 15.9% | 11 |
| Current FY 2026-07-31 |
$3.48 | $3.37 | $3.65 | 31.2% | -1.0% | 6↑ 8↓ | $1.5B | 22.6% | 14 |
| Next FY 2027-07-31 |
$4.11 | $3.27 | $4.65 | 18.3% | -2.8% | 12↑ 2↓ | $1.7B | 15.8% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.937 | |
| 7d ago | $0.934 | +0.003 |
| 30d ago | $0.949 | -0.012 |
| 60d ago | $0.949 | -0.012 |
| 90d ago | $0.949 | -0.012 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 8, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jun 5, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jun 5, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jun 5, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jun 5, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jun 5, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Jun 2, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jun 2, 2026 | BTIG | REITERATE | Buy | Buy |
| May 18, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Mar 10, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 6, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 6, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 6, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Feb 24, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 18, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Feb 4, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 17, 2025 | DA Davidson | UPGRADE | Neutral | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% | |
| May 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% | |
| Apr 1, 2026 | 7 | 11 | 3 | 1 | 0 | 82% | |
| Mar 1, 2026 | 7 | 11 | 3 | 1 | 0 | 82% | |
| Feb 1, 2026 | 7 | 11 | 3 | 1 | 0 | 82% | |
| Jan 1, 2026 | 7 | 11 | 3 | 1 | 0 | 82% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
Jun 12, 2026
short_volume
Short Volume: GWRE — 63.9% short (0.4M / 0.6M)
Short: 414,598 | Exempt: 266 | TRF Vol: 648,627 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: GWRE — 61.6% short (0.6M / 0.9M)
Short: 563,979 | Exempt: 1,815 | TRF Vol: 915,925 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
earnings_calendar
GWRE Q3 2026 Earnings After Market Close — 2026-06-04
Jun 4, 2026
short_volume
Short Volume: GWRE — 61.9% short (0.8M / 1.2M)
Short: 771,322 | Exempt: 2,390 | TRF Vol: 1,245,924 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: GWRE — 66.9% short (0.9M / 1.3M)
Short: 870,233 | Exempt: 108 | TRF Vol: 1,300,631 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: GWRE — 66.9% short (0.3M / 0.5M)
Short: 343,200 | Exempt: 185 | TRF Vol: 512,687 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: GWRE — 64.7% short (0.5M / 0.7M)
Short: 451,696 | Exempt: 38 | TRF Vol: 698,004 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: GWRE — 57.3% short (0.5M / 0.9M)
Short: 500,976 | Exempt: 1 | TRF Vol: 874,926 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: GWRE — 3.1M shares, 57,168 trades
Week starting 2026-05-18. Total ATS volume: 3,109,161 shares across 57,168 trades.
May 13, 2026
short_volume
Short Volume: GWRE — 70.4% short (0.4M / 0.5M)
Short: 383,950 | Exempt: 5,043 | TRF Vol: 545,539 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: GWRE — 2.1M shares, 45,437 trades
Week starting 2026-05-11. Total ATS volume: 2,123,241 shares across 45,437 trades.
May 7, 2026
short_volume
Short Volume: GWRE — 56.1% short (0.3M / 0.5M)
Short: 296,287 | Exempt: 0 | TRF Vol: 528,189 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: GWRE — 1.6M shares, 42,584 trades
Week starting 2026-05-04. Total ATS volume: 1,556,876 shares across 42,584 trades.
Apr 27, 2026
dark_pool
Dark Pool: GWRE — 1.4M shares, 39,948 trades
Week starting 2026-04-27. Total ATS volume: 1,411,146 shares across 39,948 trades.
Apr 24, 2026
short_volume
Short Volume: GWRE — 65.3% short (0.4M / 0.7M)
Short: 448,231 | Exempt: 12,568 | TRF Vol: 686,688 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)